Industry: Consulting

One flow for consulting, from accepted quote to finished job

A consulting sale starts with a quote but does not end there: a contract is signed, documents are requested, invoices go out, installments are tracked and every client file sits at a different stage. Müşavir turns the accepted quote into a sale, the sale into a service status flow, and shows who does what at every step.

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Services · Consulting package

40 active files

Awaiting signature

ST-2026-00412 · Arslan Architecture

Contract sent yesterday
ST-2026-00415 · Yıldız Foods

E-signature link opened

Form in progress

ST-2026-00398 · Kaya Textile

2 documents missing

Awaiting payment

ST-2026-00377 · Demir Construction

Installment 2, due in 3 days

Where a consulting firm's back office gets stuck

Quotes are written in a word processor, and package prices and add-ons are worked out by hand each time.
The contract goes out by email and nobody follows up until the signed copy comes back.
Which client file is at which stage is only known by asking in the team meeting.
With installment payments, an overdue amount goes unnoticed until the bookkeeper looks at month end.

The Müşavir flow in a consulting firm

01

Log the request

A request from the web form, WhatsApp or phone opens as a lead, with its source and assigned consultant.

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02

Send a package quote

Pick the service package and add-ons from the catalog, attach an installment plan and send it as a branded PDF and shareable link.

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03

Contract and e-signature on acceptance

The client fills in their details through the link and accepts; a contract is created and sent for e-signature via İmzala.

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04

Sale and service status flow

The accepted quote becomes a sale. The service moves through contract, signature, form, invoice, payment, appointment and completed, and every change is logged.

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05

Tasks tied to stages

When the status changes, the service template opens a task for the consultant: request documents, check the form, confirm the appointment.

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06

Invoices and installment collection

Each installment is invoiced, an email or SMS reminder goes out before the due date and the payment is posted to the current account.

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Worked example

Example: a firm with six consultants and 40 active files

In this example the firm sends about 60 quotes a month. The standard package is 24,000 TL + VAT and document preparation is an extra 6,000 TL + VAT. A client accepts a 30,000 TL + VAT quote in three installments; the contract goes out for e-signature the same day, a sale opens and the service moves to 'Awaiting signature'. Three days before the second installment the client gets an SMS reminder; if payment does not arrive, a task lands with the consultant. Figures are illustrative.

Quote amount (example): 30,000 TL + VAT
Installments: 3
Active files: 40
Reminder timing: 3 days before due

The pieces a consulting firm needs

Service catalog and packages

Define packages and add-ons in the catalog; price, VAT and currency conversion are calculated on the quote.

Quote change history

When price or scope changes, both versions stay on record, so it is clear which version the client agreed to.

Service status audit trail

Who changed each stage, and when, is visible on the sale.

Client files

Contracts, ID and form documents sit in the files on the client card, with PDF preview.

Where the AI helps

The sales assistant

The assistant reads the lead's messages and the packages in your catalog to draft a quote.

Suggests the right package and add-ons from meeting notes and builds the quote draft.
Answers "Which files are awaiting signature this week?" with a list.
Drafts reminders for quotes about to expire; they are sent only after you approve.

Frequently asked questions

How does an installment quote work?

When preparing the quote you set the number of installments and due dates. Once the client accepts, the plan moves to the sale and reminders and collection tracking start for each due date.

Do I need a separate account for e-signature?

E-signature runs through the İmzala integration. Your company connects its own İmzala account on the integrations page, and the credentials are stored encrypted.

Can we change the service stages?

Yes. In service templates you define the stages and the tasks to open at each stage.

Do consultants only see their own clients?

The permission model lets you set the scope to 'own' or 'all'. A consultant can be limited to the clients and sales assigned to them while a manager sees everything.

Turn quotes into sales and sales into finished work

Add your service packages to the catalog and send your first installment quote today.