Consulting Firm CRM & Automation

Turn your consulting firm's pipeline into a system

From boutique advisories to multi-program consultancies, we design the CRM architecture, intake automation, and reporting systems that keep your pipeline visible, your admin work minimal, and your expertise scalable, so your consultants spend time consulting, not updating spreadsheets.

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Our offer

15h+

Saved monthly with a single AI-powered intake automation

100+

Courses and modules supported to turn consulting expertise into scalable products

10+

Industries served, from professional services to SaaS and MedTech

How we solve consultancy CRM challenges

Problems:

New inquiries, referrals, and applications arrive by email and get processed manually - slow, error-prone, and invisible to the rest of the team.

The pipeline lives in partners' heads and scattered spreadsheets, so forecasting revenue and capacity is guesswork.

Client and project data are split across email, project tools, and the CRM and nobody trusts any single source.

Firm expertise stays locked in slide decks and senior consultants' heads instead of becoming a scalable asset.

Leadership lacks real-time visibility into utilization, project status, and business development activity.

Solutions:

Automated intake workflows that capture inquiries from any channel, create records, assign owners, and set up projects, without anyone touching a spreadsheet.

One pipeline architecture for business development, proposals, and engagements, so forecasting is based on data instead of memory.

A connected stack where your CRM, project management, and communication tools stay in sync automatically.

Knowledge productization: we help you structure your methodologies into academies, playbooks, and client-facing learning products that generate value beyond billable hours.

Dashboards and reporting infrastructure that give management a live view of pipeline, delivery, and team capacity.

Systems that think like consultants

Consulting firms don't lose deals in the pipeline. They lose them in inboxes, spreadsheets, and partners' memories. We build the system that ends that.

An operations backbone that scales with the firm

We start with the data model, mapping how inquiries, referrals, proposals, engagements, and programs really connect before anything is built.

One automation we built processed program applications or service inquiries end to end, from email intake to project assignment and tracking, saving the team over 15 hours of admin every month.

Your CRM, project tools, and reporting stay in sync automatically, and leadership gets dashboards that reflect reality instead of last month's manually updated slide. The result is an operations backbone that scales with the firm.

How we help

HubSpot Onboarding & Implementation

Maximize the full power of HubSpot with expert setup, smooth integration and data migration, driven by a certified HubSpot specialists.

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Sales & Revenue Enablement

Optimize your pipeline, align sales, services and operations, and accelerate predictable revenue, one step at the time with HubSpot Sales Hub.

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Marketing Operation Services

Boost lead-to-customer conversion by building the marketing systems and automation that connect your campaigns to revenue.

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