Run a services
business. In one place.

Inquiry to engagement to invoice.

The consultancy module is a wrapper around the CRM, projects, and accounting modules — pre-configured for service-based work. Productised services, structured intake, retainer billing, document workflows.

Feature 01 · Service catalog

Productised services.

Define the services you offer with descriptions, prices (fixed / hourly / retainer), required documents, and duration. Clients see the catalog on your branded portal; you see them as line items in the pipeline.

• Fixed-price, hourly, retainer billing
• Per-service required documents
• Public catalog on your domain
• Bundle services into packages

Feature 02 · Inquiries & intake

Inbound, structured.

A branded intake form per service. Conditional logic to ask only what's needed. Submissions land as qualified inquiries with the required documents already attached. No "please send me your details" follow-up.

• Per-service intake forms
• Conditional logic + branches
• Required document upload
• Auto-qualified in the CRM

Feature 03 · Applications

Applications, tracked.

For consultancies that require full applications — visa, audit, legal, financial advisory. Status, required documents, internal review, decisions. Clients see exactly where they are.

• Application stages + checklists
• Document collection + verification
• Internal review notes
• Decision logs + appeal tracking

Feature 04 · Payments & contracts

Retainer + per-service.

Mixed billing models — monthly retainer, one-off engagements, milestone-based, hourly. Contracts e-signed and attached to the client record. Payments posted to the GL automatically.

• Retainer + per-engagement billing
• E-signed contracts on the client record
• Milestone & hourly billing
• Stripe / ACH / manual collection

Where this module shines.