CRM for consultancies
Leads, projects and expertise — organised and profitable.
What usually goes wrong
- Every proposal is written from scratch
- Project details live in the consultant’s head
- No visibility of the pipeline beyond this month
How Pipevale handles it
- ✓Pipeline with stages and a weighted forecast
- ✓Document templates with automatic client details
- ✓Projects linked to clients with full history
- ✓Reports: conversion, cycle length, revenue by service
Try it on your own data
14 days free, no credit card. Import a CSV and the pipeline fills in minutes.
Start free trial