Consulting and professional services
Every engagementon one page
Engagements with milestones, and a partner who wants a one-page view of every client. Work takes the engagement from a won lead to a project, and keeps the contacts, files, approvals and hours on the client's record.
Pipeline · this quarter
16 leads- New6
- Qualified4
- Proposal3
- Negotiation2
- Won1
Won: converted to a client in one step, its contact carried across
[ 01 ] How it runs here
Proposal to close-out
- 01
Win it in the pipeline
The lead moves to Won and becomes a client in one step.
- 02
Run it as a project
Milestones for each phase, tasks for each deliverable.
- 03
Keep the client page current
Contacts, files, approvals and activity in one place.
- 04
Report the engagement
Hours and value per client and per project, exported for the partner.
[ 02 ] What consultancies lean on
The parts that matter most
CRM pipeline
Leads New to Won, with owner, value and expected close date.
Client record
One page per client answers “where are we with them?”
Milestones
Phases of the engagement on the project and the calendar.
Client information grants
Limit client contact details to the people who need them.
Rates and profitability
Bill and cost rates kept private to those granted cost view.
Reports for one record
Everything about a client or an engagement as one CSV, Excel or PDF document.
[ 03 ] Plans
Which plan has it
| Capability | Starter | Business | Agency |
|---|---|---|---|
| CRM pipeline | Not included | Included | Included |
| Clients and contacts | Included | Included | Included |
| Hours, rates, profitability | Not included | Included | Included |
| Reports and exports | Not included | Included | Included |
Most consultancies choose Business; Agency adds the client portal and approvals. Compare every plan