Consulting firm
A CRM for consulting firms, all the way to the next contract
The current engagement takes all the room — and that’s exactly when the relationship slips: nobody follows up the prospect, nobody prepares the renewal. Ystura develops a CRM that keeps the thread: active engagements, pending proposals, time spent, renewals to prepare.
Today
The end-of-engagement tunnel
When the engagement ends, so does the attention: the renewal gets negotiated in a rush.
Proposals without follow-up
Three proposals sent in the same month: which one got an answer? Nobody chases.
Time spent, approximately
Reconstructed at month’s end, time spent distorts margin and the price of the next engagement.
What you get
Engagements and time spent
Each engagement carries its milestones, time and margin — fed continuously, not reconstructed.
Proposal pipeline
Issued, presented, negotiating: proposals are tracked, follow-ups prepare themselves.
Renewal preparation
At day 45 before the engagement ends, the client file review triggers: wins, time, possible follow-ons.
Institutional memory
2023 delivery, 2024 workshop: everything done for that client is on their record.
Consulting firm
Features
Frequently asked questions
Time tracking is part of the generated CRM. If you have a dedicated tool you like, they coexist — otherwise the built-in module is enough.
No. A three-person firm leaks exactly like a big one: unchased proposals, suffered renewals. The CRM is written for your size.
Yes — each service line can have its own pipelines, proposal templates and reports.
Go further
Guides
- How to choose a CRM for a small businessThe pragmatic guide to choosing a CRM as a small business: the real criteria, the traps, and how to tell whether a tool will fit your trade.
- Zero typing: the client record next to the email, and the email filed by itselfEmail is already your real CRM — just without structured memory. How to connect Outlook or Gmail to the client file without changing your habits.