Engagements, hours and invoices — minus the admin day.
Independent consultants and small advisory firms billing by engagement or retainer. Install the Consulting blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Proposals from scratch
Every engagement letter rebuilt instead of assembled from a catalog.
Scope creep unbilled
Extra workshops delivered free because nothing tracked the boundary.
Utilisation a mystery
No view of hours delivered vs. sold until the engagement is over.
What installs the moment you pick it.
Pipeline stages
- Lead & Discovery Call
- Proposal Sent
- Engagement Signed
- Delivery In Progress
- Review & Wrap-Up
- Invoiced / Retainer Renewed
Custom fields
- Engagement Type — dropdown
- Contracted Hours — number
- Renewal Date — date
Starter catalog
- Discovery Workshop
- Monthly Advisory Retainer
- Project Sprint — 2 Weeks
Every item flows into quotes, invoices and deal values automatically.
Built for how consulting actually works.
- Proposal-to-engagement pipeline with e-approval
- Retainers billed monthly without touching a spreadsheet
- Timesheet-friendly task tracking per engagement
- Renewal sequences fire before the retainer lapses
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Consulting alongside any other template in the same workspace, and swap anytime without losing records.
Your consulting workspace, live in ~2 minutes.
Pick the Consulting blueprint during signup and start the 21-day free trial — no card required to look around.