Business Stack
Solo Consultancy / Agency
Run a consultancy or small agency with enough structure to move from lead to paid delivery without assembling a tool for every step.
What the agent can help run
- move leads into active clients
- prepare proposals and agreements
- schedule and deliver client work
- track time and billing
- follow up after delivery
Capabilities
- Lead and customer management — Track prospects, customers and commercial context.
- Proposals and contracts — Prepare and track commercial documents.
- Scheduling (optional) — Arrange customer-facing appointments when needed.
- Project delivery — Track work, projects and commitments.
- Time and billing — Record billable work and invoice customers.
- E-signing (optional) — Obtain signatures when the engagement needs them.
- Follow-up automation (optional) — Automate only the repetitive follow-up worth automating.
Candidate ways to satisfy them
Candidates are options, not an installation list. One application may cover several capabilities; existing software or a smaller agent-built implementation can be the better answer.
- Dolibarr — https://github.com/Dolibarr/dolibarr: One application can satisfy several core capabilities; start here before composing specialists.
- Twenty — https://github.com/twentyhq/twenty: Modern CRM-only option when the consultancy wants pipeline tracking without Dolibarr's wider ERP scope.
- DocuSeal — https://github.com/docusealco/docuseal: Specialist signing layer only if the chosen core system is insufficient.
- Easy!Appointments — https://github.com/alextselegidis/easyappointments: Add only for public/customer booking requirements.
- Activepieces — https://github.com/activepieces/activepieces: Use only if cross-system workflows justify a dedicated automation engine.
- Existing client tools: Keep any existing system that already performs a capability well.
- Small client-operation workflow: Use simple workspace data, routines or scripts where a new application would be unnecessary.