Needs assessment and consulting scope
The partner records the questions, stakeholders and assessment approach. When the proposal is accepted, the project lead receives the agreed deliverables, constraints and commitments.
Custom Development
CRM for Consulting Firms
Scope, sponsorship and expert availability can change between an initial assessment and project kickoff. We’ll build a CRM where partners see commercial commitments and practice leads staff both confirmed and likely engagements.
Where agreements get lost between sales and delivery
- Stakeholders and requirements change between the discovery meeting and contract approval, and earlier agreements get lost.
- Client knowledge stays with the partner who led negotiations and is lost when the team changes.
- Proposals are built from scratch without drawing on earlier work.
- Consultant capacity is estimated informally, leaving some people overbooked and others idle.
- Contact drops off after a project closes, and competitors win the next engagement.
From client discovery to deliverable acceptance
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Team roles and capacity
The lead checks specialist availability at each stage and distinguishes tentative bookings from confirmed assignments. If the forecast changes, the lead updates assignments.
Deliverable acceptance
Each agreed deliverable has a version, due date and acceptance criteria. If the client requests a scope change, the decision is recorded before additional work begins.
Additional Features
- Hours and budget by phase
- The project lead can compare planned hours by role with confirmed consultant time. Rework and additional client requests are tracked separately. Before the next milestone, the partner sees the forecast budget remaining and approves changes to the plan.
- Decisions from project sponsor meetings
- The lead prepares a status update covering agreed deliverables, dependencies and decisions needed from the client. Each decision can retain the decision-maker, date and next action. If sponsorship changes, the new representative receives an up-to-date list of commitments.
- Post-project review
- The partner can schedule a follow-up on implementation and record which actions the client completed or deferred. Further needs become a separate opportunity with its own scope, keeping new work distinct from the closed engagement.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
The assessment start moves
The client delays access to documents. The practice lead moves the tentative bookings, and the partner sees how the first presentation date is affected.
The client requests out-of-scope work
The consultant records the request and routes it to the partner for approval. Once the client confirms, the new phase is added to the plan and fee calculation.
What to Include in the First Release
In the pilot, we’ll follow one engagement from discovery through acceptance of a phase. The partner approves scope, the practice lead assigns experts, and the team reports against the agreed deliverables. We’ll simulate a delayed start and a change of sponsor.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
How do we account for a consultant’s tentative booking?
The forecast can show tentative bookings and confirmed assignments separately. The practice lead can spot a potential scheduling conflict before signing off on the new plan.
Can we track follow-on work after the project closes?
The original agreement, follow-on engagement and related projects can be stored separately in the account history. That preserves the basis for the new budget and keeps previous outcomes visible.
How do we migrate a consulting project portfolio?
We’ll map companies, contacts, agreements and phases. For active projects, we’ll migrate current commitments, accepted deliverables and open issues. The partner will reconcile them against the agreed documents. Archived proposals can move in a separate batch after access permissions are reviewed.
How do we scope the first release of a consulting CRM?
We’ll select one practice and a workflow from discovery to phase acceptance. To estimate the work, we need a sample proposal, an expert staffing plan and a record of client acceptance. We’ll agree which data belongs in the CRM and which comes from project management or time tracking, defining the integrations and pilot scope.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.