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What is Kooper?
Kooper is a professional services automation (PSA) platform that helps agencies, consultancies, and service businesses manage projects, resources, finances, and sales from one place.
It brings different parts of service delivery together to streamline operations and improve profitability.
Kooper covers several pieces of a professional services workflow, from managing sales pipelines and client relationships to planning resources, tracking project time, managing budgets, handling billing, and analyzing profitability.
Kooper Plans and Pricing
Kooper Use Cases
Project Management: Kooper helps teams organize projects, assign tasks, track deadlines, and monitor project progress from a centralized platform. This makes it easier to keep client work on schedule and maintain visibility across ongoing projects.
Resource Planning: Professional service businesses can use Kooper to plan team capacity, assign resources based on availability and skills, and balance workloads across projects. This helps managers avoid resource conflicts and make better use of their teams.
Time and Expense Tracking: Kooper allows teams to track billable and non-billable hours and record project-related expenses. Connecting this information with project budgets helps businesses monitor costs and maintain accurate billing records.
Sales and Pipeline Management: Kooper can be used to manage leads, opportunities, and sales pipelines through a visual CRM. Teams can track deals through different stages, manage proposals and quotes, and use sales data to improve forecasting.
Budgeting and Profitability Management: Businesses can create project budgets, compare planned costs with actual spending, and monitor project profitability in real time. This helps managers identify budget overruns and understand which projects are generating healthy margins.
Who is Kooper ideal for?
Marketing and Advertising Agencies: Kooper is well suited for agencies managing multiple clients and projects. It brings sales, project management, resource planning, time tracking, billing, and profitability insights into one platform, helping agencies coordinate teams and deliver client work efficiently.
Consulting Firms: Consulting businesses can use Kooper to manage client relationships, sales pipelines, projects, resources, and financial operations. Its resource planning and project tracking capabilities help consultants allocate the right people to projects while keeping an eye on budgets and profitability.
Creative and Design Agencies: Creative teams can use Kooper to organize projects, assign resources, track time, manage client communication, and monitor project performance. This makes it easier to coordinate creative work while maintaining visibility into deadlines and budgets.
IT and Technology Service Businesses: IT service providers can use Kooper to manage clients, projects, team resources, time, expenses, and billing. Its centralized platform helps service teams connect sales activities with project delivery and financial management.
Professional Service Businesses: Firms that deliver services through client projects can use Kooper to manage the complete client lifecycle, from sales and proposals to project delivery, invoicing, and ongoing client relationships. This reduces the need to manage separate systems for different parts of the business.
Kooper Key Features
Project Management
Resource Planning & Scheduling
Time Tracking & Timesheets
Project Budget Management
Sales Pipeline Management
Automated Invoicing
Client Portal
Workflow Automation
Profitability Analysis
Reporting & Analytics
Scoro: a strong all-in-one PSA platform for agencies and professional service businesses, combining project management, resource planning, CRM, and financial management.
Kantata: a well-established PSA solution focused on resource management, project financials, and profitability for larger professional services organizations.
Rocketlane: a modern PSA platform that is particularly strong for project delivery, resource management, time tracking, and professional services teams.
ConnectWise: a comprehensive PSA solution that is especially popular with technology service providers and MSPs looking to manage projects, resources, billing, and client operations.
Teamwork.com: a project management platform built around client work, with features for project planning, resource management, time tracking, and profitability.
Kooper is a strong option for businesses looking for an all-in-one PSA platform covering sales, projects, resources, finances, and client management. The best alternative depends on whether your priority is enterprise PSA, resource planning, project delivery, or client-focused project management.
Kooper alternatives and competitors
Why we can get Kooper
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