AI assistant for safe, reliable productivity with code, collaboration, and integrations.
ConsultBase
$39Starting price
1.7KMonthly visits
4Popularity
About ConsultBase
ConsultBase provides branded client portals, automated invoicing, and Ivy, an AI assistant with over fifty integrated tools for proposals, scheduling, time tracking, and reporting. The platform consolidates proposals, engagements, invoices, and client communications into a single interface, replacing multiple third-party services. Clients access a dedicated portal at a custom subdomain with the consultant’s branding, while consultants manage all operations from a mobile-first dashboard. Ivy handles routine tasks such as drafting proposals, booking meetings, and sending reminders, with each action previewed before execution. The system supports milestone tracking, direct client bookings with Zoom integration, and real-time progress visibility for engagements. Invoicing flows from tracked time to payment via Stripe Connect, and recurring invoices or late-payment reminders run automatically. The platform is designed for consultants across sectors including management, government contracting, financial advisory, and healthcare.
Key features
- Branded client portals with custom subdomains
- Proposal creation with e-signature and tracking
- Automated invoicing via Stripe Connect
- AI assistant with over fifty integrated tools
- Milestone-driven engagement tracking
- Direct client booking with Zoom integration
- Time tracking and profitability reporting
- Recurring invoices and late-payment reminders
Use cases
- Managing consulting engagements from proposal to payment
- Replacing Google Drive, Calendly, and Stripe with one system
- Providing a firm-like client experience for solo consultants
Pros
- Single platform replacing multiple tools for proposals, invoicing, scheduling, and file sharing
- Mobile-first interface with AI assistant for drafting, booking, and tracking
- White-label options for consultants who want fully branded client experiences
- Automated workflows for invoicing, reminders, and milestone tracking
- Real-time engagement dashboards visible to clients
Cons
- No free tier beyond a limited SOW generator
- Requires Stripe Connect for payments
- Mobile app is central but desktop experience not detailed
Frequently asked questions about ConsultBase
What is ConsultBase and who is it designed for?
ConsultBase is a client portal platform designed for independent consultants across sectors such as management, government contracting, financial advisory, and healthcare. It consolidates proposals, engagements, invoices, and client communications into a single branded interface.
How does Ivy, the AI assistant, work within ConsultBase?
Ivy is an AI associate with over fifty integrated tools for proposals, scheduling, time tracking, and reporting. It handles routine tasks such as drafting proposals, booking meetings, and sending reminders, with each action previewed before execution.
Can clients book meetings directly through ConsultBase?
Yes, ConsultBase includes branded booking pages with Zoom integration, allowing clients to book meetings directly. The system handles timezone-correct meeting creation, automated reminders, and calendar sync.
Does ConsultBase support invoicing and payments?
ConsultBase supports automated invoicing, including recurring invoices and late-payment reminders. Payments are processed via Stripe Connect, with funds sent directly to the consultant’s bank without additional markup.
What are the branding options for client portals in ConsultBase?
ConsultBase offers two branding tiers: Pro, which brands the portal and outbound emails with the consultant’s logo and colors, and Firm, which provides a fully white-label experience by removing the 'Powered by ConsultBase' line.
How does ConsultBase handle time tracking and reporting?
ConsultBase allows consultants to track time by client and engagement, convert tracked hours into invoices with one click, and view profitability reports. The system also provides a daily overview of revenue and upcoming deadlines.
ConsultBase Website Engagement
Last Update: 9 days ago
Total Monthly Visits
0
Bounce Rate
0%
Visit Duration (avg)
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Pages Per Visit
0
Country Rank
0
India
Global Rank
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