Run Your Practice
Like a Fortune 500
You're great at consulting. But the business side - proposals, invoicing, follow-ups, admin - eats into your billable hours. SMARTiDATA handles the business so you can focus on clients.
The Business Side is Eating Your Time
Sound familiar?
Proposal Purgatory
Hours spent on each proposal. Copy-paste from old ones, fix the client name in 12 places, hope you didn't miss anything.
Follow-Up Failure
Sent a proposal 2 weeks ago. Did they see it? Should you follow up? You can't remember who needs what.
Admin Overhead
You got into consulting to do meaningful work. Instead, you're drowning in invoices, scheduling, and spreadsheets.
Cash Flow Anxiety
No clear view of what's coming in when. Feast or famine cycles because you can't see the pipeline clearly.
Professional Proposals in Minutes
Stop wrestling with Word docs. Our proposal builder lets you create polished SOWs with scope, deliverables, timeline, and pricing - all in your brand style.
- Reusable templates for common engagements
- Line item pricing with optional breakdowns
- Built-in e-signature capability
- Automatic conversion to project on signing
Everything You Need to Run Your Practice
From first contact to final invoice, manage the entire client lifecycle.
Client CRM
Track every prospect, client, and opportunity. See communication history, project status, and revenue at a glance.
Proposal Generator
Create professional SOWs and proposals in minutes. Templates, line items, payment terms - all branded to your firm.
Pipeline Management
Visual pipeline shows every deal from prospect to signed. Weighted forecasting tells you what revenue is coming.
Smart Inbox
AI sorts emails by client, urgency, and type. Follow-ups surfaced, newsletters filtered, important stuff first.
Project Tracking
Manage deliverables, milestones, and deadlines across all client engagements. Never drop a ball.
Invoicing
Generate invoices from proposals, track payments, send reminders. Get paid faster with less chasing.
The Math Works Out
If SMARTiDATA saves you just 5 hours per month on admin, and you bill $200/hour...
Most consultants tell us they save far more than 5 hours.
"I was spending Sundays doing admin work - invoicing, follow-ups, updating spreadsheets. Now the system handles most of it. I got my weekends back."
Questions from Consultants
Common questions from independent consultants and small firms
Not at all. SMARTiDATA scales down beautifully for solos. You'll spend less time on admin and more time on billable work. Many of our users are independents who've tried "simpler" tools and found them lacking.
Ready to Focus on What You Do Best?
Let SMARTiDATA handle the business side while you focus on delivering value to clients.