CRM and pipeline control for consulting
A growing consulting team needed one view of client relationships, proposals, project stages and billable work across partners and consultants.
Target outcomes
We structured a CRM around client relationships, proposal stages, project handoffs, time capture and revenue forecasting.
Partners gained a shared view of active opportunities and projects, with better control over follow-ups, workload and forecasted revenue.
What was inside the operating system
Build a similar system
Marketing Analytics & Attribution
Connect ads, website events, UTM tracking, CRM leads, deals and revenue into marketing dashboards that show real channel performance.
CRM Quick Start
Launch or improve a practical CRM pipeline with client database, fields, roles, reminders, automations, dashboards and team onboarding.
Custom Internal Tools & Portals
Build custom internal tools, admin panels, client portals, workflow apps and operational systems for specific business processes.