Place people.
Run projects.

Yes. ATSpro has a full projects layer built into the recruitment CRM, designed for agencies that run consulting or staffing engagements alongside placements. It supports three engagement types: Time and Materials with timesheet-driven invoices, Work Package with milestone billing for fixed-fee engagements, and Retainer with scheduled billing cycles. Each project has consultant assignments with charge and pay rates, RAG status updates to the client, project expenses with markup or pass-through policies, and a 10-tab project reports hub covering portfolio health, margin by client, revenue recognition, budget burn-down, and consultant utilisation. Quotes flow through a sign-portal, and accepted quotes convert directly into projects.

For Work Package engagements, you split the contract value across milestones — each with a name, due date, and amount. Marking a milestone complete generates a draft invoice automatically for that amount, picking up any unbilled project expenses for the same project on the way through. The invoice lands in Finance for review before it is sent. Milestones are versioned, so you can rebaseline a project mid-flight without losing the audit trail of what was originally agreed.

Time and Materials projects bill from approved consultant timesheets. Each consultant assignment has a charge rate (what the client pays) and a pay rate (what you pay the consultant). The difference is margin, tracked automatically. Approved timesheets accumulate within your billing period — weekly, fortnightly, or monthly — and roll up into one invoice per project per period, with a line item per consultant. Late timesheet submissions land on the next open invoice automatically rather than backdating.

It is the bridge between sales and delivery. The forecast pulls Quote totals from BD pipeline cards, weights them by stage probability, and surfaces three KPIs: committed revenue (active projects), weighted pipeline (BD value × probability), and won-not-converted (Won deals that have not yet been turned into projects — the handover gap). The per-stage rollup chart tells you whether your pipeline is concentrated in early stages (thin near-term forecast) or late stages (imminent conversions).

Yes. Margin is computed as charge minus pay across every consultant on every project, with leaderboards for top and bottom performers, distribution histograms, and breakdowns by client and engagement type. Utilisation is tracked on a per-consultant week-by-week grid, RAG colour-coded so under-utilised consultants on the bench and over-utilised consultants at risk of burnout are both visible at a glance. The Allocation grid shows the same layout but forward-looking — useful when sales asks whether you have capacity for a new engagement.

No. Projects are part of the standard ATSpro plan at £49 per user per month. There is no per-project licence, no separate consulting tier, and no add-on for milestone billing or margin reporting. The same recruiters who use ATSpro for placements get the projects layer included.

ATSpro is a recruitment CRM with a built-in projects layer for agencies that run consulting alongside placements — not a dedicated Professional Services Automation tool. PSA tools like Projectworks, Scoro, and Kantata are purpose-built for consulting firms with hundreds of consultants and have deeper resource scheduling, detailed task-level time tracking, and accounting integration than ATSpro offers. If consulting is your only business and you need full PSA capability, those tools may suit you better. If you run recruitment and want consulting projects in the same platform alongside your placements, ATSpro is built for that.

Yes. ATSpro has a built-in quote sign-portal. You build a quote from line items, send it to the client by email, and the client signs on a branded web page by typing their name or drawing a signature. The signed quote, audit trail, and timestamp are captured automatically. No DocuSign licence is required, and no PDF is sent back and forth.

Yes — 14 days, full access, no credit card required. You can create projects, send quotes for signature, set up milestones, run consultant assignments, generate timesheet-driven invoices, and use every project report from day one. After the trial it is £49/user/month with no long-term contracts.