Client information lives in inboxes
Professional Services
Keep clients, projects, documents and recurring work connected.
Create a simple operating flow from enquiry and proposal through client delivery, tasks, documents, billing and renewal.
Example operating workflow
Lead
Consultation
Proposal
Client
Service
Billing
Renewal
CRM
Proposals
Projects
Tasks
Documents
Billing
What businesses recognise
Common digital friction in professional services businesses.
These are practical symptoms rather than abstract technology problems. Vighnex uses them to decide where digitalisation should begin.
Proposals and documents are hard to find
Tasks depend on individual follow-up
Recurring work is not standardised
Billing is disconnected from delivery
Recommended modules
Use only the capabilities that fit the workflow.
The industry page does not imply that every business needs every module. Start with the process causing the most friction and expand from there.
CRM
Proposals
Projects
Tasks
Documents
Billing
Renewals
Industry Digital Audit
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