Consulting Business CRM
Consulting businesses sell expertise and time. Our CRM manages the full engagement lifecycle — from proposal and scoping through execution, deliverable tracking, and invoicing — with time tracking and client communication built in. Know exactly where every engagement stands at any moment.
Modules
Every module purpose-built for consulting businesses
Proposal Pipeline
Track proposals from draft to signed with follow-up automation and win/loss analysis.
Engagement Manager
Manage active engagements with scope, milestones, team assignments, and status tracking.
Deliverable Tracker
Define, assign, and track deliverables with deadlines and client approval workflows.
Time & Expense
Log billable hours and expenses per engagement with automated invoice generation.
Client Insights
View complete client history — engagements, revenue, feedback, and upsell opportunities.
Knowledge Base
Capture methodologies, templates, and learnings for reuse across future engagements.
We Solve
Problems this system solves — measured in efficiency, not guesswork
Proposal follow-ups depend on individual consultant memory
Engagement progress not visible to leadership
Time tracking for billing is inconsistent or forgotten
Deliverables and client expectations not formally documented
No system for tracking repeat engagements and upsell opportunities
Results
What changes when your consulting businesses operations run on a custom CRM
Faster proposal-to-engagement conversion
Billable hour capture accuracy
Increase in repeat engagement revenue
Ready to build a Consulting Business CRM that fits your exact workflow?
