Consulting
From first conversation to paid retainer — in one system
Consultants and advisory firms lose hours to spreadsheets, scattered calendars and separate invoicing tools. The Agency CRM brings leads, engagements, time tracking and billing together so you can focus on the client, not the admin.
14 days free · no credit card · live in 5 minutes
Sound familiar?
The pain points of an advisory firm
Your firm is growing, but so is the chaos. Do these bottlenecks ring a bell?
Billable hours slip through the cracks
Hours are logged at the end of the week — if remembered at all. Revenue you could have invoiced disappears into the noise.
Proposal cycles drag on for weeks
Too much time elapses between the first call and a signed proposal. Clients lose interest before you get the signature.
Retainers are invisible
Which clients are on a monthly retainer? How many hours have been used? You only find out when you open the spreadsheet.
No grip on revenue forecasting
Without a live forecast, you find out too late that the pipeline has dried up. Calendar space open, but no new engagements in sight.
Lead pipeline
From introduction to won engagement
Capture every lead the moment you meet them — at an event, on LinkedIn or through a referral. Track the journey from first meeting, proposal and decision in a visual pipeline you configure yourself.
- Custom stages built for consulting engagements
- Automatic follow-up reminders when deals stall
- Win probability and expected value per deal
- Link calls, documents and tasks to one client file
Quotes & retainers
Professional proposals in minutes, not hours
Use smart templates for fixed-price projects and ongoing retainers. The AI assistant fills in the draft based on deal information you've already entered. You refine it, the client signs digitally.
- Proposal templates for advisory projects and retainers
- Automatic conversion from quote to invoice
- Built-in digital signature
- Monthly retainer invoices on autopilot
Projects & time tracking
Every billable hour visible — in real time
Log hours directly from a task or via the timer on your phone. See per client, per project and per consultant how many hours have been spent versus what can be invoiced. No surprises at month end.
- Time tracking per task, project and client
- Retainer monitoring: budget vs. consumed hours
- Automatic alert when budget is exceeded
- Reporting per consultant and per engagement
34%
More engagements won
2.3h
Less admin per consultant per week
98%
Invoices sent on time
€18K
Average extra revenue per year through better time tracking
Reporting & forecast
Always in control of revenue, capacity and cashflow
Live dashboards show you exactly how much revenue is in the pipeline, which consultants are fully booked and when the next invoice will arrive. No more manual spreadsheet reports.
- Revenue forecast by week, month and quarter
- Capacity utilisation per consultant
- MRR dashboard for retainer clients
- Export to PDF or Excel for client reports
Revenue reporting
The Agency CRM
What consultants say
"I used to log billable hours in a spreadsheet I filled in every Friday — and forgot about a quarter of them. Now I log everything directly in The Agency CRM. Last quarter I invoiced €11,000 more than the quarter before. Without adding a single client."
"Our pipeline was full of good conversations, but we had no idea which were serious. Now I can see at a glance where every engagement stands and who's gone quiet for two weeks. Our conversion rate has gone up 40%."
"Draft a proposal for Accenture NL for €4,800 covering 3 months of advisory"
The AI assistant knows your deals, clients and templates. Type what you need and it drafts the proposal, follow-up email or task list for you.
Common questions from consultants
Absolutely. Most consulting firms start with the Pro plan. You can be fully operational in an afternoon: pipeline configured, time tracking active, first invoice sent.
Less admin, more consulting
Join hundreds of consultants who manage their pipeline, hours and invoices in one place.
Prefer a guided tour? Book a demo