Consulting Business Management Software for Small Firms

A consulting firm runs on two things: the strength of your client relationships and the accuracy of your billable time. Hexa Piper brings both onto one platform CRM, timesheets, invoicing, payroll, tasks, and secure document storage in a single workspace so your team stops logging into six different apps and starts running the whole firm from one.

What is consulting business management software?

Consulting business management software is a single platform that handles the core operations a consulting firm runs on managing clients, tracking billable hours, invoicing, running payroll, and storing contracts instead of stitching those jobs across separate apps. For a small firm, the value is not another app to learn. It is removing the apps you already juggle: a CRM in one place, a time tracker in another, standalone invoicing, a task board, a document store, each with its own subscription, its own login, and its own copy of the client's data.

Hexa Piper is that platform, built for teams of 5-50 people. Every module shares the same customer, team, and security data, so the relationship you build in the CRM connects directly to the work you deliver and the invoices you send no re-entering the same information three times.

Why consulting firms end up with six apps that don't talk

Consulting is relationship-driven and service-based: fewer clients, longer engagements, proposals and statements of work, retainers, and renewals that depend entirely on how well you delivered last time. Most software was never built for that. A sales-focused CRM tracks the deal but stops at the sale leaving delivery, time, and billing scattered across other apps.

So the hours live in a spreadsheet, the invoices are built by hand from that spreadsheet, the contracts sit in a shared drive, and team updates happen in a consumer chat app that was never meant to hold client information. Data gets copied between systems by hand, nothing stays in sync, and every extra app is another bill and another security gap. Consulting business management software should remove that overhead, not add to it.

How Hexa Piper fits a consulting firm

Turn on only the modules you need every one shares the same client, team, and security data.

CRM for consulting firms

The CRM keeps every lead, client, and conversation in one shared record. For consulting firms, that means the full relationship early conversations, the proposal, notes, and the history of every engagement lives in one place your whole team can see, instead of in one partner's inbox. That single record is what makes renewals and referrals easy, because nothing about the client is lost when the work moves between people.

Track billable hours with timesheets

Your time is the product, so capturing it accurately matters more than almost anything else. Timesheets let your team log hours against each client, and those hours feed straight into invoices and payroll so billable time is recorded once and used everywhere, rather than reconstructed at month-end.

Turn tracked hours into invoices

Invoicing generates invoices from your CRM data and accepts online payments, including ACH. Because the client record and the tracked hours already live on the same platform, billing a client is a matter of turning approved time into an invoice not copying totals out of one app and into another.

Run payroll without re-entry

For firms with employees or associates, payroll runs straight from verified timesheet data, with no re-entry. The same hours you tracked and billed are the hours you pay against, which removes the step where most payroll errors start.

Deliver engagements on a shared board

Once a client is signed, the work becomes a project. Task management lets you assign and track that work on a shared Kanban board, so delivery is visible to the whole team without a separate project app.

Keep contracts and client files secure

Consultants handle contracts, statements of work, and sensitive client documents. Document management stores them in encrypted, centralized storage tied to the client record not scattered across drives and email threads. Internal coordination happens in secure team chat that keeps conversations protected rather than in a consumer messaging app.

Explore all modules →

Why consulting firms choose Hexa Piper

Sized for 5-50 people

Every feature, price point, and onboarding step is designed around small teams not stripped down from an enterprise product you will never fully use. See all platform features.

Security included, not sold separately

Encryption, two-factor authentication, role-based access, audit trails, and HIPAA-ready controls ship on every plan, including the free one. If your firm advises healthcare clients or handles regulated data, HIPAA-ready controls are built in rather than bolted on. Learn about our approach to security.

Practical savings

Consolidating CRM, timesheets, invoicing, and related apps into one subscription usually costs less than running separate point apps and removes the duplicate logins and re-entry that eat billable hours.

Live in about ten minutes

Most teams are fully set up in roughly ten minutes, with no IT team required. One login manages your entire operation instead of six.

Run a multi-client agency rather than a consultancy? See how the same platform handles multi-client agency workflows.

Simple pricing for consulting firms

Plans start at $0 per user per month. Hexa Lite is $12/user/mo and Hexa Core is $18/user/mo, and you save 17% with yearly billing. Enterprise pricing is available on request. New firms can try the full platform free for one month, with no credit card required. View full pricing →

Getting started

1. Create your free account. No credit card required to get started.
2. Add your team. Invite your consultants and set role-based permissions.
3. Import your clients. Bring your existing client data into the CRM.
4. Turn on the modules you need. Timesheets, invoicing, tasks enable only what fits your firm.
5. Run free for a month. Then choose the plan that fits your team size.

Frequently Asked Questions