Client portals, proposal generation, project tracking, and billing — plus AI workflows that eliminate the manual glue work between your CRM and delivery tools.
Proposals · Time · Billing · Client portal · AI ops
30 minutes · Senior engineer · No commitment
Software for agencies tired of 12-tool stacks.
Template-driven proposals with AI assist from discovery notes and scope libraries.
Milestones, burn rates, and client-visible status without manual status emails.
Capture billable hours with approval workflows and invoice export.
Deliverables, feedback, and approvals in one branded hub.
HubSpot or Salesforce pipeline tied to project kickoff and revenue recognition.
Slack agents for resourcing questions, utilization reports, and meeting prep.
Consultancies, agencies, and fractional exec firms.
Stop rebuilding proposals from scratch every pitch.
Client portals that feel enterprise-grade.
Matter tracking and secure document exchange.
Candidate-client matching and placement workflows.
Teams evaluating professional services automation typically hit these blockers before finding a reliable partner.
Healthcare, fintech, and edtech need domain-aware architecture — not template CRUD apps.
Retrofitting HIPAA, PCI, or FERPA after build is expensive and risky.
Industry tools (EHR, LMS, payment gateways) need careful API orchestration.
One bad deploy can mean audit findings or customer trust loss.
150+ products shipped · US/UK/AU clients · Engineer-led delivery with QA sign-off.
We design for monitoring, escalation, and maintainability — not demo-day screenshots.
Laravel, React, Node, Flutter, n8n, and LLM integrations from one accountable team.
KPIs defined upfront — deflection rate, lead speed, defect escape, or time-to-market.
Fixed milestones with weekly demos so scope surprises don't appear at invoice time.
Typical professional services automation delivery from discovery to regulated launch.
Stack chosen for your constraints — we don't force a template that fights your team's skills or compliance needs.
Scoped API keys and service accounts — never full admin unless required and approved.
PII redaction, audit logs, and NDAs before production credentials.
“What a 70-engineer team could not deliver, a small senior team at GreeLogix shipped. The app went from stuck to live across mobile, web, and backend.”
At-a-glance scope, pricing tiers, delivery timelines, engineering tradeoffs, and decision criteria for technical founders and product leaders.
Professional services automation software streamlines proposals, project delivery, time tracking, client communication, and billing for agencies and consultancies — often integrated with CRM and AI-assisted workflows for ops efficiency.
GreeLogix pricing tiers: Discovery & MVP: $12,000 – $28,000 — Vertical-specific discovery, UX, and MVP build for regulated or complex domains. Product Build: $28,000 – $75,000 — Full product slice with integrations, admin, and QA sign-off. Dedicated Squad: $8,500 – $18,000/mo — Embedded engineers for ongoing feature delivery in your vertical.
Diagnostic: 1–2 weeks. Implementation: 4–12 weeks. Dedicated squad: monthly retainer. Phases: Domain discovery (Week 1); Build sprints (Weeks 2–8); QA & compliance (Weeks 8–10); Launch (Week 10+).
Compare delivery models, cost profiles, and engineering tradeoffs before committing resources.
| Option / Approach | Best When | Primary Tradeoff / Risk | Recommended Fit |
|---|---|---|---|
| In-house hire | 12+ month roadmap with budget for recruiting and management | 3–6 month hiring cycle, high recruitment fees, and fixed long-term payroll overhead regardless of development volume. | Companies with dedicated HR pods |
| Offshore body shop | Well-defined tasks with internal tech lead and QA | High enterprise overhead markup, tiered account management layers, and slower communication turnarounds. | Large enterprise discretionary budgets |
| DIY no-code tools | Simple workflows under 500 monthly actions with no compliance needs | Scalability bottlenecks, vendor lock-in, architectural rigidity, and substantial technical debt before handling production traffic. | Early validation & UI experiments |
| GreeLogix Pod | Accountable production delivery with senior engineers, weekly demos, and fixed milestone velocity. | Requires active product owner for weekly sprint reviews and scope alignment. | Production & Scaling (Recommended) |
Talk to a senior engineer — scope, timeline, and cost range in one 30-minute call. No sales script.
Answers to the buyer questions we hear most before a project starts.
We consolidate your critical path into one system or integrate tightly — depending on migration appetite.
AI drafts from your scope library and discovery notes — humans approve before client send.
Yes. Custom domain, branding, and role-based client access.
Yes. Invoice and time export via API or middleware like Zapier/n8n.
Map goals, stack, timeline, and success metrics.
Fixed milestones, pricing, and delivery plan.
Iterative delivery with staging reviews each week.
Production deploy, docs, and optional retainer.
Describe your tool stack and biggest manual bottleneck — we'll propose a PSA build or integration.
Software, mobile, and rapid MVP paths — all from one senior product team.
Case studies, guides, and free tools from the same engineering team.
Vertical expertise without cutting corners on security, compliance, or release quality.
Workflow interviews, compliance constraints, and integration inventory for your vertical.
Role models, data boundaries, and prototypes validated with stakeholders.
Two-week sprints with demoable increments and automated test coverage on critical paths.
Regression, accessibility, and security checks aligned to your industry requirements.
Production deploy, admin training, and documentation your team can maintain.
Tangible artifacts your engineering and product teams can act on — not vague pass/fail notes.
Transparent ranges based on app complexity, platform count, and engagement depth. Final quotes follow a scoping call.
$12,000 – $28,000
Vertical-specific discovery, UX, and MVP build for regulated or complex domains.
$28,000 – $75,000
Full product slice with integrations, admin, and QA sign-off.
$8,500 – $18,000/mo
Embedded engineers for ongoing feature delivery in your vertical.
Prices in USD. Retainers and multi-platform engagements quoted after scope review. See agency pricing or explore QA as a Service for ongoing coverage.
Software, AI, and QA delivery tailored to regulated and high-stakes verticals.
Browse the full industries cluster from our Industry Solutions.
Scope, timeline, and cost range — no sales deck. Or start with the free readiness quiz if you are still evaluating your stack.
You'll talk to Abuzer — the senior engineer who'll scope your build
Founder & Senior Engineer · Response within 4 business hours
Book a Free 30-Min CallResponse within 4 business hours · No commitment on first call