The Challenge

Consulting is relationship-driven — your tools should be too

Consulting firms thrive on deep client relationships, but most project management tools treat every engagement the same. You need CRM capabilities alongside project tracking, time management alongside invoicing, and reporting alongside client communication.

Client relationships tracked in spreadsheets or legacy CRMs
Engagement scoping and billing done manually in documents
Consultants' utilization rates unknown until it's too late
Executive dashboards require exporting data from 3+ systems

CRM & Pipeline

Every client relationship in one view

Track prospects from initial inquiry to signed contract. Log meetings, calls, and emails against each client. See health scores that flag at-risk relationships. When a deal closes, instantly create an engagement project with pre-configured milestones.

Full client lifecycle from lead to long-term partner
Activity timeline: meetings, emails, proposals, contracts
Health scoring based on engagement activity and revenue
One-click project creation from won opportunities

Client relationship management with contacts, follow-ups, and activity

Utilization & Billing

Know your team's utilization rate in real time

See which consultants are at capacity, who has availability, and where billable hours are being spent. Eidoncore calculates utilization rates automatically and ties every tracked hour to the right engagement and the right invoice.

Real-time utilization dashboards per consultant
Billable vs. non-billable hour categorization
Engagement-level profitability analysis
Automatic invoice generation from approved timesheets

Revenue analytics charts and financial reports in Eidoncore

Executive Reporting

Board-ready reports in seconds, not hours

Generate executive summaries showing revenue by client, engagement health, team utilization, and pipeline forecast. No more manually pulling data from spreadsheets — Eidoncore builds the reports from the data your team already enters daily.

Revenue dashboards by client, engagement type, and period
Pipeline forecasting based on active opportunities
Team capacity planning and hiring insights
Exportable reports for board meetings and stakeholders

Eidoncore dashboard showing revenue KPIs, project health, and team overview

Everything your consulting firm needs

From client onboarding to final invoice — one platform.

Engagement Scoping

Define SOWs with deliverables, timelines, and budgets. Track scope creep and manage change requests formally.

Multi-Client Portal

Each client gets their own branded portal with access to engagement progress, invoices, and shared documents.

Billing Automations

Set up recurring invoices for retainer clients. Auto-generate monthly invoices from tracked hours with detailed breakdowns.

Data Security

Enterprise-grade security with role-based access, data encryption, and compliance-ready audit trails for regulated industries.

What Firms Say

Trusted by consulting practices

★★★★★

"Our utilization rates jumped 15% after moving to Eidoncore. The CRM-to-project-to-invoice pipeline is exactly what consulting firms need."

Rachel Hernandez
Managing Partner, Summit Advisory

500+ Agencies

15% Utilization Boost

98% Client Satisfaction

14-Day Free Trial

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Key features for consulting firms

Pricing

Plans for consulting firms

Free — $0/mo

2 members, 3 clients, 5 engagements. Try risk-free.

Pro — $29/mo

15 members, CRM, automations, advanced reports.

Enterprise — $79/mo

Unlimited consultants, white-label, priority support.

Compare All Plans →

Ready to transform your consulting practice?

Join firms that have unified their CRM, project management, and billing into one powerful platform.

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Consulting firms need clarity, not complexity