For consultancies
Consulting runs on conversations, decisions and time. In 5sDesk the client books the intro call themselves, the notes sit on the project card, time runs where the work happens, and at month end the reporting per client is a filter.
Consulting life
"Does Tuesday at 14:00 work?" Four emails back and forth, then the entry typed into the calendar by hand and the Teams invitation on top.
What was discussed in the meeting sits in a minutes document nobody can find once the task is being done.
Hours from emails, appointments and tasks are gathered up at month end and copied into a spreadsheet.
How it runs
Your website form creates a customer record, the company assignment and a card in "New requests", with the uploaded documents as attachments.
The booking link shows only real gaps in the calendar. Teams link, calendar entry and a reminder 24 hours before are created automatically. Phone appointments work even without Outlook or Google.
Meeting notes, effort estimate and due date sit on the card. Questions within the team run as comments with an @-mention.
Timer on the card, entries marked billable or not. The client's questions in between are tickets in the inbox, linked through the customer record.
Period, company, billable. The export delivers every line with a link to the task and opens in Excel with nothing to tidy up.
The features behind it
An appointment type for one person or for the whole department. With a pool, the client finds free slots even when one consultant is fully booked, and the appointment goes to the person with the lightest load, including colleagues without Outlook or Google. Blockers and leave go into your own 5sDesk calendar. Clients reschedule or cancel via a personal link, up to a cut-off you set.
More about appointment booking
Every ticket and appointment of a person on one page, the company record with every contact, the system in use and the projects under way. Whatever applies permanently sits as a note on the company, not on a single ticket.
More about the CRM
Only administrators can report across people. Consultants see their own time, goodwill stays visible, and who created an entry cannot be changed.
More about time tracking
Customers, companies and cards get the details your consultancy needs.
Your own calendar per person
Time on card, ticket and deal
Monthly export per client
Visibility per department
Hosted in Germany
Connect your calendar, create an appointment type, put the link in your signature. Try it for 30 days.
