Solutions

CRM for consultancies and professional services firms

A consultancy sells expertise and time. CRMLeaf keeps the proposal, the engagement, the hours and the invoice on one client record, so a partner can see engagement profitability without exporting three spreadsheets.

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Where it fits

What changes for consultancies

1

Proposals live in email, engagements live in a spreadsheet

Proposals are template-driven and trackable, converting into a contract or estimate that becomes the engagement record.

2

Client portal requests turn into email threads

Every client gets a login to a portal showing their invoices, estimates, proposals and contracts.

3

Retainer and milestone billing need custom formulas

Recurring, milestone and time-and-materials invoicing are all supported from the same billing engine.

Modules used

The parts of CRMLeaf this runs on

CRM & Sales

Proposals, contracts & portal

Milestone Billing

Bill a completed milestone

Client Portal

See it inside the CRM hub

Time Tracking

Timesheets & approvals

FAQ

Common questions from consultancies

Related

Explore further

CRM & Sales

See the module hub

Alternative Pages

Compare CRMLeaf to your current tool

Pricing

See plans & per-user pricing

Resources

Guides, tools & templates

See CRMLeaf built for consultancies

Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.

Start Free TrialBook a 30-min Demo
Free trialNo credit cardFree onboarding