Sell services. Track projects. Bill without the spreadsheet.
A service catalog, milestone-based billing, client CRM, staff assignment and double-entry accounting — built into one platform for agencies, consultancies and solo professionals who want to run a clean business without five separate tools.
Proposals, projects, invoices — one flow.
Service businesses lose hours every week reconciling project tools with billing software with accounting packages. Store Console closes the loop.
Service catalog
Define your service offerings as products — fixed-price packages, hourly engagements and retainers. Clients browse, configure and check out online.
Milestone billing
Split a project into milestones with defined payment triggers. When a milestone is approved, the invoice generates and the payment link goes to the client automatically.
Client CRM
Every client has a contact record with projects, invoices, communications and payments in one view. Your team sees the full relationship history before any call.
Staff assignment
Assign team members to projects and milestones. Track time logged per staff member against the project budget. Payroll integrates with HRM for accurate labour cost.
Project profitability
Compare invoiced value against staff cost and expenses per project. Finance module surfaces margin by client, service type and team member in real time.
Retainer subscriptions
Monthly retainers bill automatically on the renewal date. Stripe handles the charge; a tax invoice and receipt are sent to the client automatically.
From proposal to paid invoice — automated.
Define your services
Create service products — fixed packages, hourly and retainer. Set the deliverables, milestone schedule and pricing. Publish to the service catalog.
Win and onboard clients
Client browses the catalog, selects a package and checks out. CRM creates a contact; the project record opens with milestones pre-configured. Staff are assigned.
Deliver and bill
Milestone completion triggers an invoice. Client pays via the secure link. Payment posts to accounting automatically — no manual journal entry.
Retain and grow
Monthly retainer bills automatically. CRM tracks engagement health. Finance surfaces top clients by margin — your team knows where to invest relationship time.
The complete service business stack — one platform.
Replace your project tool, billing software and accounting package with one self-hosted platform.
AI drafts your proposals and project update emails.
The Intelligence module reads your service catalog and project data to draft client proposals, weekly update emails and project scope summaries. For an agency running 20 active projects, it handles the communication overhead that junior staff usually spend hours on — so senior staff focus on delivery.
- Proposal drafts from your service catalog in seconds
- Weekly project update emails generated from milestone data
- Scope and change-request summaries for client sign-off
Service businesses run leaner on Store Console.
We replaced Harvest, QuickBooks and HubSpot with Store Console. Everything is in one place — project hours, milestone invoices, client CRM and accounting. Our month-end now takes two hours instead of two days.
Milestone billing changed how our clients think about projects. They see exactly what each payment buys. Late payments dropped because the invoice appears the moment we mark a milestone done — no chasing.
Our retainer clients bill automatically on the 1st of every month. Stripe charges them, they get a receipt, accounting is updated. I haven't manually raised a retainer invoice in six months.
Common questions from professional services businesses
How does milestone billing work?
Define the milestones on a project with a description and payment amount. When you mark a milestone complete and approved, an invoice generates automatically and the client receives a payment link. On payment, accounting is updated — no manual steps.
Can clients browse and purchase services online?
Yes — services are created in the Catalog as service-type products. Clients browse, configure options (hours, tier, add-ons) and check out. The order creates a project record and a CRM contact automatically.
How do monthly retainers work?
Create a subscription product with a monthly billing cycle. Stripe handles the recurring charge. A tax invoice and receipt are sent to the client on each renewal. The subscription continues until cancelled.
Can I track project profitability by client?
Yes. Time logs from the project track staff cost per milestone; invoiced value is recorded on the order. The Finance module compares the two and surfaces margin by client, service type and team member — with no manual reconciliation.
See a professional services business running on Store Console.
The demo has service products, milestone orders and a live CRM. Explore the full flow — no real purchases.