Professional Services Solutions
Consultancy Management Software
An integrated system for consultancies that manages clients, engagements, resource allocation, time, billing and profitability, so partners can see which work earns money and which does not.
Overview
Why it matters
for your business.
Consultancies sell time and expertise, yet many cannot say which clients or engagement types are actually profitable. Proposals live in email, staffing is planned on whiteboards and timesheets are filled in late. We bring these pieces together in consultancy management software built around engagements, people and margins.
We configure the system around your engagement models, whether fixed fee, time and materials or retainers. Proposals convert into engagements with budgets, milestones and team assignments. Consultants log time against engagements, which feeds billing and utilisation reports. Partners see pipeline, capacity and margin by client, service line and consultant, helping with pricing and hiring decisions.
What's included
- Client and engagement records with budgets
- Proposal to engagement conversion workflow
- Resource planning and consultant allocation
- Time capture linked to engagements
- Billing for fixed fee, retainer and hourly work
- Utilisation, realisation and margin dashboards
Outcomes
What changes
for your business.
Ideal for
- Management and IT consulting firms
- Engineering and technical consultancies
- Boutique advisory practices growing past ten people
Visible engagement profitability
Partners see revenue and cost by engagement, client and service line, informing pricing decisions.
Balanced team workload
Resource planning shows who is overloaded and who has capacity before new work is accepted.
Faster invoicing
Approved time and milestones flow into invoices, reducing the effort and delay of month-end billing.
How we deliver
A clear, accountable
process.
Every engagement follows the same disciplined approach, adapted to the size and urgency of your project.
- 01
Plan
We map your catalogue, customers, workflows and integrations, and agree the platform and scope.
- 02
Configure & build
Your store or system is set up and customised around how your business actually works.
- 03
Integrate & migrate
Payments, logistics, accounting and existing data are connected and moved over carefully.
- 04
Launch & optimise
We go live with training and support, then improve conversions and processes using real data.
Ways to work with us
- Fixed-price projectsDefined scope, milestones and deliverables.
- Implementation & integrationOne-time technology deployment and integration.
- Annual maintenance contractsScheduled maintenance and support agreements.
- Monthly managed servicesRecurring application, IT, marketing or infrastructure support.
FAQ
Common
questions.
Something else on your mind? Ask us directly.
Can this replace our separate CRM, timesheet and billing tools?
Often, yes. Integrated platforms such as Odoo or the Zoho suite cover CRM, projects, timesheets and invoicing together. If you prefer to keep a specific tool, we integrate it instead. The goal is consistent data across the engagement lifecycle.
How is this different from project and timesheet management?
Project and timesheet management focuses on task delivery and time capture. Consultancy management covers the wider business, including proposals, resource planning, billing models and profitability. Firms that only need better time tracking can start with the narrower service.
Let's talk about Consultancy Management Software.
Tell us what you need and get a clear plan and proposal, free and with no obligation.