Agency Operations Software for Consulting Agencies

Consulting agencies need to manage client relationships, track consulting engagements, invoice for hourly work or retainers, and provide clients with project visibility.

Key Features

• Client relationship management with full project history
• Project tracking for consulting engagements and deliverables
• Flexible invoicing: hourly, retainer, or milestone-based
• Expense tracking linked to projects for accurate billing
• Client portal for project status, deliverables, and invoices
• Financial visibility: pipeline value, revenue, and profitability

Common Challenges

• •Managing clients in Salesforce but projects in spreadsheets
• •Creating invoices manually from time sheets and expenses
• •Clients asking for project updates and deliverables via email
• •Not tracking which consulting engagements are profitable
• •Paying $50–$150 per user/month for CRM and project tools

How Agency Operations Software Helps

• Integrated CRM and project management for consulting workflows
• Automated invoicing from projects with expense tracking
• Client portal reduces status update emails significantly
• See engagement profitability to improve pricing and resource allocation
• Replace Salesforce, Asana, and QuickBooks invoicing with one platform
• One-time payment saves thousands per year vs. per-user SaaS fees