Hootplan

The all-in-one platform empowering freelancers and professional services agencies

Run your business, collaborate with your team, monitor progress, and get paid, all in one place.

Create estimates and payable invoices
Track project tasks and time worked
Manage staff and assign work
Receive and respond to customer support requests

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We get it. Running a consulting business is a juggling act!

We built Hootplan to solve the pain points we experienced ourselves as solo freelancers and as teams of consultants. Juggling multiple projects and clients in parallel is challenging enough — juggling tools to plan, coordinate, track, and bill adds unnecessary additional complexity. With Hootplan you can handle and supervise these activities all in one place!

Challenge #1: Keeping everyone on the same page

It's important (but not always easy!) to make sure that both your clients and your team are aligned.

With Hootplan, confirm that your clients understand the full scope of work to be done and the agreed upon pricing with easy-to-track estimates that are digitally signed by clients upon approval.
Using Hootplan, break down a large project using a shared task board and assign one or more team members to each task.

Challenge #2: Meeting client expectations and getting paid

In most surveys of professionals working as contractors, getting paid in a timely fashion is always cited as a top issue.

For full accountability, in case of any cost overruns, it's recommended to use some form of work time tracking. With Hootplan you get a built-in time logging feature for you and your team.
With Hootplan you can make it easy for your clients to pay the final invoice using a variety of payment methods.
Showing that you care about client satisfaction by providing a customer support ticketing system (yes, that's built-in to Hootplan as well!) will give your clients more confidence in paying you quickly.

Focus on your work, making clients happy, and getting paid

We'd love to have you join our growing community of happy freelancers and consulting agencies. Here are some of the benefits of a Hootplan account:

Digital estimates & invoices

Online workflow for clients to approve project estimates with a digital signature, for generating invoices, and for client payments.

Built-in CRM

Capture web leads (with an embeddable form provided for your website), keep track of leads and full client history.

Team management

Keep track of your team's project task assignments, hours worked, time off, and more.

Client support ticketing system

Organize the reception of client questions and support requests (with an embeddable form provided for your website), and easily assign and track your team's responses.

Monitoring dashboards

Easily monitor the status and progress of your projects, client interactions, and earnings.

Free updates

Hootplan will continue to improve and add features to make your life easier. Joining us as a client supports these developments and ensures your feature requests are prioritized first.

Making a difference in the working lives of freelancers, consultant teams, and digital agencies

As a solo freelancer, I mainly use Hootplan's time-tracking and billing features. Just the invoicing feature alone saves me several hours each month and makes it super-easy for my clients to pay me.

Oliver M.

I run a small environmental consulting business with a few friends from university. As we're located across the U.S. and Canada, Hootplan has enabled us to much better coordinate our work and keep on top of multiple parallel projects.

Sophia C.

We develop web shops for small businesses. Before, my team used different tools, one for a kanban task board, another to handle billing, and one for customer support. Now we're much more organized and only need Hootplan.

Henry R.

I started using Hootplan mainly to organize my work processes, from inbound prospects and contract estimating, to time-tracking and billing clients. The Support Tickets feature was a nice bonus, but it turned out to be so useful!

Lauren W.

Hootplan allows my marketing agency to focus on providing value to our clients and greatly minimizes context-switching; everything we need to plan and coordinate is there in one web platform.

Gabriella D.

We hope you join our growing community of satisfied users!

Maybe you next?

Managing your consulting or digital services business, all in one place

Hootplan can streamline the way you operate your business and coordinate with your team. No matter the size of your company, even if you're only a solo freelancer, Hootplan will empower you to do everything from preparing project estimates and tracking work hours, to billing clients and handling customer support in professional style.