NAVON
Industries · Professional Services

Intake, scope, staff, deliver, bill. The gaps between are where hours leak.

Consulting firms, agencies, and managed service providers. Navon handles the coordination between sales, delivery, and finance.

The shape of the operation

Sales to delivery to finance. Three systems, one messy handoff.

HubSpot or Salesforce owns the deal. Jira, Asana, or Monday owns the work. Harvest and a shared drive own time and documents. QuickBooks or NetSuite owns the books. Each tool is fine in isolation. The coordination between them is where utilization, margin, and client experience all quietly degrade.

The work the platform removes is not what each tool does. It is the handoff between them, especially the sales-to-delivery and delivery-to-billing ones.

Tool landscape
Typical setup
How data moves

Intake to renewal, today.

Five stages. Each currently runs in its own tool, owned by a different function, with handoffs that depend on email, Slack, and a partner remembering to update a spreadsheet.

  1. Stage 1
    Intake
    Lead or referral
  2. Stage 2
    Scope
    Proposal and pricing
  3. Stage 3
    Staff
    Team assembled
  4. Stage 4
    Deliver
    Engagement runs
  5. Stage 5
    Bill
    Invoice and renewal
Where automation lands

Six workflows we automate first.

Partner and practice-lead identified. Every one replaces a named manual task that has been silently eating billable hours.

Lead intake and qualification

Inbound from form, email, referral, and warm intro. Classified, enriched, routed to the right partner or practice lead with the context pre-pulled. Nothing sits in a shared inbox.

Replaces: Manual triage across CRM and email

Scope and proposal prep

Past-engagement context, team availability, and pricing templates assembled automatically when a new scope lands. Partners start from a draft, not a blank page.

Replaces: Asset hunting before every proposal

Staffing and utilization

Matching the right team to the right engagement based on skills, availability, and utilization targets. Surfaces conflicts before they become fire drills.

Replaces: Spreadsheet resourcing by hand

Time and status collection

Time entries chased, status updates pulled from project tools, summarized for the client and the partner. Weekly ops meetings stop running on last-minute Slack threads.

Replaces: Manual chase-ups every Friday

Billing coordination

Invoices assembled from time entries and fixed-fee milestones, cross-checked against scope. Discrepancies surfaced to finance before they hit the client.

Replaces: Invoice review sessions

Renewal and expansion signals

Account health, upcoming renewals, and expansion moments surfaced to the account owner. Nothing lapses silently. Nothing expands without eyes on it.

Replaces: Spreadsheet renewal tracker
Where Navon fits

Advisory leads. Automations do the work. The platform hosts it.

For professional services firms, here is what each practice line looks like.

Advisory

Operator-to-operator.

Interviews with partners, practice leads, delivery managers, and finance. Intake-to-bill walk-throughs. Written findings, phased plan, and sign-off from the partners who own the work before anything gets built.

AI automations

Intake, staffing, billing.

Lead intake and qualification. Scope and proposal prep. Staffing and utilization. Time and status collection. Billing coordination. Renewal and expansion signals. Each scoped discretely, sequenced by impact on billable hours.

Platform

The firm-wide view.

Pipeline, engagements, utilization, billing, renewals in one place with structured ownership. Pulls from and writes to HubSpot, Salesforce, Jira, Asana, Harvest, QuickBooks, NetSuite. Your stack stays, the coordination layer becomes explicit.

FAQ

Professional services questions.

The operational questions partners ask before the first call.

We are a [consulting firm / agency / MSP]. Does this fit?

Yes. The shape of the coordination problem is very similar across consulting firms, agencies, and managed service providers: intake, scope, staff, deliver, bill, renew. Tools vary (HubSpot vs Salesforce, Jira vs Asana, Harvest vs Clockify), but the gaps between sales and delivery are universal. The automations map to those gaps, not to a specific toolchain.

How does this work with HubSpot, Jira, Asana, or whatever we already run?

Navon sits on top of your existing stack. It pulls from and writes to whatever you run, and handles the coordination between sales, delivery, and finance that those tools were never designed to own. No rip-and-replace.

What about utilization and partner economics?

Utilization rollups, partner P&L by engagement, and practice health are exactly the kinds of operational views most firms rebuild by hand every month. Those rollups are a natural fit for the platform.

We bill hourly, on retainer, and fixed-fee. Does that complicate things?

No. Most client-services operations mix all three. The billing automations are built to handle the three cases and surface exceptions (over-run, under-billed, scope creep) before they hit the client invoice.

What does a first engagement look like?

An operational audit scoped to your firm: interviews with partners, practice leads, delivery managers, and finance. Walk-throughs of the intake-to-bill flow. At the end, a written picture of where hours leak and a phased plan for what to automate first.

Ready to see this inside your firm?

Start with a conversation. We walk through how your firm runs today and where the gaps are worth fixing first.