01
Time tracking
Start a timer on any task and see billable hours and their value for the week.
Explore Time tracking
Project management
Project management for consultants
Scope each engagement, track tasks and hours, share updates with the client and invoice for the work from the same workspace.
Free plan, no card needed. Or book a demo.
Engagements, not just projects
A consulting engagement has a scope, a set of deliverables, a budget in hours and a client who wants to know where things stand. Spreading that over a spreadsheet, a task app and email makes it easy to over-deliver without noticing.
startbuddi keeps the engagement in one place: milestones for each deliverable, tasks with estimates, time logged against the hours budget and a portal where the client sees progress.
What consultants get
- Milestones with an owner, a due date and a health status.
- An hours budget per project, with time logged against it.
- A client portal for updates, files and approvals.
- Invoices from Money Manager, linked to the same client.
See startbuddi for consultants for more.
- Scope you can seeMilestones and deliverables with owners and dates.
- Hours against the budgetSpot an overrun before it happens.
- Client updates without emailA portal the client signs in to with a link.
- Billing in the same placeInvoice the client from Money Manager.
Sprints & milestones
Milestones for every deliverable.
Give each milestone an owner, a due date and a health, so the client and your team know what is on track.
- Sprints with a goal, a backlog and story points
- Complete a sprint and move unfinished tasks on
- Milestones marked On track, At risk or Blocked
Hours vs budget
Hours against the engagement budget.
Logged time turns into spent so far and cost to complete, so you see an overrun coming.
- Hours budget on each project
- Time logged, Spent so far, Cost to complete
- Filter the timesheet to one project
What they see
Show the client exactly what they need.
Pick the parts of the portal they see, from milestones and files to invoices and approvals.
- Parts include projects, milestones, deliverables, files you share, documents, contracts, invoices, approvals, checklists, access and Book a call
- Clients send requests; each one becomes a task in the project that they can follow
- Choose which projects each portal covers, and change it at any time
Same workspace
Projects that know about the client and the money.
Work in startbuddi is linked to your contacts, time and invoices, so a project is never an island.
02
A portal for each client
Give each client a private page to follow progress and approve deliverables.
Explore A portal for each client
03
Every client on one record
Every project is linked to the client it is for, with their messages and deals.
Explore Every client on one record
04
Invoices that get paid
Invoice the client from Money Manager when a milestone is done.
Explore Invoices that get paid
05
Drop-ins for a quick word
Every project has a Drop in button, so the team can talk it through without booking a meeting. From Starter, action items from Chip's meeting notes become tasks in the project once you check them.
More about drop-ins
Plans
Project management on every plan
Projects, tasks and timelines are on every plan, including Free. Free has 1 seat; Growth includes 5 and Scale 15. Client portal invites unlock on Starter.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
Solutionstartbuddi for Consultants
BlogHow to manage consulting projects and deliver client work on time, at any size
Free toolStatement of Work (SOW) Template
ProductProjects
ProductMy work
ProductWork
ProductClient portals
CompareBest Project Management Software
GuideHow to run client projects without chaos
Questions people ask
Can I track hours against a fixed-fee engagement?
Yes. Set an hours budget on the project and every hour logged shows what is spent and what is left.
Can I turn my hours into an invoice automatically?
Not in one click yet. Your timesheet shows billable hours and their value, and you create the invoice in Money Manager.
Can clients see only what I choose?
Yes. In the client portal you pick what they see, and nothing shows until you share it.
Can meeting notes turn into tasks?
Yes, from Starter. Switch on Chip notes in a startbuddi Live meeting, and when it ends you check the action items, give each one an owner and a date, and they become tasks in the project.
Is it free?
Projects, tasks and time tracking are on Free. Client portal invites unlock on Starter ($29 a month).
Run your next project from one place.
Start from a template, invite your team and share progress with the client. Free to start.
Free plan available. Every paid plan starts with a 30-day trial.