10 apps, one login, one bill. Invoicing, payslips and expenses are live.
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Written by an assistant. Nothing here is a quote or a contract.
Solutions for consultants
A CRM for consultants should carry a client from the first enquiry to the paid invoice without anybody typing the same name three times. ExecCortex does that with three apps that share one set of records: the CRM for leads, deals and proposals, Projects for the engagement itself, and Invoicing for getting paid.
You switch on only those three. The hours you log on a project can become a draft invoice with one button, so the time you worked and the time you billed come from the same place.
What you switch on: Customer Relationship Management, Project Management System and Invoicing Management System.
Each job, the app that handles it, and the screens you will use, named as they appear on the menu.
A form on your website drops each enquiry into Leads. A prospect can pick a time for a first call on a Booking Page instead of an email chain.
Customer Relationship Management: Leads, Capture Forms, Booking Pages
Each opportunity is a deal on a pipeline with its stage and probability, and the proposal is written against it, so you can see what is out and what it is worth.
Customer Relationship Management: Deals, Quotes and Proposals, Forecasting
Convert to Project on a won deal creates a project with the client, the contact and the deal amount as its budget, and a board ready to fill.
Project Management System: Projects, Brief
Plan deliverables as cards against milestones, keep client files in the project folder library, and log time on each card as you go.
Project Management System: Board, Milestones, Files, My Tasks
Bill time on the project Financials tab turns unbilled hours into a draft invoice. Time with no rate is never billed at zero; it waits until somebody types one.
Invoicing Management System: Financials, Invoices, Payments
A monthly retainer is a Recurring rule that raises the same invoice each month, and a Pay Link lets the client pay without signing in to anything.
Invoicing Management System: Recurring, Pay Links, Credit Notes
Calls, meetings and follow ups sit on the client record, and Customer 360 shows one client on a single page with its timeline, delivery and money panels.
Customer Relationship Management: Activities and Follow ups, Customer 360
Worth knowing before you start, so nothing here surprises you later.
Step by step guides: how to use Customer Relationship Management, how to use Project Management System, how to use Invoicing Management System, how to use Accounting & Finance.
Prices are per workspace and read live from the platform. Switch on only the apps you need.
Together: $22 per month per workspace.
Worth adding later: Accounting & Finance.
Every workspace starts on the free plan, with no card required. See every plan and price.
Lead capture, a deal pipeline, proposals, a record of every conversation, and a link to the project work and the invoices. A CRM that stops at the signed proposal leaves you retyping the client into two more tools.
Yes. Log time on project cards, then press Bill time on the project Financials tab to turn unbilled hours into a draft invoice. It needs the Invoicing app switched on and an invoicing permission.
Yes. Every app is switched on by itself and priced per workspace. Add Projects and Invoicing when you want them, and nothing has to be moved.
Yes. Booking Pages in the CRM let other people book time with you, so a first call needs no email chain.
Yes. Each workspace is its own space with its own records, and each is billed on its own, so two practices never share data.
The same apps, put together for the work a particular kind of business does every day.
Create a workspace, invite your team and import your first leads, all on the free plan.
