NexOperate Consulting
Turn consulting demand into well-run engagements, visible delivery and profitable client relationships on one operating system.
Who it is for
Independent consultants
Manage every opportunity, client and deliverable without scattered tools.
Boutique consultancies
Standardise proposals, projects, time and billing across the team.
Transformation practices
Connect milestones, risks, decisions and outcomes to client value.
Advisory firms
Protect utilisation, retainers and margin with live delivery insight.
What it covers
Leads, clients, engagements, proposals, deliverables, time, retainers, invoices and insight reporting for consultants.
Lead pipeline
Capture enquiries, qualify opportunities, assign owners and schedule follow-ups.
Proposals
Build scopes, fees, assumptions, approvals and signed engagement handoffs.
Client workspace
Keep contacts, account history, conversations and documents together.
Engagements
Manage projects, milestones, dependencies, risks and client outcomes.
Deliverables
Assign work, review outputs, track decisions and record client sign-off.
Time & retainers
Capture time against engagements, budgets and recurring retainer periods.
Billing
Generate invoices from milestones, time, retainers and approved expenses.
Profitability
See utilisation, realised rate, delivery cost and margin by client or project.
Why it matters
- Move from signed proposal to delivery without losing context
- Know which clients, projects and services create the strongest margin
- Give clients a clearer view of progress, decisions and outcomes
One account across every product
Your NexOperate account, users, roles and billing carry across every product — add Consulting without setting anything up twice.
Get started with NexOperate Consulting
Create your organisation, pick a plan and your Consulting workspace is ready right away.
Questions
- Is NexOperate Consulting available now?
- Yes. NexOperate Consulting is available now for independent consultants, advisory firms and consultancies.
- Can I bill from tracked time and retainers?
- Yes. Time entries, retainer periods, milestones and expenses can feed the billing workflow.
- Does it track project profitability?
- Yes. Delivery effort, expenses, billing and realised revenue roll up to engagement profitability.