Professional Services
Features
Solutions,
Built for Professional Services
Designed with professional services expertise, these out-of-the-box solutions align with your workflows, client needs, and service delivery requirements, so you can focus on what matters most - delivering value.
Client Portal
Centralized client information
Client Management
Centralized client information and communication history for professional services.
Project Tracking
Monitor project progress and deliverables with real-time updates.
Time & Billing
Accurate time tracking and invoice generation for service-based businesses.
Resource Planning
Allocate team members to projects effectively with skill-based matching.
Client Management
Centralized client information and communication history
Live Demo ●
Coming SoonProject Tracking
Monitor project progress and deliverables
Live Demo ●
Coming SoonTime & Billing
Accurate time tracking and invoice generation
Live Demo ●
Coming SoonResource Planning
Allocate team members to projects effectively
Live Demo ●
Coming SoonPerformance Analytics
Measure team productivity and project profitability
Live Demo ●
Coming SoonPricing
Manage your professional services business with our tailored solutions
STANDARD
For consultants and service providers managing clients and billing.
$50
/month3 Users
1 Business Entity
Basic Invoicing
Client CRM & contact management
Project & task management
Time tracking
Invoicing & payments
ADVANCED
For agencies and teams handling complex billing and workflows.
$80
/month10 Users
Up to 2 Business Entities
Finance Management
Client CRM & contact management
Project & task management
Time tracking
Invoicing & payments
Proposals, retainers & contracts
Advanced approvals & workflows
Calendar & accounting integration
ENTERPRISE
For large service firms focused on profitability and automation.
$150
/month25 Users
Up to 5 Business Entities
Full Profitability & Finance
Client CRM & contact management
Project & task management
Time tracking
Invoicing & payments
Proposals, retainers & contracts
Advanced approvals & workflows
Calendar & accounting integration
Profitability & utilization analytics
Automation & forecasting
API access & priority support
All plans are paid upfront. The monthly rate reflects the total plan price divided by the number of months in your plan.
Elevate your professional services
Join consulting firms and agencies using our platform to deliver exceptional client experiences.
Enjoy all this. At no extra cost.
Unlimited SSL Security
Free Domain
Professional Templates
Automatic Backups
Email Addresses
Unlimited Traffic
Plus 24/7 customer support, regular updates, and security features
Training & Implementation Fee
One-time Payment (Custom Quoted)
Compare Our Plans
See at a glance what each plan costs and what you get for your money.
STARTER
PROFESSIONAL
ENTERPRISE
Need help choosing the right plan for your business?