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.
Expense management software for consulting firms
Expenses

Expense management software for consulting firms

AI reads the receipts, every expense lands on the engagement, approval takes one click — rebillable costs go to the invoice, the rest to project margin.
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.