Consulting firm management software — modules

Recruitment, CRM, staffing, timesheets and invoicing — a craft chain, not a bolted-on ERP or a spreadsheet between steps.

Each module covers one step in the firm. Together they remove re-keying between the deal, delivery, time and invoices. Browse the pages, or follow the thread in a journey.

Evaluation software for consulting firms
Evaluations

Evaluation software for consulting firms

Post-project, period or 360° reviews — a synthesis that feeds promotion sessions, not a disconnected annual survey.
HR database for consulting firms
HR database

HR database for consulting firms

The firm’s centralized HR base — directory, skills, engagements and onboarding, built to feed staffing.
Invoicing software for consulting firms
Invoicing

Invoicing software for consulting firms

Invoice on budget or actuals from staffing and timesheets — no spreadsheet between the engagement and cash collected.
Leave software for consulting firms
Leave

Leave software for consulting firms

Balances, countries and approval — including by the engagement manager when the person is staffed.
Timesheet software for consulting firms
Timesheet

Timesheet software for consulting firms

Days pre-fill from staffing, leave and training — no more chasing Excel at month-end.
Staffing software for consulting firms
Projects

Staffing software for consulting firms

Build teams, see leave and double-booking, run budget and delivery through to the invoice.
Recruitment software for consulting firms
Recruitment

Recruitment software for consulting firms

Screening, interview rounds and offers — then the candidate record becomes an HR file, with no re-keying.
Training software for consulting firms
Training

Training software for consulting firms

Catalog, sessions and credits — training that speaks to staffing skills, not a university LMS.
CRM software for consulting firms
CRM

CRM software for consulting firms

Pipeline, accounts and Orbit — the account briefing before the proposal, on the same object as the engagement.