Is Your Tech Stack Costing Your Firm Billable Hours?
Most consulting firms manage 4+ tools that don't talk to each other — that's 6–10 recoverable billable hours per week. We built a free audit that shows exactly where your setup is leaking time and money.
Takes 2 minutes · Shows your top 5 efficiency gaps. Instant results, no call required.
6–10 hrs
recovered per consultant/week
$800/mo
avg software savings identified
30 days
free CRM setup trial included
The Problem
Sound familiar?
Proposals live in email
No single source of truth — proposals in email, projects in spreadsheets, invoices in a third tool.
No unified CRM
Client relationships tracked in email threads with no pipeline visibility, no follow-up automation.
Billing is manual
Time tracking and invoicing are disconnected — hours slip through and revenue walks out the door.
No client portal
Document sharing by email with no audit trail, no version control, no professional signal.
4+ tools that don't talk
Monday, HubSpot, FreshBooks, Gmail — each great alone, useless together.
Proposal automation gap
Creating proposals takes hours because nothing is templated or CRM-connected.
Our Solution
Consultant OS — A unified CRM + project management + billing + client comms platform that replaces your disconnected toolstack and lets your firm scale without adding headcount.
What we deliver
CRM Implementation (HubSpot / Salesforce)
Full setup, data migration, pipeline configuration, and ongoing managed support.
Project Management Platform
Monday.com, ClickUp, or Asana — connected to your CRM so client projects and billing flow together.
Proposal & Document Automation
Template-driven proposals linked to your CRM — cut proposal time from hours to minutes.
Billing & Time Tracking Integration
FreshBooks or QuickBooks connected to your project platform so billable hours are never lost.
Secure Client Portal
Branded client portal for secure document sharing, project updates, and approvals.
M365 / Google Workspace Management
Email, calendar, and cloud storage managed and secured for your team.
Claim Your Free Tech Stack Audit
Shows your top 5 efficiency gaps. Instant results, no call required.
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