Customers & CRM
Keep customer context, opportunities and service conversations connected before work begins.
Professional Services
Connect client work from opportunity to delivery in one connected flow.
Connect customers, projects, teams, time, expenses, invoicing and accounting in one operating environment built around service delivery.
CONNECTED SERVICE FLOW
From client work to accounting
CRMProjectsWork & TimeInvoicingAccounting
Customer context, project work, time, expenses, invoicing and accounting stay connected around the same service engagement.
Professional service operations
What you can manage with ROKOO
Manage customers, projects, teams, time, expenses, invoicing and accounting as one connected service operation.
Projects
Organize client engagements as projects with clear work, ownership and delivery context.
Tasks & teams
Coordinate tasks and responsibilities across the people delivering each client engagement.
Time tracking
Record time spent on client work when time is part of how services are managed or billed.
Schedules & activities
Keep meetings, activities and delivery dates visible alongside the work they support.
Expenses
Track expenses related to client work and projects without separating them from the delivery context.
Invoicing
Turn delivered work into invoices while keeping the customer and project context connected.
Accounting
Carry invoices, expenses and related transactions into accounting as part of the same business flow.
Service delivery workflow
One engagement. A connected delivery cycle.
ROKOO keeps customer context, project delivery, team activity, expenses, invoicing and accounting connected from the start of the engagement through billing.
Capture the customer and define the scope of work
Create the project and organize tasks and responsibilities
Deliver the work while recording relevant time and activities
Record project-related expenses when needed
Prepare the invoice based on delivered work
Carry the invoice and related transactions into accounting
ROKOO AI
Ask questions that reflect real service delivery.
ROKOO AI works across connected customer, project and financial data to help teams see what needs attention in the context of service delivery.
“Which client projects need attention today?”
“Which tasks or activities are overdue?”
“Which delivered work is ready to be invoiced?”
“Which customer invoices are still outstanding?”
Connected service business
Professional services work better when customers, projects, teams, invoicing and accounting stay connected.
CRMProjectsTasksTimeExpensesInvoicingAccounting
See how ROKOO can fit your professional services operation.
Bring customers, projects, teams, time, expenses, invoicing and accounting into one connected service workflow.