Consultant & Agency Client Management Software
Whether you're a consultant, designer, or agency, Nexus streamlines your client pipeline from inquiry to invoice — so you can focus on delivering great work.
Features built for consultants & agencies
The tools that matter most to your business, all in one platform.
Inquiry Pipeline
Track every lead from first contact to signed contract with a visual pipeline.
Proposals
Send polished, multi-package proposals your clients can review and accept online.
Contracts
Auto-generate contracts on acceptance with e-signature built right in.
Invoicing & Payments
Create invoices with deposits, send reminders, and get paid directly to your own Stripe account.
Client Portal
Give clients a beautiful portal to view proposals, sign contracts, and pay invoices.
Automations
Set up payment reminders, follow-ups, and notifications that run on autopilot.
Reviews
Collect client reviews automatically and showcase your best testimonials.
Why consultants and agencies choose Nexus
Professional client experience
Give clients a branded portal where they can review proposals, sign contracts, pay invoices, and fill out intake forms — no accounts needed.
Proposal templates that close
Build reusable proposal templates with your service tiers and pricing. Send polished proposals that clients can accept in one click.
Automated workflows
Set up automations that send contracts after proposals are accepted, payment reminders before due dates, and follow-ups after project completion.
Time tracking and milestones
Log hours per project, track milestones, and generate invoices directly from your time entries.
Everything you need in one platform
Nexus combines inquiry tracking, proposals, contracts with e-signatures, invoicing with online payments, two-way SMS messaging, calendar management, a client portal, automations, and review collection into a single platform. Stop juggling multiple subscriptions and copying data between apps — every tool consultants & agencies need to run a successful business is built right in and works together seamlessly from day one.
Ready to grow your consultants & agencie business?
Nexus helps consultants & agencies book more clients, streamline their workflow, and get paid faster. Reach out and we'll get you set up.
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