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PM + CRM for Consulting
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PM + CRM for Consulting · Available now

Client work, review and billing evidence in one place.

PM + CRM for Consulting keeps client organizations, consulting engagements, scope proposals, service entries and review evidence linked. An engagement names the client, the owning team member, its contracted fee, due date, billing method and current lifecycle status.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDraft Engagements
PM + CRM for Consulting · Engagements

Draft Engagements

Approval conditions

New engagement
Engagements in view
6
Total agreed fee USD
3,980
Due at within 14 days
2
Record numberSubjectCounterpartyOwnerDue atAgreed fee USD
ENG-68232Procurement process reviewRidgehaven Home GoodsNaomi Chen20 Oct540
ENG-21534Customer support redesignAlderbrook Community TrustIrene Okafor18 Oct850
ENG-30556Regional expansion assessmentMerefield Transit ServicesJulian Ortega03 Nov580
ENG-25354Finance close improvementRidgehaven Home GoodsTomas Novak21 Oct700
ENG-24471Warehouse capacity studyStonepath Learning Co.Farah Saleh01 Nov850
6 of 6 records
Procurement process reviewEngagements · ENG-68232
CounterpartyRidgehaven Home Goods
OwnerNaomi Chen
Due at20 Oct
Agreed fee USD540
Independent ReviewENG-68232 · Procurement process review

Independent Reviewer decides on the submitted proposal revision.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

See each engagement and its next review

Every feature works on the same records. Pick one to see the screen your team works in.

Organizations and Clients

Keep the consulting practice, its team and each client organization connected before work begins.

  • Consulting organization
  • Client organization
  • Team membership
  • Organizations
  • Clients
  • Team members
  • Users
Explore organizations and clients
OverviewClient Directory
PM + CRM for Consulting · Organizations and Clients

Client Directory

Clients

New
NameCodeContact nameOrganizationEligibility note
Northbridge Supply GroupNBSG-026Evelyn BrooksCrestview Operations StudioSigned master services agreement
Cedar Grove Health PartnersCGHP-014Hassan MirzaBracken Point AdvisorsProcurement approval on file
Harborline FoodsHLFD-033Clara JimenezTernbridge Research AdvisoryRequires two reviewer approvals
Willowgate ManufacturingWGMF-008Jonas RichterFieldstone Change PartnersPurchase order needed before kickoff
Stonepath Learning Co.SPLC-021Amina DialloTernbridge Research AdvisoryEligible for quarterly retainer
6 of 6 records
Northbridge Supply GroupClients · CLN-71519
CodeNBSG-026
Contact nameEvelyn Brooks
OrganizationCrestview Operations Studio
Eligibility noteSigned master services agreement
Example screen with sample data
Process

Follow client work from draft to acceptance

Engagement review to acceptance ships ready to use. 2 steps need a named approval before the work moves on: Independent Review (Independent Reviewer) and Accept Engagement (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Draft Engagement

    Name the client, owner, scope, fee and due date.

    Procurement process reviewENG-68232 · Engagement Owner
    Draft EngagementBy Engagement Owner

  2. Submit Proposal

    Put a changed scope and fee in the review queue.

    Procurement process reviewENG-68232 · Engagement Owner
    Submit ProposalBy Engagement Owner

  3. Independent Review

    A separate reviewer records a reasoned decision on the revision.

    Procurement process reviewENG-68232 · Independent Reviewer
    Independent ReviewBy Independent Reviewer
    ApprovalIndependent Reviewer decides on the submitted proposal revision.

  4. Approve Engagement

    Confirm the reviewed commitment before delivery.

    Procurement process reviewENG-68232 · Engagement Owner
    Approve EngagementBy Engagement Owner

  5. Deliver Services

    Record dated time and approved hours under the engagement.

    Procurement process reviewENG-68232 · Engagement Owner
    Deliver ServicesBy Engagement Owner

  6. Accept Engagement

    Review evidence and record acceptance of the current revision.

    Procurement process reviewENG-68232 · Independent Reviewer
    Accept EngagementBy Independent Reviewer
    ApprovalIndependent Reviewer approves the delivered engagement revision.

Start with Client setup

Inside a record

Trace billing and external effects

Open any engagement to see its engagement proposals, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Counterparty, Owner, Due at and Agreed fee USD.

  2. 2
    Engagement proposals

    Each line is linked to this engagement.

  3. 3
    Who works on it

    Admin, Engagement Owner and Consultant, each with their own permissions.

  4. 4
    Process stages

    Client Setup and Draft Engagement, with the role that acts.

  5. 5
    Approvals

    Independent Review and Accept Engagement, with who decides.

Draft EngagementsProcurement process review
PM + CRM for Consulting · Engagements

Procurement process review

Ridgehaven Home Goods

Log activity
1
Record details
CounterpartyRidgehaven Home Goods
OwnerNaomi Chen
Due at20 Oct
Agreed fee USD540
2
Engagement proposals

Procurement process review

ParentStatusRevision
Customer support redesignSubmitted110
Procurement process reviewSubmitted320
Leadership operating modelSubmitted840
Engagement proposals
6
Total revision
2,740
3

Who works on it

  • AdminManage Organizations, team members, Users
  • Engagement OwnerManage Clients, Engagements, engagement proposals, record…
  • ConsultantManage service entries
4

Process stages

  • Client SetupEngagement Owner
  • Draft EngagementEngagement Owner
5

Approvals

  • Independent ReviewIndependent Reviewer
    Approved
  • Accept EngagementIndependent Reviewer
    Waiting
Example screen with sample data
Approvals

Keep scope and acceptance decisions attributable

The person who owns an engagement prepares its scope; another person records the review decision.

OverviewApprovals
PM + CRM for Consulting · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • EP-43149Rev 1, discovery scope
    Customer support redesignRequested by Admin
    Submitted0dActions
  • EP-65595Rev 2, added workshops
    Procurement process reviewRequested by Admin
    Submitted4dActions
  • EP-78547Rev 3, fee adjustment
    Leadership operating modelRequested by Admin
    Submitted2dActions
  • EP-14203Rev 4, delivery dates
    Leadership operating modelRequested by Admin
    Submitted6dActions

Who approves what

DecisionApprover
Independent ReviewA separate reviewer records a reasoned decision on the revision.Independent Reviewer
Accept EngagementReview evidence and record acceptance of the current revision.Independent Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens PM + CRM for Consulting to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organization and membership records and checks access across the practice.

  • Manage Organizations, team members, Users
  • View Clients, Engagements, engagement proposals, service entries, review decisions, record attachments, operation receipts

Roles and permissions

Reports

Read fees, approved time and exceptions

Ask concrete questions about agreed fees, delivery time, proposal statuses and exceptions.

Overview
PM + CRM for Consulting · Overview

PM + CRM for Consulting dashboard

This quarter

Engagement proposals in view
6
Total proposed fee USD
3,160
Submitted
6
Valid until within 14 days
0

Engagements by status

How far records got this quarter

StageReachedStep
Draft46
Approved1328%
Active215%
Review150%

Agreed fee USD by status

Sample totals per stage

2.0k0
2.0kDraft
2.0kApproved
-3000Active
-5000Review
-6000Accepted
Example screen with sample data
  1. 01Contracted Value by Organization

    Sum the agreed engagement fees by organization and lifecycle status.

  2. 02Engagement Due Dates

    List engagement owners, counterparties, due dates and statuses for planning reviews.

  3. 03Proposal Fee Review

    Compare proposed fees, revisions, validity dates and proposal statuses by engagement.

  4. 04Approved Delivery Time

    Sum approved hours by engagement and worker from service entries.

  5. 05Service Rate and Cost

    Compare hours, approved hours, rate and cost rate by engagement.

  6. 06Invoice Reference Coverage

    Show service entries with approved hours and their invoice references.

  7. 07Reviewer Decisions by Revision

    Group decisions by engagement, reviewer, source revision and decision.

  8. 08Operation Exception Register

    List failed and needs-review receipts with their reasons and external references.

All reports and dashboards

Who it's for

Fit scoped consulting work

See how PM + CRM for Consulting fits your kind of team.

Management consulting

Keep scoped advisory engagements, consultant time and client acceptance together.

Technology consulting

Track implementation engagements with revisions, delivery time and review evidence.

Professional advisory teams

Give recurring client advisory work an owner, scope record and review trail.

Controls

Check revisions before acting

Each stage of engagement review to acceptance names the role that acts and the status it records, so a change is never anonymous.

OverviewEngagement review to acceptance
PM + CRM for Consulting · Process

Engagement review to acceptance

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
2
Roles involved
5
Tables touched
4
Submit Proposal
Engagement Owner
StatusDraft → Submitted
RecordsEngagements
Independent ReviewApproval
Independent Reviewer
StatusSubmitted → Approved
Approve Engagement
Engagement Owner
StatusDraft → Approved
RecordsReview decisions, Engagements
Engagement review to acceptance
  1. Start
    Submit ProposalDraft → Submitted
    Engagements
  2. Approval
    Independent ReviewSubmitted → Approved
    Independent Reviewer
  3. Step
    Approve EngagementDraft → Approved
    Review decisions
  4. Step
    Deliver ServicesApproved → Active
    Engagements
  5. Step
    Review EngagementActive → Review
    Engagements
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the review

Use Proto to prepare client work, review linked records and check the next handoff.

It can

  • Engagement Owner: Show the client's active engagements, linked proposals and due dates before a scope review.
  • Consultant: Find the right parent engagement and summarize entered versus approved hours on its service entries.
  • Independent Reviewer: Gather the engagement revision, proposal terms and attached evidence for a decision.
  • Billing Lead: Find approved time lacking an invoice reference and prepare the billing check.

Stays with a person

  • A person decides whether a scope or service entry is approved.
  • The agent can assemble the linked facts and help prepare the next action, but the named reviewer should check the current revision, give a reason and record the decision.
  • External effects and billing references need confirmation from the system that owns them.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • PM + CRM for Consulting
  • Finance and invoicing
  • External effect systems
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Organizations and Clients4
  • Engagements6
  • Scope Proposals4
  • Service Entries3
  • Review and Evidence4
  • Operations Overview5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set operating context

    Enter the consulting organization, users, team members and an active client with a clear code convention.

  2. Open a real engagement

    Record its owner, counterparty, subject, agreed fee, due date, billing method and scope revision.

  3. Rehearse the review

    Submit a linked proposal, use a separate reviewer and check that the decision identifies the source revision and reason.

  4. Check delivery and billing

    Enter service time, review approved hours and match invoice references to the billing handoff.

  5. Accept and reconcile

    Add relevant evidence, record acceptance and inspect the operation receipt before closing the work.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for PM + CRM for Consulting.

All questions
How do I get started?

Click Get started, then use Proto to configure PM + CRM for Consulting for your business. Begin with one client, its consulting organization, an active engagement, a scope proposal and service time for a complete review rehearsal.

What is the difference between a client and an organization?

The organization is the consulting firm's operating context. The client is the counterparty receiving work. Each engagement links to both.

How do I record a scope change?

Add a proposal under the existing engagement with its revised scope, service line, proposed fee and validity date. Submit it for independent review.

Who makes the approval decision?

Independent Reviewer records the decision, source revision, date and reason. Engagement Owner prepares the work and reconciles an approved change with the parent engagement.

Where do consultants record time?

Consultant uses service entries linked to the engagement. Each entry can carry a date, worker, hours, approved hours, rate and invoice reference.

How is approved time different from entered time?

Entered hours describe reported work. Approved hours record the amount accepted for the reviewed handoff. Read both before billing.

Where do supporting files go?

Attach them to the engagement with a title and evidence type. Choose internal or shared visibility according to the intended audience.

How do we track an action that fails?

Use the operation receipt's result state, failure reason and references. Operations Lead checks the effect before resolving the exception.

How is billing connected?

Service entries retain invoice references. Agree with the finance team which invoice or batch identifier to place there and verify it against the billing system.

What closes an engagement?

After review and acceptance, Engagement Owner checks linked service, evidence and receipt records and then records the closed status.

Set up PM + CRM for Consulting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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