Can Exterly be used by consulting and corporate service firms?

Yes — Exterly’s Consultancy Business module is designed for firms offering consulting, legal, HR, design, marketing or other professional services, giving tools for client onboarding, project tracking, proposals, invoicing and automation.

Does Exterly handle proposals, invoicing and project pipelines for consultants?

Yes — you can create proposals/quotes, manage invoicing, track deals in pipelines, schedule meetings, manage clients, and automate workflows related to projects and payments.

Is it suitable for teams and corporate-style businesses with multiple users?

Absolutely — Exterly supports role-based user management, team collaboration, task assignment, and permissions, making it ideal for multi-user agencies or corporate service providers.

Can I automate follow-ups and communications with clients automatically?

Yes — using Exterly you can set automated workflows for follow-ups, reminders, invoices, appointments, and communications via email, WhatsApp or chat.

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Consult Smarter, Not Harder

All-in-One Consultancy Business Software to Manage Clients, Projects & Growth

Name: Exterly Business Consultancy & Corporate Service Automation
Brand: Exterly
Price: 59 USD
Availability: InStock

Running a consulting business can be head ache from managing clients and appointments to keeping projects on track and invoices flowing. Exterly.io brings everything under one roof with our robust business consulting software. Built specifically for consultants and consulting firms, our platform streamlines operations, enhances client relationships, and gives you the freedom to focus on what matters: delivering results.

The Consultant Management Software Built to Simplify Your Workflow

Whether you're a solo consultant or leading a multi-person firm, keeping everything organized can be overwhelming. Our consultant management software acts as your digital assistant helping you manage every aspect of your operations in one place.

Centralize Your Client Data & Communication: Stop juggling spreadsheets, calendars, and chat apps. Exterly brings your entire client database, communication history, and task list together
Keep Projects, Appointments, and Tasks in Sync:
No more double bookings or missed follow-ups. Track everything from client meetings to internal deadlines in a single dashboard.
You Can Connect your Favourite Apps & Tools: Integrate tools you need for making your business flows effortless

A CRM for Consultants to Streamline Communication & Sales

Sales pipelines don’t have to be messy. With our dedicated CRM for consultants, you can attract leads, nurture relationships, and convert opportunities all from one place

Track Leads, Deals & Conversations Easily: Monitor your sales stages, track outreach, and never lose a warm lead again.
Automate Follow-Ups & Stay Top of Mind:
Schedule automated emails and texts to keep your clients engaged and informed, without manual work

Types Of Consultants Can Get Benefits From

Business Consultants

Streamline client onboarding, manage proposals, track projects, and send invoices all from one dashboard.

Marketing Consultants

Manage client campaigns, automate follow-ups, and track communications in a built-in CRM system

Financial Consultants

Schedule sessions, securely store client data, and handle invoicing, billing, and reporting with ease.

HR & Recruitment Consultants

Keep candidate and client details organized, schedule interviews, and automate follow-ups.

Wellness & Life Coaches / Therapy Consultants

Manage client records, schedule sessions, send automated reminders, and collect payments all securely.

IT & Software Consultants

Track project milestones, manage tickets, assign tasks, and share documents seamlessly.

Legal Consultants

Manage case files, set appointments, store client contracts, and generate branded invoices.

Branding & Creative Consultants

Share mockups or creative files, manage revision rounds, schedule strategy calls, and send estimates.

Education & Career Coaches / Academic Consultants

Book sessions, share worksheets/resources, track student progress, and automate reminders.

Freelance Consultants / Solo Consultants

Use one software to manage everything from lead capture to client communication and payment.

Problems Coaches & Institutes Commonly Face

Powerful Client Management Software for Consultants

Client satisfaction starts with smooth communication and flawless delivery. Our client management software for consultants ensures you maintain a professional experience at every stage.

Give Clients a Seamless Booking and Support Experience:
Let your clients book appointments, ask questions, and receive updates via email, SMS, and even WhatsApp.
Manage Client Profiles, History & Payments in One Place: See every client's full journey from first contact to final invoice on a single timeline

A CRM for Consultants to Streamline Communication & Sales

Sales pipelines don’t have to be messy. With our dedicated CRM for consultants, you can attract leads, nurture relationships, and convert opportunities all from one place.

Track Leads, Deals & Conversations Easily:
Monitor your sales stages, track outreach, and never lose a warm lead again.
Automate Follow-Ups & Stay Top of Mind: Schedule automated emails and texts to keep your clients engaged and informed, without manual work.

The Consultant Management Software Built to Simplify Your Workflow

Whether you're a solo consultant or leading a multi-person firm, keeping everything organized can be overwhelming. Our consultant management software acts as your digital assistant helping you manage every aspect of your operations in one place.

Centralize Your Client Data & Communication:
Stop juggling spreadsheets, calendars, and chat apps. Exterly brings your entire client database, communication history, and task list together.
Keep Projects, Appointments, and Tasks in Sync: No more double bookings or missed follow-ups. Track everything from client meetings to internal deadlines in a single dashboard.

01 Tools For Marketing & Sales

Reach the right audience, elevate your brand, and turn visitors into customers with tools tailored for growth

Email Marketing

Create campaigns that connect.

WhatsApp Marketing

Reach customers where they’re active

Social Media Management

Schedule and manage posts with ease.

Sale Funnels

Bring all messaging into one platform—SMS, email, and social.

Website Builder

Build professional, high-conversion landing pages.

Search Engine Optimization

Track and manage customer interactions in a single, organized CRM.

Invoicing & Payment Tools

Monitor reviews and keep your online image shining.

Reputation Management

Engage and grow your loyal audience.

All-in-One Communication Hub

Centralize your messages for smooth communication.

02 Tools For CRM & Customer Management

Stay organized, nurture leads, and deliver exceptional experiences with streamlined customer management

Pipeline Management

Track every stage of your customer journey.

Lead Management

Stay on top of your prospects with ease.

Task Management

Assign and track tasks effortlessly.

Appointment Scheduling

Track every stage of your customer journey.

Contact Management

Stay on top of your prospects with ease.

Retargeting Automations

Assign and track tasks effortlessly.

Membership Management

Manage your customer memberships seamlessly.

03 Tools For Sales & Revenue Optimization

Close deals faster, manage payments seamlessly, and unlock new revenue streams with smart optimization tools

Sales Funnels

Convert leads effortlessly with optimized funnels.

Quoting & Invoicing

Simplify billing and close deals faster.

Payment Integration

Make transactions easy for you and your clients.

Course Sales

Create and sell courses directly from your platform.

Educational Management System Includes

School Management System

Perfect for private schools, early education institutes, and tuition academies. Manage everything from admissions, attendance, fee collection, staff shifts,

LMS System For Online Coaches

Whether you're a course creator, digital educator, or run a subject-specific coaching academy (e.g., IELTS, Math, CSS, or Medical prep), Exterly lets you build, sell, and deliver online courses with ease.

04 Tools For Automations & Insights

Say goodbye to repetitive tasks and hello to smarter decisions with data-driven automation

Workflow Automations

Automate repetitive tasks and save time.

AI Assistant

Optimize client interactions with smart tools.

Call Tracking & Recording

Make transactions easy for you and your clients.

Dashboards & Analytics

Gain insights and track progress effortlessly

Funnel & Website Analytics

Understand your performance in real time.

Our Amazing Clients

Watch A Live Demo

Curious how it all works? See our 3-minute video showing how Exterly powers hundreds of growing service businesses.

Your Complete Consulting Company Software – From Bookings to Invoicing

Why pay for 10 different tools when Exterly covers it all? As a complete consulting company software, we include everything from booking systems to invoicing and marketing.

Professional Website

Create a professional website for your consultancy business, with built-in contact forms, service lists, and booking calendar.

Smart Appointment Booking System

Let clients schedule consultations and services based on real-time team availability.

Social Media Management Built into Your Dashboard

Plan, schedule, and post content to all your social media platforms directly from Exterly

Unified Communication (Email, WhatsApp, Facebook, Instagram, SMS)

Reach out to leads from one unified inbox. Track every conversation and set auto-replies.

Invoice, Estimate & Collect Payments Hassle-Free

Generate invoices, send estimates, and collect payments via credit card, bank transfer, or integrated payment gateways.

AI Chatbot to Support Your Clients 24/7

Give your clients instant answers and support, even when you're offline.

Easily Connect with the Apps You Love

Frequently Asked Questions

Discover how Exterly can simplify your business see it in action with a free demo.

What is consultancy management software and how does it help consultants?

Consultancy management software helps consultants manage appointments, clients, projects, and communications in one place. It offers tools like CRM, automation, staff management, and invoicing to streamline operations and grow your consulting business.

Can I book and manage client appointments through a Consultancy Software?

Yes, consultancy softwares like Exterly includes a built-in appointment booking system that lets clients schedule consultations with you directly. It syncs with your calendar and can send automated reminders to reduce no-shows.

Does Exterly include an AI chatbot for my website or client communication?

Absolutely. Our AI-powered chatbot helps answer client queries 24/7, capture leads, and even assist with basic onboarding tasks saving you time and boosting client experience.

Can I automate repetitive tasks like follow-ups and onboarding?

Yes, with automation workflows, you can automate email/WhatsApp follow-ups, client onboarding sequences, appointment reminders, and more all without lifting a finger.

Does Exterly have a built-in CRM for managing clients and leads?

Yes, Exterly offers a powerful yet simple CRM that lets you track client activity, manage your sales pipeline, and follow up at the right time all from one dashboard.

Can I manage my team and assign tasks using a Consultancy CRM software?

Yes, Exterly includes staff and role management features. You can assign leads, appointments, or projects to team members, track their performance, and control access levels easily.

Does consulting management software help with invoicing, payments, and estimates?

Yes, most consultancy software includes built-in tools to send invoices, accept payments online, and create estimates. It helps consultants to easily send branded invoices, track payments, and share cost estimates with clients