CRM for Consulting
From proposal to payment -- manage your consulting practice end to end
Build compelling proposals, track engagements, manage deliverables, and automate billing for hourly and retainer-based consulting.
Challenges Consulting Face
Sound familiar? SignFlow was built to solve these exact problems.
Spending too much time on proposal formatting
No standardized SOW process for new engagements
Difficulty tracking billable hours across clients
Manual invoicing eating into productive time
How SignFlow Helps
Purpose-built features designed for consulting.
Professional consulting proposal templates
Engagement tracking with deliverables
Hourly and retainer billing options
Statement of Work (SOW) builder
Client portal for document sharing
Pipeline analytics and win/loss tracking
Automated recurring invoicing
Who Is This For?
Management consultants, strategy firms, HR consultancies, and independent advisors.
Ready to transform your consultants business?
Start your free trial today. No credit card required. Set up in under 5 minutes.