CRM infrastructure shaped around your businessBuild once · Add lower-cost team seats
Professional services CRM
Connect business development with client delivery.
Take enquiries through scoping, proposal, delivery and renewal. Begin with a full working shape, then ask your agent to adapt it as your process evolves.
Create this CRM1Enquiry
2Scoping
3Proposal
4Engaged
5In delivery
6Complete
What gets fixed
Replace fragmented work with one operating view.
01
Sales and delivery live in separate systems
02
Scope and handover details get lost
03
Renewal opportunities appear too late
Core outcomes
Clean proposal-to-delivery handovers
Visible engagement health
A repeatable renewal rhythm
Included reports
Useful visibility from the first login.
These reports arrive with the starter. Your builder agent can add any metric, chart, funnel or table your operation needs.
Report 01
Proposal pipeline
Report 02
Engagement value
Report 03
Delivery status
Report 04
Renewals due
Start with professional services
Create the first version now. Change everything later.
Your process. Your CRM.
Build the CRM your business actually needs.
One cost to build. A smaller cost for every person who uses it.