Which CRM do you recommend?

For small consulting (under 10 people) Pipedrive or HubSpot. For mid-sized Salesforce Consulting Cloud or Productive. For firms with a unique process we build custom.

How to build a knowledge base?

Start from templates for the most frequent deliverables (deck, analysis, audit). Gradually add methodologies, peer reviews, AI search. The key is sharing continuously, not at project end.

How long does rollout take?

Off-the-shelf 8 to 12 weeks. Custom CRM 3 to 6 months. Adoption (people really using it) another six months. The key is sharing culture, not just technical rollout.

How much does it cost?

There are two models. Platform licences are paid directly to their vendors, we charge a one-time implementation by scope. Operations and maintenance then run as a monthly flat fee. We propose a concrete frame after a short call.

We do not know where to start.

With a short audit. We go through where know-how and consultant time leak today, and show where digitisation helps first. No commitment to further work.

For consulting firms

Consulting that does not repeat itself.

A consulting firm lives off sharing know-how, managing clients and connecting sales to delivery. We help consulting firms build systems where know-how stays in the firm, not just in consultants' heads.

What slows consulting down

Five typical problems.

Consulting firms usually call when they grow past 10 consultants and know-how starts leaking.

Know-how in senior heads

The senior knows everything, the junior asks each time. When the senior leaves, the project stops. Templates and methodologies do not exist.

A shared drive as database

Templates, deliverables and examples sit on a shared drive. A junior spends an hour finding which deck to use. When they find it, it is 3 years old.

The same analysis for different clients again

The senior runs an analysis for client A, then a similar one for client B. Instead of a template saving half the time.

Forecasting by gut feel

Pipeline is in a spreadsheet, the partner guesses what will close. Nobody does capacity planning, people are either overbooked or idle.

The client does not know what they get

The client pays for advice but is not clear on the deliverable they expect. Project manager renegotiates each project.

What we do for consulting

Clients, knowledge, projects.

A consulting firm has specific needs: long sales cycles, project teams, know-how sharing between consultants. We help connect them.

CRM and client engagements

Client cards with history, contacts, open projects. No more mail sharing.

CRM with long sales cycle pipelines
Client card with all project history
VIP and recurring relationship tracking
Activity and follow-up reporting

Knowledge base and know-how sharing

Templates, methodologies, project examples. Shared, searchable, updated.

Deliverable templates (deck, report, analysis)
Searchable knowledge base
Document versioning and peer review
AI search in the internal base

Project management and invoicing

Projects with tasks, time entries, invoicing per milestone or retainer.

Projects with milestones and deliverables
Time entry per task and client
Rates per partner / senior / junior
Invoicing per milestone or retainer

Frequently asked

What consulting firms ask.

For small consulting (under 10 people) Pipedrive or HubSpot. For mid-sized Salesforce Consulting Cloud or Productive. For firms with a unique process we build custom.

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Let us look at your firm.

Write us how many consultants you have and what projects you do. We will come back with a first-step proposal.