Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Graysync serves as a comprehensive agency management platform designed to streamline client work and agency processes within a unified workspace. It integrates various functions such as project planning, task management, timeline tracking, resource allocation, budget oversight, expense tracking, invoicing, payments, and assessments of project profitability. Teams can easily collaborate by sharing briefs and files with clients, gathering feedback and approvals, and managing their calendars in alignment with project activities. Operational and financial insights are made accessible through reporting dashboards, providing essential oversight for businesses. Additionally, the platform features Gracie, an AI assistant that automates tedious administrative tasks to enhance efficiency. Graysync caters to creative agencies, digital firms, social media specialists, public relations professionals, event organizers, as well as in-house marketing teams and other professional service providers. Its structured workflows facilitate the entire process from the initial client brief to final delivery and financial evaluation, ensuring a smooth operation throughout. Ultimately, Graysync aims to elevate productivity and streamline communication within diverse agency environments.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Microsoft 365 Yes 
Microsoft Teams Yes 
Xero Yes 

Integrations

Docusign No 
Microsoft 365 No 
Microsoft Teams No 
Xero No 

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 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ConsultancyOS

Founded

2025

Country

Australia

Website

consultancyos.ai

Vendor Details

Company Name

Graysync

Founded

2025

Country

Australia

Website

graysync.io

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 

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 

Alternatives

Alternatives

UnitLook Reviews

UnitLook

UnitPick
Scoro Reviews

Scoro

4.0 out of 5 stars
Verbial Reviews

Verbial

CB Platforms
Runn Reviews

Runn

4.8 out of 5 stars
Octayne PSA Reviews

Octayne PSA

Octayne Technologies, Inc.