Consulting Sales Mastery
Translate expertise into revenue. The high-velocity CRM for professional service firms.
Professional Services Growth
When your product is time and expertise, every interaction matters.
Referral Mismatch
Losing track of which partners referred which high-value clients.
Powerful referral tracking and partner networking mapping.
Proposal Paradox
Spending too much billable time writing custom client proposals.
Template-driven proposal engine with automated case-study insertion.
Utilization Blindness
Closing deals that have no available senior consultants to staff them.
Forward-looking capacity view integrated with the sales pipeline.
Advise & Grow Tools
Partner Insights
See which partners are top-closers and who needs more pipeline.
Confidentiality RLS
Strict Row-Level Security keeps sensitive client data isolated.
Retainer Renewal
Automated alerts for advisory retainer renewals and upsells.
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