Projectworks Blog
Opinions, analysis and the occasional strong take on running a firm.
For those running and growing SMB consulting firms: from resourcing, to time and billing, proposals, margins, and how AI fits into the mix.
The Latest Posts
Grow your Pipeline with Projectworks CRM and AI Proposals
We're excited to announce that our Consulting CRM and Proposals are now available for anyone to use or try out. In just three months, a fast-growing group of firms have been running their pipeline and proposals in Projectworks as part of our early access group, and the results have blown us away.
What is E-invoicing? A Guide for NZ and Australian Firms
E-invoicing sends invoices straight into your client's finance system via Peppol. Here's what NZ and Australian firms need to know and fix first.
Projectworks Product Update: September 2026
It's the end of September and expenses got a lot of love this month, with a couple of big changes you can start using today and more on the way! We've also made updates across financial reporting, resourcing, HubSpot, and invoicing, dive in to see what's new.
All Blog Content
Automate proposal creation without guessing at scope. A five-step workflow for consulting firms that drafts from CRM data and the actuals of past projects.
Most pipeline coverage advice is written for SaaS. Here's how a consulting firm sets coverage by deal stage and plans for the clients it will lose.
Let’s say a consulting firm signs a $30,000 engagement in July and invoices the full fee upfront. The client pays quickly and the cash lands, but the work runs from July through September. By the end of July the firm has completed about one-third of the engagement - the project’s on track but the finance team have some work to do to match revenue with the costs incurred (the “matching principle” of having costs and revenue in the same period is a key accounting concept). Only a third of the project’s fee has been earned (because only a third of the work has been done), and the remaining $20k of revenue is deferred to a future period.
PSA software with built-in CRM, or a separate CRM? For consulting firms, one system usually wins. Here's why.
Most CRM features are built for sales teams that consulting firms don't have. See which CRM features consulting firms actually need, and which ones they’re paying for and never use.
You've heard AI is turning systems of record into systems of action. Here's what that shift actually means for CRMs and consulting firms.
Choosing a CRM for your consulting firm? Here's what actually matters. From tracking the bids you have out to what happens once a job is won.
The most oversold word in AI resourcing right now is autonomous. Almost nothing in the category actually runs without a person making the call, and the tools that claim otherwise tend to come apart the moment they meet real data.
Learn what client lifetime value (CLV/LTV) means, how to calculate it, and why it matters for consulting and professional services firms.
Winning new clients is expensive. Growing the ones you have isn't. Here are 7 AI workflows for growing client lifetime value (or LTV) that you can start putting to use immediately.
Busy teams, shrinking margins? These are the staffing decisions that erode project profitability, why they happen, and how to catch them before month-end.
Harvest changed how it charges for the platform. Your price depends on how your firm actually uses it, not just how many seats you buy. There's no single figure we can give you here, so we built a calculator that gives you yours instead. Put your team size and usage in below and see the real cost. Then keep reading for what changed, and what we think you should do about it.