Software for independent consultants
Opeux is the admin layer for independent consultants who want to look professional without running five separate tools. Send polished proposals, onboard clients with a clean checklist, collect intake details through a tidy form and chase milestone invoices politely — from one workspace.
The problem
Independent consultants do high-value work and then spend their evenings on low-value admin. Proposals get written from scratch every time. Intake details arrive across email and DMs. Onboarding is reinvented for each client. Milestone invoices slip because chasing feels awkward. The combined cost is hours per week and slower cash flow.
How Opeux helps
Opeux is built so a one-person consultancy can run like a small firm. Reusable proposal templates kill the blank page. Onboard sends new clients a branded checklist with files and meetings to book. Forms replaces messy intake threads with one tidy submission per client. Invoices chases milestones politely so cash flow stops drifting. Campaigns lets you publish small thought-leadership pushes in the gaps.
Recommended tools
Reusable proposal templates with branded PDFs and view tracking.
Branded onboarding checklist for every new engagement.
One tidy intake form instead of email back-and-forth.
Polite milestone chasers so cash flow stays healthy.
Run small thought-leadership campaigns without an agency.
From discovery call to first invoice
How an independent consultant uses Opeux to convert a call into a clean engagement.
- 1.After the discovery call, send a branded proposal in Opeux Quotes.
- 2.Once signed, Opeux Onboard sends a client checklist with intake links and meetings.
- 3.Opeux Forms collects context, stakeholder info and access in one submission.
- 4.Milestone invoices go out from Opeux Invoices and chase themselves politely.
- 5.Opeux Campaigns nurtures past clients with a quarterly insights email.
Who this is for
- ·Management consultants
- ·Independent strategists
- ·Fractional operators
- ·Coaches and advisors
- ·Independent technical consultants
- ·Independent finance and HR consultants
Frequently asked questions
Is Opeux suitable for a one-person consultancy?
Yes. Each tool is designed to be useful on day one, with no ops team needed.
Can I send branded proposals?
Yes. Set your logo and colours once — every quote uses them automatically.
Do clients need an account?
No. Proposals, onboarding and forms all work via clean public links.
Can I track when a proposal is opened?
Yes. Opeux Quotes logs views and downloads on the activity timeline.
Will the chase emails feel pushy?
No. AI drafts polite first, second and final reminders that keep the relationship intact.
Can I use this with my existing accounting tool?
Yes. Opeux sits alongside your accounting tool and handles the admin around it.
Explore related Opeux tools
One Opeux account — start with one tool, add more later.