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, Technology
Austin, TX
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.