Solutions / Professional services
Billable work, from the enquiry to the invoice, on one record.
The pipeline, the delivery and the billing sharing a client record — so what was sold, what was done and what was invoiced can be compared without a spreadsheet.
Who this is for: Agencies, consultancies, practices and firms selling people’s time.
What breaks today
The three you will recognise.
Written from what this kind of business actually reports, rather than from a list of features a competitor lacks.
The pipeline and the work are strangers
A deal closes in one system and becomes a job in another, and the connection between what was promised and what is being delivered is somebody’s memory.
Correspondence lives in a personal mailbox
The thread that agreed the scope is in one person’s inbox, and leaves with them.
Invoicing is an archaeology exercise
Reconstructing what to bill from timesheets, emails and memory, a month after the work.
What changes
Not a promise about your results. A description of the mechanism.
These are things the software does. What they are worth in your business depends on your business, and we would rather say that than quote a percentage nobody can check.
A won deal is the same record as the job
Scope, price and terms carry from the pipeline into delivery rather than being restated.
Mail and documents log against the client
Business email, files and documents attach to the client record they concern, so the thread survives the person.
Billing reads the work
What was delivered against the engagement is what the invoice is drawn from.
The chain, end to end
Each step writes to the same records the next step reads. There is no export between them, which is why there is nothing to reconcile afterwards.
What you would actually buy
The products behind Professional services
In the order they matter here. Each is sold on its own, and the labels are the real ones.
Worth knowing up front: Rutba Mail, Rutba Docs & Sheets are not generally available yet. The label on each card says which stage it is at, and nothing on this page depends on pretending otherwise.
Rutba CRM
Available nowCRM & sales pipeline software
Track leads from first contact to signed quote, keep every conversation attached to the customer it belongs to, and run your support desk off the same contact record your sales team uses.
- Lead capture, scoring, and pipeline stages you define
- Quotes and proposals that convert straight into orders
- Shared customer timeline — calls, emails, and tickets in one thread
Includes: CRM · Helpdesk · Customer Portal · Marketplace
From $18 per user / month
Rutba Books
Available nowAccounting & bookkeeping software
Invoicing, bills, banking and reconciliation on one side; the ledger, tax, budgets and the financial reports on the other — fed automatically by every sale, pay run and stock movement happening elsewhere in the business.
- Two apps on one ledger - the daily bookkeeping surface and the accountant’s workbench, neither hiding anything from the other
- Sales invoices, bills, receipts, supplier payments and credit notes, with per-line tax
- Bank statements read in whatever your bank emits - CAMT.053, MT940, OFX/QFX or CSV - and matched, with reconciliation that must reach zero
Includes: Books · Accounts
From $14 per user / month
Rutba People
Available nowHR, payroll & employee management software
Employee records, the org structure, attendance and leave, a shared time clock, and payroll that runs on all of it — plus a self-service portal so staff answer their own questions instead of asking HR.
- Employee records, employment history, contracts, teams and matrix reporting lines
- Attendance and leave with approval chains
- A shared time clock that gives attendance an actual source
Includes: HR · Employee Self-Service · Payroll · Time Clock · Workforce · Recruit · Talent
From $8 per employee / month
Rutba Mail
Early accessBusiness email hosting
Real hosted mailboxes at your own domain — inbound delivery, storage, IMAP, and a web client — where every message can attach itself to the customer or order it concerns.
- Mailboxes at your own domain (@yourcompany.com)
- Web client, plus IMAP for Outlook, Apple Mail, or your phone
- Spam filtering and inbound delivery handled for you
Includes: Webmail · Mail Gateway
From $4 per mailbox / month
Rutba Docs & Sheets
Early accessOnline documents & spreadsheet software
Collaborative documents and spreadsheets, stored on Drive and shared through your organization — with the difference that a sheet can pull live figures from your stock and your accounts.
- Word processor and spreadsheet, edited together in real time
- Opens and saves .docx and .xlsx on our own engine - no round-trip loss
- 126 spreadsheet functions with dependency-ordered recalculation
Includes: Docs & Sheets · Workspace service
From $6 per user / month
Does this describe your week?
Tell us what you run today. We will show you what moving across looks like, what it would cost, and where we are the wrong answer.