• Custom software for consulting and professional-service firms

Connect opportunities, proposals, projects, deliverables and client communication.

Build a professional-services workflow around client relationships, scope, approvals, work delivery, documents, time and management visibility.

Discuss your project Explore solution options

• Common operational problems

Problems worth solving before they get more expensive.

Opportunity context is spread across inboxes and individual notes

Proposals, scope changes and approvals lack one clear history

Project actions and deliverables sit across several tools

Clients depend on consultants for routine status and documents

Time, progress and commercial reporting require manual consolidation

• Recommended solution

Create one client and engagement record from opportunity through close-out.

The platform can support a focused delivery model while connecting to established accounting, document or project tools.

RELEVANT CAPABILITIES

Client CRM

Proposal and scope workflow

Project milestones and actions

Deliverable control

Time and variation records

Client portal and portfolio dashboards

• Example workflow

What the process could look like end to end.

An opportunity records the client need, stakeholders and next actions.

The team develops a controlled scope, proposal and commercial approval.

A successful proposal becomes a project with milestones and deliverables.

Work, decisions and scope changes remain connected to the engagement.

The client receives approved updates and documents through a portal.

POSSIBLE INTEGRATIONS

Accounting, time tracking, calendars, email, document storage, e-signature, project-management and business-intelligence tools.

SEE IT IN ACTION

Explore an interactive demo showing how a similar workflow could work for your business.

Open the interactive demo

• Indicative solution options

Three progressive starting points.

Starting prices shown in rand. If your requirements sit outside these options, tell us what the business needs to accomplish.

TIER 1

Professional Services Website

Services, sectors, expertise, case studies, insights and qualified enquiries.

Starting price

R25,000

TIER 2

Client and Project System

CRM, proposals, projects, actions, deliverables, variations and dashboards.

Starting price

R85,000

TIER 3

Connected Professional Services Platform

Project System plus client portal, time or accounting integration, document workflows and portfolio reporting.

Starting price

R180,000

NEED SOMETHING MORE SPECIFIC?

Tell us which process needs a better system and we will help shape the right scope.

Discuss your requirements

• Questions

Answers to common questions.

Yes. Approved scope, stakeholders, milestones and assumptions can carry into the delivery record.

Yes. Permissions can provide each client with approved project information, documents and actions.

Yes. Variation requests can retain their reason, effect, approval and relationship to the original engagement.

MORE TRAINING AND PROFESSIONAL SERVICES INDUSTRIES

Health Safety Training Providers Associations Membership Organisations See all Training and professional services industries →

RELATED CAPABILITIES

Booking Scheduling Systems Customer Business Portals Billing Payment Systems Document Contract Compliance Management

• Start with the problem

Keep client expectations, delivery and commercial records aligned.

Discuss your project

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