A pipeline you can actually read
Leads carry a score, and deals move across a drag-and-drop kanban with WIP limits per stage — so a stage that is quietly clogged shows up as a limit breach, not as a surprise at quarter end.
For agencies & consultancies
From the first lead to the last invoice — one thread.
Run the pipeline, the project, the people on it, and the money it earns in the same system, so a won deal becomes a budgeted project and a billable invoice without anyone retyping it.
The reality
What you’re up against.
- The pipeline lives in one tool, delivery in another, and invoicing in a spreadsheet nobody trusts.
- A project is only known to be over budget once the month closes.
- Work gets delivered weeks before anyone raises the invoice for it.
- Retainer scope creeps quietly, and the conversation happens too late.
How CareIT Business OS fits
Capabilities, mapped to your work.
Won work becomes a budgeted project
Projects carry a budget and a health state, with tasks and owners underneath. The commercial record and the delivery record are the same record, so scope and spend are compared against the deal that was actually signed.
Quote, invoice, chase — in one place
Quotes convert to invoices against the customer record, and the finance cockpit shows net cash and budget burn against elapsed pace, so a project burning faster than its calendar is visible while you can still act.
The people side is not a separate system
The HR directory, employee records, and payroll runs sit in the same workspace as the projects those people are staffed on — one org model, one set of roles, one audit trail.
Answers from your own numbers
The AI copilot runs real queries against your live data and returns the working — the window, the record counts, the basis. It computes from what is in your database, so it cannot invent a utilisation figure or a revenue number.
Other sectors
Bring one live engagement to a walkthrough.
We will run it from lead to project budget to invoice on the real product.