Bill approved work without counting it as collected cash
CRMSoftware shaped around your working day
Bespoke CRM development.
Built around your business.
Own a CRM that connects your customers to the work you deliver. Try nine working examples, compare the cost of subscriptions, and see what changes when your software follows your business.
Software you ownNo Sep17 licence per userA fixed date agreed in phase two
Same foundation. Different working day.
Choose the business. Watch the CRM change.
One standard CRM. Eight examples of what changes when it is built around your industry.
Built for professional services.
Engagement budgets use approved time and expenses. Invoiced entries retain their history, and retainers track allowance, capacity, overage and renewal alongside the client relationship.
What changes from the standard CRM
- 01Service and commercial context
- 02Agreed scope before the proposal
- 03A joined-up engagement after signature
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Professional services CRM demonstration
Professional services: scope to delivery
A good client relationship continues after the proposal. Keep discovery, scope and the commercial decision connected to the people doing the work.
Follow a real business process
Turn a discovery brief into delivered advice
Agreed scope, approved billable work, an invoice and a reviewed engagement handover. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
Alder Practice needs an operations review. Record the business problem, owner and £32,000 proposal context before delivery starts.
- 02
Agree the engagement scope
Review the discovery scope and fee budget before preparing the proposal. Approved work will draw down this same budget.
- 03
Accept the proposal and start delivery
Record client acceptance and create the delivery handover. The kick-off follow-up is assigned automatically.
- 04
Approve the discovery time
Approve six hours at £150 plus £48.50 of expenses. £948.50 becomes billable and reduces the remaining engagement budget.
- 05
Issue the reviewed invoice
Mark the approved entry invoiced. It leaves the unbilled total and locks against silent edits; the CRM does not assume payment has arrived.
- 06
Complete the engagement handover
Record the client's acceptance of this advisory phase, close the engagement budget and complete its follow-ups. Recurring retainer responsibilities remain visible separately.
Healthy delivery, billable work and one scope overrun.
Completed engagements demonstrate invoiced work. Current projects include approved fees waiting to be billed, unreviewed time, a small discovery budget running over and a retainer approaching renewal.
Catch budget overruns while there is time to agree scope
Rebalance retainer capacity before another commitment
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Service and commercial context
Your customer record includes service line, commercial basis, client sponsor.
02
Agreed scope before the proposal
Agree the scope before preparing the proposal. Record the client’s acceptance before opening delivery.
03
A joined-up engagement after signature
Once a record reaches Engagement, its customer and owner carry into client delivery. You can complete milestones and trace each change in the history.
The details your industry actually works with.
Engagement budgets
Fee model, agreed scope, effort budgets and burn connected to the client relationship rather than another spreadsheet.
Try it in the professional services workspace ↑Time & expenses
Approved billable time, expenses and invoice status feed the engagement budget and prevent double billing.
Try it in the professional services workspace ↑Retainers & capacity
Monthly allowances, named ownership, team capacity and renewal dates show when an engagement needs a commercial conversation.
Try it in the professional services workspace ↑Engagement, billing and capacity report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Approved unbilled work
Approved billable entries not marked invoiced
Engagements over budget
Approved billable time and expenses exceed the fee budget
Retainers over capacity
Recorded used hours exceed the retainer's team capacity
Time awaiting approval
Recorded effort still awaiting review
Remaining fee budgets
Active and draft fee budgets less approved billable entries
Retainer renewals ahead
Renewals in the next 30 days
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
Compare with the standard CRM →What would your CRM need to do differently?
Tell us about your customer journey and operational priorities. We will help you define a CRM that connects your team’s work, with a clear investment and delivery plan.
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Designed around your work
Your workflows, commercial rules and customer experience shape your system.
Owned by your business
Your commissioned source code and documentation give you control over your investment.
Supported as you grow
A Managed SLA combines system protection, support and agreed improvement time.