For consulting firms
Consulting management software for client delivery
Bring client relationships, project delivery, time tracking and invoicing into one workspace. Aqtos BOSS gives your consulting team a clearer view of the work you have promised and the work still to do.
Explore Aqtos BOSS with a workflow your team uses every day.
What does Aqtos do for consulting firms?
Aqtos BOSS is consulting management software that combines client relationship management, project tasks, time tracking, expenses and invoicing in one web-based business operating system. Consulting teams can organize each engagement around deliverables, owners and milestones while keeping client and financial administration in the same workspace.
Learn how a business operating system connects work across your company.
A good fit for: Independent consultancies and advisory teams managing several client engagements at once.
What your team can do
Manage consulting projects, clients and time together
CRM for consulting relationships
Organize contacts and sales opportunities so the next conversation starts with the right information.
Consulting project management
Break each engagement into tasks, milestones and owners. Use Kanban boards to see what is ready, active or waiting.
Time tracking and invoicing
Record time, manage expenses and create invoices in the same business workspace. Review the detail before billing.
Inside Aqtos BOSS
See your projects take shape.
A workflow to start with
How to manage a consulting engagement in Aqtos
- 01
Scope the engagement
Capture the client, expected deliverables and next actions.
- 02
Plan the work
Create a project with milestones, task owners and due dates.
- 03
Review and deliver
Use task discussions and status updates to keep handovers clear.
- 04
Prepare the invoice
Review recorded time and expenses alongside the agreed scope.
Before you get started
Questions from consulting firms
Can consulting firms manage multiple clients in Aqtos?
Use separate projects for client engagements and tasks for individual deliverables. Contacts, project work and finance tools stay available within Aqtos BOSS.
Does Aqtos support time tracking and invoicing for consultants?
Aqtos includes time tracking, expenses and invoicing. In your demo, walk through how your team would review billable time and prepare invoices for its own pricing model.
How should a consultancy start using Aqtos?
Start with one active engagement. Set up its milestones and owners, then review progress together before bringing in the rest of your client portfolio.
How is a business OS different from a consulting task board?
A task board organizes delivery work. Aqtos BOSS also includes CRM, time tracking, people administration, expenses and invoicing. It suits consultancies that want to coordinate both their engagements and the business processes around those engagements.
What should consultants check when choosing management software?
Test one real engagement: create milestones, assign deliverables, record time and prepare an invoice. Check your billing model, client access requirements and any accounting integrations before moving the rest of your work.
Explore the workflows that matter to your team
Product capabilities
Related teams
Put it to work
Bring your next engagement into focus.
Start a trial or bring one of your everyday workflows to a demo. See how projects, people and money fit together in Aqtos BOSS.