Built for businesses in Latin America

Organize clients, projects and deliverables before your service falls apart.

Create a system for your consultancy or service business in Spanish, no coding. Keep clients, progress and next steps in one place.

Free access for the first users. No card.
YOUR PROMPT
“I run a consultancy with several clients. I need to organize projects, deliverables, and follow-ups.”
Proyecta is building your system…
consultoria-norte.proyecta.app/portal
CLIENT
Consultoría Norte
CN
today · Thu May 28
ACTIVE PROJECT
Q3 strategic plan
On time
Progress65%
DELIVERABLES
Initial assessmentApproved
Action planIn review
Executive workshopPending
NEXT STEP
Client review — Wed Jun 4 · 10:00
For consultancies and services

Built for businesses that live on follow-up and on keeping clients happy

If you work today between WhatsApp, documents, notes and spreadsheets, this page is for you.

Consultancies

For teams juggling clients, progress and deliverables at the same time.

Agencies

For businesses that need more order across clients, projects and to-dos.

Freelancers with multiple clients

For those who already sell services but need to work with more clarity.

Firms and professional services

For businesses that want to look more organized and follow up better.

B2B providers

For those who work with accounts, long cycles and many to-dos per client.

How it helps

What it helps you solve today.

Proyecta doesn't just help you build a page. It helps you organize how you work with your clients.

Better-organized clients

Know clearly who each client is, where they stand and what's next for every account.

DL
Despacho Lince
Onboarding
CN
Consultoría Norte
In proposal
EM
Estudio Maris
Active

Projects with better follow-up

See progress, pending items, and next steps without relying on scattered messages.

To do3
In progress4
Review2
Done5

Clearer deliverables

See at a glance what's been delivered, what's missing and what's pending review.

Propuesta v2.pdf
Approved
Diagnóstico Q3.docx
In review
Operations brief
Pending

Less operational chaos

Stop spreading information across chats, documents, spreadsheets, and memory.

“sending you the doc”
clientes_v7_final.xlsx
“note: check the invoice”
RE: RE: RE: progress
ONE SINGLE PLACE
Operating system
ClientesProyectosEntregablesCobros
Templates

Start with a template made for your business.

Customize it in minutes. All in Spanish.

CN
Consultoría Norte
Active
PORTAL

Client portal

Each client sees their progress, materials and updates in one place.

PROYECTOS

Project tracking

Organize to-dos, owners and next steps with more clarity.

SALES PIPELINE · Q3
Lead
5
Qualified
3
Proposal
2
Won
1
COMERCIAL

Sales tracking

Keep track of prospects, proposals and active accounts.

L
Despacho Lince
$24,000Paid
N
Consultoría Norte
$18,500Due soon
M
Estudio Maris
$32,000Overdue
PAGOS

Payment tracking

View payments, outstanding items and reminders per client.

How it works

How it works

/ 01

Tell us how your business works

Describe how you handle clients, projects and deliverables.

YOUR PROMPT
I run a consultancy with several clients and projects...
Generating…
/ 02

Proyecta builds your system

In minutes you have a base ready to work with.

GENERATED BLOCKS
Client table
Project view
Deliverables + status
Next steps
/ 03

Adjust it and use it today

Change stages, fields or views and start using it the same day.

LIVE SYSTEM
Published
LeadActiveDeliveryClose
Edit stages, fields, and views

Yes. Just tell us how your business works and Proyecta helps you organize it.

Yes. You can get more clarity on accounts, progress, to-dos and next steps.

Yes. You can create a clearer way to share progress, materials and deliverables.

Yes. You can organize prospects, proposals and active accounts in one place.

You start free during launch. Later there'll be plans based on your business size and usage.

Free access · no card · cancel anytime

Ready to stop operating between Excel, chats, and scattered documents?

Build a system for your consultancy or service business in Spanish, without coding and without wasting more time across scattered tools.

It's not magic — it's Proyecta.