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Built for
Professional Services and Consulting CRM
Pitch to invoice
Proposals, letters, retainers and milestones in one record
Positioning Assessment
Consultants and professional service firms pitch, scope, agree, deliver and bill. The work crosses functions, so a single engagement may involve tax, legal and operations advisers.
Triostack CRM tracks a cross-functional advisory pipeline: each prospect has the services it may need, the advisers involved and a stage. Engagement letters are generated from the proposal and kept on the client record with their status. Retainers are set up with an amount, a cycle and the scope covered, and invoiced on schedule. Project milestone billing raises an invoice as each milestone completes, with the balance tracked. Delivery and time tracking sit in Triostack Projects.
“A retainer invoiced itself each month, and a milestone invoice went out the day the milestone closed.”
Sample team scenario
A made-up scenario about Professional Services and Consulting CRM, not a customer testimonial
All Leads
Professional Services and Consulting CRM: every lead with its source, status and owner
In the Product
Imagine the pitch, the letter and the retainer in one folder.
One view.
With status.
Or on retainer.
Platform Integrity
Invoice on completion
Amount, cycle, scope
From the proposal
Across functions
At a Glance
What changes between pitch and invoice.
Pipeline
Cross-functional stages per prospect
Email and Files: A list in a spreadsheet
Engagement letters
Generated and tracked on the client
Email and Files: In a folder
Retainers
Scheduled and invoiced automatically
Email and Files: Invoices by hand
Milestones
Invoice on completion, balance tracked
Email and Files: Reminders in a diary
Delivery
In Triostack Projects
Email and Files: In another tool
Book a walkthrough of Professional Services and Consulting CRM. We set up a sandbox so you can try Milestone billing, Retainer management and Engagement letters before you commit.
Live Interface Tour
The screens below belong to Professional Services and Consulting CRM: All Leads, Call Logs and Lead Follow-Ups, all from the product.
Proposals
Professional Services and Consulting CRM: proposals, letters, retainers and milestones in one record
Feature Breakdown
4 screens from the live product that show Professional Services and Consulting CRM at work.
Advisory pipeline.
How it fits the plan
Pipeline. Build stages and the services per prospect.
Letter. Generate the engagement letter from the proposal.
Practical tip
Record which adviser owns which service on every prospect, so the right person responds.
Pitches and scopes.
In real life
New client
Pitch to invoice in one record.
Engagement letters.
Watch out for
Using the CRM for the pitch and a spreadsheet for the retainer, so the client's history splits.
Milestones and retainers.
Before you start
Execution Plan
Build stages and the services per prospect.
Generate the engagement letter from the proposal.
Set the retainer amount, cycle and scope.
Invoice milestones as they complete.
Practical Guide
Before you start
A tip that helps
Record which adviser owns which service on every prospect, so the right person responds.
A common mistake
Using the CRM for the pitch and a spreadsheet for the retainer, so the client's history splits.
Availability: What Professional Services and Consulting CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Pitch to invoice in one record.
Scenario 02
History is already there.
Scenario 03
Partners see what is likely.
Straight answers about Professional Services and Consulting CRM, from setup to what happens next.
Have a question about Professional Services and Consulting CRM?
Book a free callYes, an invoice is raised as each milestone completes, with the balance tracked.
Yes, with an amount, a cycle and the scope covered, invoiced on schedule.
Yes, from the proposal, and track their status.
Each prospect carries the services it may need, the advisers involved and a stage.
A CRM for consulting firms: project milestone billing, client retainer management, engagement letters and cross-functional advisory pipeline tracking.
It runs in 4 steps: Pipeline, Letter, Retainer and Bill. Build stages and the services per prospect.
The real screens on this page include All Leads, Call Logs, Lead Follow-Ups and Lead Pipeline, all captured from the product.
Request a demo and ask to see Professional Services and Consulting CRM. Our team can also walk you through setup, so your first session ends with something working.
Keep Exploring
We will walk you through Professional Services and Consulting CRM, from Milestone billing, Retainer management and Engagement letters, on sample data shaped like yours.
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