Service and consulting business
Pharos handles client relations, meetings, and project stages for your service and consulting business.
It gathers the meetings you hold, your client records, and all of your company expenses in one central panel.
Screens from the Panel
This is how Pharos looks in your business.
Names and numbers on the screens are examples.
A Day in Your Business
Day Starts: When you open your computer or phone, the client meetings you have today, the meeting times, and the open jobs you are working on wait for you on the screen, fully ready.
During the Day: All client messages and shared files that arrive through different channels or WhatsApp land directly in your central inbox.
No Longer Your Problem
- Searching for old price quotes or revisions sent to clients across email folders.
- Trying to guess exactly what percent of an ongoing service project is done, or when it will finish.
- Keeping monthly expenses such as software licenses, servers, or advertising in separate Excel files and ending up in a mess.
What Pharos does in your business
What Does Pharos Do in Your Service and Consulting Business?
Client Management, Sales Pipeline and Quotes
- Lead and Client Tracking: Gather your prospective buyers and your current consulting clients in one digital directory, and see live who was last spoken to about what.
- Staged Sales Pipeline: Follow new business opportunities step by step, from the first meeting through the quote stage up to the "Won" stage.
- Fast Quotes and Contracts: Prepare clear quotes that show your service content item by item. Turn approved quotes into a service contract and have it approved digitally with an e-signature.
Project Progress, Time and Budget Tracking
- Percentage-Based Project Tracking: Follow the service projects opened for each client, the task assignments, and the current progress percentage of the work live. Set up ready-made job templates for repeating project and service flows.
- Hourly Billing: Record the working hours spent on consulting sessions or project work; turn these hours into an official service invoice with one click.
- Subscription and Remaining Hours Tracking: For clients you work with on a fixed monthly fee or a subscription model, track clearly the hours spent and remaining in that month, or the remaining balance budget.
Expense Control, Invoicing and Portal
- Service-Specific Expense Categories: Record expense items designed specifically for consulting and software work (AI tools, software subscriptions, cloud server costs, domain name and email expenses) and measure net profit.
- Private Client Portal: Your clients can enter their own area to follow the current status of their projects, see shared files, review their invoices, and pay online.
- Routine Invoicing: Have the system issue the fixed service invoices that repeat every month automatically. Get project-based profitability analyses and team utilization reports. It also provides a website of your own that you update from the panel.
Is there something specific to your service or consulting company that is not on the list? Write it below, and we will tell you right away whether we can add it to Pharos.
Frequently Asked Questions
Does it track the status and progress of projects?
Yes. You can break the service projects you work on into stages or tasks. As work is completed, the overall progress percentage of the project is calculated and updated automatically by the system.
Can I set up a client-specific payment and invoice plan?
Yes. You can set up pricing, invoices, and collection schedules for different working models, such as a one-on-one session fee, staged payment by project, or a fixed monthly subscription.
Does it show how much net profit each job makes?
Yes. It calculates the working hours spent on the project, the team costs, and the operational costs specific to that job, such as software and infrastructure, and puts the net profitability report by client in front of you.
Let's build the first roadmap for your service and consulting business together.
Tell us about your service or consulting business. We prepare your free roadmap and a personal demo. No commitment.
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