Zeyora helps consulting teams manage the full client journey from enquiry and proposal to project delivery, timesheets, documents, billing and reporting.
Consulting firms need clean handover from sales to delivery. Zeyora connects lead records, proposal documents, project tasks, time tracking and invoices so managers can see the full service lifecycle.
Manage enquiries, follow-ups, sources and customer history.
Create professional proposals and route approvals before sending.
Assign tasks, milestones, owners and client work status.
Track consultant effort by project, employee and service line.
Keep contracts, scope documents and client files controlled.
Connect invoices, project fees and time reports.
If this is the workflow you are fixing, these Zeyora areas are usually part of the same conversation.
Yes. Proposal templates and sales workflows can support consulting proposals and approvals.
Yes. Tasks and timesheets can track consultant time by project and employee.
Yes. Reports can connect project fee, effort and billing visibility.