For partnersFor consulting firms, coaches, and PE operating teams.Are you a client?
Win and manage clients · A firm that scalesKeep every client, contact, and deal in the same place as the work.
Client records built for firms that sell engagements. The pipeline and the delivery share one record, so nothing is re-keyed when a deal turns into work.
- A signed deal becomes an engagement without copying anything across.
- Walk into the first meeting already knowing the company.
- Proposals and contracts sit with the client they belong to.
What you can do.
Accounts and contacts
Every client company and the people in it, in one record your whole team shares.
Deals and pipeline
Track each opportunity from first call to signed engagement, and see what is likely to close.
Account research
Fill in a prospect’s company profile before the first meeting, not after it.
Documents
Proposals, contracts, and working files stored against the client they belong to.
Works alongside.
Write your method down once. Deliver it the same way every time.
Package your method so it scales past your best people.
Learn moreAutomate and collectStop chasing forms, follow-ups, and hand-offs.
Stop chasing forms, follow-ups, and hand-offs.
Learn moreRun the businessSee the whole firm on one screen, and decide with data.
The data to make great decisions about your own firm.
Learn moreSee it on a demo engagement.
A 30-minute walkthrough of a demo engagement, from the firm side and the client side.