For Consultants & Coaches

Consultants sell outcomes, not hours. Task365 handles the proposal-to-delivery-to-invoice lifecycle so you can focus on the engagement.

Start free trial Book a demo

The old way

Proposals built in Word documents
No formal client onboarding
Deliverables delivered by email with no trail
Invoices chased manually

With Task365

Proposals with PDF and email from any lead
Onboarding checklists for every engagement
Client portal for deliverable sign-off
Invoice overdue reminders automated

Features For Consultants & Coaches rely on most

Frequently asked questions

From any lead, create a proposal with line items, generate the branded PDF and email it to the client - all within a couple of minutes.
Yes - optional portal access gives clients their own login for approvals, reports, invoices and requests.

See how it works for your agency

Start your free 14-day trial and set up your workspace in minutes.

Start free trial
Log in Start free trial