Professional Services
CRM, project management, time tracking, and billing in one workflow. Win more clients and deliver projects on time and on budget.
From Pitch to Payment — The Complete Client Lifecycle
How consultancies and agencies run engagements on EternalEngine — pipeline, proposal, delivery and billing in the apps that ship today.
Week 1
Lead Qualification & Pitch
A prospective client fills out your contact form. The lead enters your ClientForge pipeline at "Inquiry". You add notes from discovery calls, move it to "Proposal", and build the scope, timeline and pricing as a BidForge proposal — sent from the same record, tracked when it is opened.
Week 2
Contract Signed & Project Kickoff
The client accepts the proposal online and signs the engagement letter through SignSeal, with multi-signer routing when their side needs two signatures. The deal converts to a ProjectPath project with milestones, tasks and a budget, and the team assigned to it sees the timeline, the client's history and the documents in one workspace.
Ongoing
Deliver Work & Track Time
Your team logs time against project tasks in ProjectPath timesheets. Consultants record billable hours, meetings and research; you watch hours and costs against the budget as they land. If an engagement is trending over budget you see it in the budget tab, not at month end, and can bill the extra scope.
Milestone
Invoice & Collect Payment
Milestone complete. You raise the TitanLedger invoice and send it with a PayGate payment link. The client pays online by card, wallet or bank transfer. For retainer clients, PayGate recurring billing charges monthly and retries a failed card automatically — no manual data entry.
Renewal window
Renewal & Retention Outreach
Sixty days before a retainer or engagement is due for renewal, you send a PostFrame follow-up from the client's record — proposal history, invoices and every email thread already attached, so the renewal pitch isn't starting from a blank page.
The apps in this day
Pipeline and email start on Basic; proposals, e-signatures, projects, time tracking and invoicing ship together on Pro ($99/mo, 5 users).
What this replaces
An accounting-first tool covers invoicing and time tracking, but a consultancy still needs a CRM pipeline and e-signatures somewhere:
- FreshBooks Premium (unlimited clients)$70/mo
- 4 extra FreshBooks team members at $11/mo each$44/mo
Other tools: $114/mo for accounting and invoicing alone — no CRM pipeline, proposals, or e-signatures. EternalEngine: $99/mo (Pro, 5 users) — CRM, proposals, e-signatures, time tracking and billing together.
Pro at $99/mo undercuts the FreshBooks-plus-seats total while adding the pipeline and e-signature layer FreshBooks does not sell at any price.
Why Professional Services Firms Choose EternalEngine
Client Visibility
Share a portal link from the client record so clients have their own place to look instead of asking. Cut down the "where are we at?" emails; keep the relationship on the record.
Profitable Projects
Log time against tasks and watch it against the project budget in real time. See which engagements are profitable and which are bleeding hours, and fix the scope before it is too late. Stop undercharging for your expertise.
Recurring Revenue
Put retainer clients on PayGate recurring billing — charged monthly, failed cards retried automatically, every payment reconciled against the invoice. Predictable revenue, no chasing.
How EternalEngine compares for professional services
See an honest, feature-by-feature comparison against the tools professional services teams already know.
Professional Services questions
Does EternalEngine track billable time?
Yes. ProjectPath (Pro and up) has timesheets and per-task time tracking; hours show against the project budget and its milestones, so you can bill from what was actually logged.
Can clients sign proposals and contracts electronically?
Yes. BidForge proposals are accepted online with a digital signature. For engagement letters and contracts that need several signers, SignSeal (Pro and up) routes the document to each party in order and keeps a legally sound, ESIGN and eIDAS-aligned audit trail.
How do retainers work?
A retainer is a PayGate recurring charge — monthly billing with automatic retries on a failed payment — tied to the client's record. Hours logged in ProjectPath show against that engagement's budget. There is no separate retainer-balance ledger today; the budget tab is where you watch consumption.
Which plan fits a five-person agency?
Pro at $99/mo covers 5 users and every app in the workflow above; each extra seat is an add-on. A solo consultant runs the CRM, proposals-by-email and payments on Basic at $9.95/mo; Business ($199/mo, 15 users) adds white-label branding and SSO.
Ready to get started?
Plans from $0 — Basic at $9.95/mo. Save 20% on annual billing. Set up in under 5 minutes.