Consultancies and professional-services firms run a CRM, a proposal tool, a project app, a time tracker, and an invoicing system that don’t connect. Mewayz puts the whole engagement on one login.
A won proposal gets re-typed into a project tool and again into invoicing — the same data, three times.
Billable hours live in a tracker that doesn’t talk to billing, so revenue leaks at month-end.
Retainer balances and scope are tracked in a spreadsheet, so overages are caught late or not at all.
CRM, proposals, projects, time, and billing on one engagement.
Leads, contacts, and a pipeline that turns a won deal straight into a project — no re-keying.
Proposals and quotes with e-signature — accepted scope flows into the project.
Project plans, tasks, and milestones built from the accepted proposal.
Time tracking that feeds invoicing directly, so billable hours never go uninvoiced.
Retainer balances and scope on the client record, with overages surfaced early.
Invoices, payments, and costs on one ledger for a real per-client margin.
The deal, the proposal, the project, the hours, and the invoice all live on one client record — so nothing is re-keyed, no billable hour is lost, and every client has a real margin.
Consultancies, agencies, and professional-services firms that need CRM, proposals, project delivery, time tracking, and billing connected in one place.
Yes — accepted scope flows from the proposal into a project, so nothing is re-entered.
Yes. Time tracking feeds invoicing directly, so billable work doesn’t go uninvoiced.
Yes — retainer balances and scope live on the client record, with overages surfaced early.
The Mewayz modules professional services businesses turn on first — each one its own page, all on one platform and one bill.
Start free, win a proposal, and watch it become a project and an invoice on one record.