Service Operations Solutions

Connect Sales, Projects, Invoicing, and Collections in One System

Are leads being lost because follow-up is not organized? Do projects start without clear visibility into tasks and time? Are invoices delayed after work is delivered? Is it difficult to know where billable hours, invoices, and collections are being lost?

Shift ICT helps service-based companies connect CRM, projects, timesheets, invoicing, collections, helpdesk, and reporting into one operating model that gives management clearer visibility into sales, delivery, profitability, and customer support.

Shift ICT is a local implementation partner that helps service companies in Egypt organize the full workflow from sales opportunity to delivery, invoicing, and collections using suitable ERP solutions, including Odoo when it fits the business need.

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Assess Your Sales, Projects & Billing Flow

Practical local implementation for service companies that need better visibility into projects, time, invoices, and collections.

CRM & Sales01

Projects & Tasks02

Timesheets03

Invoicing & Collections04

Helpdesk & Reporting05

Daily Service Business Pain

Are These Problems Happening Inside Your Company?

In service-based businesses, the challenge is not only winning new clients. The real challenge is following up leads, managing delivery, tracking time, issuing invoices, and collecting payments without operational chaos.

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Lost Leads

Sales opportunities are lost because follow-up is not organized or ownership is unclear inside the CRM.

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Unclear Projects

Projects start without accurate tracking of tasks, responsibilities, deadlines, and progress.

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Inaccurate Timesheets

Team time is not recorded consistently or is not linked to the right project, client, or scope.

₪

Billing Leakage

Billable hours or delivered work are missed and never make it into the final invoice.

↻

Weak Collections

Invoices and collections are delayed because follow-up is not structured or visible.

Scattered Support

Client requests are spread across WhatsApp, email, phone calls, spreadsheets, and disconnected tools.

Find Out Where Time, Invoices, and Collections Are Being Lost

Operational Chaos Impacts Revenue and Cash Flow

When sales, projects, invoicing, collections, and support are disconnected, losses start appearing in multiple ways.

Revenue lost because leads were not followed up.
Work delivered but never invoiced.
Delayed invoicing that slows down cash flow.
Weak collections due to unstructured follow-up.
Project margin erosion because time and cost are not tracked properly.
Management decisions based on incomplete data.

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The Transformation

From Scattered Follow-Up to Clear, Profitable Service Operations

Imagine every lead entering the CRM and being followed up clearly, every sales opportunity turning into a structured project, every task having an owner, deadline, and progress status, every working hour recorded and linked to the right client and project, and every invoice issued on time based on delivered work.

With the right ERP implementation, CRM, projects, timesheets, invoicing, collections, contracts, SLAs, helpdesk, and reporting can be connected in one system that gives management clearer visibility and stronger control over revenue, cash flow, and delivery.

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Connected CRM

02

Structured Projects

03

Clear Timesheets

04

Invoicing & Collections

05

Helpdesk & Reports

Assess Your Sales, Projects & Billing Flow

Implementation Scope

What We Help You Implement in Service Companies

We help service-based companies implement and connect the core processes that directly affect sales, delivery, invoicing, collections, and customer support.

✓

CRM & Lead ManagementOrganize follow-up and turn opportunities into actual business.

✓

Sales PipelineImprove visibility into open opportunities and sales stages.

✓

Project ManagementTrack projects, tasks, deadlines, and delivery progress.

✓

TimesheetsRecord time and connect it to the right project or client.

✓

InvoicingIssue invoices faster based on delivered work or project milestones.

✓

CollectionsOrganize collections follow-up and reduce payment delays.

✓

HelpdeskOrganize client requests and support tickets.

✓

Contracts & SLAsTrack service agreements, obligations, and service levels.

✓

DashboardsReports for sales, projects, time, invoices, and collections.

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Business Benefits

What Your Company Gains

✓

Better Lead Follow-UpReduce lost leads and improve sales discipline.

✓

Stronger Project ControlClearer visibility into tasks, deadlines, responsibilities, and delivery.

✓

Fewer Lost Billable HoursReduce missed hours that should have been invoiced.

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Faster InvoicingInvoice based on delivered work, milestones, or recorded effort.

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Better Cash FlowImprove collections visibility and follow-up discipline.

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Clearer ProfitabilityUnderstand profitability by project, client, and delivery effort.

Use Cases

Practical Service Business Scenarios

Use Case 01

CRM Pipeline and Lead Follow-Up

Problem: Leads come from different channels and are lost because follow-up is weak or ownership is unclear.

Solution: Organize CRM and sales pipeline so each lead is recorded, staged, and assigned to a clear owner.

Business Outcome: Fewer lost opportunities, faster follow-up, and better conversion from interest to sales opportunity.

Use Case 02

Project Tracking and Delivery Visibility

Problem: Projects start without clear visibility into tasks, responsibilities, and actual progress.

Solution: Organize projects, tasks, stages, responsibilities, clients, and deadlines.

Business Outcome: More consistent delivery, fewer delays, and clearer management visibility.

Use Case 03

Timesheets and Billable Hours Control

Problem: Teams work many hours that are not recorded or do not make it into invoices.

Solution: Record timesheets and connect them to projects, clients, and work types.

Business Outcome: Less billing leakage, better visibility into team utilization, and more accurate invoicing.

Use Case 04

Invoicing and Collections

Problem: Invoices are delayed after delivery, and collections are not followed up consistently.

Solution: Link delivered work or project milestones to invoicing and organize collections follow-up after invoices are sent.

Business Outcome: Faster invoicing, better cash flow, and fewer collection delays.

Use Case 05

Helpdesk and Client Requests

Problem: Client requests are scattered across WhatsApp, email, and calls, with no clear status or priority.

Solution: Organize helpdesk or tickets to record requests, assign ownership, and track status until closure.

Business Outcome: Faster response, better customer service, and less pressure on the team.

Use Case 06

Project Profitability and Reporting

Problem: Management cannot see project or client profitability because time, cost, and invoicing are not connected.

Solution: Connect projects, timesheets, invoices, and collections into clear management reports.

Business Outcome: Better decisions, clearer profitability, and improved resource management.

Request a Service Operations Discovery

Messaging by Service Type

Two Messages Based on Your Service Model

Professional Services

For consulting firms, IT companies, agencies, and implementation companies.

If your work depends on projects, billable hours, delivery, and client reporting, you need clear visibility into team utilization, billable effort, project progress, and client profitability.

Operational Services

For maintenance companies, support providers, field services, and service contracts.

If your work depends on support requests, visits, service contracts, or SLAs, you need faster response, clear ticket tracking, ownership, and service quality visibility.

Qualification

Is This Right for Your Company?

This Is Suitable If Your Company:

Has a sales and delivery team.
Manages multiple client projects or service work.
Uses billable hours or timesheets.
Struggles with delayed invoicing or collections.
Provides support, maintenance, or service contracts.
Uses Excel, WhatsApp, or disconnected tools for follow-up.
Needs clearer profitability by project or client.

This Is Not Ideal If You:

Are a freelancer with very simple operations.
Only need accounting software.
Have no project, support, or service complexity.
Are not ready to organize data and processes.
Do not need to connect sales, delivery, invoicing, and collections.

Why Us?

Why Shift ICT?

Successful ERP implementation for service companies does not depend on the system alone. It depends on understanding the workflow from lead to delivery, invoicing, and collection.

✓

Local Understanding

Understanding of service companies in Egypt and their daily operational challenges.

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Service Operations-First

We start from the operating flow, not from modules only.

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Practical Discovery

Clear understanding of the lead-to-cash flow before implementation.

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Clear Scope

Structured implementation that reduces risk and avoids uncontrolled expansion.

✓

Training & Support

Team training and post-go-live support to support adoption and stability.

✓

Cash Flow Focus

Focus on revenue, utilization, invoicing accuracy, collections, and control.

Talk to Shift ICT

How We Start

You do not need to connect everything from day one. It is better to start from a clear point: where are leads lost, where are projects delayed, where are hours missed, and where do invoicing and collections slow down?

30-Minute Consultation

We understand your service model, team size, sales process, and project or invoicing workflow.

Review Lead-to-Cash

We review the client journey from lead to project, timesheets, invoice, and collection.

Define Priorities

We identify whether the best starting point is CRM, projects, timesheets, invoicing, collections, or helpdesk.

Propose Clear Scope

We provide an initial implementation or Discovery direction based on complexity and readiness.

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FAQ

Frequently Asked Questions

Can CRM be connected to projects and invoicing?

Yes. The client journey can be organized from lead to sales opportunity, then project, invoice, and collection.

Can projects and tasks be tracked?

Yes. Projects, tasks, owners, deadlines, and execution status can be tracked clearly.

Can timesheets be recorded?

Yes. Time can be recorded and connected to the right project, client, or work type.

Does it help identify billable hours?

Yes. Visibility into billable and non-billable hours can be improved to reduce lost revenue.

Can invoicing and collections be accelerated?

Yes. Delivered work or project milestones can be linked to invoicing, and collections follow-up can be organized.

Can helpdesk or support requests be managed?

Yes. Support requests can be recorded, prioritized, assigned, and tracked until closure.

Can contracts and SLAs be tracked?

Yes. Contracts and service levels can be organized and connected with follow-up and reporting.

Do we need to start with everything at once?

No. In many cases, we start with a clear scope such as CRM + Projects + Invoicing, then expand later to timesheets, helpdesk, and reporting.

How long does implementation take?

It depends on company size, number of users, project complexity, and billing model. We usually start with consultation or Discovery to define a realistic scope and timeline.

Is post-go-live support available?

Yes. Post-go-live support can be provided to help the team stabilize and improve usage.

Start Organizing Sales, Projects, and Billing Before Revenue Gets Lost

If your company is struggling with weak lead follow-up, delayed projects, lost billable hours, slow invoicing, or delayed collections, now is the right time to review how your operations work.

Start with a consultation with Shift ICT to understand where time, invoices, and collections are being lost, and what the right starting point is for organizing your service operations.

Book a Consultation
Assess Your Sales, Projects & Billing Flow

Book a Consultation for Service Operations

Fill in your details and we will contact you to schedule a suitable time to discuss your sales, projects, billing, and collections flow and the best starting point.

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We will review your information and contact you to schedule a suitable time.