The management software your consulting firm needs to grow with control
Client CRM, project management by consultant, time tracking, invoicing linked to deliverables, team chat, and artificial intelligence. All connected in UTILIA OS.
Join the waitlistDay-to-day challenges at a consulting firm
Managing projects, clients, and team with disconnected tools creates friction that costs money and time.
Untracked hours, invisible profitability
Your team juggles multiple projects simultaneously but you have no clear picture of how many hours each consultant spends on each client. Without integrated time tracking, calculating real project profitability is nearly impossible.
Clients scattered across spreadsheets and emails
Sales opportunities, client contacts, and interaction history live in different places. Without a centralized CRM, you lose context and cross-selling opportunities.
Project-based invoicing becomes a headache
Generating invoices tied to projects, hours worked, or delivered milestones requires juggling between tools. Invoicing should be automatic, not an administrative chore.
A platform designed for consulting and advisory firms
CRM with commercial context
Visual pipeline, interaction history, and opportunity tracking by client and service.
Project management by consultant
Assign tasks, track milestones, and visualize each team member's workload.
Time tracking and clock-in
Per-project hour logging and mandatory digital time tracking built into the platform.
Invoicing connected to projects
Generate invoices from completed projects. Compatible with electronic invoicing and VeriFactu.
Built-in chat and video calls
Internal team communication and client meetings without leaving the platform.
AI to automate the repetitive
Meeting recording and transcription, proposal drafts, and administrative task automation powered by artificial intelligence.
Your firm deserves tools that work at the pace of your projects
Consulting firms thrive on client trust and team efficiency. Every untracked hour, every opportunity lost in an email, and every manually generated invoice are invisible costs that hold back growth. UTILIA OS centralizes clients, projects, communication, and invoicing in a single environment. No complicated integrations, no hidden per-module costs.
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Planned opening: October 2026