Nexio Business OS · Professional services

Professional services software for clients, projects, invoices and cash flow

Consultants, agencies, law firms, accounting practices and engineering teams are judged on delivery and paid on invoices. Nexio Business OS keeps the pipeline, the work and the money in one system.

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✓Follow up every lead, not just the loud ones

✓Invoice on time and get paid sooner

✓One clear view of delivery and cash

What is costing you money right now

If two or more of these sound familiar, the system is the problem — not your team.

!Leads sit in an inbox with no follow-up.

!Project status lives in someone's head until a client asks.

!Invoices go out late, so cash arrives late.

!Billable work and expenses are reconstructed from memory.

A normal day for a professional service on Nexio

Nothing changes about how you work — only how much of it you have to remember.

1. Pipeline

New enquiries land in the CRM with owner, value and next action.

2. Delivery

Tasks and documents are organised per client engagement.

3. Billing

Raise invoices from completed work and share them with the client.

4. Cash

See what has been paid, what is overdue and what the month looks like.

The modules switched on for you

These are the parts of Nexio Business OS this industry leans on every day.

CRM

A pipeline that shows every deal, its owner and its next step.

Segments, VIPs, lapsed customers, lifetime value and full activity timelines.

Create your first segment →

Customers

Client records with contacts, history and value.

One shared customer record across sales, appointments, invoices and marketing.

Add a customer →

Tasks

Delivery tasks per engagement so nothing slips.

Lightweight tasks with owners, due dates, priorities and comments.

Create a task →

Documents

Proposals, contracts and deliverables shared with a branded link.

Contracts, receipts, employee and customer files, searchable and attachable to records.

Upload a document →

Invoices

Professional invoices with balances and reminders.

Quotes, proformas, invoices, credit notes, partial payments and overdue tracking.

Create an invoice →

Reports

Revenue, costs and cash position without a spreadsheet.

Sales, profit & loss, cash flow, stock movement, tax and customer reports you can export.

Run your first report →

Professional services workspaces start with 20 modules enabled, including Dashboard, Appointments, Customers, CRM, Products, POS, Sales, Loyalty. Switch any of them on or off in Settings. See the full module list →

Professional services questions, answered

＋Can I send proposals and contracts?

Yes. Documents can be shared with clients through a branded link for review and approval.

＋Does it handle retainers and one-off projects?

Yes. Invoice recurring retainers or one-off engagements and track balances on both.

＋Can my team collaborate?

Yes. Invite team members with their own access, and assign tasks and deals to owners.

＋Is it suitable for a law or accounting firm?

Yes. Client records, matters as engagements, documents and billing all live in the same workspace.

Run your professional service on one intelligent system

Set up in under two minutes with the right modules already switched on. Free plan, no card required.

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