Prospects
Keep every contact and lead in one place, before they turn into deals.
- Contacts, companies and sources
- Last touch and owner at a glance
- One click to turn a lead into a deal
Operations software for firms that bill for time
Agencies traffic work all day. They don't lose money for lack of talent. They lose it in the gaps: between the deal and the kickoff, the plan and the timesheet, the hours and the invoice. Kerdion OPS clears the bottlenecks so work flows from prospect to profit.
Product tour
Click through the app header to see each part of Kerdion OPS.
Contacts and leads, before they become deals
Weighted pipeline: $412K · Feeds Planning as tentative work
Capacity and utilization by person, next six weeks
Budget, burn and progress for every active engagement
Every client and project at a glance
Active projects
14
3 starting this month
Billable utilization
78%
Target 75% · on target
Budget at risk
3
Projects over 70% burn
Margin, this quarter
31%
Up 4 points
My week · 38.5 hours · 34 billable
Margin by client, year to date · Synced to [ACCOUNTING PLATFORM]
Revenue
$1.84M
Delivery cost
$1.27M
Margin
31%
Margin by client
Clay marks clients below your 15% margin floor.
Screens are design concepts with sample data and may change before release.
Features
Keep every contact and lead in one place, before they turn into deals.
A weighted pipeline that feeds planning, so you see the staffing each deal will need.
Capacity and utilization by person and role, weeks ahead.
Budgets, milestones and burn for every engagement, updated as work happens.
Every client and project at a glance, for leadership and account reviews.
Time entry simple enough that people actually do it.
Margin by client, project, service and person, with clean data for your books.
Built on the six pillars
Software plus know-how
Kerdion OPS comes from Pensum Labs. When you need help defining the process behind it, the consulting team at Pensum Consulting works alongside you to set it up, train your people and make it stick.
A 30-minute walkthrough of Kerdion OPS, and of where work stalls and margin leaks in your firm.