Featured platform
Run the customer journey and the operation from one connected layer.
Explore modular systems that can start small and expand as teams, branches and workflows grow.
Explore all solutionsINDUSTRY SOLUTION
Digital growth and operations for professional services.
Improve enquiries, proposals, delivery and customer communication.
01
Corporate website
Plan the customer journey, operational process, information ownership and success measures around this requirement.
Explore capability →02CRM and automation
Plan the customer journey, operational process, information ownership and success measures around this requirement.
Explore capability →03Client portals
Plan the customer journey, operational process, information ownership and success measures around this requirement.
Explore capability →04Reporting dashboards
Plan the customer journey, operational process, information ownership and success measures around this requirement.
Explore capability →CONNECTED WORKFLOW
Customer acquisition and operations should share one source of truth.
A strong solution connects the front-end experience, sales process, operational workflow, reporting and continuous improvement loop.
PROFESSIONAL SERVICES COREDiscoverEnquireSellDeliverMeasureRetain
Customer experience
Make the offer easy to understand, compare and act on.
Operational control
Standardise the workflow, data and responsibility behind delivery.
Management visibility
Turn activity into useful performance and decision information.
A practical starting architecture for Professional Services.
The exact mix depends on size, current systems, priorities and the highest-cost operational friction.
CodeVertex POS
A modular POS environment for billing, stock, purchasing, customers, staff and multi-location reporting.
- Faster checkout and billing
- Real-time stock visibility
- Branch and owner dashboards
CodeVertex ERP
A configurable ERP foundation that replaces disconnected spreadsheets and gives management one operational view.
- Reduce duplicate data entry
- Standardise approvals and workflows
- Track performance across departments
CodeVertex Learn
A learning management system for training providers, institutes and internal corporate academies.
- Simplify enrolment and payments
- Deliver structured learning paths
- Automate assessments and certificates
Relevant planning guides for professional services buyers.
How much should a professional business website cost in 2026?
A transparent breakdown of the factors that influence website strategy, design, development, content, integrations and ongoing ownership.
Read guidePlan a connected professional services solution.
We will map the buyer journey, operational workflow, required integrations and phased release plan.