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Industry · Consulting

Scope it. Sign it.Deliver it.

One platform for boutique consultancies and advisory firms. Send a branded proposal, get the agreement signed, and run the engagement with the client in the loop.

  • Win proposals

  • Sign agreements

  • Run engagements

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CRMClients

Clients

Advisory & consulting accounts

New Client
#AccountPhoneFirmOwnerStatus
1
NH
Northwind Holdings
(346) 548-2175Brixton AdvisoryJenna BaileyActive
2
HR
Helix Robotics
(469) 123-4567Vector PartnersJames PattersonDiscovery
3
AL
Atlas Logistics
(346) 482-1750Capital NorthSarah MitchellRenewed
4
CH
Coral Health
(469) 134-5678Brixton AdvisoryBrandon GillPending
5
SC
Sable Capital
(832) 296-4146Meridian GroupAmanda TorresSigned
6
LF
Lumen Foods
(346) 463-9008Vector PartnersJenna BaileyProposal
7
PE
Pinecrest Energy
(281) 701-1890Brixton AdvisoryChristopher W.Active
8
QM
Quartz Manufacturing
(903) 822-3071Capital NorthSarah MitchellReview

Your consulting stack

The modules a consultancy runs on.

Every module shares the same client record, so a proposal, a contract and an engagement never need to be re-entered.

Proposals

Build scope, deliverables, timeline and pricing in a branded proposal, then send it with a link.

Agreements

Master services agreements and SOWs from templates, e-signed with a full audit trail.

CRM and Sales

Track every prospect and deal by stage, with the full history of each client on one record.

Projects

Turn a signed engagement into a project with milestones, tasks and a view for the client.

Scheduling

Booking pages let prospects pick a discovery call time from your real availability.

AI Agents

Agents draft follow-ups and recap emails for your review before anything is sent.

Why teams switch

Less admin, more billable work.

The paperwork around an engagement, handled in one place.

Proposals that close

Scope, deliverables, timeline and pricing in a proposal branded to your firm.

E-sign and contract trail

Agreements and SOWs signed online, with every action logged.

Engagement tracking

A signed proposal becomes a live project with milestones and tasks.

Questions

What teams ask first.

Yes. Build agreement templates once, then send them for e-signature with the client's details filled in.

Once the client accepts, you create a project from it with milestones and tasks, so the scope you sold is the scope you deliver.

Yes. Projects can be shared with the client so they follow milestones without a status meeting.

Basic includes 5 proposals a month and Pro includes 15. After that each proposal is $7.

Run your practice in one place.

Start with proposals and agreements, then add Projects and AI Agents as the firm grows.