CRM for Professional Services
Consulting and services firm management
Track client relationships, manage project pipelines, and keep your team aligned with activity tracking and role-based access.
Unlimited
Client contacts
Custom
Pipeline stages
Per-org
Role assignments
Client Relationship Tracking
Detailed contact profiles with engagement history, notes, and referral sources. Know every client’s story before the next meeting.
Project Pipelines
Use visual pipelines to track proposals, active engagements, and renewals. Custom stages for your service delivery workflow.
Task & Follow-up Management
Create tasks, set deadlines, and track completion. Scoreboards show who is following up and who needs a nudge.
Multi-Tenancy for Practices
Separate workspaces for different practice areas or client groups. Switch contexts without switching tools.
Ready to get started?
Try Booked55 free for a full year. No credit card required.