Industry

Turn your expertise into a scalable client connected business system.

We help professional-services firms connect CRM, proposals, onboarding, projects, documents, automation and dashboards into one secure business system.

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Consulting, accounting and advisory firmsMarketing and recruitment agenciesEngineering and IT-service providersMulti-partner professional firms
Professional Services

The problem

Sound familiar?

  • Leads and referrals not followed up
  • Proposals take too long
  • Manual client onboarding
  • No accurate profitability dashboard
  • Knowledge stuck in people’s heads

What we provide

Here's how we help.

  • CRM for leads, referrals and accounts
  • Proposal automation
  • Client-onboarding workflows
  • Project management and delivery dashboards
  • Knowledge base and internal knowledge assistant
Automation

Where Professional Services saves the most time.

Draft proposals and follow-ups

Answer repetitive client questions

Guide client onboarding step by step

Prepare partner / director reports

Indicative pricing

Clear starting points.

Professional Services Audit€1,500 – €5,000
CRM / proposal workflow€5,000 – €25,000
AI proposal / client assistant€5,000 – €35,000
Full implementation€15,000 – €75,000+
Managed support€750 – €7,500 / month
Final pricing depends on scope, users and complexity. Transparent quotes, no hidden costs.

Let's make Professional Services work for you.

Book a demo with a specialist, or start a free Bitrix24 account and explore it yourself.

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