Client management CRM for agencies, consultants, and service studios

Win more business with branded proposals, pricing packages, and contract templates that showcase your process. Stakeholders can approve scopes, request edits, or add optional services directly from the client portal.

When a deal closes, automation spins up projects, assigns team members, and moves the client into a guided onboarding journey so delivery never misses a beat.

• Proposal library with value-based pricing calculators and case study embeds
• Scope change workflow that documents approvals and budget impact
• Integrations with DocuSign, PandaDoc, and popular accounting platforms

Give clients confidence with live dashboards showcasing timelines, deliverables, and KPIs. Your team updates tasks, notes, and status in one place so executives see progress without asking for a recap.

Retainer teams can log meeting notes, share call recordings, and assign action items in seconds. Service-level agreements ensure responses stay within the promised window.

• Client portal featuring roadmap views, asset libraries, and feedback loops
• Time tracking and expense capture that roll directly into billing
• Automated alerts when milestones slip or budgets approach thresholds

Store every interaction—emails, calls, meeting recaps—in the CRM. Summaries generated by AI capture action items and sentiment so nothing gets lost.

Segment contacts by role, influence, and buying stage. Automate executive briefings, QBR reminders, and strategic roadmap updates tailored to each persona.

• Stakeholder mapping with influence scoring and relationship history
• Shared note-taking workspace for strategists, account managers, and executives
• Automated QBR agendas and follow-up recaps delivered within 24 hours

Blend timesheets, resource allocation, and billing data to see which accounts drive profit and which need renegotiation. Dashboards highlight utilization, margin, and forecasted revenue.

Client health scoring combines satisfaction surveys, response times, and project delivery metrics so leaders know when accounts are at risk and when to pitch expansions.

• Account health dashboards that combine satisfaction, engagement, and financial KPIs
• Capacity planning that aligns pipeline deals with available talent
• Revenue recognition support for milestone, fixed-fee, and retainer models

Stop reinventing your onboarding checklist for every new client. ProFlow360 automates welcome emails, asset requests, and kickoff scheduling while assigning deliverables to the right internal owners.

Handoff workflows transfer context from sales to delivery and from delivery to finance, ensuring every team member knows the latest scope, billing cadence, and success metrics.

• Onboarding questionnaires with conditional logic and file uploads
• Task sequences triggered by contract signature, project stage, or renewal date
• Cross-functional collaboration spaces with permissions tailored to each team

Benchmark campaign performance, creative results, or consulting recommendations across clients. Identify winning playbooks and share them through templated processes and knowledge bases.

Use forecasting to align hiring and contractor sourcing with demand. When you can see which services resonate, packaging and pricing improvements become data-driven rather than anecdotal.

• Service-line dashboards that reveal utilization and pipeline coverage
• Knowledge base linking case studies, deliverable templates, and outcomes
• Scenario planning that models retainer growth, churn risk, and cross-sell impact