Industries / Professional Services
Professional Services
CRM, PSA, billing, and analytics for consulting firms, agencies, IT services businesses, and professional practices — the same systems shape PDS specializes in, applied to firms that run on time, projects, and client relationships instead of inventory and production runs.
At a glance
- Experience
- Founder's direct experience — inside a software firm with a professional-services arm
- Best fit
- ~$50–150M professional services firms, agencies, and PSA-shaped businesses
- Common triggers
- CRM/PSA/billing silos, utilisation blind spots, project-based billing pain
- Strongest for
- Insight & Adoption, Quote-to-Cash, Demand Generation
- Pricing
- Quote, on scope — not on firm size
The systems reality in a services firm.
Professional services firms run on the seams between CRM, PSA, and billing. When those seams are manual, the symptoms are predictable: utilisation is a guess, project profitability surfaces too late, and revenue recognition is rebuilt in spreadsheets every month-end. The architecture fix is the same shape regardless of whether the firm sells widgets or billable hours.
Does any of this sound familiar?
- CRM, PSA, and billing don't connect, so utilisation and forecasting are guesswork.
- Project-based and milestone billing is manual — and the errors only surface at invoice time.
- Revenue recognition is fragile: percentage-complete and milestone rules maintained by hand.
- Pipeline and delivery capacity aren't visible in the same view, so resourcing decisions lag.
- Reporting on project profitability, utilisation, and margin is rebuilt in spreadsheets every month.
How PDS helps professional services firms.
The same services and bundles, pointed at the failure modes specific to firms that bill on time, projects, and relationships.
Insight & Adoption Bundle
Utilisation, project profitability, and pipeline visibility in one place — so leadership makes resourcing and pricing decisions on numbers, not instinct.
Learn moreQuote-to-Cash Bundle
Proposal, SOW, milestone billing, and revenue recognition connected end-to-end — the full billing cycle done as one coherent system, not four manual steps.
Learn moreDemand Generation Bundle
Pipeline built on relationships and referrals, with the CRM discipline to track where work actually comes from — and to keep it flowing.
Learn moreCRM Implementation
CRM configured for how services firms actually sell — contact-led, relationship-tracked, and wired to delivery so pipeline and capacity are visible together.
Learn moreData & Analytics
One trusted source of truth for utilisation, project margin, and revenue — the same numbers for operations and finance, without the month-end rebuild.
Learn morePSA Tools
Vendor-neutral guidance on PSA selection and configuration — the right tool for your firm's billing model, not the one your reseller margins the highest.
From the inside, not the sidelines.
PDS is led by Morley Prendergast, who spent years inside a software business that ran a professional-services arm — delivering client work on time, projects, and relationships, with the CRM, quote-to-cash, and utilization problems that come with it. The professional-services motion isn't new territory.
CRM that doesn't feed downstream, quote-to-cash that breaks at billing, utilization and forecasting that live in spreadsheets — these are the same failure modes Morley has built solutions for directly. The domain vocabulary differs from firm to firm; the systems logic does not.
And the delivery is right-sized: senior architecture leadership at a mid-market price point — more rigorous than a freelancer, without the overhead and theatre of a Big-4 engagement team.
More about PDSNo pitch, no pressure
Billing, utilisation, and pipeline out of sync?
A 30-minute call is enough to identify where your biggest systems gap is — and what a sensible, fundable first step looks like for a firm your size.
Book a call →Or explore other industries or the full services.