AI Business OS for Consulting Firms

Manage your pipeline, track proposals, automate time billing, and deliver engagements on schedule — so you can focus on the work that earns premium fees.

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6 Features Built for Consulting

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Pipeline & Deal Tracking

Visualize your sales pipeline, track proposal status, and forecast revenue from pending engagements.

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Proposal Automation

Generate professional proposals from templates, track opens and views, and auto-follow-up on pending decisions.

⏱️

Time Tracking & Billing

Capture billable hours by project and client, generate invoices automatically, and track realization rates.

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Project & Deliverable Management

Track milestones, manage deliverables, and keep clients updated on progress without manual status reports.

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Revenue & Utilization Analytics

Monitor revenue per consultant, utilization rates, project profitability, and client lifetime value.

🤝

Client Relationship Management

Track touchpoints, schedule check-ins, and identify expansion opportunities within existing accounts.

How 104 AI Agents Work for Consulting

Pipeline Agent: Monitors deal stages, sends timely follow-ups to prospects going cold, and alerts partners when high-value opportunities need attention.

Delivery Agent: Tracks project milestones against timeline, sends progress updates to clients, and flags scope creep before it impacts profitability.

Growth Agent: Identifies upsell opportunities in existing accounts, tracks contract renewal dates, and launches thought leadership campaigns that generate inbound leads.