Five tools. None talking to each other.
Koho Consulting had pipeline in one tool, budgets in spreadsheets, SOWs as email attachments, and client communication scattered across Slack and calendar. Every status update required manually compiling data from multiple systems.
Pipeline, budgets, and SOWs lived in three different systems
Client communication scattered across Slack, email, and calendar
No real-time project visibility — PMs compiling manual status reports
Onboarding a new consultant meant five separate logins and training
One platform. Every module integrated.
We built a unified consulting ops platform — from deal pipeline through project delivery to client management — with role-based access, live dashboards, and export capabilities.
Pipeline Management
Deal flow from lead to close with stage tracking, milestone labels, and conversion metrics.
Budget & Forecasting
Real-time financial visibility across all active projects with variance tracking.
SOW Generator
Templated scope documents with milestone tracking and inline table editing.
Client Portal
Secure workspace for deliverables, communication, and project status — one link per client.
Role-Based Access
PM, Consultant, and Admin roles with scoped data visibility and sensitive field protection.
Live Dashboards
Real-time project health, CSV export, and filterable views across the entire practice.
