Leads and clients
Leads and clients are records with history and a lead source.
Clients, projects, and invoices — off the email chain and onto the record.
Professional services ERP that keeps leads, appointments, projects, documents, and invoicing together — so client work has an owner, documents have a home, and the invoice reflects what was actually delivered.
A professional services firm — consultancy, agency, legal, accounting practice — runs its business out of email and a folder of documents, and it costs them in two places: work that slips because nobody owned the follow-up, and revenue that leaks because the invoice didn't match what was delivered. Farexa moves it onto the record: leads and clients are tracked, appointments handle meetings, projects hold the work, documents attach where they belong, and invoicing bills what was done.
The client relationship is a record with history, not a thread someone has to search. Appointments schedule meetings and consultations with reminders and calendar sync, projects and tasks give the work an owner, and documents live on the client rather than in an inbox. Invoicing turns delivered work into billing that posts to the accounts, so the revenue the partner sees and the work the team did are the same data.
It's the operating system for a firm whose product is its people's time: clients known, work owned, documents kept, and invoices that reflect delivery — so nothing bills late and nothing gets missed.
Key features
How Farexa maps to professional services.
Appointments for meetings
Schedule meetings and consultations with reminders and calendar sync.
Projects and tasks
Give the work an owner through projects and tasks.
Documents on the client
Documents live on the client rather than in an inbox.
Invoicing from delivery
Bill what was delivered, posting to the accounts.
Client balances
Track payments and outstanding balances per client.
Follow-ups owned
Follow-ups have an owner, so client work doesn't slip.
Reporting on clients and revenue
Read client activity, revenue, and workload.
How it works
From client to delivered invoice.
01
Capture the client. Create leads and clients with their details and source.
02
Schedule and scope. Book meetings as appointments and set up the project and tasks.
03
Do the work on the record. Track tasks and attach documents to the client and project.
04
Invoice what was delivered. Bill delivered work, posting to the accounts against client balances.
05
Review clients and revenue. Read client activity, revenue, and staff workload.
Who it's for
Who serves clients with it.
- Consultancies and agencies — Clients, projects, and invoices on one record.
- Legal and accounting practices — Client work owned and documents kept in one place.
- Freelance and boutique firms — Leads, meetings, and invoicing without an email chain.
- Partners and account managers — Managers own client work; partners read revenue.
Works with
The app cluster for professional services.
- CRM — Leads, clients, history, and lead source.
- Appointments — Meetings and consultations with reminders.
- Sales — Quotations and invoicing for delivered work.
- Accounting — Invoices post to the ledger; client balances.
- Analytics — Client, revenue, and workload reporting.
FAQ
What services firms ask.
Does it keep client work off the email chain?
Yes. Leads and clients are records with history, appointments handle meetings, projects and tasks give the work an owner, and documents live on the client — so the relationship is a record rather than a thread someone has to search.
Does the invoice reflect what was delivered?
Yes. Invoicing turns delivered work into billing that posts to the accounts, so the revenue a partner sees and the work the team did are the same data — which is how you stop revenue leaking through invoices that don't match delivery.
Are meetings and follow-ups handled?
Yes. Meetings and consultations are scheduled as appointments with reminders and calendar sync, and follow-ups have an owner, so client work doesn't slip between people.
Can I see client balances and revenue?
Yes. Payments and outstanding balances are tracked per client, and reporting reads client activity, revenue, and staff workload.
Which apps does a services firm start with?
Usually CRM and Appointments for clients and meetings, then Sales and Accounting for invoicing and balances, with Analytics for revenue and workload.
Get client work onto the record.
Book a walkthrough with your own clients and projects, and see work owned and invoiced from delivery.