Consulting Services Management Software

Manage your consulting services company with Daftra business management software, from the consultancy’s finances, expenses and invoices, to complete clients’ files and information, consulting history and payments. Schedule appointment dates between consultants and clients, manage your personnel of advisors and track their performance. Stay informed of your net profits with profit and loss reports.

  • Free 14-day trial
  • No credit card needed
  • No Setup

Manage your firm’s
finances

Automate all your firm’s bookkeeping and accounting. Invoice clients for consulting services, track payments’ statuses and collect payments online. Track your total income and expenses and generate reports with your net profit.

Get paid online
and via credit cards easily and quickly

Send your invoices online via email to your clients, and receive payment online through PayPal and various other integrated payment gateways. Alert your clients with payment due dates via email or SMS. Issue your clients’ account statements and send your clients their balance details.

Manage a database of your clients with Daftra CRM

Maintain a list of your clients, their details, contact information and project history. Set meeting appointments by date and time and notify clients of them, appoint specific consultants to clients and follow up on them. Alert your clients of updates via email or SMS. Display your clients’ account statements, track their balance and payments.

Appoint your team of consultants and advisors to clients

Add staff members and assign them different authorizations according to their job roles. Assign consultants to specific projects, specify their tasks and track their progress with activity logs. Track each employee's performance with advanced reporting.

Track your team’s working hours and invoice clients for them

Register your working hours for tasks and projects including and the hourly rate according to the employee or project with Daftra Time Tracking. Display records of your team’s working hours and keep track of them. Instantly convert registered working hours into invoices and send them to your clients.

Manage consultancy
projects’ files and customize their stages

Create a file for each consulting service with budgeting details. Add revenue and service expenses and invoice your clients for them. Track your net profit upon completion of each project.

Daftra Promises as Your
Business Partner

Find out why Daftra has been the choice of over 10,000 SMEs.

Free and
Quick Support

Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.

Safe and
Secure

Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.

Personalized
Experience

Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.

Simple
and Advanced

Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.

Save Time
and Effort

Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.

Remote, Yes.
Disconnected, Never

Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.

Free
Lifetime Updates

Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.

Cut-rate
Deal

All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.