Professional services

A CRM for professional services.
From enquiry to signed client.

Law, accounting, consulting and other firms manage enquiries, consultations and proposals in one place, with every conversation on the client record.

How a lead moves.

Enquiry

Arrives from an ad, form or WhatsApp.

Consultation

Booked with the right partner.

Proposal

Sent and tracked as a deal.

Follow-up

A task, so nothing goes quiet.

Signed

The client record keeps the history.

Your pipeline.
In your words.

Name the stages the way your team sells. This is a typical setup we build on your free setup call.

Enquiry›Consultation›Proposal›Negotiation›Signed

What your team uses.

Customers

The full client history in one record.

Pipeline

Proposals by stage and value.

Reports

New clients and fees by source and by partner.

Other industries

See it with your own leads.

Book a free setup call. We'll set Birdwink up on your channels, at no cost.