Agree the setup
Map your existing tools and records. Confirm which capabilities and connections are available, the work included and the fees.
Overnhill
The complete
The complete
business operating system
Run sales, projects, people, invoicing and business planning in one system. Overnhill’s AI agents use the records, conversations and priorities across your business to carry out agreed tasks, prepare work and flag what needs your attention.
Starting with construction consultancies · first pilot in preparation
The whole business
One system to run the whole business.
Manage clients, sales, projects, your team, time, invoicing, communications and the business plan in Overnhill. The information behind a job is shared by the people selling it, delivering it and getting paid.
Across the business
Work that needs attention
See the action, its context and the person responsible.
DELIVERY → FINANCE
Completed work is ready to bill
The accepted stage and fee agreement support an invoice draft.
SALES → COMMUNICATION
A proposal needs a follow-up
The agreed reply date has passed. A message is prepared from the client history.
PROJECTS → PEOPLE
New work needs a capacity check
Review the proposed dates against existing commitments and available time.
01 / SALES
Win and manage work
Track enquiries, proposals and follow-ups. Keep the agreed scope, fee and client history ready for the team delivering the job.
CRM · pipeline · proposals · client records
02 / DELIVERY
Run the projects
Plan stages, assign tasks and track deadlines. Keep documents, decisions and changes with the work they affect.
Projects · tasks · documents · approvals
03 / PEOPLE
Manage the team’s time
Assign duties, see team capacity and record time against the work. End-of-day updates feed the next morning’s brief.
People · allocation · timesheets · capacity
04 / MONEY
Control billing and margin
See what is ready to invoice, what remains unpaid and what delivery has cost. Connect those records to your accounts ledger.
Fees · invoices · payments · project margin
05 / COMMUNICATION
Keep the full history
Keep calls, emails and files with the client or project. Anyone taking over a task can see what has been said and agreed.
Calls · email · files · correspondence
06 / MANAGEMENT
Run the business plan
Set objectives, budgets and responsibilities. Check the plan against live sales, delivery and financial figures in your morning brief and standing meetings.
Plans · scorecards · reviews · actions
AI across the business
AI staff for routine business tasks
Give AI staff defined tasks: prepare payment reminders, file documents against the right client or project, capture time and answer calls. Each agent uses the records its job requires and follows the rules you set.
Agents prepare drafts, follow up agreed tasks and identify gaps against your business rules. Each action has a record and an owner. A person approves anything that reaches a client.
See the modules and agent rolesFirst industry edition
Built around construction consultancy work.
For consultancies delivering professional project work, the first edition connects the pipeline, fee budgets and staff allocation with project delivery, invoicing and management reviews.
Construction consultancy softwareFirst release in development. Pilot scope and availability are confirmed before any commitment.
Running the consultancy
01
Pipeline & capacity
New work alongside existing commitments
02
Time & project margin
Delivery costs alongside the agreed fee
03
Use the same records in delivery and management.Plans & performance
Current results alongside business priorities
Putting it to work
Set up Overnhill around your business.
Agree how sales, delivery, people, billing and management will run in the system. Configure the records and responsibilities, then test the work with your team.
Test with your team
Check sample records, calculations, drafts and exceptions. Name the people who approve work and own the system.
Introduce daily use
Train the team, set agent permissions and establish the review routine. Record actions and check their results.
Further editions
The same operating system, with industry-specific records.
These editions are planned. Register your interest to discuss the requirements and timing.
View all industry editions