Firm Intelligence for Consulting Firms

Your expertise comes first. We get the firm ready for what's next.

Pipeline, resourcing, time, delivery, and billing in one place - with AI that recommends your next best move.

See what every engagement earns while it's live, put the right people on every project, and run your firm with the same confidence you bring to your clients.
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Is your firm hitting the founder ceiling?
CMAP FOR consulting

The operations engine for ambitious consulting firms

Replace spreadsheets & fragmented systems with a purpose-built platform designed to help you maximize utilization, boost margins, & scale efficiently.
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CMAP IS TRUSTED BY 750+ CUSTOMERS & 45,000+ USERS

CMap intelligence

Build your firm's AI
on solid ground.

CMap Intelligence gives your firm a clear path in four levels, building a solid foundation of trusted numbers and giving you AI across your whole stack.
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Level 1: The foundation
One version of the numbers for everyone: pipeline, resourcing, time, margin, and billing on one platform. Trusted, real-time, governed access.
Level 2: The workflows
Agents built into quoting, resourcing, time, and billing do the legwork with you. What you learned on the last engagement shapes the next quote - and the next team.
Level 3: The answers
Anyone in the firm can ask CMap Chat about any engagement, client, person, or invoice. Every answer traces back to a report and a number you can check.
Level 4: Any AI
Connect Claude, Copilot or any MCP-ready AI to CMap, alongside HubSpot, QuickBooks and the rest of your stack. All with your permissions intact.

Change is the only constant in consulting

Are you a Leader, Partner, Owner, or an ambitious individual working in a boutique consulting firm?

Join us on Thursday 5 November from 8:45AM EST/13:45PM GMT for an insight-packed virtual conference.
thurs 5th nov
08:45 eST • 13:45 eDT
Register for ConCon26

Here's how CMap helps accelerate your growth, turning pipeline into profits

Pipeline & quoting
Resourcing
Task Management
Project financials
Invoicing & revenue
Reporting

Pipeline & quoting

beforE CMap
Poor pipeline visibility, underquoting, & hours spent on SOWs & proposals
AFTER CMAP
Optimized quoting backed by past project performance - Intelligence does the heavy lifting
Fee Estimator Intelligence recommends margin and effort
Manage pipeline with built-in CRM or HubSpot/Salesforce integrations
Apply rate cards & generate SOWs from templates
Job costing & CRM in-depth
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We had a multiplicity of spreadsheets... maintaining them involved lots of manual work. Accurate, consistent pricing was difficult. [Now] CMap gives us what we've always needed, and didn't have before.
Catherine Mulcahy
Chief Operating Officer, The PSC

Resourcing

beforE CMAP
Constantly fighting Excel to track who's working on what, when, & why
AFTER CMAP
+7% utilization and hours saved with AI-powered resourcing insights.
Resourcing Intelligence recommends the right consultants for the brief
Staffing Prediction Report shows upcoming demand
Skills matrix & heatmap helps identify the right person fast
Resourcing in-depth
View tour
"Before CMap, we had a full-time resource manager. Now, we can manage resourcing in just a couple of hours each week. That’s a massive time saving.”
Kiara Coen
Director of Operations, Livework Studios

Task management

beforE CMAP
Surprise budget overruns at month-end, because delivery & financials never talk to each other
AFTER CMAP
Tasks tied to stages and budgets, so progress and profit stay in lockstep, every day
Tasks tied to stages and budgets keep delivery and financials in sync
Native Kanban cuts third-party tools from your stack
My Tasks dashboard ends the chase for status updates
Task Management in-depth
“CMap doesn’t just validate what I already knew - it provides justification and a business case when going to the board.”
Kim Maclean-Bristol
Director, PlanB Consulting

Project financials

beforE CMAP
Project profitability only assessed after the fact, over-delivery a constant issue
AFTER CMAP
+19% gross margins and real-time profitability insights across projects
Track as-sold vs. as-delivered margin in real-time
Monitor project progress and prevent overruns
Manage multiple fee types: fixed fee, T&M & more
Project financials in-depth
Book a demo
Keeping track of everything using Excel was a struggle. [Now] our project managers are able to use real-time information to track how their projects are doing. This helps us manage the overall business.
Guy Wilson
Operations Manager, twentyfifty

Invoicing & revenue

beforE CMAP
Chasing timesheets, rekeying data, and dreading every frantic month-end
AFTER CMAP
Generate invoices & recognize revenue in minutes - CMap Intelligence catches the silent margin killers
Billing Insights surfaces late payers & early-billing opportunities
Cashflow Insights predict payment dates & flag risky payers early
Advanced revenue recognition & forecasting options
Invoicing & revenue in-depth
Watch demo
Almost everything we did was a manual process. [Now] from timesheet and expense entry all the way to data analytics, CMap delivers. It saves everyone lots of time - there's no question about that.
Waqar Hussain
Finance Director, Peru Consulting

Reporting

beforE CMAP
Flying blind, too much guessing about future demand & firm performance
AFTER CMAP
Full visibility across resourcing, projects, & firm profitability - just ask Chat
Create custom dashboards from a single prompt to CMap Chat
Report Recommendations send you to the right report instantly
Pre-built reports designed for consulting firms
Dashboards & reports in-depth
View tour
I've now got this dynamic view of the firm's revenue growth, combining both live projects that we're delivering and potential projects. I couldn't do that using my prior systems.
Tony Clark
CEO, NextWave

integrations

Integrate your favorite tools

CMap replaces your spreadsheets & point solutions while integrating with the major platforms you use, including:
  • CRM: Salesforce, HubSpot
  • Accounting: Quickbooks, Xero, Sage, and more
  • BI: Excel, PowerBI, Tableau, and more
  • HR: Bamboo, HiBob, BreatheHR, Personio, Rippling, NetSuite
and many more...

THE CMAP COMMUNITY

Built with consulting firms,
for consulting firms

Running a consulting firm can feel lonely at the top. That's why we built a community where founders, operators, and finance leaders share what’s working, what isn’t, and what’s coming next.

Our people have sat in your seat, and the firms around you are on the same journey.
Expertise from inside the industry
Our team includes former consultants and operators who know how firms really run. They’ll help you set CMap up around how you work, and stay alongside you as you grow.
Events made for consulting firms
Spaces for consulting professionals are few and far between. So we decided to make our own. ConCon26 brought together over 500+ consulting professionals to share what’s working and what’s next.
Learn from firms like yours
We host regular roundtables, webinars, and podcasts with industry voices, from founders who’ve scaled boutiques to the PE experts who’ve invested in them.

Ready to get back to
the work you love?

See how CMap connects pipeline, people, delivery, and billing on engagements like yours. We’ll meet you wherever you are in your journey and help you evolve.

Book a demo

CONSULTANTS

Operations platform
for consulting firms

Replace disparate systems and start increasing margins, optimizing utilization and forecasting with confidence

7%
increase in utilization vs. spreadsheets  *Benchpress TCGN
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Purpose-built for
the consulting industry
Partnered with 300+ consulting firms
Rated #1
for ease-of-use
Delivering adoption & ROI
An integrated
single source of truth
Connecting CRM, operations & finance 

Trusted by consulting firms of all sizes

resourcing

Get the right people on
the right projects

Make confident hiring decisions based on future demand. Leverage skills and competencies data to create curated project teams.

Learn more
View tour
"Before CMap, we had a full-time resource manager. Now, we can manage resourcing in just a couple of hours each week. That’s a massive time saving.”
Kiara Coen | Director of Operations
Read Livework Studio's case study

project accounting

Make confident financial decisions

Forecast revenue, cashflow and staffing demand with real-time reporting. Stop re-keying data and start saving time.

Learn more
Watch demo
"CMap saves the company nine days of the financial team’s time over a month. That’s a lot of time and money.”
Jo Shannon | Financial Director
Read TMD's case study
Browse more features

CRM

Unlock the potential of your pipeline

Stay on top of your opportunities, rapidly generate quotes and factor pipeline into resourcing decisions.

Learn more
View tour
"Not only does CMap function as a CRM, but it helps project managers follow the progress of a project from beginning to end." 
Glenn Pearson | Senior Operations Manager
Read Patrick Ryan Associates case study

reporting and dashboards

Convert data into actionable insights

Effortlessly transform your data into live, customizable reports and dashboards, giving you full visibility over your people, projects and profit.

Learn more
View tour
"I can slice and dice the data however I want to get the precise information I need at the click of a button. I could never do that in Excel."
Guy Wilson | Operations Manager
Read twentyfifty's case study

Book a demo

To see exactly how we can help you drive your company in the right direction, book a demo with an expert.

Book a demo

Everything you need from bid to billing

CRM + Marketing

Powerful tools to help you win more business
‍

Job Costing

Quote accurately, predict margin, create proposals, and drive demand

Timesheets & Expenses

Easy-to-use functionality, available on mobile, flowing straight onto projects

Resourcing & HR

Advanced tools to support growth, improve utilization and make better people decisions

Project Management

Innovative Gantt charts, activity templates, project documents and collaboration tools

Project Accounting

Empower project managers with real time budget vs. actuals, billing, WIP & more

Reporting & Dashboards

Unlock the power of your data with a suite of reports and our Report Builder tool

CMap Integrations

Integrates with CRM, Finance, and BI tools to streamline process & minimize risk.

JOIN OVER 45,000 PROFESSIONALS AROUND THE WORLD USING CMAP products

FAQs

What is CMap?

Is my firm too small for CMap?

Will CMap integrate with our existing softwares?

How do I get started with CMap?

How would moving to CMap work?

Book a demo

To see exactly how we can help you drive your company in the right direction, book a demo with an expert.

Book a demo
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