Who this is for
Consultants, freelancers, and agencies — from a one-person practice to a team delivering for many clients at once.
The problem
Billable time is the product, and it slips through the cracks: untracked hours, projects with no clear status, retainers chased manually, and a CRM that’s really just an inbox. The bigger the team, the worse the leakage.
How Zulu fits
Manage clients, work and time in one place — quote, deliver, track and bill without switching tools.
- Contact CRM — clients, opportunities and history
- Online Quoting — proposals that convert to projects
- Job & Project Management — group tasks into projects, delegate, track utilisation, templated onboarding
- Staff & Timesheets — billable and rostered hours
- Digital Invoicing — bill work-to-date or in full
- Also useful: Visual Pipeline (lead and delivery stages), Subscriptions (retainers), Scheduling (bookable sessions)
A typical day
Lead moves through the pipeline → proposal signed → project created from a template → team logs time → completed work billed → retainer renews automatically.
With an AI agent
Today your agent can manage the CRM, log notes, open job cards and raise invoices (live API). As project, timesheet and quoting endpoints land, it can keep projects and billing current end-to-end.
Recommended plan
One Man Band for solo practitioners, Professionals as you add jobs and quoting, Teams & Agencies for project delegation, pipeline and timesheeting.