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Technicians build a quote on site from your QuickBooks products and services, add photos and get the customer's signature on the phone.
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Client Connect — Consultora ERP/CRM/BPM template
Client management for HR and staffing consultancies.
by AgentUIUpdated November 13, 2026
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What's inside the Client Connect — Consultora ERP/CRM/BPM template
- Win clients through a lead pipeline and priced proposals, then run each account from one place: contracts, invoices with line items, outsourced staff and their vacation and leave requests, recruiting with a candidate pipeline per vacancy, consulting projects with tasks, and climate or performance surveys answered through a public link.
- Clients sign in to their own portal to approve staff requests, review shortlisted candidates and see their invoices.
- Placed staff get a portal for their profile and requests.
- Daily follow-up reminders, Excel/CSV import of clients, English and Spanish.
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