Home / softwares-in-consulting-industry
[ About This Industry ]
Equip consulting firms with platforms to manage clients, proposals, billing, insights, and delivery workflows—all in one secure system.
[ Features Included ]
Capture leads and convert with custom flows....
Capture leads and convert with custom flows.
Build and send branded PDF proposals....
Build and send branded PDF proposals.
Log billable hours and team activity....
Log billable hours and team activity.
Milestone-based tasks and client approvals....
Milestone-based tasks and client approvals.
Track payments and recurring bills....
Track payments and recurring bills.
Docs, templates, and shared client assets....
Docs, templates, and shared client assets.
[ Core Projects ]
Manage accounts, calls, and files.
Generate client-ready offers.
Track time by project and client.
Set milestones, deadlines, and files.
Generate and track bills with reminders.
Central hub for strategies, decks, and SOPs.
[ Frequently Asked Questions ]
Yes, detailed time logs and activity charts are available.
Yes, milestone and time-based billing is supported.
Yes, changes are tracked and stored per file.
Yes, with task boards, approvals, and chat.
Yes, use your templates and export branded PDFs.
Yes, clients can log in to view progress and files.
Yes, with tags, search, and categorization.
[ Get In Touch ]
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