Project-CRM for Consultants
Manage your project pipeline and associated fees with Project-CRM
Project-CRM enables your team to track and engage with key project stakeholders and give yourself the best possible chance of winning tenders and quotations.
Empower Your Consultancy with Project-CRM for Consultants, Built on Dynamics 365
Manage projects, stakeholders, and deliverables with ease while leveraging the robust capabilities of Dynamics 365 to drive efficiency and growth.
Project-CRM for Consultants is a powerful, project-centric solution designed to streamline your consultancy workflows. Built on Dynamics 365, it allows you to easily log and manage all project stakeholders, ensuring complete visibility and collaboration. The solution offers fully customisable fee management, tailored to your unique business needs, while seamless integration with Microsoft 365 technologies—including SharePoint—makes document management intuitive and efficient. With Project-CRM, your consultancy gains the tools to deliver projects more effectively, enhance client relationships, and drive business growth.
Projects
- Project Lifecycle tracking
- Project activity recording
- Document Management
- Managing Complex Relationships
- Bid Management
- Resource Planning
- Fee Management & Planning
Clients
- Key Client management
- Company relationship management
- Contact management
- Social Media Integration
- Inter-company relationships
Reporting
- Simplify your reporting procedures
- KPI Dashboards
- Ad-hoc reporting
- Revenue Forecasting
- Management Reporting
Familiar Experience
Out of the box Integrations with Microsoft 365 services:
- Outlook
- SharePoint
- Teams
- Power BI
- Power Automate
- Power Apps
Book a demo
To find out more about how Project-CRM® can revolutionise the way you work, book a demo to see it for yourself!