Spend more time delivering work and less time managing it.
Running a consulting firm means managing proposals, clients, projects, people, deliverables, time, and billing, often across several disconnected applications. We build custom software, integrations, and AI-assisted workflows that connect your business operations, reduce repetitive administration, and give your team more time to focus on client work.
The project is in one tool. Everything around it is somewhere else.
A prospect agrees to move forward. The proposal lives in a document, the signed agreement in another system, the tasks in a project platform, time in a separate tracker, deliverables in email, and finance needs to know what can be invoiced. The project moves forward; the information behind it isn't connected.
CRM & sales
Opportunities and client relationships.
Proposals
Scope and commercial terms.
Project delivery
Tasks and milestones.
Consultants
Assignments and capacity.
Deliverables
Reviews and approvals.
Finance
Time, expenses, and invoices.
Your team shouldn't have to rebuild the same project information every time work moves from sales to delivery to finance. We connect it into one engagement workflow.
From the first conversation to the final deliverable.
Every engagement creates information that needs to move between sales, project management, consultants, clients, and accounting. Win the work, deliver it, and get paid without rebuilding the process at every handoff.
The engagement starts from real information, not a forwarded email.
Connected workflows, from proposal to payment.
Proposal & contract workflows
Prepare proposals, scopes, agreements, and approvals using existing information.
CRM & project integrations
Transfer approved engagement information into project and resource systems.
Client portals
Share approved project status, documents, deliverables, and communication.
Resource planning
Connect project demand, assignments, schedules, and team capacity.
Time & expense tracking
Coordinate time, expenses, approvals, and billing records.
Scope & deliverable management
Track milestones, deliverables, feedback, approvals, and scope changes.
Billing & profitability
Connect budgets, time, expenses, invoices, and financial reporting.
AI & custom applications
Build internal systems, client-facing tools, knowledge search, and AI workflows.
Stop starting every proposal from a blank document.
Consulting proposals reuse the same information: services, methodology, deliverables, timelines, team roles, assumptions, and pricing. A connected system pulls opportunity information from the CRM, organizes approved templates, and routes proposals for review.
- Client informationImported from CRM
- Approved service templateSelected
- Deliverables & milestonesAdded
- !Pricing & scopeAwaiting approval
Illustrative proposal; commercial terms require firm approval. We build proposal templates, CRM integrations, service catalogs, pricing worksheets, statements of work, approval routing, e-signature connections, and project creation after approval, so you reuse what your firm already knows instead of assembling every proposal by hand.
When the work changes, the scope should keep up.
A client asks for another deliverable. A phase runs long. Another department wants in. Reasonable changes, but they affect staffing, deadlines, budgets, and profitability. Uncontrolled scope changes and late visibility into project costs are among the most-cited professional-services challenges.
| Detail | Value |
|---|---|
| Requested | Additional reporting dashboard |
| Estimated additional effort | 24 hours |
| Proposed additional fee | $3,600 |
| Schedule impact | 3 business days |
Illustrative workflow and estimates. We build change request forms, scope comparisons, effort estimates, approval workflows, contract amendment tracking, and budget updates after approval, so project changes are visible before they become unplanned work.
Give clients one place to see progress, deliverables, and decisions.
Consultants lose hours preparing status updates, finding documents, answering check-in emails, and confirming approvals. A portal gives clients access to approved information, project status, milestones, deliverable approvals, and messaging, without exposing internal notes, budgets, or other clients' records.
| Item | Type | Status | Owner |
|---|---|---|---|
| Current-state assessment | Deliverable | Approved | Complete |
| Phase 1 recommendations | Deliverable | Approved | Complete |
| Phase 2 findings | Deliverable | Client review | Awaiting review |
| Implementation plan | Milestone | Upcoming | Not started |
Illustrative client workspace. Next client action: review Phase 2 findings and provide feedback. Some project platforms already offer client-facing access, so we connect or extend existing features before recommending a fully custom portal.
Know who can take on the next project before you promise a start date.
Consulting firms sell expertise and time, which makes staffing central to delivery and profitability. You might have people available overall but still lack the right skills for a particular engagement.
Allocation is scheduled capacity, not necessarily billable utilization. Availability also depends on skills, time off, and other commitments. We build resource schedules, availability tracking, staffing requests, workload dashboards, skills matching, and connections between the sales pipeline and future capacity.
A busy project isn't necessarily a profitable one.
Firms can be fully booked and still lose money on projects, through underpriced scope, staffing changes, untracked time, expenses, or delayed billing. A connected system shows margin while there's still time to act.
- Contract value$60,000
- Delivery costs to date-$28,500
- Forecast remaining cost-$15,000
- Forecast total cost$43,500
Illustrative figures; assumes a fixed-fee engagement and excludes overhead and other costs. We support fixed-fee, time-and-materials, milestone-based, and retainer models. Time recorded, time approved, time billable, revenue recognized, and cash collected are different measures, and the system preserves those distinctions.
Build tools your consultants and clients can actually use.
Some firms need internal software to run their operations. Others need specialized applications that become part of their client deliverables. When your firm's expertise requires a specialized tool, we can build the software around it.
Client assessment tools
Collect information, score assessments, and generate structured findings.
Client reporting dashboards
Turn project and business data into reports clients can access and understand.
Internal delivery tools
Manage methodologies, approvals, project templates, and specialized workflows.
Knowledge & research tools
Help authorized consultants find reusable templates, procedures, and prior work.
Client onboarding & advisory portals
Calculators, ROI models, interactive recommendations, and ongoing advisory access.
Your CRM, project tools, and accounting should share the right information.
CRM → Proposal
Use approved opportunity and customer information.
Signed agreement → Project
Create an engagement using approved scope and milestones.
Project → Resource planner
Coordinate staffing needs and assignments.
Time tracking → Billing
Prepare billable records for approval.
Deliverable approval → Status
Update approved milestones across systems.
Project & accounting → Dashboard
Show budget, cost, billing, and performance.
We work with the software your firm already uses, evaluate available integrations, and build the missing connections where technically feasible. Some platforms already have native integrations; our value is evaluating what works, what doesn't, and whether additional engineering is justified.
Make your firm's knowledge easier to use.
Consultants spend time gathering information, reviewing documents, preparing presentations, and writing status reports. AI can assist with those when connected to appropriate data and governed by clear review, while client relationships and professional decisions stay in human hands.
| Use case | Practical application |
|---|---|
| Proposal preparation | Draft from approved service descriptions and opportunity information |
| Meeting summaries | Organize authorized notes and action items |
| Project reporting | Prepare draft status updates from verified project data |
| Knowledge retrieval | Search approved internal templates and methodologies |
| Document review | Summarize supplied documents with source references |
| Resource planning | Suggest possible staffing matches for manager review |
| Scope monitoring | Flag potential changes for project-manager assessment |
We don't suggest automatically sending client recommendations, changing project scope, or generating final deliverables without appropriate professional review. Use AI to find, prepare, and organize information; keep the decisions with your people.
Different expertise. Similar operational challenges.
Management & strategy
Proposals, client assessments, deliverables, and reporting.
IT & technology consulting
Project delivery, integrations, resource planning, and support handoffs.
Operations & process
Workflow tools, client dashboards, and implementation tracking.
Marketing & creative agencies
Campaign projects, approvals, retainers, and client portals.
HR & organizational
Assessment tools, onboarding, and document workflows.
Engineering & technical
Project budgets, resource assignments, and document approvals.
Consulting firm software and automation in Sacramento.
Develop & Conquer helps consulting firms throughout the Sacramento region connect CRM systems, project management, proposals, client portals, time tracking, and accounting.
Whether you're a small advisory practice, a growing consulting company, or a multi-team professional services firm, we help identify where your existing technology can be connected, improved, or extended with custom software.
Serving Sacramento, Roseville, Folsom, Rancho Cordova, Elk Grove, Davis, and surrounding Northern California communities.
Consulting software and integrations, answered.
Can you connect our CRM with project management software?
Yes, where supported. We can evaluate how approved opportunity, customer, scope, and engagement information should move between systems.
Can you build a custom consulting client portal?
Yes. We can develop portals for project status, deliverables, document sharing, feedback, approvals, and client communication.
Can consulting proposals be automated?
Approved templates, service catalogs, CRM information, and document workflows can reduce repetitive proposal preparation. Scope, pricing, and contractual terms remain subject to review.
Can you integrate time tracking with invoicing?
We can connect supported time-tracking and accounting platforms to prepare billing information according to your firm's approved rates, engagement terms, and review procedures.
Can you help us track project profitability?
Yes. We can bring together available project budgets, approved time, labor costs, expenses, and financial records to build engagement reporting.
Can you build a resource planning dashboard?
Yes. Resource planning tools can combine project demand, consultant availability, skills, and assignments to help managers make staffing decisions.
Can you automate client status reports?
Connected systems can prepare draft updates using approved project information, milestones, and deliverable status. Your team reviews them before distribution.
Can AI help us reuse knowledge from previous engagements?
Yes, subject to client confidentiality, intellectual property rights, permissions, and data governance. AI-assisted knowledge search can make approved internal materials easier to find.
Related to your firm's systems
You deliver the expertise. We'll help connect everything behind it.
From proposals and project delivery to client portals, resource planning, time tracking, and billing, we build technology that makes consulting operations easier to manage. Tell us what software you're using, where work gets duplicated, or what your current systems can't do.