CRM for agencies and consultancies
Win clients, manage proposals and contracts, bill accurately and keep every client’s full story in one place.
What slows professional services teams down
One platform for professional services
A week inside a professional services team
Pitch to kickoff
A proposal goes out from the deal with rule-based pricing; the engagement letter signs electronically and onboarding tasks create themselves.
Retainer month-end
Recurring invoices generate on schedule, payments record against balances, and finance sees ageing without chasing spreadsheets.
The renewal window
Ninety days out, renewal awareness flags the account; the CSM reviews health and opens the conversation early.
Everything professional services needs, included
From first touch to lasting relationship
Win
Proposals and pipelines move opportunities to close.
Contract
Agreements signed digitally with evidence kept.
Bill
Retainers and projects invoiced on schedule.
Retain
Renewal awareness keeps clients engaged.
Professional Services CRM, answered
Recurring billing and renewal awareness keep retainers on track.
Branded quotes and contracts with eSignature are built in.
Every email, meeting, invoice and document ties to the client record.
Multiple pipelines model different motions cleanly.
DPDP-aligned controls govern consent, access and erasure.
Role-based access controls visibility, so teams see their clients while leadership sees the whole book.
Proposals, contracts and deliverables attach to the client, searchable across the firm.
See EazyCXM for professional services
A guided walkthrough on workflows shaped like yours.