Built for consulting firms
Engagement margin from proposal to paid invoice.
Engagements won in CRM, scoped in docs, delivered in email, billed late from memory.
Run the engagement end-to-end: Win → Staff → Track → Bill — with Mira on the same data.
Professional services software for consulting firms
Consulting leaders often look for professional services software — sometimes called PSA — that carries an engagement from proposal to paid invoice. Stacking a CRM, a contract tool, a time tracker, and a billing product creates handoffs where margin disappears.
MeghaX connects those jobs on one data layer: win the work in CRM, staff with Contracts and HR, track delivery hours, and bill what you tracked. Mira sits on the same operating data so utilization and engagement margin are not month-end surprises.
Related: CRM, time tracking, and invoicing for services firms · MeghaX vs point tools · AI & Mira
How MeghaX closes the loop
Win the work. Staff the team. Track the hours. Bill what you delivered.
- 1.
Win — CRM
Pipeline, deals, and client relationships on the same account you will staff and bill.
- 2.
Staff — Contracts · ATS · HR
Lock scope, hire into the bench, and keep people on the same account as the work.
- 3.
Track — Timesheets · Meeting Companion
Hours and delivery conversations land on the real project — not a spreadsheet chase.
- 4.
Bill — Invoicing
Bill what you tracked against the contract. Cash and margin stay visible as work closes.
- 5.
Glue — Mira · Workflow Studio
Ask across CRM, people, time, and billing — then let Workflow Studio automate the busywork.
- Engagement lifecycle without tool handoffs
- Utilization and margin per engagement
- Contracts tied to the work, not a separate vault
Design partner · IT services
How Redsun Solutions runs on MeghaX
One real IT services firm. Not a logo wall. Redsun Solutions is an early MeghaX design partner — using the platform to run Win → Staff → Track → Bill as they scale.
Before MeghaX, consolidating what the team was doing was a constant drag. Leadership couldn't see company performance without asking each person for updates and extracting numbers. New hires onboarded through disconnected document collection. Training was a spreadsheet. Bench status was unclear. Collecting timesheets and creating invoices was manual — and when they looked at third-party stacks to do it properly, the cost jumped as soon as headcount grew. Invoice hours mismatched, and every vendor had different invoicing roles to chase.
MeghaX became the shared operating layer: one place for people workflows, time, invoicing rules, and the reporting that used to live in email and spreadsheets.
Want a similar consolidation path? Book a demo · MeghaX vs point tools
Also built for related services firms
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