Win clients, deliver engagements and keep billing and accounts on track from one cloud platform. Dexter Plus gives consultancies, agencies and advisory firms one place for sales, client work, people and finance.
A services firm sells expertise and deadlines. Small gaps between sales, delivery and billing quietly cost money.
What sales agreed with the client never quite reaches the delivery team.
Status calls and long email threads replace a clear, shared view of progress.
Deliverables go out before anyone checks they are complete.
Track every lead in Dexter SalesHub, schedule meetings with automatic invitations and reminders, and keep proposals, presentations and company profiles in one shared library. Individual targets and a sales leaderboard show who is converting. When a deal is won, assign tasks straight to the delivery team, so nothing agreed is forgotten.
Run each engagement in Dexter Projects with owners, deadlines and task dependencies. Reusable templates standardise how your firm delivers, and recurring tasks schedule monthly reports and reviews automatically. Tasks cannot be closed without the required work and details, and approval hierarchies route deliverables to a reviewer before they reach the client. The performance dashboard then shows who delivers on time and who may need support.
Give clients secure portal access to progress and updates. They raise questions in the portal, and your team replies with comments, attachments and supporting reports. Scheduled reports reach stakeholders automatically, and project documents stay in one place, so nobody hunts through inboxes for the latest version of a file.
Match consultants to new work by skill and availability with WorkTrack by Dexter AI, connected to Dexter Resource. Team members submit client-related expenses through Dexter Expense, and Dexter Finance handles invoices, credit notes, multi-currency billing and bank reconciliation in one real-time ledger. Dexter Payroll pays your team from approved attendance and leave, with payslips available through self-service.
Dexter Plus connects sales, client delivery, people and finance for services firms. Specialist tools, such as design software or practice-specific systems, keep running alongside it.
PSA software helps services firms manage projects, resources and billing. An ERP covers the same ground and adds the wider business, such as accounting, payroll and purchasing.
Agree the scope in writing, log every change request, and approve extra work formally with its impact on time and fees before it starts.
Common signs are a second office, more than one company or currency, several people sending invoices, or partners spending evenings reconciling spreadsheets.
Sales, delivery, people and finance, connected in one cloud ERP built for growing professional services firms.
