Maximize Billability and Client Service
Match client data across projects, timekeeping, and CRM
Common Challenges
- ×Client data across proposal, project, and billing systems
- ×Time tracking doesn't match project codes
- ×Consultant assignments scattered
- ×Knowledge management disconnected from projects
- ×Resource planning lacks accurate data
Our Solutions
- ✓Unify client records across all systems
- ✓Match time entries to correct projects
- ✓Link consultants to projects and skills
- ✓Connect project outcomes to proposals
- ✓Enable accurate resource forecasting
Case Study
Management Consulting Firm
12% increase in billability, 8 hours/week saved per consultant
"Our consultants spent hours each week just figuring out the right project codes for timesheets. MergeItAI automated that completely, and now we can also see which consultants have worked with which clients instantly."