Run a services
business. In one place.
For consultancies, advisory firms, audit shops, and professional-services teams. Service catalogs, inquiries, applications, contracts, payments — all wired to the same client record as your CRM and accounting.
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.
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
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
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
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
Every consultancy view, in one place.
Consultancy + the rest.
Where this module shines.
Services
structured.
For consultancies, advisory firms, audit shops, and pro services. Included on Business and Agency.