AI client & consultant matching system

The client answers questions about their company, industry and project so the algorithm can match them with one or more expert consultants in minutes. Then the system will allow the client to make an appointment to meet the consultant of their choice in real time via video conferencing. If it is a match, the consultant will initiate the project management module. 

Automated consultant onboarding system

Our customizable consultant onboarding questionnaire allows for an automated but thorough consultant screening and registration process saving a lot of time to the consulting company's HR manager. All Q&As are easily customizable.

Consultant project management module

Our project management module is built on the leading open-source project management. It supports the consultant/client throughout the entire project life cycle.

Proposal, cost and time tracking + invoicing module

This module was custom made for consultants to manage their estimates. Includes proposals, expenses and hours tracking, but also their agenda, client meetings and requests. It also serves as retainer and invoicing system.

Video conferencing module

Our video module is built on the best open-source online video meeting integrated in countless LMS and conferencing systems. It’s ease-of-use adapts easily for consultants and clients. It has all the features needed for consulting projects: documents upload, white board, breakout rooms, video options, shared notes, video share, multi-user whiteboard, polling, hand raise, screen share, chat, emojis, etc.

Templates library

We have compiled a useful repository/library of consulting templates like retainer modus operandi, proposal, response to RFQ, RFP, letter of intent, contracts, billing, consulting cases white papers, statistics on various industries, lingo & dictionaries, manuals how to use the platform flash cards, eBooks and more.

Documents management and role managed exchange module

Flexible and secure documents, files management and exchange module with easy to use and flexible files and documents manager with many unique and powerful features such as: dynamic root folder, URL Sharing, file's previewing, in-place editing and visualization of cloud-based files, full text search, tagging, social features, subscriptions, notifications, granular permissions, and more.

Email campaign and marketing module

The open-source software at the core of this module is the one we use to do all our emailing and marketing campaigns. We love how intuitive, fast and well it works. 

Html email creator, email templates, email campaign management with SPF/DKIM setting, email list management with opt in opt out, email blacklist settings, countries database, IP location, languages, blacklist monitoring, email block required, bounce server, delivery server. User group, mass emails, Campaign overview.

Company admin dashboard to manage consultants and check projects progress

The company dashboard is like the central command for the consulting company administrator to check on consultants and projects. From this dashboard, the administrator can also hire directly new consultants as well as impersonate or fire existing ones. From this dashboard the administrator can modify all questionnaires on the platform.