# Professional Services CRM & Projects | EternalEngine CRM, project management, time tracking, and billing for consultants, agencies, law firms, and accounting firms. From pitch to payment # Professional Services CRM, project management, time tracking, and billing in one workflow. Win more clients and deliver projects on time and on budget. [Start free](https://app.eternalengineos.io/signup?plan=free&interval=annual)[Request a demo](https://eternalengineos.io/demo/) Pipeline management Project milestones Time tracking Recurring billing Project reports Team assignments ## From Pitch to Payment — The Complete Client Lifecycle How consultancies and agencies run engagements on EternalEngine — pipeline, proposal, delivery and billing in the apps that ship today. Click to enlargeClientForge: revenue this month, deal pipeline health and lead conversion on one dashboard. 1 Week 1 ### Lead Qualification & Pitch A prospective client fills out your contact form. The lead enters your ClientForge pipeline at "Inquiry". You add notes from discovery calls, move it to "Proposal", and build the scope, timeline and pricing as a BidForge proposal — sent from the same record, tracked when it is opened. Pipeline managementProposal builderLead tracking 2 Week 2 ### Contract Signed & Project Kickoff The client accepts the proposal online and signs the engagement letter through SignSeal, with multi-signer routing when their side needs two signatures. The deal converts to a ProjectPath project with milestones, tasks and a budget, and the team assigned to it sees the timeline, the client's history and the documents in one workspace. E-signaturesProject milestonesTeam assignments 3 Ongoing ### Deliver Work & Track Time Your team logs time against project tasks in ProjectPath timesheets. Consultants record billable hours, meetings and research; you watch hours and costs against the budget as they land. If an engagement is trending over budget you see it in the budget tab, not at month end, and can bill the extra scope. Time trackingBudget trackingTask assignments 4 Milestone ### Invoice & Collect Payment Milestone complete. You raise the TitanLedger invoice and send it with a PayGate payment link. The client pays online by card, wallet or bank transfer. For retainer clients, PayGate recurring billing charges monthly and retries a failed card automatically — no manual data entry. InvoicingRecurring billingOnline payment 5 Renewal window ### Renewal & Retention Outreach Sixty days before a retainer or engagement is due for renewal, you send a PostFrame follow-up from the client's record — proposal history, invoices and every email thread already attached, so the renewal pitch isn't starting from a blank page. Retention outreachPostFrame emailClient history ### The apps in this day Pipeline and email start on Basic; proposals, e-signatures, projects, time tracking and invoicing ship together on Pro ($99/mo, 5 users). [ClientForge CRM](https://eternalengineos.io/features/clientforge/)[BidForge proposals](https://eternalengineos.io/features/bidforge/)[SignSeal e-signatures](https://eternalengineos.io/features/signseal/)[ProjectPath time tracking](https://eternalengineos.io/features/projectpath/)[TitanLedger invoicing](https://eternalengineos.io/features/titanledger/)[Compare plans](https://eternalengineos.io/pricing/) ## What this replaces An accounting-first tool covers invoicing and time tracking, but a consultancy still needs a CRM pipeline and e-signatures somewhere: - FreshBooks Premium (unlimited clients)$70/mo - 4 extra FreshBooks team members at $11/mo each$44/mo **Other tools:** $114/mo for accounting and invoicing alone — no CRM pipeline, proposals, or e-signatures.** EternalEngine:** $99/mo (Pro, 5 users) — CRM, proposals, e-signatures, time tracking and billing together. Pro at $99/mo undercuts the FreshBooks-plus-seats total while adding the pipeline and e-signature layer FreshBooks does not sell at any price. ## Why Professional Services Firms Choose EternalEngine ### Client Visibility Share a portal link from the client record so clients have their own place to look instead of asking. Cut down the "where are we at?" emails; keep the relationship on the record. ### Profitable Projects Log time against tasks and watch it against the project budget in real time. See which engagements are profitable and which are bleeding hours, and fix the scope before it is too late. Stop undercharging for your expertise. ### Recurring Revenue Put retainer clients on PayGate recurring billing — charged monthly, failed cards retried automatically, every payment reconciled against the invoice. Predictable revenue, no chasing. ## How EternalEngine compares for professional services See an honest, feature-by-feature comparison against the tools professional services teams already know. [vs Salesforce](https://eternalengineos.io/compare/salesforce/)[vs QuickBooks Online](https://eternalengineos.io/compare/quickbooks/)[vs FreshBooks](https://eternalengineos.io/compare/freshbooks/)[vs Wave](https://eternalengineos.io/compare/wave/)[vs Joist](https://eternalengineos.io/compare/joist/) Questions ## Professional Services questions Does EternalEngine track billable time? Yes. ProjectPath (Pro and up) has timesheets and per-task time tracking; hours show against the project budget and its milestones, so you can bill from what was actually logged. Can clients sign proposals and contracts electronically? Yes. BidForge proposals are accepted online with a digital signature. For engagement letters and contracts that need several signers, SignSeal (Pro and up) routes the document to each party in order and keeps a legally sound, ESIGN and eIDAS-aligned audit trail. How do retainers work? A retainer is a PayGate recurring charge — monthly billing with automatic retries on a failed payment — tied to the client's record. Hours logged in ProjectPath show against that engagement's budget. There is no separate retainer-balance ledger today; the budget tab is where you watch consumption. Which plan fits a five-person agency? Pro at $99/mo covers 5 users and every app in the workflow above; each extra seat is an add-on. A solo consultant runs the CRM, proposals-by-email and payments on Basic at $9.95/mo; Business ($199/mo, 15 users) adds white-label branding and SSO. ## Ready to get started? Plans from $0 — Basic at $9.95/mo. Save 20% on annual billing. Set up in under 5 minutes. [Start free](https://app.eternalengineos.io/signup?plan=free&interval=annual)[Request a Demo](https://eternalengineos.io/demo/)