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🧠 Thulo for Professional Agencies

Manage leads, clients, projects, teams, and billing — from one system.

Thulo is a Professional Services Operating System that helps agencies and B2B firms manage sales pipelines, projects, client communication, team performance, and revenue—without juggling tools and spreadsheets.

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Leads → Projects → Billing Team visibility No blind spots
Pipeline clarity Deals, stages, forecasting
Projects delivered Scope, tasks, timelines
Billing tracked Invoices, payments, follow-ups
Profit understood Client & project performance

Why agencies need Thulo

What goes wrong daily vs a single system that runs your agency end-to-end.

😵 The everyday reality

  • Leads are tracked loosely or forgotten
  • Projects run without clear scope tracking
  • Client communication is scattered
  • Team work is hard to measure
  • Billing and follow-ups are manual
  • Owners lack visibility on profitability

✅ The Thulo difference

One system to manage Leads → Clients → Projects → Team → Billing → Growth
No tool-hopping. No blind spots.
Sales clarity

Track deals by stage, owner, and expected revenue—without losing leads.

Delivery visibility

Projects, tasks, and timelines stay visible—so delivery doesn’t depend on memory.

Profit control

Track billing, collections, and performance to understand profit by client (plan-based).

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What you can do with Thulo

Everything an agency needs to sell, deliver, bill, and grow—inside one platform.

Capture leads & manage pipelines

Track opportunities, owners, stages, and follow-ups so no lead is lost.

Convert leads into clients

Centralize client records, communication, and history for long-term relationships.

Run projects with delivery clarity

Assign tasks, track progress, and deliver projects with less chaos.

Manage teams & accountability

Roles, permissions, work tracking, and (Growth) performance oversight.

Invoice & track payments

Professional invoicing, collection tracking, and follow-up discipline.

Client communication in one place

Notes, follow-ups, logs—reduce miscommunication and scope confusion.

Analyze team & project performance

Track delivery metrics, revenue, and team output (plan-based depth).

Profitability per client

Understand utilization, profitability, and client value—especially in Growth.

Scale with Growth + integrations

API/integrations, advanced analytics, and executive reporting for scaling firms.

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Plans for agencies & B2B firms

Start solo, then scale into team delivery, profitability, and executive visibility.

🟢 ENTREPRENEUR

For solo consultants & freelancers

Best for: Independent consultants, freelancers, solo agencies
  • Website & service pages
  • Leads & customers
  • Invoices & expenses
  • Email & SMS communication
  • Basic support + reports
  • Single user access
Outcome: Manage clients and billing alone, professionally.
Not included: Sales pipelines, project management, team access
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🟡 BUSINESS STARTER

For growing agencies & small teams

Best for: Agencies with 2–10 team members
  • Everything in Entrepreneur, plus
  • Sales pipelines & deal tracking
  • Project & task management
  • Client communication logs
  • Marketing automation (SMS/email)
  • Live chat + structured support
  • Multi-user access with roles
  • Sales, project & revenue reports
Outcome: Run client delivery and sales in one coordinated system.
Not included: Advanced profitability analytics, staff payroll, integrations
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🔴 BUSINESS GROWTH

For scaling agencies & firms

Best for: Multi-team agencies, consulting firms, IT companies
  • All 9 Thulo business functions
  • Advanced pipelines & forecasting
  • Project profitability & utilization
  • Staff attendance, payroll & performance
  • Department-wise dashboards
  • Client segmentation & LTV analysis
  • Omnichannel marketing analytics
  • Management & executive reports
  • API & integrations
  • Paid custom workflows/modules (if required)
Outcome: Leadership gets full visibility, accountability, and control.
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How it works

From lead capture to delivery to profitability—step by step.

1
Leads enter pipelines

Capture enquiries and track stages, owners, and next actions.

2
Deals convert to projects

Turn accepted proposals into structured work with deliverables.

3
Teams deliver with visibility

Assign tasks, deadlines, and track progress in one place.

4
Billing is tracked

Invoice clients, follow up collections, and record payments.

5
Owners manage growth

See performance and profitability and scale with confidence.

What we don’t do (on purpose)
  • ✕ No free custom CRM pipelines
  • ✕ No client-specific project logic
  • ✕ No one-off billing hacks
Advanced workflows are delivered only in Business Growth as product modules.
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Stop running your agency with disconnected tools. Start running it as a system—with Thulo.
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Thulo for Professional Agencies Start / Book Demo
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