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Client Intelligence CRM

From first contact to ongoing service.

Manage contacts, sales pipelines, campaigns, service requests, consultations, analytics, and supported integrations in one place.

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World-class CRM

From first contact to ongoing service.

Sales, marketing, service, consultations, and analytics in one customer system.

Connected by design

From first interaction to reconciled revenue.

One operational chain, recorded once, visible everywhere it matters.

Lead
Client
Opportunity
Consultation
Approval
Project
Invoice
Payment and reconciliation
Reports
Ongoing account
Stays connected along the way
Clients and vendorsExpenses and purchase ordersDocuments and contractsMeetings and minutesNotes and action itemsTeam discussions in Connect
Consultations and client engagement

Turn client conversations into approved, connected work.

  1. 1
    Create a consultation

    Start from a lead or a client record.

  2. 2
    Define the engagement

    Client, objectives, scope, deliverables, timeline, fees, and terms.

  3. 3
    Draft with AI assistance

    Generate contract sections you can edit before use.

  4. 4
    Review and approve

    AI generated sections enter the document only after your approval.

  5. 5
    Share a controlled link

    Send the engagement to the client through a controlled client link.

  6. 6
    Record the outcome

    Approvals, signatures, change requests, and document history.

  7. 7
    Convert to a project

    An approved consultation becomes an internal or external project.

  8. 8
    Keep the thread

    The project stays connected to its originating consultation and records.

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