consulting360: Where Projects, People, and Profits Align

consulting360 empowers consulting firms to manage complex projects with greater precision and agility. From estimating and budgeting to resource planning and subcontractor coordination, our integrated platform helps you track tasks, streamline time and expense capture, and automate billing workflows. Leverage built-in analytics to monitor project health, optimize utilization, and ensure on-time, on-budget delivery for every client engagement.

consulting360 streamlines billing, accounting, and financial management with an integrated platform built for consulting firms. Automate invoicing, project-based revenue recognition, and collections; manage budgets, expenses, and assets; and gain real-time financial insights for smarter, faster decision-making. Stay connected to your core systems and ensure accuracy, compliance, and profitability across every client and project. 

consulting360 enables consulting firms to plan, execute, and measure high-impact marketing and thought leadership campaigns—all from one connected platform. Manage contact lists, events, campaigns, and content distribution while capturing engagement insights across every channel.

With AI-powered marketing automation, survey tools, and full integration with CRM and project data, consulting360 helps marketing and BD teams stay aligned, showcase expertise, and turn outreach into qualified opportunities.

consulting360 empowers consulting firms to identify, manage, and convert opportunities with greater speed and confidence. Track clients, contacts, and project leads in one place; manage pursuits with structured workflows; and leverage relationship intelligence to uncover warm paths and influence decision-makers.

With built-in analytics and Microsoft integration, consulting360 enables firms to focus on the right opportunities, improve win rates, and drive sustainable growth.

consulting360, built on Microsoft’s trusted cloud platform, empowers consulting firms to turn disconnected data into real-time insight. By unifying sales, marketing, delivery, and financial data in one secure system, firms gain a 360° view of performance—enabling faster decisions, smarter forecasting, and stronger client outcomes.

With built-in governance, role-based access, and enterprise-grade security, consulting360 ensures your data stays protected—while delivering the analytics your teams need to plan, adapt, and grow.

consulting360, powered by Microsoft, gives consulting firms the clarity and control to optimize resourcing across every project. From demand forecasting to capacity planning, unify your sales pipeline, staffing data, and delivery schedules in one platform—so you can deploy the right people at the right time.

With real-time visibility into availability, utilization, and project timelines, consulting360 helps firms reduce bench time, avoid burnout, and maximize billable hours—driving profitability without guesswork.

consulting360, built on Microsoft, gives consulting firms the tools to manage and grow their most valuable asset—their people. Centralize employee data, streamline onboarding, and align skills with project demand in a unified platform that connects HR with sales, delivery, and operations.

From role-based development plans to real-time performance insights, consulting360 helps firms attract top talent, boost retention, and build high-performing teams—driving both employee satisfaction and business results.

Speed up timesheet creation with our intelligent Time & Expense Entry Agent—now accessible directly in Microsoft Teams. Users can chat with Copilot to generate full timesheets, copy prior entries, log time from assignments, and make real-time inquiries. With guided prompts, project-based suggestions, and one-click access to F&O records, the agent simplifies time entry, reduces admin overhead, and ensures greater accuracy—all within a familiar chat interface.

Gain a complete, real-time view of your client network with modern relationship intelligence tools. Automatically capture contact and activity data, uncover hidden connections across teams, and measure relationship strength to drive more strategic engagement.

With seamless integration into Microsoft tools, your team can use internal data to spot where services aren’t being offered—but should be. Dashboards highlight cross-sell and upsell opportunities within existing accounts, enabling business development teams to act fast, strengthen collaboration, and grow revenue.

Automatically generate polished project and consultant summaries using your firm’s existing data—then take it further with AI-driven document generation. From RFPs to client briefs, teams can extract key insights, customize outputs, and create high-quality, client-ready content fast using plain language prompts.

Leverage Microsoft AI to streamline the creation of bios, case studies, project histories, and recent work summaries. Showcase your firm’s expertise, differentiate your services, and respond to every opportunity with confidence and speed.

Bring the familiar look and feel of Excel into your project estimation workflows—directly within Dynamics 365 or the Power Platform. Estimators can build and adjust forecasts, budgets, pricing models, and resource plans without ever leaving the system. Eliminate rework, reduce errors, and accelerate proposal turnaround with a flexible, spreadsheet-style tool your team already knows—embedded where you actually manage projects.

Eliminate repetitive tasks with intelligent, rules-based auto-billing. Configure flexible billing schedules, automate invoice generation, and ensure consistency across client accounts—freeing up your team to focus on high-value work, not manual billing cycles.

Take control of billing from review to invoice with dynamic pre-bill summaries and real-time document markup. Teams can edit, annotate, and approve directly within the workflow—no exporting, no email chains.

With full charge visibility and in-context collaboration, you’ll speed up approvals, improve accuracy, and keep everyone aligned across teams and locations.

consulting360 equips consulting firms with intelligent insights, automation, and real-time guidance across the entire client lifecycle. From pursuit to delivery, AI and Copilot tools help teams work smarter, respond faster, and make data-driven decisions that drive growth.

Built on Microsoft technology, consulting360 connects relationships, project data, and business intelligence to help your firm win more business and deliver exceptional client outcomes.

Stay connected from anywhere with a fully mobile experience embedded into the Microsoft Power Platform. Whether reviewing client details, updating pursuits, or approving time and expenses, users can access key workflows and data from their phones or tablets—no matter where they are. Real-time insights, mobile-friendly dashboards, and native app functionality ensure your team stays productive, even on the move.