Sector — Consulting & business services
A consulting firm, an agency or an IT services company lives to the rhythm of its engagements: prospecting, proposals, consultant scheduling, profitability tracking and fee invoicing. When this information is scattered across a pipeline spreadsheet, an invoicing tool, a contracts drive and an HR file, you lose precious time and visibility on the real margin of each engagement. eyeot brings these building blocks together in a single French ERP: your customer relationship, your quotes and invoices, your project management and your teams finally speak the same language. You activate only the modules you need and keep a unified view from customer to invoice.
Consulting and strategy firms, agencies (communication, marketing, design, web), IT services companies, engineering and design offices, and service freelancers that bill intellectual services and manage several client engagements in parallel.
Customers, opportunity pipeline, quotes, follow-ups — the 360° sales view.
Quotes, Factur-X 2026 invoices, payment reminders, card payments (Stripe).
Gantt, critical path (CPM), earned value (EVM), resources, budget.
Documents: versioning, full-text search, sharing, filing, archiving.
Employee records, leave, expenses, org chart, payroll (HRIS).
Centralize your client and prospect accounts, qualify your opportunities and track your pipeline on a Kanban board. Each accepted quote turns into an engagement with no re-keying, with the full history of exchanges attached to the customer.
Produce your proposals and fee invoices, track payments and trigger your follow-ups. eyeot invoicing includes the Factur-X format to anticipate the mandatory business-to-business e-invoicing in France.
The Projects module (Gantt scheduling, critical path, earned value/EVM) compares the sold budget with the time and costs actually incurred. You spot engagements drifting early and protect your margin.
The document management archives contracts, proposals, NDAs and deliverables with versioning and full-text search. Each document stays attached to its customer and engagement, accessible to the whole team instead of sitting in inboxes.
The HR module tracks staff, leave and absences so you know who is staffable for which period before committing to a client schedule.
Opportunities, quotes, invoices, projects and documents converge on a single customer record. Your engagement directors and partners finally share the same information, with no back-and-forth between five tools.
A freelancer starts with CRM, invoicing and document management; a structured IT services company adds project management and consultant management. The platform grows with your firm, with no migration.
eyeot invoicing supports the Factur-X format (hybrid PDF/XML invoice), to prepare for the generalization of business-to-business e-invoicing in France.
Management of data subject requests (access, rectification, erasure), processing registry and audit trail: your contact and engagement data is processed within a compliant framework.
French ERP with a time-stamped audit log on sensitive actions, to document who did what on your clients' files.
eyeot is a French all-in-one ERP for small and mid-sized businesses, hosted in France and GDPR-compliant. Free for individuals (1 user, every module); simple team packs for companies.