ZifyConsult

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.

Clients, leads, and referral partners in one desk.
Projects and documents without folder chaos.
Payments, meetings, and targets for teams of 5–50.
Interactive

Live practice desk

Workspace simulation
ZifyConsult

Practice desk

Teams of 5–50 · Multi-branch

Clients, projects, inquiries, and payments in one place — switch a workspace to explore

Active book + open leads
Select workspacePractice modules
Active workspace

Clients & leads

Acme Advisory · Lead: Northwind Ops

Fit5–50 seats
What lives here
  • Client profiles with history and owners
  • Lead stages and next follow-up dates
  • Referral partner attribution
Suggested next step
Log a meeting against Acme Advisory

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.

Practice walkthrough

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