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Blue for Professional Services
Every engagement.
One platform.
Run every client engagement, retainer, and pitch on the same platform. Templated workspaces per service line, clients logging in alongside your team, and full audit history on every deliverable.
Trusted by teams at
What a services firm runs on Blue.
Four patterns that show up across every agency, consultancy, and professional firm using Blue today.
Engagements & deliverables
A workspace per client or per engagement. Track scope, deliverables, deadlines, and approvals with custom fields tailored to each service line.
Templates per service
Templated workspaces for every engagement type — onboarding, retainer, audit, sprint. Spin up a new client in minutes, not days.
Clients in the workspace
Clients log in alongside your team and see only what you scope to them. No external portal to maintain, no separate logins to chase.
Retainers & utilization
Track hours, deliverables consumed, and renewal dates per retainer. Forecast capacity across the team without leaving the workspace.
01 · Data model
Clients → engagements → deliverables. All connected.
Clients reference the engagements you've run for them. Engagements reference the deliverables they include. Deliverables reference the people, hours, and invoices that produced them. Update one record, every connected view updates with it.
- Project ID
- Status
- Due date
+ 7 more
- Amount
- Due date
- Status
+ 7 more
- Company name
- Industry
+ 7 more
- Deal value
- Stage
+ 7 more
- Full name
+ 7 more
Create one source of truth.
Create records for all your business data, so you finally have one place to keep everything.
- Centralized data for your entire team
- Always up-to-date across all devices
- Scales with your organization
02 · Views
One file. Every role's angle.
Account managers see the client portfolio. Project managers see deliverables. Finance sees retainer burn-down. Clients see the deliverables you've scoped to them. Same data, different views.
03 · Automated workflows
Client comms, on autopilot.
Pitch forms feed leads into your sales pipeline. Status changes email the client owner. Retainer thresholds trigger renewal nudges. Contract approvals roll into kickoff workspaces — all without anyone manually copy-pasting.
04 · Client collaboration
No portal. Just shared workspaces.
Clients log in alongside your team and see only what you scope to them. No separate portal to maintain, no separate logins to chase, no copy-paste from internal tools.
New Client Kickoff
SOPs where the work happens.
Engagement playbooks, onboarding checklists, and service-line SOPs — written once and linked to every workspace that uses them.
Client signed off on the v2 strategy deck — moving into implementation.
Great. I will spin up the sprint workspace and tag the delivery team.
Decisions in context.
Comments, mentions, and threaded discussion attach to the deliverable itself. No more chasing email threads for the latest call.
Auditable history.
Every change logged with who, what, when, and why — the audit trail clients ask for and finance depends on.
05 · Permissions
Account team, delivery, finance, clients — each at the right level.
Workspace-, record-, and field-level controls. Margins and rate cards stay scoped to the people who need them. Clients see only their own engagements. External contractors see only the workspace they're staffed on.
From services teams on Blue
In their own words.
Three of the agency leaders, consultants, and services operators using Blue every day.
Akshay Datt
Grant Collins
Barry Rodriguez
One price. Pay once. Forever.
Pay once for your tier — no recurring per-seat fees. Size the tier to your team and move up only when you outgrow it.
Starter
For freelancers & small teams
One-time payment
- 5 users
- 5 workspaces
- 2,000 records per workspace
- 5,000 records per org
- 10GB storage
- 250 automations / month
- 3 webhooks
- 3 dashboards
- 1 custom role
- 20 req/s API rate limit
- Community support
Growth
For growing teams
One-time payment
- 30 users
- 25 workspaces
- 2,000 records per workspace
- 25,000 records per org
- 100GB storage
- 1,000 automations / month
- 10 webhooks
- 10 dashboards
- 3 custom roles
- 50 req/s API rate limit
- Email support
Scale
For large organizations
One-time payment
- 150 users
- 100 workspaces
- 2,000 records per workspace
- 100,000 records per org
- 500GB storage
- 5,000 automations / month
- 50 webhooks
- 25 dashboards
- 5 custom roles
- 200 req/s API rate limit
- Email support
·Visa · Mastercard · Amex · Apple PayOne platform.
Every client.
Start with one client workspace, template it for the next, and roll the rest of your engagements onto Blue from there.