01
Understand customers
Contacts, activities, proposals, and documents remain traceable in one place.
42suite for service businesses
From customer contact to invoice without a system break.
42suite connects commercial and operational workflows so context is not lost between sales, delivery, and administration.
You share four details; we then review fit, migration scope, and the next useful step personally.
02
Plan delivery
Projects, tasks, calendars, and time create a shared operational view.
03
Simplify administration
Billing, expenses, and reports use the same master data.
Workflow
One system for the complete service process.
- 01Manage leads and customer relationships
- 02Create proposals and orders
- 03Coordinate work and resources
- 04Invoice services and track payments
Good fit
For knowledge-based and project-oriented services.
- Consultancies and studios
- IT and technical services
- Service companies with repeatable workflows
- Teams with distinct roles and responsibilities
Concrete workflow
Example: a consultancy with several client engagements
The consultancy records contacts and demand in CRM, plans the order as a project, and assigns tasks and time to the engagement. Billable services remain traceable through payment.
Useful next steps
Continue through the real workflow.
These pages connect directly to the work described here.
CRM for agencies → From inquiry and lead to proposal and order. Project management → Turn orders into planned tasks, deadlines, and budgets. Resource planning → Review demand, availability, and bottlenecks together. Invoices and billing → Bill delivered services and track open payments. Implementation and migration → Prepare data, roles, testing, and launch.
Frequently asked questions
Answers specific to this workspace.
What does 42suite for service businesses cover?
42suite connects commercial and operational workflows so context is not lost between sales, delivery, and administration.
How does the workflow run in practice?
Manage leads and customer relationships, Create proposals and orders, Coordinate work and resources and Invoice services and track payments.
Who is this workspace a good fit for?
Consultancies and studios, IT and technical services, Service companies with repeatable workflows and Teams with distinct roles and responsibilities.
Which boundary should buyers consider?
The focus is knowledge-based, project-oriented delivery. Production planning and classic retail are not core use cases.
Personal workflow check
Compare your workflow with 42suite in 15 minutes.
We review your starting point, roles, and the next useful step without making claims beyond the published product scope.