Transform Your Service Business with Complete Professional Service Automation Platform

Kooper’s platform brings all tools your professional service business needs to deliver exceptional client experiences while maximizing profitability.

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Deliver Projects On Time, Within Budget, Every Time

Streamline project execution from planning to delivery with automated workflows, milestone tracking, task management.

Gantt Charts & Project Timelines

Visual project scheduling with dependencies, milestones, and critical path analysis to ensure on-time delivery.

Kanban Boards

Drag-and-drop task management with customizable columns to visualize work progress and bottlenecks.

Task Assignment & Tracking

Assign tasks to team members with due dates, priorities, and progress tracking for complete accountability.

Milestone Management

Define and track key project checkpoints with automated notifications to keep stakeholders informed.

Real-time Collaboration

Team chat, comments, and @mentions integrated within projects for instant communication and decision-making.

Project Health Dashboard

Visual indicators showing project status, budget variance, and timeline adherence for proactive management.

Trusted by Professional Services Businesses Globally

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25%+

Faster Project Delivery

20%+

Cost Reduction

30%+

Higher Sales Conversions

Optimize Team Utilization & Maximize Billable Hours

Visual capacity planning and intelligent resource allocation maximize billable hours and team utilization.

Capacity Planning & Forecasting

Visual resource scheduling that shows team availability, upcoming commitments, and optimal resource allocation for future projects.

Automated Time Tracking

One-click time capture with project and task-level tracking, including mobile apps for remote and on-site work logging.

Utilization Analytics

Comprehensive reports showing billable vs. non-billable time ratios, individual and team productivity metrics, and capacity optimization insights.

Schedule Management

Drag-and-drop resource scheduling interface that manages team calendars, vacation time, and project commitments in one view.

Workload Balancing

Intelligent workload distribution tools that identify overallocated resources and suggest optimal task reassignment for better efficiency.

Timesheet Approvals

Structured approval workflows for time entries with manager oversight, corrections, and automated approval rules.

Transform Financial Management Into Revenue Growth Engine

Automated billing, expense tracking and invoice generation accelerate cash flow and protect margins.

Project Budget Creation

Build detailed budgets with hourly rates, fixed fees, expenses, and markup calculations for accurate pricing.

Budget vs. Actual Tracking

Real-time comparison of planned vs. actual costs with variance alerts to prevent budget overruns.

Automated Invoice Generation

Convert tracked time and expenses into professional invoices with customizable templates and branding.

Multi-Currency Support

Handle international clients with automatic currency conversion and localized tax calculations.

Expense Management

Capture receipts, categorize expenses, and include them in client billing with approval workflows.

Milestone-Based Billing

Invoice clients based on project milestones or deliverable completion rather than just time worked.

Drive Business Growth with Scalability and Predictability

Centralized client data and communication history enhance satisfaction while increasing retention rates.

Client Portal

Branded self-service portal where clients can view project progress, approve deliverables, and communicate with teams.

Contact & Account Management

Centralized database of all client contacts, contracts, and communication history for relationship building.

Project Visibility Dashboard

Real-time client access to project status, timelines, budgets, and deliverables for transparency.

Communication Hub

Centralized messaging system with email integration to maintain all client conversations in one place.

Contract & Agreement Management

Store and track client contracts, statements of work, and legal documents with renewal reminders.

Client Onboarding Workflows

Standardized processes to welcome new clients and gather necessary project information efficiently.

Deliver Personalized Customer Service at Scale

Transform resource management with planning your team availability for on-time, on-budget delivery. Automate time tracking, provide utilization data, and make informed hiring decisions.

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Convert More Prospects Into Profitable Long-Term Clients

Pipeline management, lead scoring and proposal automation accelerate deals and grow revenue consistently.

Pipeline Management

Visual sales funnel with drag-and-drop deal progression and probability-weighted revenue forecasting.

Proposal & Quote Generation

Create professional proposals with scope, pricing, and terms using templates and client data.

Sales Activity Tracking

Log calls, emails, meetings, and follow-ups with automated reminders for consistent prospect engagement.

Opportunity Management

Track deal size, close probability, and expected revenue with stage-specific requirements and actions.

Sales Forecasting

Predict future revenue based on pipeline data, historical close rates, and sales team performance.

Performance Analytics

Individual and team performance metrics including conversion rates, deal velocity, and quota achievement for sales optimization.

Improve Team Productivity and Focus on Strategic Work

Custom workflow automation and approval processes eliminate manual work while improving team productivity.

Custom Workflow Builder

Drag-and-drop interface to create automated processes for common business operations and approvals.

Project Approval Workflows

Automated routing of project proposals through stakeholders with approval tracking and notifications.

Expense Approval Automation

Multi-level expense approval based on amount thresholds and manager hierarchies.

Client Onboarding Automation

Standardized sequences that trigger tasks, documents, and communications for new client setup.

Invoice Approval Process

Route invoices through designated approvers before sending to clients to ensure accuracy and compliance.

Task Rules

Automatically assign tasks based on skills, workload, or rotation rules to distribute work efficiently.

Make Data-Driven Decisions, Accelerate Business Performance

Real-time dashboards and predictive insights help identify opportunities and optimize business operations.

Profitability Analysis

Analyze profit margins by project, client, service type, and team member to identify most valuable work.

Utilization Reports

Track billable hours, capacity, and productivity metrics across individuals and teams over time.

Project Performance Dashboards

Monitor project health with metrics like budget variance, timeline adherence, and scope changes.

Sales Performance Metrics

Track conversion rates, sales cycle length, and revenue per salesperson to optimize sales processes.

Financial Reporting

Generate project P&L statements, cash flow reports, and revenue forecasts with real-time data integration.

Custom Report Builder

Create tailored reports with drag-and-drop fields and automated scheduling for stakeholder distribution.