CRM (Consultancy)
A purpose-built CRM for consultancy firms — unify leads, engagements, billable hours, and renewals in one pane of glass. Close faster, retain longer, and forecast with confidence.
Core Capabilities
Everything CRM (Consultancy) brings to your team, out of the box.
Pipeline Management
Track every lead, proposal and engagement through custom consultancy stages.
Client 360°
One unified profile with contracts, communications, billable hours and documents.
Engagement Analytics
Realtime dashboards for win-rate, utilization, revenue leakage and renewals.
Automated Workflows
Trigger follow-ups, invoice reminders and onboarding from any data change.
Why teams choose CRM (Consultancy)
- Shorten sales cycles with guided pipeline stages
- Reduce revenue leakage with automated renewal alerts
- Forecast demand using engagement-level analytics
- Seamless handoff between sales and delivery teams
Built for
- Management & strategy consultancies
- IT and cybersecurity advisory firms
- Legal, audit and accounting practices
Ready to see CRM (Consultancy) in action?
Book a personalized walkthrough with our team and see how it fits into your workflow.
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