CRM for professional services
Firms, consultants, agencies: your business is relationships and mandates. We build CRMs that keep every client, deadline and invoice in one place — no overflowing spreadsheet.
Book a consultationWhat it changes for you
01
Every relationship, well kept
History, exchanges, documents: all client information gathered, available to the team at the right moment.
02
From mandate to invoice
File tracking, deadlines, billable time: we link work delivered to money collected.
03
Less admin, more billable
Reminders, templates, automations: we remove the repetitive tasks that eat your hours.
Frequently asked questions
- Can you link the CRM to our billing?
- Yes. We connect your billing or accounting tool to avoid double entry.
- Can we manage access rights per member?
- Yes. We define who sees and edits what, based on roles and the confidentiality of your files.