Client Management, Proposal, and Invoice App Built for Independent Consultants
fylt gives independent consultants and advisors one connected workspace to book discovery calls, send proposals, and manage invoices and payment status — with every step working together in harmony.
100% free access to all premium modules for 90 days. Additional global payment options coming soon. No credit card required today.
fylt is a client management, proposal, and invoice app for independent consultants — it books discovery calls, sends interactive proposals for electronic signature, and helps you turn billable hours into retainer invoices, all in one connected workspace.
Every client engagement, working in harmony from first call through billing
fylt keeps your calendar, proposals, and billing connected in one continuously updating system, so your advisory practice runs smoothly without any manual busywork.
Your entire advisory practice, in one workspace
fylt brings the exact workflow independent consultants rely on together into one workspace:
Discovery Meeting Booking & Automated Client Intake Forms
Prospects book a discovery call straight from your booking link, with their intake details captured automatically before you even say hello.
CalendarInteractive Consulting Proposals with Built-in E-Signatures
Send a polished, interactive proposal for electronic signature and file the completed document against the client record.
DocumentsRetainer Billing with Tracked Billable Hour Conversion
Turn tracked billable hours into a retainer invoice with line items, payment instructions, and payment records you control.
BillingLead Pipeline & Client Relationship Tracking
Track prospects from first contact to signed engagement, with a visual lead pipeline and a full client timeline showing every interaction, proposal, and invoice in one place.
CRMDeliverable & Engagement Task Boards
Every engagement moves through clear stages — from discovery to delivery — with task boards that keep your work visible and your deadlines trackable.
ProjectsA Branded Private Client Portal
Every client gets their own private portal to review proposals, sign contracts, track project progress, and view invoices — without a single email attachment.
Client PortalOrganized Client Support & Queries
Client questions come into a structured ticket queue with priority and status — keeping every request on record and nothing falling through the cracks.
SupportAutomated Client Notifications & Stage Transitions
Set rules that notify clients when invoices are paid, move projects to the next stage when quotations are approved, or alert you when a deliverable is marked complete — all without manual action.
AutomationsCommon questions
fylt Calendar publishes bookable services with your hours, buffers, and timezone conversion. A booking creates a calendar event and can create a CRM lead with the prospect's details.
When a quotation is approved or a document finishes signing, you can create the matching project and draft invoice from that record — staff still review and send, rather than silent auto-billing.
fylt Billing and fylt Workspace do not collect client payments. They help you create invoices, record payments you receive, and show clients how to pay. Optional paid booking on Calendar can be processed by Razorpay or PayPal. fylt does not hold or route customer funds. Partial payments and installment schedules are supported on invoices you send.
Yes. fylt Projects tracks tasks, files, and stages for each engagement. You control what the client sees in Workspace.
Reusable project templates, saved document templates, and retainer-style invoices help you repeat a delivery pattern without rebuilding it from scratch each month.