Built for Consultants

Consultants Using Mewayz
Bill 28% More Per Engagement

And Spend 8 Hours Less on Admin Every Week

Run your entire consulting practice — proposals, CRM, invoicing, contracts, and client portal — from one platform. Stop losing clients to better-followed-up competitors.

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14-day free trial No credit card required All modules included Works solo or with a team 30-day money-back guarantee
Consultants also resell Mewayz to their SMB clients
Offer Mewayz under your own brand to your business clients at $79–199/mo per client. 10 clients = $1,500/mo in additional MRR with zero extra work. The platform runs itself.
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The consultant admin trap

Sound familiar?

These are the three biggest profit-killers for independent and management consultants.

Proposals that disappear

68% are never followed up

68% of proposals sent by consultants are never followed up. Without a CRM that pings you on day 3, day 7, and day 14, clients pick the competitor who followed up. The proposal you spent 4 hours on loses to someone who sent a nudge at the right time.

Unpaid at 45 days

Average consultant invoice wait

Consultants wait an average of 45 days for payment. Not because clients won't pay — because there's no automated follow-up system. Automated invoice reminders at day 7, 14, and 30 cut payment time to under 12 days in most cases.

$640/mo tool tax

Just to run one-person consulting

Calendly ($15), FreshBooks ($25), HubSpot Starter ($45), Monday ($20), Zoom ($15), Typeform ($35) = $640/mo just to run a solo consulting practice. That's $7,680/year for tools that don't integrate with each other.

Mewayz replaces all three patterns. One platform, one price, proposal-to-invoice in one click.

Consultant-specific modules

Six modules built around the consulting lifecycle

From first contact to final invoice, every step of the engagement is automated — so you bill more and chase less.

CRM & Pipeline 35% higher proposal close rate

CRM & Pipeline — Never Drop a Lead Again

Track every prospect from first call to signed contract. Automated follow-up sequences ping you at day 3, 7, and 14 after sending a proposal. Deal stage views show exactly where each engagement stands — no spreadsheet maintenance required.

Proposal follow-up automation Deal stage pipeline Contact history Activity reminders
Proposal Builder 28% higher billing rate

Proposal Builder — Win More Engagements

Draft professional proposals in under 10 minutes with AI-assisted scope generation. Clients review and e-sign inside the client portal — no PDF attachments, no DocuSign subscription, no chasing signatures in email threads.

AI scope generation E-signature built-in Proposal analytics Auto follow-up reminders
Invoicing & Contracts 45-day invoices cut to 12 days

Invoicing & Contracts — Get Paid in 12 Days, Not 45

Create invoices from accepted proposals in one click. Automated payment reminders fire at day 7, 14, and 30 overdue. Recurring billing handles retainer-based engagements automatically. Time entries convert directly to invoice line items.

One-click proposal-to-invoice Automated overdue reminders Recurring billing Time-to-invoice conversion
Booking & Calendar 8 hrs/week saved on admin

Booking & Calendar — Replace Calendly

Share your booking link and let prospects schedule discovery calls, paid strategy sessions, and check-in meetings directly. Connects to your calendar, sends automated reminders, and logs the meeting in the CRM — no extra integration needed.

Custom booking page Calendar integration Automated reminders CRM meeting logging
Client Portal 3× longer client engagements

Client Portal — Professional at Every Stage

Give clients a branded portal to review proposals, sign contracts, view project progress, approve deliverables, and pay invoices. No more emailing PDFs or chasing signatures. Clients feel a premium experience from first proposal to final payment.

Proposal review & signing Invoice payment Deliverable approvals Project visibility
Time Tracking $1,200/mo recovered avg.

Time Tracking — Bill Every Hour You Work

One-click timers capture time against projects and clients. Weekly time logs give you an accurate picture of where your hours go — and which clients are most profitable. All time flows directly into invoices with zero manual entry.

One-click timers Project time logs Profitability reports Auto invoice conversion
Get started

From scattered tools to a complete consulting platform in one afternoon

No dev work. No data migration headaches. Cancel Calendly and FreshBooks on the same day.

Step 1

Sign Up & Set Up Your Profile

Create your consultant account in 30 seconds. Set up your booking page, import existing contacts, and customize your client portal with your branding. No credit card during the 14-day trial.

Takes 30 seconds
Step 2

Send Your First Proposal

Draft a proposal using AI-assisted scope generation. Send the client a link to review and e-sign. Set up automated follow-up reminders. Your entire proposal workflow is live in under an hour.

Takes ~1 hour
Step 3

Bill More, Follow Up Less

Convert accepted proposals to invoices in one click. Let automated reminders chase late payments. Track time accurately and watch profitability by client. Free up 8 hours/week of admin that was silently costing you billable time.

Ongoing — zero manual work
Consultant success stories

Consultants billing more, working less on Mewayz

Real consultants, real numbers — not marketing copy.

"I was on Calendly, FreshBooks, HubSpot Starter, Monday, and Typeform — $640/mo for a one-person practice. Mewayz replaced all of them. My booking page, CRM, proposals, invoices, and client portal are now in one place. Admin time dropped from 12 hours a week to 4. I used those 8 hours to take on two more clients at $4,500 each."
P
Priya Sharma Independent Strategy Consultant, Sharma Consulting Solo consultant, Singapore
8 hrs/week saved
"The proposal follow-up automation alone justified the entire plan cost. I was sending proposals and forgetting to follow up — losing 40% of potential work to consultants who were just more persistent. Mewayz pings me on day 3, day 7, and day 14 automatically. My proposal close rate went from 31% to 52% in the first quarter."
D
David Achterberg Management Consultant, Achterberg Advisory Solo consultant, Netherlands
52% proposal close rate
"I was waiting 45–60 days for payments on almost every invoice. No system, just hoping clients paid. Mewayz automated reminders at day 7, day 14, and day 30. Average payment time dropped to 11 days in the first month. That cash flow change alone — having money in my account 35 days earlier — changed how I ran my practice."
S
Solange Beaumont Operations & Finance Consultant, Beaumont Partners 2-person practice, Canada
11-day avg. payment time
28%
higher billing rate for consultants who use a unified proposal-to-invoice platform
12 → 45
days average payment time — cut from 45 to 12 with automated invoice reminders
8 hrs
per week freed from admin — enough for one additional billable client engagement
Recommended plan for consultants

Everything you need. Priced for solo practitioners.

Most consultants start on the Free plan — full CRM, proposals, invoicing, booking, and client portal. Upgrade to Starter at $49/mo for custom branding and advanced features. If you want to resell Mewayz to your SMB clients under your own brand, the White-Label plan starts at $199/mo and pays for itself with just 2 clients.

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No credit card during trial. Cancel anytime. Migrate your existing proposals and contacts in minutes.

Frequently asked questions

Consultant FAQs

Yes. Mewayz includes a booking page with customizable availability, meeting types, and automatic calendar sync. Clients can book discovery calls, paid strategy sessions, or recurring check-ins. Meetings are logged in the CRM automatically — no Zapier workaround needed.
When an invoice goes overdue, Mewayz automatically sends a polite reminder at day 7, day 14, and day 30. You can customize the email copy and timing. Clients can pay directly from the reminder email. Most consultants see average payment time drop below 15 days within the first month.
Yes. When you send a proposal, clients receive a link to your branded portal where they can review it and sign electronically. No PDF attachments, no separate DocuSign subscription, no printing. Signed proposals are stored permanently against the client record.
Time entries logged against a project or client automatically appear as billable line items when you generate an invoice. You can review, adjust, or exclude entries before sending. No manual reconciliation — the flow from timer to invoice is fully automated.
Absolutely. The White-Label plan lets you deploy a fully branded platform under your domain. Your SMB clients log in, see your branding, and use the platform without knowing it's Mewayz. You set your own pricing and keep 100% of the margin. Many consultants charge $79–$199/mo per client.
Yes. You can set up one-time project billing with milestone payments, or recurring retainer billing that charges automatically each month. Both models flow through the same CRM and client portal, so you can mix engagement types across your client base.
A typical consultant day

How Consultants Use Mewayz Every Day

From morning proposal reviews to end-of-week invoicing — run your practice without admin overhead.

Review and send proposal Proposals + Contracts

A prospect requested a proposal yesterday. Open Mewayz, load your consulting engagement template, adjust the project scope and day rate, and send it to their branded portal link. The proposal includes an e-signature field — no DocuSign subscription needed.

Discovery call via booking page Scheduling + CRM

A second prospect booked through your Mewayz booking page last night. The call is already in your calendar, the meeting type (60-min strategy session) is set, and a CRM contact was auto-created when they booked.

Log billable hours Time Tracking

After three hours of client work, click Stop on the time tracker. The session is logged against the client at your $275/hr rate. At end-of-week, one click converts all entries into a branded invoice ready to send.

Update client project board Projects + Client Portal

Mark this week's deliverable complete. The client's portal updates automatically — they can see progress, download the completed report, and leave feedback without an email thread.

Monthly retainer auto-invoiced Recurring Invoicing

Friday: Mewayz automatically generated and sent recurring retainer invoices for your three monthly clients. Each invoice includes a Stripe link. Two clients paid before you finished the day.

Straight answers

Consultant Questions, Answered

Questions we hear from consultants before switching to Mewayz — answered honestly.

Yes. Mewayz includes 15+ consulting-specific proposal templates — strategy engagements, retainer agreements, project-based SOW, and performance-based models. Each template includes scope of work, deliverables, pricing table, payment terms, and e-signature fields. You customise with your brand, rate card, and client-specific scope, then send in minutes.
The time tracker (desktop and mobile) records to the second and logs entries against specific clients and projects. At invoice time, you see every billable session with date, duration, and description. You can manually adjust, split, or remove entries before finalising. Time entries are stored permanently with a full audit log — defensible if clients ever question a bill.
Yes. Set the retainer amount, billing cycle (monthly, quarterly), Stripe payment method, and billing date once per client. Mewayz generates and sends the invoice automatically every period. If the client's card fails, Mewayz retries three times over 7 days and sends polite reminders — so you never have to chase retainer payments.
Yes. Each client gets a branded portal link (your logo, not Mewayz branding on paid plans) where they can view open and completed projects, download invoices and signed contracts, see shared documents, and submit support tickets. Clients do not need to create an account — just click the link.
Yes. NDAs, engagement letters, and any other agreements are uploaded and stored against the client record. You can send them for e-signature directly from Mewayz — clients sign via their portal link. All signed documents are stored permanently with a timestamp, IP log, and audit trail, meeting legal requirements in the EU, US, and 188+ other countries.
Yes. Define project milestones (e.g., Discovery Complete, Phase 1 Delivered, Final Sign-off), attach a billing amount to each, and Mewayz generates the invoice when you mark the milestone complete — or you can set it to invoice automatically on a date. Milestone billing and retainer billing can run simultaneously across your client base.
Yes. A client CRM record can have multiple active projects running in parallel — each with its own time tracking, task boards, milestone invoices, and files. All activity ties back to the single client record, so you always have a unified view of the relationship.
For most consultants, yes. You get customisable booking pages, multiple meeting types (discovery call, paid strategy session, recurring check-in), round-robin booking for teams, Google and Outlook calendar sync, automatic time zone detection, and reminder emails. Meeting bookings are logged in the CRM automatically. The main Calendly feature missing is routing forms for large teams, which is on our roadmap.
The Free plan covers a single practitioner. Starter ($49/mo) adds custom branding and 3 team seats, and Pro ($99/mo) adds 10 seats — all with role-based permissions so junior consultants can log time and update projects without seeing your financial reports. Upgrading takes under 60 seconds with no data migration.
Absolutely. The White-Label plan lets you offer a fully branded business platform to your SMB clients at your own pricing — typically $79–$199/mo per client. At 10 clients that's $1,500/mo in recurring revenue. The platform runs itself with no ongoing support work from you. Many consultants find this adds more revenue than a full extra engagement each month.
Your time is worth money

What does admin cost you every year?

Consultants spend an average of 8 hours per week on admin that Mewayz automates. Calculate the value of reclaiming that time.

$
hrs
Annual admin cost at your rate
Mewayz annual cost (Starter plan) $588
Your annual net gain

Assumes Mewayz automates 80% of admin tasks (invoicing, scheduling, proposal creation, CRM updates). Most consultants report 6–10 hours saved per week.

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Common Questions from Consultants

Yes. Mewayz replaces Calendly (booking), FreshBooks or Wave (invoicing), HubSpot Starter (CRM), Monday.com (project tracking), and DocuSign (e-signatures). Most solo consultants consolidate 5–7 tools into one.
You own your data entirely. You can export all contacts, proposals, invoices, and project history in standard formats (CSV, JSON, PDF) at any time — including after cancellation. We provide a 60-day export window with no data held hostage.
Yes. The Free plan includes everything a solo practitioner needs — CRM, proposals, invoicing, booking, time tracking, and client portal. Upgrade to Starter ($49/mo) for custom branding and advanced features, or Pro ($99/mo) for team seats and automation.
Absolutely. The White-Label plan lets you offer a branded business management platform to your SMB clients at $79–$199/mo each. 10 clients = $1,500/mo in additional MRR. The platform runs itself — no extra support work required from you.
Built for independent and management consultants

Stop doing admin.
Start billing more.

14-day free trial. All modules included. Most consultants recoup the plan cost in the first week from one recovered invoice payment alone.

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Ready to Bill More and Work Less?

Join thousands of consultants who replaced 5 tools with one and reclaimed 8 hours every week.

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30-day money-back — no questions asked · No credit card required · Export your data anytime · Cancel anytime, no fees · 30,000+ businesses

We refund 100% within 30 days if you're not satisfied. No paperwork, no delays.

Frequently asked questions

Consultants FAQ

Both. Solo consultants use Mewayz to manage their pipeline, send proposals, invoice clients, and track project delivery — all in one place. Small firms use the team features to coordinate consultants, assign work, and maintain a shared client database.
Yes. Mewayz includes proposal creation with line items, custom branding, and e-signature support. Convert accepted proposals directly to invoices. Track when clients open proposals so you know when to follow up.
Set up recurring invoices for monthly retainers — Mewayz sends them automatically and collects payment via Stripe or PayPal. Track time against retainer hours to see when clients are approaching their limit, then upsell additional hours before going over.
Yes. The CRM includes a customizable sales pipeline with stages you define (Prospect, Discovery Call, Proposal Sent, Negotiation, Closed). Track deal value, expected close dates, and activity history for every prospect.
Yes. The time tracking module lets you log hours against specific client projects and tasks. Generate time-based invoices directly from your time logs — clients see exactly what was worked on and for how long.

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