ConsultOS.
An operating system for consultancies and agencies: clients, pipeline, GST quotations, projects, milestone invoicing, revenue intelligence, team capacity and a client portal, multi-tenant and role-based, in one workspace.
ConsultOS runs a consultancy end to end, from the first lead to the final invoice, replacing the spreadsheets and WhatsApp threads that let money and projects slip.
The challenge.
Consultancies and agencies run on a patchwork of spreadsheets, documents and chat, so what's collected, what's pending and who's on each job is scattered, and revenue and deadlines quietly slip between the tools.
What we built.
We built an end-to-end, multi-tenant operating system: a live pipeline, a quotation builder with GST computed as you type and branded PDFs, one-click convert to projects with milestones, tasks and health, milestone invoicing with paid, pending and overdue tracking, revenue intelligence, team-capacity planning, and a per-client portal to approve quotes and follow progress, all under role-based access with data walled off per company.
The result.
Consultancies run their whole operation from one workspace, seeing booked, collected and outstanding revenue live, going live in two minutes with no spreadsheets, and giving clients a clean portal instead of an inbox full of update requests.
Under the hood.
- Live pipeline and GST quotation builder
- One-click quote to project, milestones and tasks
- Milestone invoicing: paid, pending, overdue
- Revenue intelligence and aging at a glance
- Team-capacity planning to catch over-booking
- Per-client portal, role-based, multi-tenant
By the numbers.
Built with.
Let's make something great together.
Tell us what you're building, or grab a 30-minute call. We're easy to talk to, and you'll always hear back within a day.