Tuffy Partner Portal for consultants and fractional executives
For business consultants and fractional executives: CFOs, COOs and CIOs. That includes business consultants and fractional CFOs, COOs and CIOs who help organizations streamline processes, reduce expenses, choose the right technology, and source and implement tools like AP/AR automation.
What consultants use most
- Payments and AP/AR first. Your category lists start with payments and financial automation (AP/AR automation, online and invoice payments), then automation (workflow automation and more). Every other category stays open, and you choose your own order: a fractional CIO can put IT, security, internet and phones first.
- Paste a lead. A lead from outside the portal, in an email, a text, a lead service or a web form, never needs retyping. Paste it, check what the portal filled in (the name, phone, email, address and what they need), and one save adds the client, the contact and a deal with the next step "Reply to the lead" due today. The pasted text is not kept.
- Find the savings. Read a client's statement or bill: the provider, every charge and the total, straight into an RFQ for competing proposals.
- Build from a report. Paste an assessment, an audit or your notes, or attach the file, and each need it names becomes its own RFQ or deal, reviewed before anything is sent.
- A pipeline in consulting words. Prospecting, Discovery, Proposal, Statement of work, Won, and Closed / Lost.
- Record the conversation. New RFQ by voice turns a client conversation into one RFQ per need, for you to review. Let everyone in the conversation know you're recording.
- Compare and present. See the proposals side by side, and present them to your client under your company name, with your own recommendation.
- Renewals on every agreement. Each agreement keeps its end date, with renewal notices you choose from 180 to 30 days out.
Your clients stay your clients
Your clients stay your clients. Tuffy Communications sees a client's contact information only when you include it in a Request for Quote (RFQ) you send us. We work that RFQ with you, and never contact your client directly unless you ask us to.
Get started
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Updated October 2026