Increase new business and win more projects with existing customers

Whether you’re a one-man show with a handful of clients or perhaps you’ve built a multi-person brain trust advising prestigious fortune 500 companies. Whatever your consulting background is, you probably already know that using a CRM to keep track of client communication is a must.

The success of a consulting organization depends not only on the skills of advisors, but also on well-organized processes and operational aspects. By choosing the right system to manage the day-to-day work of your firm, you can improve advisor’s efficiency and focus on serving your clients.

 

Features:

  • Manging important dates and any deadlines
  • Organised client account
  • Live draft
  • Allow client login
  • SMS and email notification to client
  • Payment plan
  • Task distrbutin
  • Team monitring

 

Pricing:

  • Initial setup £495.00
  • £59.00 / month if you pay monthly
  • £49.00 / month if you pay yearly
  • All monthly payment must be paid via direct debit