FOR GROWING PROJECT-BASED BUSINESSES
Connect sales, projects, resourcing and billing.
One input. Many uses.
Pair helps growing consultancies and project-based businesses see upcoming work, active delivery, team capacity and billing in one place, without re-entering information or piecing it together from different systems.
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CUSTOMER STORY
How OTECSA moved from spreadsheets to one connected system
OTECSA is a specialist consultancy. When it started with Pair, 13 people were managing more than 80 projects in spreadsheets. Pair connected its sales pipeline, projects, capacity, tasks, time and billing visibility. The team has since grown to about 15.
“It was easy with a team of five or six. With 13 of us working on 80 live projects, no-one can track that in their head.”
OTECSA, on moving from spreadsheets to Pair
When work grows faster than your systems
Simple ways of working suit a small team. As the team and the project count grow, they get harder to keep on top of.
- 01
Shared trackers fall behind.
When several people update the same trackers, it takes time to work out what changed.
- 02
Steps slip between the work and the invoice.
A missed step can mean a late invoice, and cashflow feels it.
- 03
Busy and quiet periods arrive as a surprise.
Team capacity is easy to hold in your head with five people. It is much harder with fifteen.
Pair connects the information behind each of these.
THE CONNECTED FLOW
One input. Many uses.
Information entered once moves with the work, from the first opportunity to the invoice.
- 1
Pipeline
The opportunity informs the project plan.
- 2
Projects
Won work becomes a project without being re-entered.
- 3
Resources
Project needs support planning of people and capacity.
- 4
Delivery
Tasks and time are tracked against the project.
- 5
Billing
Delivery information supports billing visibility.
Purchasing connects where relevant, through Work Orders: job components, suppliers and linked purchase orders.
See it for yourself
Follow the work from pipeline to payment
A guided tour you click through yourself: check your pipeline and capacity, see what you've committed to and when you'll be paid. No setup, no sign-up.
- 1See how many months of work you have covered
- 2Book leave and see it in the capacity forecast
- 3Check when the team is free to start new work
- 4See every project's value and what's left to invoice
- 5Plan and track the work as tasks
- 6Track margin as the work happens
- 7See what's ready to invoice and when you'll be paid
Start with what you need. Grow into the rest.
Pair includes a range of standard products on one platform. Begin with the workflow that solves your immediate problem and adopt more as you grow.
Work
CRM
Manage customers and sales opportunities.
Portfolio
Oversee projects, capacity and finances.
Tasks
Plan, assign and track tasks.
Work orders
Manage job components and supplier purchasing.
People
Employees
Keep employee records in one place.
Staffing
Schedule people and assignments.
Time tracking
Log time against projects and tasks.
Plus Booking, Support, LMS, Apply, Desk Booking, Goals, Equipment, Documents, Accident Book, and Hardware and Software.
See what's included and what it costsShow us how your work moves through your business.
We'll show you how Pair connects it.
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