The operations engine for ambitious consulting firms

Replace spreadsheets & fragmented systems with a purpose-built platform designed to help you maximize utilization, boost margins, & scale efficiently.

Pipeline & quoting

• Manage pipeline with built-in CRM or HubSpot/Salesforce integrations
• Accurate estimates with AI-powered Fee Estimator
• Apply rate cards & generate SOWs from templates

Resourcing

• Staffing Prediction Report shows upcoming demand
• Heatmap view helps keep workloads balanced
• Skills matrix helps identify the right person fast

Project financials

• Track as-sold vs. as-delivered margin in real-time
• Monitor project progress and prevent overruns
• Manage multiple fee types: fixed fee, T&M & more

Invoicing & revenue

• Frictionless timesheets ensures accurate, live data
• Accurate & timely invoicing improves cashflow
• Advanced revenue recognition & forecasting options

Reporting

• Interactive executive dashboards & live reports
• Pre-built reports designed just for consulting firms
• Custom-built reports for your specific needs

Features

• Project Management: Plan, track, and deliver projects on time and within budget.
• Resource Scheduling: Allocate team resources efficiently to maximize utilization.
• Financial Tracking: Monitor budgets, costs, and profitability in real time.
• CRM Integration: Manage client relationships and sales pipelines seamlessly.
• Reporting & Analytics: Gain actionable insights into performance and growth trends.