Engagements, time and billing without the spreadsheets
Advisory firms sell expertise by the hour or by the engagement. Crux tracks the client, the engagement as a project, the time spent and the invoice that follows.
Usually the Grow plan. Clients, engagements, timesheets and billing.
- CRM & Sales
- Projects & Tasks
- Finance & Billing
- People & HR
One
record per client
Private
client documents
Trail
for every approval
What it does for you
One record per client
Contacts, history, projects, documents and invoices together.
Confidential documents
Engagement letters and client papers are visible only to the people you name.
Time against engagements
Timesheets by person and project, against a budget.
Fixed fees and retainers
Recurring invoices for retainers, and quotes for fixed-fee work.
Approvals and a trail
Expense claims, leave and payroll need approval, and the audit log shows who changed what.
Mei for quick answers
Ask which invoices are overdue or how many hours a project used, answered from your data within your permissions.
A normal week
- 1Win the engagement with a quote
- 2Open the project and assign the team
- 3Log time and expenses
- 4Invoice and record payment
- 5Issue the receipt
The apps behind it
Other industries
Run your consultancies and professional firms on Crux
Try the demo, then tell us how you work. We set it up and you are running within 24 hours.