Professional Services CRM
Track where each client came from, who decides, every scope you sent and when the engagement is up for renewal, on one record.
No credit card required.
From referral to engagement
Every proposal leaves a record.
Partners stop rebuilding a pursuit from email threads: the source, the people and the scope versions are already on the deal.
- The source is recorded.Referral, event or website: lead source is a field on the lead and stays with the client.
- Each contact has a role.Sponsor, evaluator, user: the buying committee is visible on the deal.
- Scopes are versions.v1, v2 and on, each kept, so the scope that was signed is never in doubt.
- The signed engagement is a contract.Its end date drives the renewal; nobody keeps it in a calendar.
On every client
The client, the scope and the renewal on one record.
- Senitix AI drafts, a person approves.A follow-up or a meeting summary is prepared from the record and goes out only after someone approves it.
- Fee fields stay private.Field-level security decides who sees rates and margins.
- Service lines are reportable.Practice or service line is a field, so the pipeline splits the way the firm is run.
- Delivery stays in your project tool.Time tracking and resourcing live where they already do.
Renewals
Renewals start before the contract ends.
Repeat work is cheaper to win than new work, so the renewal gets its own pipeline and its own date. More in renewal management.
- At signing The end date is on the contract It is a field, not a note in someone’s calendar.
- Ahead of the end date A rule opens the renewal deal It lands in the Renewals pipeline with an owner and a task.
- At renewal A changed scope is a new version The history of every earlier scope stays on the client.
How a firm runs it
One inquiry. One record to the signature.
A referral becomes a lead with its source recorded. Discovery notes, the people who decide and every scope version join the same record, and the signed engagement keeps its end date for renewal. Delivery and time stay in your project tool.
You stay in charge
Nothing goes to a client without a person.
- AI drafts, people sendSenitix AI suggests the next step and drafts the message. A person decides and sends.
- Fees and ratesYou choose who sees fees, rates and margins, field by field.
- Referral payoffReports show win rate by source and service line, so partners see which referrals bring work.
Plan details are on the pricing page.
Customer story Staffing and HR services
İK Ekspert runs every employer request, from role brief to operations handoff, on one deal
According to its website, İK Ekspert has been a private employment office authorized by İŞKUR, Türkiye's public employment agency, since 2019. Its story describes how an employer's role brief, every proposal version and the handoff to operations are set up on one deal, with candidate data kept out of the CRM. It publishes no results.
Read the İK Ekspert storyProfessional services CRM questions
What is a professional services CRM?
It manages how a consulting or advisory firm wins and keeps clients: where each inquiry came from, the people who decide, proposal and scope versions, the signed engagement and its renewal. Our guide to what a CRM is covers the basics.
How is it different from PSA software?
PSA tools run delivery: time, resourcing and project budgets. Senitix CRM runs the selling and the relationship and has no time tracking or resource planning, so most firms use both.
Can we see which referrals bring in work?
Yes. Lead source is recorded on every lead and stays on the client, so reports show win rate and revenue by source.
How do renewals work?
The end date sits on the contract. Ahead of it, a rule opens a deal in your Renewals pipeline with an owner and a task.
Does Senitix AI send anything on its own?
No. It drafts follow-ups and summaries from the record; a person approves before anything goes out.
Can we keep fees private?
Yes. Field-level security limits who sees fee and margin fields, and roles limit which records each person can open.
Start with the proposals you have out today.
Import your clients and open pursuits, and send the next scope from Senitix CRM.
No credit card required.