The bill nobody totals up.
Your stack isn’t expensive — it’s compounding. Six subscriptions, six logins, and the 22 hours a week spent being the human bridge between them.
Three things stop happening on Monday morning.
Senior consultant leaves. All client context walks out the door with them.
Every interaction lives on the firm's record.
Calls, proposals, project milestones, invoices — all attached to the client under the firm's account. When someone leaves, the relationship stays.
Every partner uses their own proposal template. In their own way.
One template library across the whole firm.
Junior partner pulls the retainer template, personalises scope, sends in 9 minutes — and it looks exactly like the senior partner's output. Consistent brand, every proposal.
Milestone complete. Invoice raised three weeks later.
Milestone done. Invoice sent that day.
Mark Phase 1 complete in the project. Open the client record, create the invoice from the milestone, send — no end-of-month panic, no client asking where the bill is.
Five modules. The rest are upside.
PrimeBase ships with eleven. For consulting firms, these five do the heavy lifting — and they’re in every plan.
Customer Portal
Branded login. Clients see proposals, milestones, and invoices — no chasing emails.
CRM & Pipelines
Every prospect, retainer, and engagement on one record any partner can pick up.
Projects & Tasks
Signed proposal → milestones + team roles in seconds. No copy-paste from your last deck.
Smart Documents
Build proposals and engagement letters, send for sign, track opens — no DocuSign tab.
Estimates
Quote in 9 mins. Approve. Convert to milestone-linked invoices in a click.
The things consulting firms ask before switching.
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