Proposal templates with dynamic pricing blocks that generate polished proposals in minutes. Note-taking software for capturing ideas, meeting notes, and knowledge bases in a structured, searchable workspace.
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
Note-taking software for capturing ideas, meeting notes, and knowledge bases in a structured, searchable workspace. The best note-taking tools connect directly to your projects, tasks, and team communication so nothing falls through the cracks.
See how Deelo stacks up against popular notes tools for consulting businesses.
| Feature | Deelo | Notion | Evernote | Apple Notes |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $25+/member/mo | $0 - $15/mo | Free (iCloud storage plans $1 - $10/mo) |
| All-in-one platform | ||||
| Notes 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 notes software built for consulting businesses. Free to start — no credit card required.