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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Skyline Lite is a readily available software solution tailored for SME service providers, with a full implementation process that can be completed in just a few days. It consists of various modules that address every facet of service management, making it a straightforward yet all-encompassing tool that can evolve alongside your business needs. By integrating both workshop and field service functions, it facilitates proactive management of services, optimizes workforce efficiency, simplifies operations, and identifies potential areas for cost reduction. The mobile workforce app provides real-time updates from field personnel, ensuring adherence to best practices and delivering a uniform experience for all clients. Moreover, the inclusion of direct client portals for booking, tracking, and reporting dashboards not only cuts down on expenses but also serves as an effective marketing resource for engaging both existing and prospective customers. This versatility makes Skyline Lite not just a tool for today, but a partner in your growth journey.

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

$67.52 per month
Free Trial No 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ConsultancyOS

Founded

2025

Country

Australia

Website

consultancyos.ai

Vendor Details

Company Name

Skyline Software

Country

United Kingdom

Website

www.skylinesoftware.com/skyline-lite/

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 

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