Pipeline & Proposals
Track enquiries, write fee proposals and forecast revenue from one pipeline.
Project Management
Run delivery against budgets, deliverables and tasks with live performance visibility.
Resource Planning
Plan team capacity against live project and pipeline demand.
Time & Costs
Capture billable time and project costs against the right work.
WIP & Invoicing
Track WIP, raise invoices and sync straight to Xero, MYOB or QuickBooks.
Commercial Reporting
Live reporting across pipeline, projects, utilisation, WIP and margin.
Book a walkthrough and we’ll show how Drum connects pipeline, proposals, budgets, resourcing, time, WIP, invoicing, reporting and Xero into one practical operating system for your firm.
Consulting Engineers
Track project budgets, time and invoicing for your engineering firm.
Architects
Manage project phases, track time and invoice through Xero for your studio.
Town Planners
Track time across planning applications and invoice through Xero.
Building Designers
Manage project stages, time and budgets for your design practice.
Surveyors
Track jobs, manage field and office time, and invoice through Xero.
Book a walkthrough and we’ll show how Drum connects pipeline, proposals, budgets, resourcing, time, WIP, invoicing, reporting and Xero into one practical operating system for your firm.
Insights, frameworks, and practical guidance for professional services firms. From project management to financial performance, we cover what matters to your business.
Decide with CRM for professional services is the best fit for your firm in this feature by feature comparison
Looking for Xero project management software? Most add-ons push invoices one way. Here's how to choose a tool with genuine two-way Xero integration.
Time tracking software for Aussie architects that balances simplicity with your project financial tracking needs
A scope management plan is your first line of defence against creep. Here's how to write one that actually gets used — with templates and real examples.
Good project planning prevents 90% of delivery problems. Here are the essential steps — from scoping and estimating to resourcing and client sign-off.
A good work plan turns a vague brief into a structured delivery roadmap. Here are 8 real examples for different project types — from audits to retainers.
Slow-paying clients and lumpy project revenue kill cash flow. 8 proven strategies to improve it, from contract terms to invoicing cadence.
A CRM-QuickBooks integration should eliminate double entry, not create sync headaches. See what genuine two-way integration looks like and who offers it.
Spreadsheet-based resourcing breaks down past 15 people. See what resource management software does differently, and how to pick the right one.
Stop building quotes from scratch. These 7 templates cover consulting, engineering, creative, and hourly engagements — download, customise, and send.
Unresolved issues compound into budget blowouts and missed deadlines. A practical system for logging, prioritising, and closing client project issues.
Service firms are often profitable on paper but cash-poor in practice. Here's how to forecast, accelerate collections, and smooth out the feast-or-famine cycle.
Your overhead rate determines your break-even point. Here's how to calculate it with real numbers for consulting, architecture, and engineering firms.
Most client frustration comes from misaligned expectations, not bad work. Here's a practical framework with word-for-word scripts for the hardest conversations.
Burnout starts with invisible overwork, not resignation letters. Here's how to prevent it: spot early signs and fix workload imbalances before you lose talent.
Ad-hoc project management works until your firm hits 10+ concurrent projects. Here's how to build a repeatable workflow that keeps quality consistent at scale.
When time tracking and invoicing live in separate tools, hours slip through the cracks. Here's what to look for in software that connects both.
The average utilization rate in professional services is 68.9% — down from 73% three years ago. Here's how to calculate yours and what to do about the result.
Service firms lose 10-15% of billable revenue to sloppy time tracking. Here's how to build a system that captures every hour and connects it to invoicing.
Schedule variance tells you whether a project is ahead or behind — measured in dollars, not gut feeling. Here's how to calculate SV and act on what it reveals.
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