That proposal has been sitting in "sent" for six weeks. Did anyone follow up?
You Won the SOW. Then You Lost the Context.
Project pipeline and client relationship management for IT consultants
IT consulting deals involve multiple stakeholders, long evaluation cycles, and proposals that sit in review for weeks. Your PSA or project tool handles delivery. But the sales side (the CTO who needs convincing, the procurement contact who controls budget, the proposal you sent six weeks ago with no response) needs its own system. Booked55 gives IT consulting firms one place to track opportunities, manage client relationships, and make sure proposals do not die in silence.
14-day free trial · No credit card required · Cancel anytime
Who is our ideal customer?
You are a IT consulting firms that...
- You run an IT consulting firm where CIO relationships win the SOW
- Your average SOW is $25,000 or more
- You're billing $500K to $3M but can't seem to break through
- You've tried ConnectWise or Salesforce but they track tickets and projects, not the CIO relationships that win SOWs
- You've hired sales engineers but they can't land clients like you can
- You're in IT consulting where technical credibility closes deals, not cold email blasts
What you've already tried
- Spent on IT lead gen vendors. Got MQLs. Couldn't convert to a signed SOW.
- Cold emailed IT directors. Ran Google Ads. All of it, went to the incumbent MSP.
- Sponsored local tech meetups. Met CIOs. Nobody asked for a proposal.
- Started wondering if you should just white-label for a bigger firm.
- Discounted your managed services rate. Offered free assessments. Still lost the RFP.
- Tried every PSA and CRM combo out there. Close rates stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more signed SOWs
You're delivering projects well but new business has stalled. You need a system that helps you close, not just track tickets.
Your PSA wasn't built for new business
ConnectWise and Autotask track projects and time. But they have zero tools for managing the CIO relationships that bring in the next SOW.
You're paying for integrations you don't even use
CRM modules, marketing automation, and lead gen tools stacked on your PSA. Hundreds every month for complexity.
You need simple, yet "powerful"
You don't need enterprise sales software. You need ten features that help you follow up after every QBR and discovery call.
You have zero marketing budget
No demand gen team. No SDRs. Every new SOW comes from a relationship you have to stay on top of.
You don't want to hire a sales team
Adding sales headcount isn't the answer. You need more revenue from the client base and referral network you already have.
Opportunities slip through the cracks
Forgot to follow up after a QBR? Lost track of an upsell conversation? That's recurring MRR walking to another MSP.
Why IT Consulting Firms struggle with client relationships
Proposals go quiet and nobody notices
You sent a proposal six weeks ago. The technical lead said they loved it. Then silence. Without a pipeline stage and a follow-up reminder, that deal sits in limbo until the client picks someone else.
Multi-stakeholder deals lose context
The CTO cares about architecture. The CFO cares about ROI. The end user cares about timeline. When your delivery team takes over, those stakeholder preferences and commitments made during sales are buried in email threads.
Retainer renewals sneak up unrenewed
That managed services contract expires in 60 days. You meant to start the renewal conversation at 90. Now you are scrambling, and the client is already talking to a competitor who reached out proactively.
A pipeline built for how IT consulting firms actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.