Pipeline
One pipeline per line of business, with its stages and amounts.
For consulting and IT services, engagements tracked and invoiced in one place
The prospect becomes a client, then the engagement opens. Their requests arrive as tickets, and the e-invoice goes out through the approved platform.
Full trial of the Business plan, no card required.
Each client has a record where the current deal, the engagement and its support requests are tracked. You can also query it from Claude.
What Puwapi does for you
- A sales pipeline, from first contact to signed contract
- Engagements as projects, with phases, updates and a client portal
- Support with a response time that stops while you wait for the client
- The e-invoice issued and the payment reported for you
What it doesn’t do, or not yet
- No timesheets or consultant scheduling yet
- No multi-company management: one organisation per entity
A day at a consulting firm, from deal to invoice
On the left, your day. On the right, what lands on the client record. Pick a time to replay it.
AMAtelier MorelClient since 202409:10
Client record · history
The day begins.
The modules consulting and IT services firms use most
They are included in the plan, like every other module.
Projects
One engagement per project, with its phases and its log.
Support
Ticket queues with a response-time commitment per priority.
Invoicing
E-invoicing, payment notices and FEC export.
Assistant
The assistant in Puwapi, or your data from Claude.
Email on your domain, for every consultant.
Business
Up to ten consultants, then the Scale plan. 300 e-invoicing documents a month.
What consultants ask us
Can my client open a ticket without an account?
Yes, by email or through a form on your website. Your replies come back to them by email, in the same thread.
How does the Claude connector work?
You add Puwapi as a connector in Claude, then choose your organisation and what Claude is allowed to do. The administrator can switch it off at any time.
Can I bill time-and-materials work by the time spent?
Not automatically. You enter the number of days on the invoice, because Puwapi does not yet have timesheets or activity reports.
Try Puwapi with your real clients
Import your client list during the trial, and find your own clients in Puwapi. No card required.
Start the trial