Stop forcing B2B consulting sales into B2C CRM tools. We build pipeline management systems designed for long sales cycles and high-value retainers.
Standard CRMs are built for volume—tracking thousands of low-value transactions. Agency sales are different. You manage fewer deals, but they are complex, require multiple stakeholder approvals, and involve deep relationship building. A custom CRM captures the exact data your partners need to close high-ticket contracts.
Generate bespoke, on-brand proposals and Statements of Work directly from CRM opportunity data with a single click.
Visualize complex corporate hierarchies and track relationships across multiple stakeholders within enterprise client organizations.
Predict future cash flow based on weighted pipeline probability, retainer renewals, and historical close rates.