Technology services
Sell, deliver and collect in one flow
Coordinate sales, delivery, capacity and billing — from custom software to managed services.
Lead‑to‑Cash
OpportunityWon
ContractSigned
ProjectRunning
Milestone 2Accepted
…InvoiceTo collect
Common challenges
What slows firms like yours down
- Estimates drift from reality
- Dev teams overloaded without warning
- Scope changes not billed
- Maintenance contracts expire unnoticed
- Data scattered across Jira, sheets and accounting
How onfirm helps
One operating flow for the whole firm
Team capacity
Allocate by person and skill, see overload coming.
Capacity this week
Design studio92%
Tech & Web74%
Content58%
Milestone billing
Accepted milestones trigger invoices; renewals remind themselves.
Lead‑to‑Cash
OpportunityWon
ContractSigned
ProjectRunning
Milestone 2Accepted
…InvoiceTo collect
Connect dev tools
API, webhooks and MCP to connect the systems you use.
$ mcp tools/list
platform__member__list
proj__project__query
fin__invoice__update · off
read-only · scoped · audited
Lead‑to‑Cash
From opportunity to cash, without breaking the chain
An opportunity becomes an SOW, the SOW becomes a project with milestones, and accepted milestones become invoices and maintenance renewals.
See Lead‑to‑Cash- Lead
- Opportunity
- Proposal
- Contract
- Project
- Milestone
- Invoice
- Payment
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.