Industry solution: consulting

Automate consulting workflows

From business development to the final report: automate your consulting business. Proposals, time tracking and client reporting on autopilot.

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GDPR-compliant

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100% EU servers

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Featured 4x in Handelsblatt

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The problem

Sound familiar from your consulting day-to-day?

Three scenarios that cost consulting firms valuable hours every week.

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Administration eating your time

Writing proposals, compiling reports, preparing invoices: administrative tasks eat into your billable hours. Instead of creating value at the client, your consultants sit at their desks maintaining documents.

a lot of working time goes into admin

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Unstructured knowledge management

Project knowledge is lost as soon as a project ends. Learnings are not systematised, and best practices exist only in the heads of individual consultants. Every new project starts from zero.

typically 60% redundant research

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Client reporting as a chore

Hours spent compiling status updates and reports from different sources. Excel sheets, emails and project tools: everything has to be gathered and prepared by hand.

typically 4-6 hrs/week per project

The solution

What we automate for consulting firms

Concrete processes that run automatically in your consultancy from day one.

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Proposal and quotation creation

Proposals are generated automatically from templates and CRM data, including individual pricing, scope of services and terms. Digital signature and dispatch run automatically.

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Time tracking and invoicing

Automatic time tracking with intelligent assignment to projects and clients. Recorded time flows directly into invoicing, with no more manual transfers.

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Client reporting

Automatic status reports from your project tools, dashboard generation for clients and real-time KPI tracking. Your clients can see the current project status at any time.

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Knowledge management

Automatic documentation of project results, a lessons-learned database and a best-practice library. Knowledge is captured systematically and made available for new projects.

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Business development and pipeline

Automatic lead qualification, intelligent follow-up sequences and opportunity tracking. Your pipeline is worked through systematically, without leads slipping through the cracks.

Before / after

Creating a proposal: a concrete example

Before

Manual proposal creation

close Copy client data from the CRM by hand
close Search for an old proposal and use it as a template
close Build the calculation in Excel
close Write the scope of services individually
close Create a PDF and send it by email
close Enter the follow-up in the calendar by hand

Approx. 3-4 hours per proposal

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After

Automated proposal creation

check_circle CRM data flows into the template automatically
check_circle Pricing is calculated from the project configuration
check_circle Service components assembled from a library
check_circle Digital signature and automatic dispatch
check_circle Follow-up sequence starts automatically

Approx. 45 min. of review and finishing

Typical results

Measurable impact for your consultancy

less admin effort

faster proposal creation

more billable hours

Integrations

Your tools, seamlessly connected

We integrate the tools you already use, without switching systems.

HubSpot Salesforce Pipedrive Monday.com Asana Harvest Clockify toggl Notion Confluence Google Workspace Microsoft 365 sevDesk Lexoffice DocuSign

Frequently asked questions

Answers for consulting firms

Which CRM systems can be connected?

We integrate all common CRM systems: HubSpot, Salesforce, Pipedrive and others. Existing contacts, deals and activities flow into your workflows automatically, without duplicate entry or manual synchronisation.

How does automatic time tracking work?

We connect your time-tracking tools such as Harvest, Clockify or toggl to your project management. Time entries are assigned automatically to the right projects and clients and flow directly into invoicing. No manual transfers, no forgotten hours.

Can proposals be created automatically?

Yes. Proposals are generated automatically from templates and CRM data, including individual pricing, scope of services and terms. You only review and adjust instead of starting from scratch. This saves a large part of the time previously spent on creation.

Does this make sense for small consulting teams too?

Absolutely. Automation pays off from as few as 2-3 consultants. Small teams in particular benefit most, because every admin hour saved can be used directly as a billable hour. The ROI usually shows within the first month.

How is the confidentiality of client data ensured?

All data is processed in line with GDPR on 100% EU servers. End-to-end encryption, access controls and regular security audits protect confidential client data, which is a decisive factor in consulting in particular.

Our services