Start for free
Pivlu AI Assistant
Suggested questions
Powered by AI. Answers are based on Pivlu product documentation.

Pivlu for Professional Services

The all-in-one platform for consulting, accounting, architecture, and engineering firms. Manage client relationships, track billable hours, deliver projects, invoice accurately, and run your firm's website — all from a single, unified platform.

Get started for free
Pivlu for Professional Services

Stop Juggling Seven Different Platforms

Professional services firms typically run on Salesforce or HubSpot for CRM, Harvest or Toggl for time tracking, FreshBooks or QuickBooks for invoicing, Monday.com or Asana for project management, WordPress for their website, and separate tools for proposals and knowledge management. That is six or more subscriptions, with client data fragmented across all of them.

Pivlu replaces all of them. Manage every engagement from initial inquiry to final invoice in a single, unified platform. Your CRM, time tracking, invoicing, project workspaces, and firm website all share the same data — no exports, no integrations, no silos.

With Pivlu you can:

  • Replace Salesforce, HubSpot, Harvest, FreshBooks, and Monday.com with one subscription
  • Single price per account — not per user — so adding team members costs nothing extra
  • Client data flows from CRM to project to invoice automatically
  • No integrations to maintain — everything is built in and works together
  • Purpose-built for knowledge work, not adapted from retail or manufacturing tools
  • Each client account has an isolated, secure database
All apps included in every plan

No per-module pricing. One subscription covers CRM, time tracking, invoicing, workspaces, and every other Pivlu app.

Everything a Professional Services Firm Needs

From first proposal to final invoice, every tool is built in and works together. All included in your Pivlu subscription.

CRM Contacts

Manage clients, prospects, and partner contacts in one unified database. Track communication history, engagement timelines, referral sources, and relationship notes for every contact.

Deals Pipeline

Track new business opportunities from initial inquiry through proposal, negotiation, and signed engagement. Forecast revenue, manage follow-ups, and never lose track of a qualified prospect.

Time Tracking

Log billable and non-billable hours against clients and projects. Track time by team member and activity type with the accuracy your invoicing and profitability analysis require.

Invoicing

Generate professional invoices from time entries, fixed fees, or milestone billing. Send automated payment reminders, track outstanding balances, and maintain clean financial records without extra software.

Workspaces

Give each client engagement its own workspace with tasks, milestones, shared documents, and communication. Keep the full project team aligned and clients informed without email chains.

Tasks & Projects

Break engagements into milestones and tasks with assignments, due dates, and priorities. Track deliverable progress with kanban boards, lists, or timeline views across all active projects.

Documents

Store proposals, contracts, deliverables, and working documents securely. Organise by client and project, maintain version history, and share specific files without email attachments.

Booking System

Let prospects and clients book discovery calls, consultations, and project review meetings online. Reduce scheduling back-and-forth with automated confirmations and calendar availability.

Website Builder

Build a professional firm website with service pages, case studies, team profiles, and thought leadership content. Integrated forms and booking capture leads directly into your CRM.

Email Platform

Send proposals, newsletters, and nurture sequences to prospects and clients. Segment contacts by service type or industry for targeted, relevant communication.

Knowledge Base

Publish methodology guides, service FAQs, onboarding resources, and case study summaries. Help clients self-serve answers and position your firm as the expert in your field.

Forms Builder

Create client intake forms, project brief questionnaires, satisfaction surveys, and onboarding checklists. Capture structured information from clients before engagements begin.

Frequently Asked Questions

Common questions from consulting, accounting, and professional services firms considering Pivlu.

Pivlu is built for any firm that sells expertise by the hour, project, or retainer. This includes management consulting, strategy consulting, accounting and financial advisory, legal services, architecture and engineering, IT consultancy, HR consulting, PR and communications agencies, and any other knowledge-based service business. The platform is flexible enough to handle both retainer-based and project-based billing models.

Yes. The CRM replaces Salesforce and HubSpot for contact and pipeline management. Time Tracking replaces Harvest and Toggl for logging billable hours. Invoicing replaces FreshBooks and QuickBooks for billing clients. Workspaces and Tasks replace Monday.com and Asana for project management. The Website Builder replaces WordPress for your firm's online presence. One subscription covers all of these at a fraction of the combined cost.

Yes. Time entries are logged per team member and linked to a specific project or task. Multiple consultants, analysts, or support staff can log hours against the same client engagement simultaneously. When you generate an invoice, it aggregates all time entries for that billing period, grouped by team member and activity type, giving clients a transparent breakdown of work performed.

Each Pivlu account uses an isolated database — your client data is never mixed with data from other organisations. Role-based permissions let you control exactly who can see client records, project details, and financial information. Documents are stored with access controls, and you can share specific files with clients through secure links rather than email attachments.

Yes. The Booking System integrates with your firm website so prospects can select a service, choose an available consultant, and book a time slot — without back-and-forth emails. Confirmations are sent automatically, and the new contact appears in your CRM and pipeline instantly. This streamlines your new business process from first website visit to booked discovery call.

Unified pricing means you pay one subscription that includes every Pivlu app. As your firm grows and you add team members, you do not pay per-user fees on top of per-module fees. This is a significant cost advantage over Salesforce, which charges per user for CRM, plus separate subscriptions for time tracking, invoicing, and project management. Pivlu's model is especially beneficial for firms scaling from 5 to 50 consultants.

One platform. Built for businesses, teams, and creators.

12 powerful products to build, manage, and grow — all under one roof.

Workspace Commerce Sites Analytics CRM Marketing Booking Forms Desk Consent Vault Studio
Get started for free