Proposal templates with dynamic pricing blocks that generate polished proposals in minutes. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most consulting businesses deal with these every day.
Proposals that take days to assemble because pricing, scope, and terms live in different documents
Utilization tracking that requires manual timesheets nobody fills out on Friday
Client relationships owned by individual consultants, not the firm
Project profitability invisible until the engagement ends and the numbers are crunched
Knowledge management nonexistent — lessons learned vanish when consultants move on
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Proposal templates with dynamic pricing blocks that generate polished proposals in minutes
Automated time tracking with project codes that calculate utilization rates in real time
Firm-wide CRM where every client interaction, proposal, and engagement is recorded centrally
Live project dashboards showing budget burn, hours consumed, and margin at any moment
Project templates and playbooks that capture best practices for repeatable delivery
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for consulting businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Consulting firms with real-time utilization tracking improve billable rates by 15%
Centralized CRM increases repeat engagement rates by 25%
Get started with ai business assistant software built for consulting businesses. Free to start — no credit card required.
Learn more about ai business assistant solutions for consulting businesses.
14 min read
how to13 min read
feature guides14 min read
best of16 min read
best of14 min read
best of15 min read