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    PROFESSIONAL SERVICES

    Run your firm
    with clarity.

    Project tracking, time logging, invoicing, and CRM built for consultants, agencies, and service firms.

    Project TrackingTime & BillingClient CRM

    Brand Refresh

    Acme Corp · Due Mar 30

    On track

    Milestones

    Discovery
    Design
    Development
    Launch

    Hours

    28.5 / 60

    Rate

    $150/hr

    Progress

    71%

    Recent activity

    Sarah logged 2.5h — Developmenttoday
    Proposal v3 sent to clientyesterday
    Design milestone marked complete2d ago

    How it works

    From onboarding to payment — streamlined for service firms.

    1

    Onboard Clients

    Capture client details, project scope, and billing preferences in structured intake forms.

    • Digital intake forms
    • Scope documentation
    • Billing preferences
    • Contract management
    2

    Track & Deliver

    Manage projects, log time, and keep clients updated with milestone tracking.

    • Project milestones
    • Time logging
    • Client updates
    • Task assignments
    3

    Invoice & Get Paid

    Generate invoices from tracked time, send them digitally, and collect payments online.

    • Auto-generated invoices
    • Online payment links
    • Payment reminders
    • Revenue tracking

    Tools for service professionals

    Everything consultants and agencies need to deliver and get paid.

    01 / 06

    Project Management

    Track projects with milestones, tasks, and time logging per client. Visual progress boards and deadline tracking.

    Brand Refresh — Acme Corp

    Due: Mar 30

    02 / 06

    Professional Invoicing

    Create branded invoices from time entries with one-click sending. Automatic payment reminders included.

    Invoice #PS-1082

    03 / 06

    Client CRM

    Centralized client profiles with communication history, documents, and project records.

    Client Record

    04 / 06

    Time Tracking

    Log billable hours by project, task, or team member. One-click timer with manual entry fallback.

    Time Tracker

    Brand Refresh — Design Phase

    Acme Corp

    00:00

    Stopped

    Today3h 42m
    05 / 06

    Proposal Builder

    Create professional proposals with scope, pricing, and terms. Track views and get e-signatures.

    Proposal

    06 / 06

    Revenue Dashboard

    Track revenue, utilization rates, and profitability by project, client, and team member.

    Revenue Dashboard

    $124.5k

    Q1 revenue

    Integration

    One platform.
    Perfectly integrated.

    Projects, time, invoicing, and CRM — all connected.

    Projects
    Time Tracking
    Invoicing
    CRM
    Proposals
    Analytics

    6+

    Integrated Modules

    1

    Unified Database

    0

    Manual Syncing

    Every client
    matters in services.

    From onboarding to invoicing — everything you need to deliver exceptional client work, all in one platform.

    • Project management & milestones
    • One-click time tracking & timers
    • Automated invoice generation
    • Client CRM & communication logs
    • Proposal builder with e-signatures
    • Revenue & utilization dashboards
    • Contract & document management
    • Multi-team collaboration tools

    Active Projects

    12 projects

    Brand Refresh — Acme Corp

    71%
    Hours42.5/60
    Budget$15.6k
    DueMar 30

    Website Redesign — TechStart

    35%
    Hours18/50
    Budget$22.5k
    DueApr 15

    Firm Performance

    78%

    Team utilization rate

    $124.5k Q1 revenue • ↑ 22% YoY

    Why professionals choose Simple

    Purpose-built tools that help service firms deliver more and bill faster.

    Time & Billing

    One-click timers, automatic invoice generation from tracked hours, and payment reminders that get you paid faster.

    Project Tracking

    Milestones, task boards, and progress tracking keep every project on time and on budget.

    Client CRM

    Centralized profiles with communication history, documents, and project records for every client relationship.

    Revenue Analytics

    Track utilization rates, profitability by project, and revenue trends to grow your firm strategically.

    Ready to get started?

    Join thousands of businesses already using Simple to power their operations.