CONSULTANTS & AGENCIES

Client work from first call to final invoice

Proposals, booked calls, client records and invoices on one system. The call someone books on Tuesday becomes the proposal you send on Thursday and the invoice you raise at month end.

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CONSULTANTS & AGENCIES

Complete toolkit for service professionals

A booking tool, a CRM, an invoicing tool and a website builder cost four subscriptions and still do not know about each other.

In SOBi the call booked on your page lands on the client record, the proposal is built from it, and the invoice is built from the proposal. Nothing is typed twice.

CRM & Client Management

Every client with their calls, documents, proposals and invoices on one record — not spread across an inbox and a drive.

Online Booking & Scheduling

Clients book a call themselves from your own page, with your real availability and a buffer between meetings.

Quotes & Invoicing

Send a proposal, turn the accepted one into an invoice, and set payment terms per client. Recurring retainers run themselves.

Website Builder

A site with your services, your references and a booking link, live in an afternoon and on your own domain.

Document Management

Contracts, briefs and deliverables filed on the client record, where the next person on the project can find them.

SOBi Ecosystem Integration

A listing in SOBi World that links back to your site, so enquiries arrive without a media budget.

WHO USES SOBI

Industries & Use Cases

Scan the list to find your practice. If it is not here, SOBi still fits — the modules are the same, only the setup differs.

Legal, Tax & Accounting

  • Certified public accountants (CPAs)
  • fiduciary firms
  • corporate tax advisers
  • notary offices
  • law firms & solicitors
  • wealth management practices
  • mortgage & loan brokers

Strategy & Development

  • Architecture firms
  • Interior designers
  • Civil engineers
  • Surveying offices
  • Landscape architects

Advisory & Training

  • Management consultants
  • executive coaches
  • personal development coaches
  • career advisors
  • mediation specialists
  • nutrition experts

Creative and Digital Industries

  • Digital marketing agencies
  • web designers
  • SEO specialists
  • content writers
  • graphic designers
  • translation services

Foto & Medien

  • Photography studios
  • wedding photographers
  • videographers
  • podcast & audio studios

Property & Appraisals

  • Real estate agents
  • property appraisers
  • claims adjusters
  • building management companies

Don't see your business type? Ask us—SOBi adapts to many sectors beyond this list. Get in touch

FAQ

Frequently Asked Questions

Get answers to common questions about SOBi's all-in-one platform for service businesses.

Can I start with just the features I need today?
Yes. SOBi is modular—you activate only the functions your business requires now. Add new modules like online booking, CRM, or e-commerce later with a single click as you grow, without integration headaches.
Can clients book a call with me directly?
From a page on your own domain, against your real calendar, with a buffer between meetings and a limit on how late someone can book.
Is SOBi suitable for professional service providers like consultants or architects?
Absolutely. SOBi's CRM customer management, appointment scheduling, quote generation, and document management are built for consultants, lawyers, accountants, designers, and real estate professionals.
I am a one-person consultancy. Is this too much?
Use the CRM, booking and invoicing and leave the rest switched off. The modules you do not use cost nothing and show nothing.
Do I need technical skills to set up my online presence?
No. SOBi's integrated website builder lets you create a professional site without coding. Showcase your services, enable online bookings, and accept payments—all from one dashboard.
What happens to my data if I add new business functions?
Your customer data, invoices, and transaction history remain centralized. When you activate new modules, they automatically connect to your existing data—no exports, no re-entry, no data loss.

One system replaces your tool chaos

Set up your services, your availability and your invoice template in an afternoon, and take your first booked call the same week.

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