Client context is buried in email
Agreements, next steps and supporting materials are scattered across message history.
Consulting and professional services
More time for your expertise. Less time on administration.
Relationships, appointments, materials, internal expertise and billing all stay in one workspace. Anyone on the team can pick up previous work without asking the client to repeat themselves.
SOLUTION FORConsulting
CRM
Calendar
Projects
Files
Knowledge Base
Everything stays connectedOne shared workspace
The problem is not a lack of apps.
It is that they do not talk to each other.
Meetings and work are disconnected
Appointments, tasks and deliverables do not provide a single view of the engagement.
Knowledge is difficult to share
Processes and hard-won experience remain with individuals instead of the firm.
One process from first step to final outcome.
Understand the client
CRM keeps companies, contacts and opportunities together.
CRMPlan the engagement
Calendar and projects make commitments and deadlines clear.
ProjectsShare expertise
The wiki stores processes, templates and institutional knowledge.
Knowledge BaseClose the work
Finance connects completed services with documents and payments.
FinanceA connected toolkit for consulting.
Sales & Finance
CRM
Keep customers, active deals and sales activity together in one live view.
Work & CollaborationCalendar
Share events and keep personal and team schedules together in one view.
Work & CollaborationProjects
Organise and track project work in a dedicated space that stays connected to the rest of your business.
Content & DataFiles
Manage files and media in one shared library available across your workspace.
Content & DataKnowledge Base
Build a knowledge base with structured pages, search, templates and version history.
Sales & FinanceFinance
Track sales and purchase documents, expenses, transactions and due dates without spreadsheets.
Value you can see in everyday operations.
Connect clients, meetings, engagements, documents, knowledge and billing.
More confident client care
Accountable commitments
Shared expertise
Yes, it all works together!
Start for free and see how much manual data entry and information chasing you can eliminate.