Consulting & Advisory
Consulting & Advisory firm management — client lifecycle, proposals, multi-type contracts (hourly/fixed/retainer/subscription), time tracking, timesheets, resource scheduling, billing, and profitability analysis.
What You Get
Client lifecycle from lead → proposal → contract → delivery → billing
Proposal management with scope of work, deliverables & pricing
Contract types: hourly, fixed-project, retainer, subscription
Daily time entries with billable/non-billable categorization
Weekly timesheet submission & manager approval workflows
Consultant profiles with cost rate vs billing rate for margin tracking
Calendar-based resource scheduling & availability
Milestone-based delivery with budget tracking
Auto invoice generation from time entries or milestones
Client portal with project status & document access
Dashboard Highlights
Purpose-built tools designed specifically for this vertical
Public Storefront Included
Every subscription includes a ready-to-publish public storefront. Built with the Website Builder — drag-and-drop pages, custom domain, SEO tools, and integrated booking or ordering. Your customers can browse, book, and pay online 24/7.
Plus 18 Business Modules
Every vertical includes the full AXOIX suite
Ready to Transform Your Business?
Sign up for the free Explorer plan today. No credit card required. Upgrade anytime as your business grows.