CRM software for IT and software services companies
From the first discovery call to the monthly invoice, IT firms juggle sales, delivery and billing. SkleUp keeps all three in one record, so delivery knows what was sold and finance knows what was delivered.
What gets in the way today
- Sales promises do not reach the delivery team
- Project hours are not reconciled with invoices
- Proposals are built in documents with outdated prices
- Remote teams make attendance hard to track
How SkleUp fits it & software services
Sales pipeline & proposals
Services and bundles in the catalog, proposals with approval, and a forecast for the quarter.
About sales pipeline & proposalsTasks & time tracking
Project tasks with Gantt view, estimates and time logs per developer.
About tasks & time trackingHRMS, attendance & payroll
WFH and WFO attendance from login sessions, with live status.
About hrms, attendance & payrollAccounting, GST & invoicing
Milestone and time-based invoices, receivables and GST.
About accounting, gst & invoicingQuestions from it & software services teams
Can we track hours by project?
Yes. Link tasks to the won client project, and time logs roll up into task and employee reports.
Does it work for remote teams?
Yes. Attendance comes from CRM sessions, and office IP rules decide WFO versus WFH.
Other industries
Real estate
Get Meta ad enquiries to an executive in minutes and follow them to a paid booking.
Marketing & creative agencies
Track pitches, retainers and every billable hour, then invoice from the same record.
Schools, colleges & coaching
One admissions board for every parent enquiry, with counsellor follow-ups and fees.
Hospitals & clinics
Turn calls and messages into appointments, and run staff shifts in the same system.
Distribution & trading
Quote from one catalog, take orders and chase payments without spreadsheets.
See your own process running in SkleUp
Book a 30-minute demo. We set up a workspace with your stages, show the parts that matter to your team and send a quote. New customers get their first 50 hours of customisation free.