Lightweight SOW generator. Define scope, set deliverables, export. Done in 5 minutes, not 5 hours.

Free5 minutesMedium intelligence

PDFDOCX

AI-assisted SOW drafting inside ClickUp. If you already use ClickUp for delivery, your SOW feeds directly into project setup.

Free trial30 minutesHigh intelligence

SlackGmailZapierNotion

Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost.

Free30 minutesMedium intelligence

Google AnalyticsGoogle Sheets

The most intelligent lead generation platform. Build lists → enrich data → reach out. 250M+ contacts with workflow-first filtering.

Contact for pricing30 minutesHigh intelligence

HubSpotZapierGmailSlack

Zero-friction call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work.

Contact for pricing30 minutesHigh intelligence

SlackHubSpotNotionSalesforce

Noise cancellation and meeting notes for remote calls. 5-minute setup, works with any meeting tool. Your clients hear you, not your environment.

Contact for pricing5 minutesMedium intelligence

ZoomSlack

Multichannel prospecting across email, LinkedIn, and phone — one workflow, not three tools. Thinks in sequences, not channels.

Contact for pricing30 minutesHigh intelligence

GmailHubSpotSlackZapier

Meeting transcription that thinks ahead: summaries, action items, and CRM handoff. Your calls become searchable, actionable notes.

Contact for pricing30 minutesHigh intelligence

GmailHubSpotSlackNotion

Document workflow that handles the full lifecycle: draft → review → approve → e-sign. Built for teams that send 5+ proposals per month.

Contact for pricing30 minutesHigh intelligence

HubSpotSlackZapierStripe

Outbound sequencing with team collaboration. Build sequences, track replies, coordinate follow-ups across your team.

Contact for pricing30 minutesHigh intelligence

GmailHubSpotZapierSlack

Intelligent cold email with mailbox rotation and warmup. Thinks like your outreach process: write → send → rotate → track.

Contact for pricing30 minutesHigh intelligence

GmailZapierSlackHubSpot

Upload an Excel file, get a dashboard. Simple workflow for consultants who need quick visual outputs from workbook data.

Free trial30 minutesMedium intelligence

ExcelCSCSV

Natural-language Excel analysis. Ask questions about your data, get charts and formulas. Saves hours of spreadsheet wrangling.

Free trial30 minutesMedium intelligence

ExcelCSCSV

Open-source email campaign manager. Self-hosted, full control, zero vendor lock-in. Good for consultants with technical chops.

Free2 hoursMedium intelligence

SMSMTPCSCSVGmail

Automated client reporting with white-label options. Set up once, reports ship on schedule. Your clients see your brand, not the tool.

Contact for pricing30 minutesMedium intelligence

Google AnalyticsSlackHubSpot

Meeting → Notes → CRM in one workflow. Scheduling, recording, and follow-up automation that thinks about the next step.

Contact for pricing30 minutesMedium intelligence

HubSpotSlackGmail

Proposal → e-sign → payment in one flow. Fast setup, clean templates, and built-in follow-up tracking.

Contact for pricing30 minutesMedium intelligence

StripeZapierGmail

Client ops suite: proposals, projects, time tracking, invoicing. One tool for the business side so you can focus on the consulting side.

Contact for pricing30 minutesMedium intelligence

StripeQuickBooksGmail

AI analyst for dashboards and reporting. Upload data → Get charts and narrative. Executive-ready outputs in minutes, not hours.

Contact for pricing30 minutesMedium intelligence

CSCSVGoogle SheetsHubSpot

KPI dashboards with templates and automated reporting. Standardize how you report across clients without rebuilding every time.

Contact for pricing30 minutesMedium intelligence

HubSpotGoogle AnalyticsSlack

Meeting assistant that tracks actions and connects them to your PM tools. Your follow-ups become tasks, not forgotten notes.

Contact for pricing30 minutesMedium intelligence

SlackNotionHubSpot

Meeting transcription with searchable conversation history. Every client call becomes a knowledge asset you can reference later.

Contact for pricing30 minutesMedium intelligence

SlackHubSpotNotion

Email sequences that adapt based on engagement. Send → Monitor opens → Follow up intelligently. Deliverability controls built in.

Contact for pricing30 minutesMedium intelligence

GmailHubSpotZapier

Flexible dashboard platform. Pull from mixed data sources, build tailored views per client. Good for consultants with complex reporting needs.

Contact for pricing30 minutesMedium intelligence

Google SheetsHubSpotSlack

Cold email with your own SMTP/IMAP setup and CSV imports. For consultants who want full control over their mail infrastructure.

Contact for pricing30 minutesMedium intelligence

GmailSMSMTPCSCSV

Automatic meeting capture: recording, transcription, and summaries without lifting a finger. Join call → Get notes.

Contact for pricing30 minutesMedium intelligence

SlackNotionHubSpot

Proposal management with templates and analytics. Tracks what clients read, how long they spend, and when to follow up.

Contact for pricing30 minutesMedium intelligence

HubSpotSlackZapier

Interactive web-based proposals that close. Approval and payment built into the same page your client reviews. No PDFs, no friction.

Contact for pricing30 minutesMedium intelligence

HubSpotStripeZapier

Meeting intelligence: notes, action items, and engagement metrics. Knows who talked, what was decided, and what needs follow-up.

Contact for pricing30 minutesMedium intelligence

SlackNotionHubSpot

Turns meetings into structured plans, tasks, and reports. Conversations become deliverables, not just recordings.

Contact for pricing30 minutesMedium intelligence

SlackNotionHubSpot

Meeting summaries that feed your CRM and draft your follow-ups. Record → Summarize → Log → Follow up. One workflow.

Contact for pricing30 minutesMedium intelligence

HubSpotSlackNotion

Proposals, contracts, invoicing, and payments in one workflow. Thinks like a consultant: scope → sign → invoice → get paid.

Contact for pricing30 minutesMedium intelligence

StripeQuickBooksGmail

AI-powered personalized cold email generation. Input prospect info, get tailored copy. Saves 30+ minutes per outreach batch.

Free trial30 minutesMedium intelligence

Gmail

Composable enrichment and GTM workflows. Thinks like a data analyst: pull → enrich → score → export. For consultants who build custom pipelines.

Contact for pricing2 hoursHigh intelligence

ZapierHubSpotSlackNotion

Lightweight open-source bulk sender. SMTP + CSV, basic tracking. For consultants who prefer building over buying.