Consulting firms need clarity, not complexity
Manage client engagements, track billable hours across consultants, generate executive reports, and automate recurring invoicing — all from one platform your entire firm can use.
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
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
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
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
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.
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."
Key features for consulting firms
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.
Ready to transform your consulting practice?
Join firms that have unified their CRM, project management, and billing into one powerful platform.