Custom CRM & Systems for Consulting Firms
Engagements, utilization and proposals in one system written from scratch for how your firm actually delivers work.
Overview
Consulting firms sell time, judgement and outcomes — none of which fit neatly into a generic sales CRM. Pipelines are engagements, not deals. Revenue depends on utilization, not units shipped. Every firm scopes, staffs and bills a little differently, so configuring someone else's product always means changing how you work to satisfy a form field.
We build the alternative: a system coded from the ground up around your engagement lifecycle. No Salesforce customization, no Airtable base, no no-code assembly — the data model, the workflows and the reporting are written specifically for your firm.
What usually breaks
- Project and client data scattered across spreadsheets, drives and inboxes
- Proposals and statements of work rebuilt manually for every opportunity
- Utilization and realization impossible to see until after the month closes
- Time capture that consultants avoid because the tool is slow and generic
- Knowledge from past engagements locked inside individual consultants
What a fully custom system looks like
- 01
Engagement CRM
Opportunities, scoping, staffing and delivery in one pipeline modelled on your methodology — phases, deliverables, rates and change orders included.
- 02
Proposal automation
Proposals and SOWs generated from structured scope data and your own past language, so a document takes minutes instead of an afternoon.
- 03
Utilization dashboards
Live views of billable hours, bench time, realization and margin per consultant, engagement and practice area.
- 04
AI knowledge assistant
An assistant trained on your delivered work so a consultant can retrieve prior approaches, estimates and deliverables in seconds.
What changes
- One source of truth for engagements, staffing and revenue
- Faster proposal turnaround without recycling stale documents
- Margin visibility while an engagement can still be corrected
Services involved
Other business models we serve
Don't see your industry listed?
If your business runs on clients, schedules, documents or field teams, we've likely built something close to what you need. One conversation is usually enough to know.