Solutions · For consulting and professional services firms
Run every client engagement in one app.
Discovery calls, proposals, projects and invoices on one client file your whole team shares. Built for firms that sell expertise, not products.
What changes on Monday.
- 01
Before
With AloriThe call is recorded on the client’s file, with a summary and next steps as tasks
- 02
Before
With AloriProposals built from your services, signed online, and the deal moves to Won
- 03
Before
With AloriRetainers billed every month, and late invoices followed up for you
What’s in your app.
Alori starts from ready-made modules, then shapes them to the way you work. Add or remove one any time by asking.
Customers
Clients, contacts, deals and every email and call
Quotes
Proposals from your services, signed online
Tasks
A project for each engagement, with owners and due dates
Invoices
Fixed fees, milestones and monthly retainers
Every engagement starts on one board.
Your website form and booked calls each become a deal, with the client already created. Meet by video link with no account for your client, and the call is recorded and summarized on their file.
- Rename your stages or add one, like Scoping.
- Next steps from a discovery call become tasks in one click.
- Retainers count as monthly revenue, so you see what is recurring.
Proposals your client signs online.
Build the proposal from your services: a fixed-fee audit, a project, a monthly retainer line. Your client signs with a finger or a mouse, with no account to create, and the deal knows right away.
- Bill a line monthly to sell a retainer with the project.
- No answer after a few days? One follow-up goes out with the link to accept.
- You get an email the moment they accept, and a note lands on their file.
Run the engagement. Nothing slips.
Each client gets a project with its tasks, owners and due dates. Emails, calls and meeting notes land on the same file, so anyone on the team can pick up a client. Alori adds the ones that slip, like a proposal with no answer or a late invoice.
- Your teammate clicks Accept, or Can’t do it with a reason.
- Next steps from a recorded client meeting become tasks in one click.
- Unpaid invoices turn Overdue on their own, and reminders go out for you.
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- Add an engagement type field: audit, implementation, support
- Remind the account lead 30 days before a retainer ends
- Show me clients with no meeting in 60 days
- Add a Scoping stage between Discovery call and Proposal sent
Questions
Another question? Ask it when you start.
Yes. Import data brings over HubSpot contacts, companies, deals, emails, notes, tasks and files in one click.
No. Every plan includes unlimited users. You pay for changes to your app, in credits.
No. Alori creates and sends invoices and syncs them to QuickBooks. Your books stay in your accounting software.
Yes. Your app, your proposals and your invoices can be in English or French.
Other trades
PlumbingQuotes and invoices from the truck
HVACJobs and schedules for your techs
CleaningRecurring visits and teams
LandscapingSeasonal quotes and routes
RoofingQuotes, jobs and photos
Auto repairWork orders and invoices
SalonsA website and online bookings
ClinicsAppointments and patient files
SaaSCRM, support, calls and campaigns in one appB2B servicesAgencies and consultants: clients, proposals, projects