The office management system for consultancies.
Proposals, engagements and billing stop living in three different tools. From first conversation to final invoice, one record follows the work.
Three problems every consultancy recognises.
A proposal goes out as a PDF and the follow-up depends on someone remembering. Nobody can say what is outstanding without asking around.
The scope agreed in the proposal lives in a document; the work happens somewhere else, and the gap only shows up at invoicing.
Whether consultants were billable enough is calculated after the fact, when it is too late to do anything about it.
An engagement, from first call to final invoice.
One real workflow, in the order it happens. Nothing here is typed into a second tool.
What a consultancy hands to an agent first.
Reads the proposal and the silence, and writes the nudge for a human to send.
Turns a month of delivery into a client-ready update.
Flags consultants heading under target while there is still time to sell.
The modules consultancies live in.
A consultancy customer quote belongs here, with name, role and firm. We leave it empty rather than invent one.
Consultancies questions
Both, and a mix on the same engagement. Fixed-fee stages sit alongside billable hours, and the invoice shows each separately.