Client context is buried in email
Agreements, next steps and supporting materials are scattered across message history.
Consulting and professional services
Spend more time with clients and less 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.
INDUSTRYConsulting
CRM
Calendar
Projects
Files
Knowledge Base
What adds unnecessary work to your day?
Here is where we can help you save time.
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.
How to simplify your everyday work
01
Understand the client
CRM keeps companies, contacts and opportunities together.
CRM 02Plan the engagement
Calendar and projects make commitments and deadlines clear.
Projects 03Share expertise
The wiki stores processes, templates and institutional knowledge.
Knowledge Base 04Close the work
Finance connects completed services with documents and payments.
FinanceWhat you gain.
Connect clients, meetings, engagements, documents, knowledge and billing.
More confident client care
Anyone on the team can continue previous work without asking the client to repeat themselves.
Accountable commitments
Deadlines, materials and next steps share one clear context.
Shared expertise
A living knowledge base helps experience travel across the firm.
Yes, it all works together!
Start for free and see how much manual data entry and information chasing you can eliminate.