From client management to project delivery, University-oaks provides everything consultants need to succeed.
Professional solutions for every need
Complete CRM with pipeline tracking, engagement history, and relationship management
Real-time insights on utilization, profitability, pipeline, and resource allocation
Automated time tracking, expense management, and invoice generation for accurate billing
Streamline project execution with tasks, milestones, collaboration, and client portals
Centralized knowledge base with version control, collaboration, and secure sharing
Create professional proposals and contracts with templates, e-signatures, and tracking
"Client management and project tracking tools elevated our consulting practice. Efficiency up 60%."
"Project profitability and resource allocation became crystal clear. We doubled our margins."
"From lead to engagement to delivery, everything flows seamlessly. Best tool for consultants, period."
Everything you need to succeed, all in one place
Lightning-fast results
Your data protected
Always here to help
Track your success
Our comprehensive consulting platform helps you deliver exceptional client value while streamlining operations. From proposals to project delivery, everything you need in one place.
Delivering exceptional value and innovation to every client.
Leading the industry with cutting-edge solutions.
Quality, integrity, and customer satisfaction above all.
Co-delivery studios embed client talent inside consulting squads to accelerate skill transfer in 2025.
Risk sensing platforms scan regulations, lawsuits, and supply shocks so consultants advise clients proactively in 2025.
Digital deal room labs help consultancies prototype M&A and partnership journeys with data, workflows, and compliance bu...
Everything you need to succeed, all in one place. No hassle, no complexity, just results.
We're here to help. Reach out to us today!
+1-619-392-9619
office@university-oaks.com
783 Cherry Street, Charlotte, NC 28202