You don't need a perfect process. You need a place to start.
Most CRMs are built for companies that already have sales ops figured out. Booked55 is built for the ones still figuring it out, and it brings clarity as you go.
By industry
Recruitment
You remember every candidate. Now remember every client.
Insurance
Stop letting renewals sneak up on you
Consulting
The follow-up you forgot is the deal you lost
HR & Talent
Keep every client relationship in one place
Financial Advisory
Know exactly who sends you business
Commercial Real Estate
Track deals without the six-figure software
Accounting
Stay in touch with clients after tax season
Mortgage Brokers
Track borrowers and referral partners
Wealth Management
Nurture client relationships and COIs
Executive Search
Win mandates through long-cycle BD
Staffing Agencies
Client acquisition, not just candidate filling
Business Coaching
Prospect pipeline and client follow-ups
Legal Consulting
Client intake, matters, and referrals
IT Consulting
Project pipeline and proposal tracking
Marketing Agencies
Client pipeline and upsell tracking
PR Agencies
Client pipeline and media contacts
Architecture Firms
Project pipeline and referral networks