Solutions / Consultant
ConsultantFrom discovery call to final invoice, in one place
Track prospects through discovery and proposal, run engagements as projects, collect approvals from client stakeholders and invoice retainers on a schedule.
What gets in the way
- Proposals that go quiet without follow-up
- Scope approvals lost in email
- Retainer invoices created manually every month
A typical flow in Coopernut
Switched on for you
The modules a consultant workspace starts with.
Customers & Contacts
One record per customer, everything linked
CRM & Sales Pipeline
Leads, opportunities and follow-ups
Quotations & Estimates
Branded quotes, approvals and conversions
Invoices & Payments
Invoices, partial payments, reminders
Projects & Tasks
Kanban, calendar, timeline, checklists
Expense Management
Receipts, categories, approvals
Documents
Private storage, folders, versions
Approvals
Internal and client approvals with audit trail
Forms & Requests
Public forms that create leads and tasks
Renewals & Reminders
Contracts, licences, deadlines
Client Portal
Clients see their own records securely
Workflow Automation
When this happens, do that
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.