Consultant
Complete platform for managing consultants and customers. Organize projects, tasks, documents and communications in one solution.
Complete platform for managing consultants and customers. Organize projects, tasks, documents and communications in one solution.
Cloud, granular permissions and operational flows that we provide with Consultant: a single place for customers, projects, documents and communications, without distracting spreadsheets.
Rich registry, tags, commercial status and history of conversations and attachments. Each consultant sees only what the permits allow โ suitable for studies with multiple professionals on the same client.
Work breakdown with hierarchical tasks, subtasks and light dependencies. Link activities to clients and expected invoices so the work portfolio remains aligned with times and priorities.
Appointments, reminders and deadlines in a single view shared with the team. Reduce the โwhere were we?โ because each event can attach contextual notes and attachments.
Lightweight versioning, folders per client or project and secure download links. Fewer emails with duplicate attachments: the unique reference remains in the platform.
Contextual messaging on customer or assignment, with notifications and reading tracking. Operational communication is not lost outside of uncontrolled external tools.
Indicators on team load, projects at risk and average response times. Export data for management or to integrate into your BI without reconstructing the numbers by hand.
Start managing your advisors in minutes
Create your free account in 30 seconds.
Import or add your customers manually.
Organize projects, tasks and communications.
Join thousands of consultants running their business with Consultant.