Consultor AI
Projectsthat organize themselves.
See all your projects in one place, start a new one already loaded with your method's plan, and know right away what is overdue. Consultor AI creates and updates tasks through chat, and tells the owner when something passes its deadline.
Project Hub
Monitor the health and progress of every project in real time
6
8 total
1
38
~8/person
5
62%
5
2 unassigned
NRD-01
Digital Diagnostic 2026
Nordic Co
Map the sales processes and define the action plan.
VEL-02
Sales Restructuring
Vela SA
Redesign the funnel and train the sales team.
ACM-03
Client Onboarding
Acme Corp
Standardize how new clients enter the consultancy.
ORN-04
Expansion Plan
Orion Ltda
Structure the entry into new markets and channels.
ZEN-05
Process Management
Zenith Corp
Map and standardize the operating processes.
KRE-06
Sales Training
Krest
Train the sales team on the new method.
Project
No more building projects from scratch.
Pick the methodology and the project plan shows up ready, with phases, deliverables and tasks, each with an owner and a deadline. You just adjust it for the client and get going.
Project plan
3 phases · 5 deliverables · 10 stages
Diagnostic
You are hereIn progress2 deliverablesEnd: 09/30/2026
Sales process map
In progress2 stagesEnd: 09/20/2026
Digital maturity report
Pending2 stagesEnd: 09/30/2026
Action plan
Pending2 deliverablesEnd: 10/30/2026
Follow-up
Pending1 deliverableEnd: 11/30/2026
Consolidate the diagnostic findings
Present the report to the client
Map the current funnel
Cross with CRM data
List the funnel stages
Activities
Your team knows what to do.
Create the tasks, say who does each one and by when. Everyone sees what they need to deliver, and you follow it all moving along, without having to ask anyone.
AI Project Manager
The meeting ends and the project is already updated.
Consultor AI reads what was said in the meeting and suggests the tasks, commitments and decisions. You review, apply, and the project is up to date without you typing a thing.
The diagnostic is on schedule, but the funnel mapping depends on data Nordic has not sent yet.
What's blocking
The sales spreadsheets for the last 12 months have not arrived yet.
Proposals to review
4 proposal(s) from 1 meeting(s). Uncheck what isn't worth it and apply.
09/17/2026 · 4 proposal(s)
New activities
Send the validation script to the leadership
→ Ana Souza · due 09/19/2026
Completed or updated activities
List the funnel stages
→ done · "We already finished listing the stages with the sales team."
Commitments
Send the sales spreadsheets for the last 12 months
Client's · due 09/20/2026
Decisions
Start with the sales process map
Decided in the meeting: the current funnel comes first.
Client portal
Your client follows along on their own.
You create a link and the client follows the project with your brand, without having to ask you how things are going.
Client portal
Access level
3 permissions granted, client can only view. Fine-tune on the Permissions tab.
Label (e.g.: client name)
Expiration
Contacts with access
Same CRM contacts linked to the project.
Link active
Deactivate to block access without deleting.
Digital Diagnostic 2026
Map the sales processes and define the action plan.
Project plan3 phases · 5 deliverables · 10 stages
View all- 1Diagnostic22%
- 2Action plan0%
- 3Follow-up0%
Analytics
See who is at their limit.
Find out how much workload each consultant has, what is late and where the hours are going, without building a spreadsheet.
Analytics
Consultant workload, hours and client meetings, across the whole workspace, filterable by project and consultant.
Workload by consultant
How many active tasks each consultant has and how much of their capacity that takes up.
Diagnostic
Your methodology becomes a diagnostic.
Turn the method you already use into a diagnostic and apply it with a link. The client answers on their phone and you get everything organized.
New diagnostic link
Internal name
Visible only to you in the link list.
Diagnostic
How do you track opportunities today?
Your consulting practice can deliver more. It starts when you decide.
30 days free, no implementation. Prefer to talk first? Message us on WhatsApp.