Smart Software For Smart Consultants

We help you manage clients, track deliverables, organise projects, schedule meetings, and stay on top of invoices with ease. Our software for consultants gives you a clear, professional workflow that saves time, improves client communication, and keeps every engagement running smoothly.

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Why Consultants Choose Bildo

Consultants need precision, not complexity. Bildo provides a clean, reliable structure to manage your consulting pipeline, your active clients, and your deliverables without getting bogged down in admin.

Manage Your Business Through One Dashboard

Store everything related to each client proposals, meeting notes, documents, objectives, deliverables, milestones, and timelines. See exactly where each engagement stands without digging through email threads.

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Manage Your Customers Through One App

Create clear, professional proposals and SOWs using branded templates. Send directly to clients, track when they’ve opened them, and convert approvals into active projects instantly.

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Personalised quote for Bildo, the job management software for tradesmen

Meeting Notes & Action Logs

Log session notes, decisions, risks, recommendations, and next steps right inside the client profile. No more scattered documents or forgotten follow-ups.

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Personalised quote for Bildo, the job management software for tradesmen

Invoice & Payment Management

Send invoices, record payments, set due dates, and automate gentle reminders for overdue balances. Stay on top of cash flow without chasing clients manually.

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Personalised quote for Bildo, the job management software for tradesmen

Use Our AI Assistant To Speed Up Your Workflow

Prevent scheduling mistakes. Bildo helps you see gaps between events, travel time needed, and potential clashes.

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Personalised quote for Bildo, the job management software for tradesmen

#1 Tool For Service Based Businesses

Not Sure If Bildo Is Right For Your Business?

Take our 2-minute quiz to find out how much time you could save each week with Bildo.

Bildo for Consultants

Before using a new platform, consultants need transparency about workflow, data, and features. Here are the most common questions professionals ask before switching to Bildo.

How can Bildo help me manage multiple client engagements?

Bildo gives each client their own organised workspace containing tasks, documents, progress updates, and notes. You can easily switch between clients without losing context.

Can I manage both project-based and retainer-based consulting work?

Yes. Bildo supports retainers, fixed-price projects, hourly work, and hybrid models. Track hours, milestones, or both, depending on the engagement.

Does Bildo replace my CRM?

Yes, Bildo covers your leads, active clients, project management, notes, invoicing, and communication in one tool.

Can I store sensitive documents and session notes securely?

Absolutely. All files and notes are encrypted and stored securely in the cloud.

Will Bildo help me get paid faster?

Yes. With clear invoicing, automatic reminders, and transparent deliverables, consultants report clients paying on time far more consistently.

Is Bildo suitable for solo consultants and consulting teams?

Both. Whether you work alone or with analysts, assistants, or other consultants, Bildo scales with your practice.

How long does it take to get set up?

Most consultants are fully set up in under 30 minutes. Add clients, import documents if needed, and start organising your engagements immediately.

How much does Bildo cost?

Bildo offers simple, flexible pricing designed to suit businesses of all sizes. You can get started with a free trial, explore the features, and only upgrade when you’re ready. Our paid plans include everything you need to manage clients, bookings, payments, and schedules in one place, with no hidden fees or long contracts. Find out more about our pricing plans here.