CRM for Professional Services
Manage client relationships, projects, and revenue pipelines for consulting and service firms.
Professional services firms sell expertise and relationships. The CRM needs to manage both: tracking the pipeline for new business while providing visibility into active engagements, client health, and team capacity.
Challenges We Solve
Common pain points in professional services, and how a custom CRM eliminates each one.
The Challenges
- No clear connection between sales pipeline and project delivery
- Difficulty tracking utilization and capacity
- Client communications spread across email, Slack, and tools
- Revenue forecasting disconnected from active engagements
Our Solutions
- Seamless handoff from sales to project delivery
- Resource planning and utilization dashboards
- Centralized client communication with context
- Revenue forecasting tied to pipeline and engagements
Pipeline to Project, Seamlessly
When a deal closes, the project shouldn't start from scratch. Our CRMs connect the sales process directly to project delivery. Proposals, scope documents, and client requirements flow automatically into project setup.
- Proposal and SOW management within the CRM
- Automatic project creation from closed deals
- Time tracking and billing integration
- Client health scoring based on engagement data
- Capacity planning and resource allocation
Client Health at a Glance
Know which clients are thriving and which need attention. Our client health scoring combines project delivery metrics, communication frequency, survey responses, and financial data into a single actionable score.
Professional Services CRM Insights
Practical guides and best practices for professional services CRM implementations.
What Our Clients Say
“Customer health scoring, usage analytics, and automated expansion triggers. Our net revenue retention went from 95% to 115% in one year.”
Nathan Briggs
Head of CS, DataPulse Analytics
Austin, TX
“We tried Clio, MyCase, and PracticePanther. None of them fit our personal injury workflow. Custom was the only option that actually matched how we operate.”
Anthony Russo
Partner, Russo & DeLuca Attorneys
Newark, NJ
“Our compliance team finally has real-time audit trails for every client interaction. The custom reporting dashboards give us insights our old CRM couldn't dream of.”
Michael Chang
Managing Partner, Apex Wealth Advisors
San Francisco, CA
“Quoting, booking, and tracking all in one system. Our sales team processes 3x more quotes per day than before, and nothing gets lost between departments.”
Tony Esposito
VP of Sales, Rapid Transit Logistics
Memphis, TN
“Managing 8 locations used to be a nightmare. Now every therapist, every patient, every insurance claim is tracked in one system. The reporting alone saves us 20 hours a week.”
James Russo
CEO, Allied Physical Therapy
Denver, CO
“Multi-location practice management with centralized patient records. Treatment acceptance rate improved 35% with automated follow-up on presented treatment plans.”
Dr. Ahmad Hassan
Lead Dentist, Smile Design Studio
Houston, TX
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“Commercial lease management is complex. CAM reconciliations, tenant improvement tracking, and lease escalation schedules all handled automatically now.”
Marco Bellini
VP of Operations, Metro Commercial Realty
New York, NY
Ready to Transform Your Professional Services CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.