Average Ratings 35 Ratings
Average Ratings 0 Ratings
Description
Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!
Description
ConsultancyOS is a cloud-driven platform that streamlines professional services automation specifically for IT services, technology consulting, and business management firms. It merges essential project delivery functionalities such as phases, milestones, tasks, sprints, and time tracking, along with billing and invoicing, while also providing tools for forecasting, utilization and capacity planning, resource management, client health analytics, financial dashboards, and a customizable client portal. The platform's unique IP Encoding System records a firm's methodologies in playbooks and processes, leveraging AI agents to generate work in accordance with these established methods and firm-specific guidelines, supported by review and version control workflows. Additionally, it encompasses tools for Profit First allocation, workflows for partners and suppliers, recruitment capabilities, and various automation features. The platform allows seamless integration with applications like Xero, Microsoft 365, Microsoft Teams, and DocuSign to enhance functionality. It is specifically tailored for firms with a workforce ranging from 5 to 100 employees, ensuring they have the resources they need to thrive in a competitive market. The comprehensive nature of ConsultancyOS makes it an optimal choice for professional service firms seeking efficiency and adaptability.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Xero
Yes
8am CPACharge
Yes
8am ClientPay
Yes
ArchiSnapper
Yes
Box
Yes
Docusign
No
Dropbox
Yes
Google Drive
Yes
MYOB
Yes
Microsoft 365
No
Integrations
Xero
Yes
8am CPACharge
No
8am ClientPay
No
ArchiSnapper
No
Box
No
Docusign
Yes
Dropbox
No
Google Drive
No
MYOB
No
Microsoft 365
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BQE Software
Founded
1995
Country
United States
Website
go.bqe.com/sourceforge-bqe-core/
Vendor Details
Company Name
ConsultancyOS
Founded
2025
Country
Australia
Website
consultancyos.ai
Product Features
Architecture
2D Drawing
No
3D Modeling
No
BIM Modeling
No
Bills of material
No
Building Information Modeling
No
Client Management
No
Contact Management
No
Contract Management
No
Document Management
No
Drafting
No
Manufacturing Design Data
No
Presentation Tools
No
Project Management
No
Proposal Management
No
Quotes/Proposals
No
Visualization / Presentation
No
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
Yes
Invoice Management
Yes
Overrun Reporting
Yes
Percent-Complete Tracking
Yes
Production Cost Tracking
No
Purchase Order Management
Yes
Quotes / Estimates
Yes
Time Tracking
Yes
Work Order Management
No
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
No
Collaboration Tools
No
Document Management
Yes
Portfolio Management
No
Project Management
Yes
Proposal Generation
Yes
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No
Time and Expense
Activity Tracking
No
Billable Hours Tracking
No
Billing Rate Management
Yes
Expense Tracking
No
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
No
Reimbursement Management
Yes
Time Tracking by Client
No
Time Tracking by Project
No
Product Features
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No