Sidekick for Professional Services
Carry the promise from opportunity through project, invoice, and renewal.
Connect customer relationships, proposals, resource planning, projects, time, deliverables, billing, collections, and account growth.
Start with Sidekick for Professional Services
Where the day gets stuck
Resource and project context split
Margin arrives after the work
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
PlatformSidekick AI
AI that can see the work and help move it forward.
Customer growthSidekick Sites
Publish the front door to the business you already run.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Seller owns relationship
- 02Project lead manages delivery
- 03Finance connects work to billing
Workflow 1
hand a proposal into delivery
A practical Sidekick workflow that helps the team hand a proposal into delivery.
- Carry scope and commercial terms
- Open project plan
- Assign team
- Confirm kickoff
Workflow 2
manage a scope decision
A practical Sidekick workflow that helps the team manage a scope decision.
- Record request
- Assess schedule and margin
- Route approval
- Update project and customer
Workflow 3
prepare an account growth review
A practical Sidekick workflow that helps the team prepare an account growth review.
- Summarize delivered work
- Review open needs
- Identify opportunity
- Assign follow-up
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize engagement status
- Explain margin variance
- Draft account follow-up