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Free to Install on Salesforce

Delivery Hub for Consulting Firms

Track client engagements, manage deliverables, and give stakeholders real-time visibility — without writing another status email.

100% Free
Salesforce Native
3-Minute Setup

Before & After Delivery Hub

See how consulting firms teams replace chaos with clarity.

Before
Engagement deliverables tracked in client-specific spreadsheets and slide decks
With Delivery Hub
Every engagement has a visual board showing exactly where each deliverable stands
Before
Consultants spend Friday afternoons writing status reports for every client
With Delivery Hub
AI-generated weekly summaries are ready to send in one click
Before
Client stakeholders never know what the team is working on this week
With Delivery Hub
Clients see real-time progress on their engagement — full transparency
Before
Scope creep happens because change requests live in email threads
With Delivery Hub
Every change request submitted, estimated, and tracked on the board

Your Consulting Firms Board

This is what your workflow looks like inside Delivery Hub. Every stage configured for consulting firms.

Discovery
1 item
Stakeholder Interview Round 2
High
Analysis
1 item
Process Gap Analysis — Finance
Critical
Recommendations
1 item
Draft Recommendations Deck
High
Implementation
1 item
CRM Configuration Sprint 3
Medium
Review
1 item
Executive Readout Prep
Medium
Close
0 items
No items

Fully configurable stages, drag-and-drop cards, and real-time updates for your team.

Built for Consulting Firms

The features that matter most for your industry, built right into Salesforce.

Engagement Board

Visual Kanban board for each client engagement. Track recommendations from discovery through implementation.

Client Transparency

Give clients a real-time dashboard showing engagement progress. End the weekly status email.

AI Estimation

Type a one-liner and AI generates time estimates, descriptions, and acceptance criteria for new deliverables.

Multi-Client Management

See all active engagements across clients in one place. Filter, prioritize, and allocate resources effectively.

We used to lose entire Friday afternoons to status reports. Now our clients just check the board. We bill those hours on real work instead.

A
Alex P.
Principal Consultant

Ready to Streamline Your
Consulting Firms Delivery?

Upgrade Your Client Delivery. Install Delivery Hub for free and give your team one place to track everything.

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