Software for Small professional service businesses
AxiomBlue helps consultants and small service teams turn client enquiries into scoped quotes, recorded work and invoices. Professional project phases and tasks organise delivery, while variations record approval for additional deliverables. Review time and the agreed billing method before invoicing the engagement.
Web, iOS & Android · Free, Basic and Professional plans
A practical example / Professional Services
Capture the enquiry and send a clear quote for the work.
Use Professional project tasks and phases to organise the engagement.
Record the changed scope and approval through a variation.
Review time records, agreed work and the next invoice.
Illustrative workflow. Review your setup, permissions and plan inclusions.
The tools behind the working day
01 / New business
Capture enquiries through lead forms, organise opportunities in the Professional sales pipeline and build a clear quote. Keep follow-up visible while the client makes a decision.
Explore crm & sales pipeline →Core customer, lead and task tracking are included in Basic. The visual sales pipeline, CRM dashboard and workflow automation require Professional.
02 / Client delivery
Use Professional project tasks and phases to organise delivery. Record time against the work and keep supporting documents accessible as the engagement progresses.
Explore project management →Project management, kanban tickets and sprint planning are Professional features. Core job scheduling is available on Basic.
A closer look / Project management
03 / Scope and billing
Use variations to record agreed changes, then review the billing detail. The customer portal provides a place to share quotes, invoices and relevant job information.
Explore variations & progress billing →Variation tracking and approvals require Professional. Check the job billing method before preparing a progress claim.
A closer look / Variations & progress billing
Choose by the work you need to do
Start with the everyday tools. Check the specialist features before choosing what your team needs.
Core customer, lead and task tracking are included in Basic. The visual sales pipeline, CRM dashboard and workflow automation require Professional.
Project management, kanban tickets and sprint planning are Professional features. Core job scheduling is available on Basic.
Core jobs, time recording and materials are included in Basic. Uploads start on Basic; variations, compliance and subcontractor management require Professional.
Variation tracking and approvals require Professional. Check the job billing method before preparing a progress claim.
File uploads start on Basic and storage limits vary. Questionnaires require Professional and the appropriate permissions. Custom PDF and email templates also require Professional.
Customer access must be configured for the business and its records. Online card payments require Professional and a connected Stripe account; processing fees apply.
Before you price the next contract
Salaries are most of a consultancy’s cost, and fixed fees that overrun, extra deliverables, unrecorded calls and write-offs never reach the invoice. See a worked month, the ATO and ABS figures and the weekly check that catches a leaking engagement early.
Worked examples are illustrative. Applicable ATO expense benchmarks compare costs with turnover; they do not determine profit or owner pay.
Is a consulting business profitable? →Before you decide
The workflows shown fit small teams selling scoped services and coordinating delivery, time and billing. Use the demo to check your engagement structure and reporting needs.
The customer portal provides access to shared quotes, invoices and relevant job information. Review the customer experience and your sharing settings in the demo.
Professional variations provide a record for scope changes and approvals. Review the relationship between your project, job and billing records in the demo.
Start, choose tools or improve the handover between your clients, team and invoices.
Considering a switch?
Use a familiar job to compare the way you work today with the way Axiom Blue handles it.
Check the quote, schedule, job record and invoice. Look for the details your team needs.
Compare usage limits, paid seats and specialist features. See plans and pricing →
Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.
Put it to a practical test
Use these starting points in the public demo. Then try your own quote with a free account.
Free plan has usage limits. No time limit. No credit card.
Follow a lead from the pipeline into a quote.
Inspect a project’s tasks and phases.
Review a job’s time, variation and billing records.
