For consultancies quoting from memory, chasing proposals through email threads and losing hours to "quick status update" calls. The machine that runs your pipeline and your projects.
Sound familiar?
Enquiries arrive as unstructured emails, so every lead starts with a call just to learn the basics. And the follow-up lives in someone’s head.
Proposals get rebuilt from old Word documents each time. Versions drift, pricing goes inconsistent, and nothing tracks whether a proposal was even opened.
Once a project starts, clients email for updates because they have nowhere to look. The partners become the status page.
We know these tools well. And exactly where they stop.
A freight train for a two-partner firm. Per-seat pricing and features you’ll never open.
Pipelines, yes. But proposals, projects and client visibility still live elsewhere.
Infinitely flexible, which is why it looks different every week.
Proposals sorted. Disconnected from the pipeline and the project.
Proposal_FINAL_v7_2.docx. Sent to the wrong thread.
The tab that was up to date once, in March.
>_ Moving off any of these? We migrate your data out as part of the build. History intact.
Every piece, shaped around how you work.
An intake form that asks what you would ask. Scope, timeline, budget band. So every lead arrives qualified and comparable.
Every opportunity staged from enquiry to won, with next actions and follow-up nudges that fire themselves.
Proposals assembled from an approved library of sections and rates. Consistent, fast, and tracked from sent to opened to signed.
Acceptance is one click and a deposit. The project starts itself, calendar holds included.
Milestones, deliverables, decisions and files in one place your client can see. The "just checking in" email dies here.
Work logged against milestones flows to Xero invoices. No month-end reconstruction from calendars.
Same five steps, every build.
We trace three of your recent projects from first email to final invoice and count the copy-paste. It’s usually worse than you think.
Fixed-price spec with the proposal library modelled first. The piece with the fastest payback.
You send real proposals from the prototype mid-build; open-tracking changes how you follow up immediately.
Historic clients imported, live projects moved into the hub mid-flight without a dropped ball.
Quarterly tune-ups as your service lines evolve. The section library grows with you.
Owned outright. No lock-in.
From "I’ll get something to you next week" to same-morning.
Clients check the hub. You bill the hours instead.
Same team, more work moving. The hub carries the coordination.
>_ Typical outcomes for builds of this kind. Your quote spells out exactly what we'll commit to for you.
Answer a few questions and get an honest, scoped quote in about three minutes. No sales call, no obligation.
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