SIYNEX for Consultants
Consultants move from an inquiry to a proposal to an invoice, often while juggling several clients at once. SIYNEX keeps that whole relationship organized in one place.
Who this is for
Common business challenges
Proposals take time away from client work
Every engagement proposal is often built from a blank page.
Invoicing is disconnected from the engagement
Tracking what was agreed versus what's been billed can get out of sync.
Follow-ups depend on memory
Without reminders, a pending proposal or unpaid invoice can be forgotten.
How SIYNEX helps
Client Management
Track each client engagement in one record.
Quotations
Send a proposal that becomes the invoice once accepted.
Invoicing
Create invoices tied to each engagement with VAT details, with review when VAT facts are incomplete.
Reminders
Set reminders to follow up on pending proposals and outstanding payments.
Business Documents
Generate a Management Consulting Engagement Letter from a template, then review it before use.
From inquiry to paid engagement
AI assistance, with you in control
AI observes, identifies, and suggests — you review and approve before anything happens.
AI-assisted proposal drafting
Speeds up preparing a new engagement proposal.
Practical use cases
Sending a new engagement proposal
A quotation and engagement letter are prepared quickly instead of drafted from scratch.
What this looks like in practice
What SIYNEX doesn't do
Worth knowing upfront, so there's no confusion about what's included.
Relevant use cases
What you can actually do with SIYNEX for this kind of business.
Create, send, and track invoices with customer records and VAT details in one place.
Prepare professional quotations that convert directly into invoices once a client accepts, without re-entering information twice.
Keep client contact details and linked quotations, invoices, and recorded conversations together.
See which invoices are outstanding and get reminded to follow up, instead of relying on memory.
Create agreements and business documents from templates instead of drafting them from scratch every time.
Prepare and review each invoice for repeat clients. Automatic recurring creation and scheduled email delivery are not available in this workflow.
Revenue, invoice, and activity trends in one dashboard, drawn from the business's own SIYNEX data.
Ask about recorded business activity and request help creating quotations, invoices and reminders in SIYNEX.
Frequently asked questions
Ready to bring your consultants operations into one place?
Start free, and see how SIYNEX fits your business before you commit to anything.
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