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IndustryProfessional services

Era for your management consulting.

Diagnostic to proposal to engagement: a client pipeline, executive workshops that bring in leads and invoices after approval.

Start with Era7 modules · 4 prepared workflows · 3 teammates

Is your work spread over 8 tools that don’t know each other?

Bookings in one place, messages in another, payments in a sheet. A change stays in one tool before it reaches the people who need it.

Client requests buried in emailThe decision stayed in messagesHours in a spreadsheetThe document in four foldersClient list in another toolFollow-up in a channel
The document in four foldersClient list in another toolFollow-up in a channelClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet
Quote approved on paperMeeting notes not in the calendarCollections noticed at month endClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet

Tool logos are examples; they imply no partnership or endorsement.

Era brings them into one place. A few of the apps you can connect

All apps

Logos show apps you can connect; they do not imply a partnership.

Same week. Same team. A different day.

Engagements move through executive interviews, workshops and reports; consultant days and expenses are billed to the client. New work comes through proposals and referrals.

Management consulting: the same work, today and with Era.

  • Today: Lost requests. A client’s email never got onto anyone’s list. — Era: Shared inbox. Email and WhatsApp in one inbox; requests go to the right person.
  • Today: Hunting documents. Which version is latest and who changed it is unknown. — Era: Documents on the file. Documents live on the client file, with their history.
  • Today: Quote approval. An approved quote never became an invoice. — Era: Quote to invoice. An approved quote becomes an invoice in one step.
  • Today: Collections. An overdue invoice was spotted at month end. — Era: Due-date follow-up. Due invoices are reminded; payments land on the card.

Drag the line or use the arrow keys. Example scene.

One workspace. Your whole business.

Setup switches 7 sections on together: sales, quotes, team, invoices and more. The table is a sample filled with the setup’s real services.

Sample screen · illustrative data

Ready for management consulting. Working from day one.

Everything switched on at setup comes from this business type’s own list: services, teammates, workflows and sections.

Workflows that run themselves

Wired to real events; switch them on, off or change them in plain words.

WorkflowsOn
Engagement accepted → approve → first invoice
Proposal sent → partner calls in a week
Seminar finished → follow-up list
Every Monday 09:00 → pipeline review task

Your price list, ready on day one

It arrives as a sample; replace it with your own services and prices in the first step.

Services & pricessample

Management consulting

Strategy sprint (2 weeks)₺180.000
Process mapping workshop₺48.000
Monthly executive coaching₺36.000

Your teammates are ready

They work by your rules and ask you first before messaging, paying or deleting.

Proposal writerDrafts a phased proposal after the diagnostic for the partner to review.
Seminar to leadTurns a seminar attendee who checked in into a lead for a follow-up meeting.
Collections follow-upChases overdue invoices politely so clients pay without the owner having to ask.

Ask your workspace

Ask a question; get the answer with the records behind it.

Erasample

What’s still unpaid this month?

Four invoices are overdue, two from the same client. I’ve drafted reminder emails and will wait for your approval.

Sections on from day one

7 sections switch on together; turn off what you don’t need, add more later.

SalesQuotesTeamInvoicesEventsWebsiteAI

Before you start

When the client accepts the quote, open the agreement in Finance → Agreements and schedule the instalments by phase (e.g. 40/40/20).

Time → Log time with the client and the “Consultant day” service. The engagement-health assistant warns when a project nears the days sold.

Create the seminar under Events and invite contacts. Everyone who checks in at the door becomes a lead with a follow-up task for a partner.

Log the days as billable; when the week is approved, a draft invoice per client appears for you to check.

Sales, Quotes, Team, Invoices, Events, Website, AI; 3 ready services and products, 3 teammates, 4 workflows, 15 notification rules and a website theme.

Yes. Switch on “start with sample data” during setup to get realistic customers, records and history; remove them in one step when you are ready.

Other businesses in professional services

Professional services

Keep client files, quotes and invoices together.

Describe your business in a sentence and Era sets up services, teammates and workflows to match. It runs on your own AI subscription.

Start with Era