
Practice management for consulting teams
Managing clients, leads, projects, and documents. Creating events, inquiries, and referral partners. Tracking payments, meetings, targets. Suited for a team of 5 to 50. Single-branch to multi-branch.
Live practice desk

Practice desk
Teams of 5–50 · Multi-branchClients, projects, inquiries, and payments in one place — switch a workspace to explore
Clients & leads
Acme Advisory · Lead: Northwind Ops
- Client profiles with history and owners
- Lead stages and next follow-up dates
- Referral partner attribution
Core operational capabilities
Everything a growing consulting practice needs — without enterprise bloat.
Clients & leads
Manage clients and leads with clear ownership, history, and next steps — including referral partners.
Projects & documents
Keep projects, files, and delivery status together so the team is not hunting across drives.
Payments & targets
Track payments, meetings, and targets across a single branch or multi-branch setup for teams of 5–50.
See ZifyConsult with
your team shape
Tell us your team size and branch setup. We will walk through clients, projects, inquiries, and payments the way you work.
Teams of 5–50 · Single or multi-branch