Product tour
100% responsiveFeatures in screens — from lead to consultant portal.
Staff CRM, consultant portal, equipment, and integrations — on desktop and mobile (100% responsive). Use the carousel, the shortcuts (swipe), or scroll for details.
Dashboard — revenue, alerts, and month overview
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Swipe or use the arrows to see all modules
Highlight
Add-on module for the Consulting pack: a separate login from staff, with what the professional needs day to day.
- Monthly timesheet — Logs hours by project and day, fills in business days, and attaches an invoice (PJ) before submitting.
- Locked submission — Once submitted, the month locks. Staff can reject with a reason; the consultant resubmits.
- Assigned projects — Only sees the projects they're assigned to — no access to the consulting firm's internal operations.
- Messages and requests — Messages with the operations team and requests that arrive in Portal Requests on the staff CRM.
- Feedback and technical profile — Reviews received feedback and keeps their technical profile up to date.
- Consultant financials — Receipts and a view of what's been paid — aligned with payroll generated on the staff side.
Add-on module · professional area
Consultant portal
A separate app from the staff CRM: the consultant logs in with their own account, logs hours, submits the month, attaches invoices, sees assigned projects, feedback, messages, and receipts — without accessing the company's commercial operations.
- Dedicated login (/consultant) with an account created by staff
- Timesheet by project/day + monthly submission with lock
- Invoice attachment (for independent contractors) required on submission
- Finance can reject with a reason, then the consultant resubmits
- Only sees projects they're assigned to
- Messages ↔ Portal Requests in the staff app
- Feedback, technical profile, and financials (receipts)
- Staff payroll is generated from the submitted timesheet
Monthly timesheet with save, submit, and invoice upload
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Business overview
Dashboard and alerts
Revenue, expense, and margin KPIs in one place. Operational alerts for invoices, contracts, and at-risk projects — no side spreadsheet needed.
- Monthly and year-to-date revenue based on actual payments received
- Open receivables and monthly balance
- Alerts for stale projects and clients with no recent contact
- Reorderable widgets saved in the browser
Operations, funnel, and tasks
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Sales CRM
Clients and contacts
Company and individual records, representatives, interactions, and timeline. CSV import and export for sales auditing.
- Legal name, trade name, address, and contacts
- Representatives (primary contact for contracts)
- Interaction history and next action
- Cost sheet and proposal generation (consulting)
Full form and tax details
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Sales
Pipeline and opportunities
Kanban from lead to won. Each deal links a client, estimated value, and stage — the basis for proposals and contracts.
- Stages: lead → qualification → proposal → negotiation → won/lost
- View by count and value across the funnel
- Flows naturally into proposals
Talent pool
Consultants or talent
Profiles with specialties, seniority, rate, and capacity. In the Headhunter pack, the same pool becomes a talent pipeline for jobs. Portal accounts are created from here.
- Score and feedback
- Weekly capacity and availability
- Project staffing (consulting)
- Portal account creation (email + password)
- Stage-by-stage job applications (headhunter)
Score breakdown and feedback
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Delivery / recruiting
Projects or jobs
Consulting: projects with RAG status, deliverables, and staffing. Headhunter: jobs with placement fees and applications through to placement.
- Status, priority, and dates
- RAG indicator and review
- Deliverables with progress tracking
- Smart consultant suggestions for the role
- Jobs with a flat fee or % × salary
Consultant matching on a project
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Highlight · Equipment
Supplier management, rentals, and equipment payments — a core module for consultancies that run kits and laptops.
Rentals and assets
Suppliers and equipment
Full management of equipment suppliers, rentals, and payments — laptops, monitors, and kits in the same CRM as the rest of the operation, with no side spreadsheet.
- Equipment supplier directory
- Rentals linked to client, project, or consultant
- Term, status, and amount tracking
- Payments and equipment financial history
- Alerts for upcoming or overdue returns
- Included in Professional (and above)
Rentals — by consultant/project with status
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Billing and payables
Financials — AR & AP
Invoices, payments, payables, and consultant payroll (hours × rate from the submitted timesheet). In Headhunter, a placement fee becomes an invoice in one click. With NFS-e enabled, an invoice can issue a Brazilian service tax invoice.
- Invoices with status and payment reconciliation
- NFS-e (Focus NFe) issued from the invoice
- Payroll generated from the portal timesheet
- Payables, profitability, and reconciliation
Accounts receivable
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Admin hub
Integrations
SMTP, CNPJ lookup, NFS-e (Focus), and webhooks — the admin connects the consultancy's own credentials on the dedicated instance. Matching, prospecting, risk, and CV suggestions run natively, with no AI provider.
- NFS-e via Focus NFe (token in the environment)
- CNPJ autofill on clients and company
- Native suggestions: match, prospecting, risk, CV
- SMTP for system email
- Webhooks for Zapier/n8n/ERP
- PIX billing (Asaas) on the roadmap
Invoice → NFS-e
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Documents
Contracts and proposals
White-label templates, PDF export, status, and expiration alerts. Types include monthly, per-project, recurring retainer, and success fee.
- Editable templates
- Automatic invoice generation (scheduled)
- Linked to client and project
- Success fee for headhunter
Contract detail and status
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Want to see staff + portal in your own environment?
A 7-day trial or a guided demo. Dedicated license, white-label, and the Consulting pack (with portal) or Headhunter.