Professional Services

Professional Services Software

Know which clients make money

Agencies, consultancies, and IT services firms run dozens of client projects at once, each with its own budget, deadline, and team allocation. Vaizy connects time and cost to each client so profitability is always visible.

Professional Services
Five people on ten accounts.

Margins disappear when the same people are shared across more accounts than anyone realizes. Vaizy shows allocation next to client budgets.

1

Per-client budget tracking

See costs and budget for each client side by side, so you know exactly which accounts are profitable.

2

Team allocation across accounts

See who is working on which client and how much of their time each account takes.

3

Deliverable tracking

Track deliverables and milestones per client, with risks linked to the deadline they threaten.

Problems Vaizy solves

Client profitability is a guess

Revenue looks fine but nobody calculates the actual hours spent. Vaizy shows costs against each client's budget so you see which accounts lose money.

Track deliverable milestones and deadlines for every client in one place.

Team members are overbooked across accounts

The same person is on five accounts and nobody sees the conflict until a deadline slips. Vaizy shows allocation per person across every client.

See costs against each client's budget: salaried and contractor time combined.

Scope creep has no paper trail

Clients add requests and the team absorbs them without adjusting the budget. Vaizy logs scope changes and links them to budget impact.

Spot when the same team member is stretched across too many accounts.

No view across all accounts

Each account lead has their own tracker. Leadership has no single view of which accounts are healthy. Vaizy gives a portfolio view across every client.

Flag risks like scope creep or stalled approvals, linked to the deliverable they affect.

See which accounts actually make money

Client budgets, team capacity, and deadlines in one place.