For

Tuplify Studio for Consulting & Audit Firms — Tools That Make You More Efficient

CRM for leads, billing portals, client dashboards — software built for consulting firm workflows.

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Your challenges

  • Client relationship management is done in email threads and scattered spreadsheets
  • Billing and invoicing takes hours of manual work each month instead of being automated
  • Proposals and contracts are still Word documents emailed back and forth
  • You have no real-time visibility on project profitability, team utilization or pipeline

What we build for you

Custom CRM for lead management, client history and opportunity tracking
Automated billing and proposal generation with e-signature
Client portal for deliverable sharing, feedback and project tracking
Time tracking and resource utilization dashboard
Document management system with smart search
Business intelligence dashboard (pipeline, revenue, margins)

How we work with you

  1. 1
    We understand professional services

    We know the difference between a time-and-materials project and a fixed-fee engagement. We build for your specific billing model.

  2. 2
    Integrates with what you already use

    Outlook, Microsoft Teams, Google Workspace, Slack, Zoom — we integrate with the tools your consultants already use.

  3. 3
    Data stays private

    Client data, pipeline data and financials are sensitive. We design systems with strict access controls and sign confidentiality agreements.

Technologies we use

ReactNode.jsPostgreSQLMicrosoft Teams APIDocuSignStripe

Frequently asked questions

Can you build a client portal that keeps our brand, not yours?

Yes — complete white-label. Your logo, your colors, your domain. Clients never know we built it.

How long does it take to build a custom CRM?

A CRM with contact management, pipeline, billing and a client portal: 10–16 weeks. We phase it — core CRM first (8 weeks), then portal and billing (6 weeks). You're using it before it's fully complete.

Can it replace Salesforce for a firm our size?

For most consulting firms under 200 people, yes — and at a fraction of the licensing cost. We do a make-vs-buy analysis first. For some use cases, building on HubSpot with custom integrations is better than full custom.

Do you offer e-signature integration?

Yes — DocuSign, HelloSign (Dropbox Sign) and Yousign (for Morocco and France). Proposals are generated, sent for signature and stored automatically in the client record.

TUPLIFY STUDIO

Let's talk about your project

30-minute call. We listen, we scope, we give you a clear price. No obligation.

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