Expand Current Clients and Win New Ones Over.
Don’t let the foundation of your consulting business – long-term relationships – rot in a jumble of Excel spreadsheets and sales CRMs.
Our all-in-one CRM platform helps you grow your client relationships without manual data entry, email deluges, or analyst Google searches.
Supporting Exceptional Consulting Firms, Globally.
Unlock The Power Of Your Firm's Relationship Network
Make New Business Development a Team Sport
Uncover relationships (and their strength) across your firm in real-time.
Find your next project by instantly scanning your firm’s relationship networks to determine the best path into a company via referral or warm introduction.
Build stronger client relationships by finding the right opportunities to engage and stay top of mind with our personalized network updates and notifications.
Visualize and Manage Your Pipeline
Handle multiple projects simultaneously and streamline the quality of your consulting services with high-level visibility across every stage and activity.
Ramp up on New Projects Faster
Automate your research - identify notable company events, funding history, and internal experts to call and demonstrate value on day 1.
See prior client communication across your firm - so your project management team has context to exceed your client's expectations.
Identify experts in your firm or outside independent consultants to cross-sell with, and expand your work across functions, business processes, and geographies.
Avoid Missed Deliverables and Miscommunication
Avoid missed deliverables
Assign tasks, set recurring reminders to engage clients, and visualize prior client communications across the team to ensure follow-up.
Access key communications and documents from wherever you are - in the browser, in your inbox, or via our mobile apps (iOS + Android).
Sync with email marketing and marketing automation tools to email campaigns and share expertise - from small business clients to the Fortune 100.
Getting Started is Simple:
We integrate with, or upload data from, the tools and services you already use:
- Microsoft Outlook (including our Outlook add-in)
- Excel (via data upload)
- And 1000+ other tools via Zapier or API
Already have a customer relationship management system? We also integrate with select CRM systems to provide relationship intelligence alongside their sales pipeline functionality. Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Other CRM solutions (via Zapier)