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 solution helps you grow your client relationships without manual data entry, email deluges, or analyst Google searches.
Supporting exceptional consulting firms, globally.
Unlock your firm's relationship network
Make new business development a team sport
Uncover relationships (and their strength) across your firm in real-time – find introductions to new clients, or grow projects with existing ones.
Don’t let client relationships go stale – we automate tracking your interactions, and help you re-engage. Think contact management on steroids.
Deepen client relationships, expand the account
Receive alerts for client related acquisitions, investments, job changes, social media, and other notable events to tailor your approach.
Ramp up on new projects faster
Automate your research - identify notable company events, funding history, and internal experts to call to 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 consulting firm 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 in our mobile apps (iOS + Android).
Sync with email marketing and marketing automation tools to run 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
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 software (via Zapier)