The Operating System For Consultants, Freelancers & Agencies
After 18 years of running a consultancy, we finally got tired of the scattered tools, endless email threads, and constant client questions about project status. So we built something better: Keid (keid.io) — a comprehensive client management system designed specifically for consultants, freelancers, and agencies.
The Problem We Solved
If you’ve run a consultancy, you know the pain points:
- Clients asking “What’s happening?” and “What are the next steps?”
- Deliverables scattered across email threads
- No professional way to present project progress
- Contracts going back and forth via email or worse, being scanned and sent
- Files lost in various tools and platforms
- Project management tools built only for internal teams, not client collaboration
Most project management systems are designed for internal teams working together. But consultants need something different — a system that manages projects internally while presenting information to clients in a professional, accessible way.
What Makes Keid Different
Keid bridges the gap between internal project management and client experience. Here’s what we’ve built:
Professional Proposals That Actually Get Responses
Stop chasing ghosted proposals. With Keid’s built-in proposal system:
- Create and send proposals directly through the platform
- Clients receive a link to review, approve, or decline
- They can request changes right in the system
- You get automatic notifications and can update instantly
- No more email tennis or wondering if they even saw it
Everything happens through automation, making it easier for clients to respond — even the shy ones.
E-Signatures and Contract Management
Similar to proposals, contract management is streamlined:
- Create contracts within the system
- Send for e-signature
- Clients can sign, comment, or request changes online
- Everything is logged for legal compliance
- No more printing, scanning, or version confusion
A Dashboard That Shows What Matters
Both you and your clients get a personalized dashboard showing:
- What needs attention today
- Upcoming tasks across all projects
- Recent deliverables
- Project status at a glance
Consultants see everything across all clients and projects. Clients see only their projects — simple and focused.
Crystal Clear Project Management
For each project, you can define:
- Detailed project scope and description (to prevent scope creep)
- Project timeline and milestones
- Tasks with assigned responsibilities (for both your team and the client)
- Deliverables tied to payment points
- Multiple views: Gantt chart, task list, or calendar
Everything is transparent, so clients know exactly what to expect and what’s included in the project scope.
Centralized Communication
No more hunting through email threads. Keid includes:
- Project-based messaging (like Slack channels for each project)
- Direct messaging between users
- Notification system for unread messages
- Historical conversation threads
- Everything organized by project and topic
One Place for All Files
We’ve all been in systems where files are scattered across different tasks and projects. In Keid:
- Upload files to a central location
- Filter by project, client, or custom categories
- See the latest updated files on your dashboard
- Both consultants and clients can easily access what they need
- No more asking “Where did you send that file?”
Time Tracking Built In
Log time directly in the system, perfect for time-based pricing models and tracking project profitability.
Who Benefits from Keid
Whether you’re a solo freelancer or a 20-person agency, Keid scales with you:
- Freelancers get a professional system to impress clients
- Small agencies can manage multiple projects and team members
- Growing consultancies can maintain clarity as complexity increases
The Client Experience
From your client’s perspective, Keid is refreshingly simple:
- One login to see all their projects with you
- Clear visibility into project status and next steps
- Easy communication without switching tools
- Responsive design that works on mobile
- Professional presentation that builds trust
What’s Next
This is just the beginning. We have an extensive roadmap of features to make Keid even more powerful for consultants and their clients.
Ready to bring clarity and professionalism to your client projects? Check out Keid at keid.io and see how it can transform your consultancy workflow.
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