Qualify the opportunity
Track the enquiry, scope review, decision process and next action.
Analogy IT CRM
CRM for consultants and professional services
Bring relationships, engagements and billable actions together
Create a dependable client and engagement record so opportunities, obligations, documents, next actions and billing stay visible across the practice.
Common workflow problems
- Opportunities and engagement follow-ups rely on personal inboxes.
- Document requests and client actions are hard to track consistently.
- Retainer, fee and invoice status is disconnected from the actual work.
A practical workflow
Open the engagement
Connect agreed scope, documents, responsible team members and key dates.
Manage actions and communication
Give the team and client a clearer view of requests, files and progress.
Review fees and renewal
Keep invoices, retainers and renewal follow-ups beside the relationship history.
Useful outcomes
- Owned next actions
- Organised document requests
- Clear engagement history
- Better fee visibility
Appropriate for consultants, advisers and specialist firms after reviewing any professional confidentiality, record-retention or sector-specific requirements.
Can an accountant have restricted access?
Yes. The product includes an accountant role designed for controlled financial access rather than full operational administration.
Can clients send documents securely?
The client portal supports files and requests inside the business workspace. Onboarding confirms the appropriate process and access rules.
Does it provide professional advice?
No. The CRM organises business workflows and records; it does not replace legal, accounting or other regulated professional judgement.