Key Features

A complete operating layer for project-based businesses.

ProfissaPro connects client work, financial control, delivery progress, and profit performance so leaders can make better decisions faster.

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Real profit calculation

Track what every project truly earns after labor, materials, fees, taxes, discounts, and overhead.

CRM

CRM and clients

Centralize client details, project history, communication context, billing status, and follow-ups.

PM

Project management

Control scope, milestones, deliverables, deadlines, costs, approvals, and execution status.

EST

Estimates and internal planning

Prepare client proposals while privately evaluating labor, materials, equipment, subcontractors, risks, margins, and projected profit.

BI

Business intelligence

See profitable services, risky projects, late payments, capacity pressure, and pricing gaps.

D

Financial dashboard

View revenue, expenses, cash flow, real margin, open invoices, and project health in one place.

TASK

Connected task control

Coordinate task lists, assignments, priorities, deadlines, dependencies, progress, Gantt schedules, process flows, and Kanban status.

COST

Cost and profit by line item

Associate internal costs with individual products or services to identify expensive activities and improve pricing accuracy.

FLOW

Operational continuity

Carry approved commercial information into projects, tasks, costs, invoices, receivables, cash flow, and performance indicators.

Internal planning inside estimates

Understand the real cost before the client sees the proposal.

Build the professional estimate for the customer while using a separate, restricted planning environment to evaluate the financial and operational reality behind the price.

  • Detail labor, materials, equipment, subcontractors, and other operational costs.
  • Evaluate risk reserves, service fees, target margins, recommended price, and projected profitability.
  • Allocate costs to individual proposal items for more accurate pricing decisions.
  • Keep strategic notes, assumptions, internal costs, and projected profit out of customer-facing documents.
  • Reduce underpricing risk before organizational resources are committed.
Restricted internal viewPricing Intelligence
LaborCalculated
MaterialsAllocated
Risk reserveConsidered
Target marginProtected
Before the proposal is sentRecommended Price + Projected Profit

Internal assumptions remain private. The customer receives only the professional commercial proposal.

One connected lifecycle

Information moves forward without rebuilding the project in disconnected tools.

Each stage contributes information to the next, improving consistency from the first opportunity through executive performance visibility.

01Customer
02Estimate
03Internal Planning
04Project & Tasks
05Labor, Materials & Costs
06Invoice & Receivables
07Cash Flow & Profitability
08Executive Dashboard