Consulting Firm Software That Turns Engagements Into Profit
Proposals stall and retainers drift. Smarfle books the discovery calls, tracks engagements, auto-bills retainers, and revives the deals that went quiet. From $19/month.
16
7
$148,000
74%
Apex Manufacturing
Operations Strategy Engagement
Redline Financial
Market Entry Analysis
Brightpath Education
Organizational Restructuring
Meridian Health Systems
Digital Transformation Advisory
Everything a consulting business runs on
Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the consulting workflows below.
Consulting Scheduling Software
Discovery calls + project meetings + client check-ins. Consulting scheduling needs flexibility. Smarfle handles all three with public booking + recurring meetings.
Learn moreConsulting Billing Software
Monthly retainer billing + project fees + hourly billing. Consulting firms need all three with saved card + auto-charge.
Learn moreConsulting Invoicing Software
Time tracked on engagement = invoice generated automatically. Monthly invoices auto-pull billable hours from each consultant.
Learn moreThe growth side, built in
Consulting Call Tracking
Discovery-call requests are your pipeline. Tracked calls preserve what the prospect actually said they need, word for word, for the proposal.
Reviews & Google Business Profile
Public reviews and a maintained profile give independent consultants the institutional credibility big firms charge for.
Website & Lead Follow-Ups
Lead magnets and discovery bookings feed the CRM, and follow-up sequences revive the proposals that stalled in procurement.
Plans that grow with your consulting business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Where consulting businesses lose time and money
The day-to-day friction every consulting owner recognizes.
Engagement Scope Expands Without Documentation
Clients request additional analysis, extra meetings, and revised deliverables. Without clear scope documentation tied to billing, your consultants deliver unpaid work and your margins shrink with every engagement.
Consultants Underreport Their Billable Time
Strategy sessions, preparation work, and client communications go unlogged because there is no easy system for tracking them. The result is invoices that capture only 60% of the actual time invested.
Deliverables Get Stuck in Review Cycles
A strategy document goes to the client for review, feedback trickles in over weeks, and the engagement stalls. Meanwhile your consultants are waiting for direction and your next billing milestone is delayed.
Built for consulting businesses
Not a generic CRM. Every feature is tailored to how consulting companies actually work.
Engagement and SOW Tracking
Create engagements with defined scope, deliverables, milestones, and assigned consultants. Track progress against the SOW so everyone knows what has been delivered and what remains.
Time-Based and Milestone Invoicing
Generate invoices from logged hours or completed milestones. Line items show the work performed so clients see the value behind every dollar and disputes decrease.
Client Portal for Deliverables and Approvals
Clients log in to view engagement progress, review deliverables, and approve milestones. Feedback lives in one place instead of scattered across email and messaging apps.
Consultant Assignment and Utilization
Assign consultants to engagements and track utilization across the firm. See who has capacity, who is overbooked, and plan staffing for upcoming engagements.
Revenue and Utilization Reporting
Track revenue per engagement, consultant, and service line. See utilization rates and effective hourly rates to identify where your firm is most and least profitable.
Time Tracking to Invoice
Hours logged against each engagement flow directly to the invoice, so scope creep gets billed instead of absorbed.
Every consulting call, handled your way
Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a consulting engagement flows through Smarfle
From discovery to delivered SOW — every engagement billed accurately.
- 1
Lead from referral or content
Web form, AI receptionist, or referral. Each becomes a client record with industry, function, and engagement type.
- 2
Discovery booked
Calendar slot. Custom fields capture engagement type, expected duration, and team size.
- 3
SOW signed + engagement opened
SOW via e-sign, deposit or first invoice via Stripe payment link, engagement becomes a work order with deliverable milestones.
- 4
Hours + deliverables tracked
Time tracking per consultant against billable hours, expenses logged per engagement, deliverables attached to the client record.
- 5
Final invoice + review + retainer follow-on
Final invoice via Stripe payment link, review request after engagement closes, maintenance reminders for retainer / follow-on conversation.
Same flow for every consulting business, only the terminology and details change.
Is Smarfle the right fit for your consulting business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
SOW Tracking That Protects Your Margins
Every deliverable in your statement of work is tracked with status, assigned consultant, and completion date. When clients request work outside the SOW, you document it immediately and bill accordingly. No more discovering scope creep at the end of an engagement.
The full consulting toolkit, in detail
Three ways Smarfle transforms how you operate, get paid, and grow.
Engagement Dashboard
See every active engagement with client, phase, deliverables, and assigned consultants. Filter by service line, principal, or status to manage your pipeline.
SOW and Deliverable Tracking
Each engagement has a defined scope with deliverables, milestones, and acceptance criteria. Track what has been delivered and what remains so nothing is missed.
Consultant Utilization View
See how each consultant's time is allocated across engagements. Identify who has capacity and who needs workload adjustment before burnout sets in.
Client Feedback Workflow
Deliverables posted to the portal go through a review and approval process. Client feedback is captured in the engagement record so your team has clear direction.
Consulting CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Why businesses stay
A Florida company that treats you like a partner
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
Ready to run your consulting business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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