CRM for Consulting & Agencies

In the professional services business, relationships are everything. We help consulting firms, agencies, and professional practices make their CRM the heart of their client work.

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Innovative digitale Geschäftsstrategie für die Zukunftssicherung.

The Typical CRM Challenges in Professional Services

The Network in Your Head

Important contacts and relationships exist only in the heads of individual partners.

The Project Pipeline

Which projects are coming when? What's the utilization looking like in 3 months?

The Alumni Goldmine

Former employees at potential clients - a valuable network that nobody maintains.

Cross-Selling Blindness

Client X uses Service A - but doesn't know you also offer Service B.

How We Help Professional Services Firms

1

Relationship Intelligence

All contacts, interactions, and relationships centrally documented and accessible to the entire team.

2

Pipeline & Forecasting

Clear overview of potential projects, probabilities, and expected revenue.

3

Alumni & Network Tracking

Systematic maintenance of your network - even when contacts change employers.

4

Account Intelligence

360-degree view of every client: all projects, contacts, revenue, and potential at a glance.

CRM Features for Professional Services

FunctionBenefits for your industry
Contact HierarchiesMap organizational structures: Who reports to whom? Who makes decisions?
Project TrackingLink projects to clients, track phases, plan utilization.
Activity LoggingEvery contact, every meeting, every call is documented.
Email IntegrationOutlook/Gmail sync: Relevant emails automatically linked to contacts.
Referral TrackingWhere do leads come from? Which contacts bring new business?

Typical Use Cases

Partner Transition

Senior partner leaves - but their knowledge about client relationships stays.

100% Knowledge Retention

Pitch Management

Systematic process for RFPs and pitches.

+25% Win Rate

Account Development

Systematically develop existing clients.

+40% Cross-Selling

Who Is This For?

Ideal for you if:

  • ✓ You're in the professional services sector
  • ✓ Your company has 20-500 employees
  • ✓ You have at least 5 people in business development
  • ✓ Your CRM isn't working optimally or you don't have one

Typical clients:

  • • Management consulting firms
  • • Marketing and communications agencies
  • • Accounting and tax advisory firms
  • • IT service providers and systems integrators

Frequently Asked Questions

That depends on your situation. We provide vendor-neutral advice and recommend the system that fits your requirements.
Typically 6-12 weeks. An MVP can be live in 4 weeks.
Potential analysis $499 (credited toward engagement). Implementations $5,000-$15,000. Ongoing support starting at $950/month.

Ready for Professional CRM in Professional Services?

In 35 minutes, we analyze your CRM situation and show you concrete optimization potential.

Fully credited toward engagement.