Project management software for consultants, from proposal to final report
Coavon is project management software for consultants and consulting firms. Plan every engagement on a timeline, share progress with your client, get deliverables approved and track your time, with your pipeline of prospects, your proposals and your meeting notes on the same account.
- Clients join as free guests
- Time tracking included
- CRM included
- Free for one person
Why consultants outgrow spreadsheets and email
Engagements tracked in spreadsheets
Workstreams, deadlines and who owns what live in a spreadsheet that is out of date the day after the kickoff.
Clients asking "where are we?"
Status lives in your head and your inbox, so every client update means another call or another slide.
Hours you cannot account for
Time spent on each client is pieced together at the end of the month, and billable work slips through.
One consulting project management tool instead of a patchwork
Consultants often run engagements across a spreadsheet, a task app, a time tracker, a CRM and shared drives. Coavon puts the whole engagement on one login, linked to the client.
FlowBoards, lists, calendars and a Gantt chart for every project, with recurring tasks, subtasks and templates.- Engagement plans, milestones and timelines
- Time logged on every task
- Client approvals and project status updates
Scope- Prospects, proposals sent and client records
Docs- Proposals, statements of work and reports
Drive- Each client's files and deliverables
Notes- Interview and meeting notes
Consulting project management, from proposal to final report
FlowPlan each engagement on one timeline
Break an engagement into phases and workstreams, set the milestones the client cares about, and see the whole plan on a Gantt chart. Reuse your methodology as a project template for the next client.
- Gantt timeline with milestones and dependencies
- Project templates for each kind of engagement
- Board, list and calendar views for the day-to-day
FlowKeep the client in the loop
Invite your client contact into their engagement as a guest. They see progress and comment where the work is, and you ask them to approve each deliverable before it is marked done.
- Clients as free guests, in their project only
- Approve, request changes or reject, with the answer on the task
- Weekly status updates: on track, at risk or off track
FlowTrack billable time across clients
Start a timer on a task or add time by hand, and see the hours on each engagement and each person before you invoice.
- A timer on every task
- Time logged per engagement and per person
- Dashboards of hours across every client
ScopeA pipeline for new engagements
Track prospects from first call to signed in Scope, with a follow-up date so no proposal goes unanswered. A won engagement can start its project from your template.
- Pipeline stages such as proposal sent and negotiating
- Notes and history on every client
- An automation that starts the project when a deal is won
DocsProposals, statements of work and reports
Write proposals, statements of work and final reports in Docs, review them with comments and suggested edits, and download them as Word or PDF.
- Templates for proposals and reports
- Comments, suggested edits and version history
- Stored in Drive next to the client's other files
NotesInterview and meeting notes that turn into action
Take notes in stakeholder interviews and workshops, private to you, and turn a highlighted line into a task in the client's engagement.
- A private notebook for each kind of meeting
- Turn a highlighted line into a task
- Search every note at once
More for consultants, built in
The features consulting work leans on, in the same apps and on one bill.
Project status updates Pro
Post whether each engagement is on track, at risk or off track, with a weekly reminder.
Dashboards Pro
Hours logged, overdue work and what was finished, across every engagement.
Library Pro
A wiki for your methodology, playbooks and frameworks, linked to the projects that use them.
Goals and portfolios Business
Group engagements into portfolios and follow the firm's goals.
Intake forms
A form for new enquiries or client requests. Each response becomes a task, or a prospect in your CRM.
Recurring tasks
Weekly client check-ins and monthly reports that create themselves.
Roles and permissions
Decide who can see each client and change each engagement.
Works with your AI assistant
Ask Claude or ChatGPT what is due for a client, or turn interview notes into tasks.
Slack and Google
Engagement updates in Slack, deadlines in Google Calendar and files from Google Drive.
How to choose project management software for consultants
Consulting work is client work, billed by time or by deliverable, so these are the questions that matter.
Can it plan an engagement end to end?
Phases, milestones and dependencies on a timeline, and a template so your methodology runs the same way every time.
Can clients see progress without a seat?
Clients should be able to see their engagement, comment and approve deliverables, without paying for a license or seeing other clients.
Does it track billable time?
Hours logged against each engagement and each person, so nothing billable slips through at the end of the month.
Does it handle the pipeline too?
A CRM on the same account means a signed proposal can start the engagement, and the history of every client is in one place.
Where do proposals and reports live?
Documents should sit next to the engagement and the client's files, with comments and versions, not in a separate drive.
Does it fit one consultant and a firm?
Look for a free or cheap plan for one person and per-person pricing as you add associates.
One price per person, every app included
Start free, and pay per person when your team joins. Prices are per person a month, billed annually.
For one person getting started.
All 7 apps for small teams.
More storage, longer history and advanced planning.
The highest limits, for larger teams.
Set up your consulting practice in three steps
Add your prospects and clients to Scope, with stages such as proposal sent and signed.
Turn your usual engagement plan, with its phases and milestones, into a project template in Flow.
Start an engagement from the template and add the client contact as a free guest.
Project management software for consultants: questions
One that plans an engagement end to end, lets clients follow along and approve work without paying for seats, tracks billable time and keeps the pipeline, proposals and files together. Coavon does all of that: Flow for engagements, approvals and time, Scope for prospects and clients, and Docs, Drive and Notes for proposals, deliverables and meeting notes.
It plans each client engagement in phases and milestones, assigns the work, tracks time and progress, and shares status with the client. Coavon adds a CRM for new business and a place for every document and file, on one account.
Yes. Invite a client contact into their project as a guest. They see only that engagement, can comment and add tasks, and can be asked to approve a deliverable before it is marked done. Guests do not cost a seat.
Yes. Start a timer on any task or add time by hand. Hours show on each engagement, and dashboards add them up across clients and people. Coavon does not send invoices, so use those hours in your invoicing tool.
Yes. Scope keeps your prospects and clients, with a pipeline from first call to signed, notes on every conversation and follow-up dates. An automation can start the engagement project when a deal is won.
Yes. Coavon is free for one person, with 3 projects and 50 clients in Scope, and a firm pays per person, from $8 a month billed annually, with every app included.
Write them in Docs, from your own templates, review them with comments and suggested edits, and download them as Word or PDF. They are saved in Drive next to the client's other files.
No. Coavon runs in a web browser on any computer. There is nothing to download, and there are no phone apps.
See pricing, every feature, or how Coavon compares with Asana, monday.com, Wrike and ClickUp.
See how Coavon fits consultants
Every app, on one account. Your first 14 days are on Pro, with no card needed. After that it stays free for one person.