CRM for consulting & staffing firms

From first hello
to final invoice.

Heartbit runs the whole business — prospecting, your bench of consultants, the missions you staff, and the invoices you send. One spine, so the people you place and the cash you bill never drift apart.

No credit card. 14 days on every feature. Bring your own AI key.

heartbit / deals / Acme — Q3 platform build
ACME INC. · PARIS, FR Q3 platform build
Won JL
Deal value €0 Computed from 3 staffed missions — never typed by hand.
LF
Léa Fontaine
Lead architect
€1,150/d × 65d = €74,750
MR
Marco Reyes
Backend engineer
€850/d × 110d = €93,500
PS
Priya Shah
Product designer
€900/d × 48d = €43,200
223 billable days · 3 consultants from your bench · activated the moment the deal closed Won
One continuous spine

Most CRMs stop at “Won.”
Heartbit goes all the way to the bank.

Every record is a station on the same line. A contact becomes a deal, a deal is staffed with missions, missions log time, and time becomes an invoice — without a single re-entry.

01 · CONTACT
First hello
Prospects, accounts and the people behind them.
02 · DEAL
The opportunity
Value computed from the missions you staff.
03 · MISSION
Staffed & live
A consultant, a rate, a window of dates.
04 · TIMESHEET
Time logged
Approved days flow straight from the mission.
05 · INVOICE
Final invoice
Issued from logged time — to the cent.

Pipeline, computed

A forecast you can actually trust.

Stop sandbagging spreadsheets. In Heartbit a deal is worth the missions staffed against it — real consultants, real rates, real days. Change a rate or a start date and the whole pipeline re-totals on the spot.

No more guessed numbers — value is the sum of staffed missions, always.
Propose several consultants on a deal; the winner activates when it closes.
Weighted by stage, so leadership sees committed vs. potential revenue.
heartbit / pipeline
Won
Acme — Q3 platform build
3 missions · 223 days
€211,450
Lead
Northwind — data migration
2 missions · 96 days
€84,600
Lead
Globex — SAP rollout
4 missions · 410 days
€392,000
WEIGHTED PIPELINE
€688,050
Consultants & bench

The people you sell, in one place.

Your bench is a first-class referential, not a side spreadsheet. Skills, day rate, location, employee or contractor, and — crucially — who is free and when. Staff the right person before someone else does.

Availability at a glance — see who rolls off and when.
Match on skills & rate straight from an open deal.
Employees & contractors tracked side by side.
heartbit / consultants
LF
Léa Fontaine Employee
Lead architect · Paris · €1,150/d
Free in 2w
MR
Marco Reyes Contractor
Backend eng · Remote · €850/d
On mission
PS
Priya Shah Employee
Product designer · Lyon · €900/d
Available
BENCH UTILISATION78%
Timesheets → invoicing

Logged time becomes a clean invoice.

Consultants submit days, managers approve, and the invoice draws itself from the mission rate — no copy-paste, no rounding arguments. Send it from Heartbit and watch it settle against the deal.

Approval workflow with a portal for each consultant.
Invoice built from approved days × the negotiated rate.
Cash tied back to the deal and the account, automatically.
heartbit / invoicing / INV-2026-0142
Invoice to
Acme Inc.
Sent
Léa Fontaine — June, 21 d€1,150€24,150
Marco Reyes — June, 20 d€850€17,000
Priya Shah — June, 12 d€900€10,800
Total due · net 30€51,950
AI on your terms

Your models. Your budget.
Your call.

Heartbit’s copilot drafts emails, summarises accounts, scores deals and answers in plain language — running on your provider key. Pick the model that fits each job, and set a hard budget so AI never surprises you on the invoice.

Claude GPT Gemini Mistral Self-hosted
AI budget · this month€312 / €500
Claude · drafting & summaries€186
Gemini · enrichment€88
GPT · NL reports€38
BYOK — data flows through the key you configure, nowhere else.
1×
One spine from prospecting to paid — zero re-entry.
100%
of deal value computed from real staffed missions.
K
Jump to any contact, deal or mission in a keystroke.
€0
surprise AI spend — every model runs on your budget.
Built for speed

Run the whole business from the keyboard.

Dense, scannable tables. Monospace numbers that line up. A ⌘K command layer that reaches everything.

Staff a consultant on…
New mission on “Globex — SAP rollout”
Go to consultant · Priya Shah
Draft invoice for June timesheets

Built for teams who sell people & time

Lumen Banyan Vertex Cobalt Orbit

Sample firms shown for illustration.

Start in minutes

Sell people. Track time.
Get paid. In one place.

Spin up your workspace at your-firm.heartbit.ai, import your bench, and run your first computed pipeline today.

14-day trial · no credit card · bring your own AI key