Business software for consultants and agencies
Consulting is a pipeline of proposals, projects and invoices. BusinessPilotOS tracks the deal, the quote, the project, the hours and the invoice on one client record, so you can see which clients and projects are worth the time.
A pipeline that lives in an inbox
Track leads and opportunities by stage, with a next step, and convert a won deal into a customer and a quote.
Time that never gets billed
Record time against projects and tasks and submit timesheets for approval, so billable hours are in front of you when you invoice.
Not knowing a client's worth
See quotes, invoices and payments per client, and the profit on each engagement once costs are linked.
How a job flows through it
- 1Log the lead and create an opportunity
- 2Send a proposal as a quote
- 3Create the project and tasks when it is accepted
- 4Record time and any costs
- 5Invoice and follow up on overdue balances
Who it suits
Solo consultants and small agencies with a few clients at a time who sell projects or retainers and bill for time.
What to know before you start
There is no client portal and no automatic retainer billing yet. Invoices are created by your team, and approvals are informational.
Frequently asked questions
Can I bill by the hour?
Yes. Record time against a project and create the invoice with the hours and rate you set.
Can clients log in to see their projects?
Not yet. A customer portal is planned.
Can I write proposals?
The free proposal generator drafts one, and quotes can carry your scope and price inside the platform.