Run Your Consulting Practice With Greater Control

Turn relationships into engagements and engagements into profit CollabCRM connects business development, proposals, delivery workstreams, consultant utilisation and billing end to end.

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One Platform to Run Your Software Business

Trusted by teams in Advisory

Blockers to Scalable Consulting Operations

The operational gaps that quietly limit growth, margin and delivery confidence.

Business Development Lives in Personal Networks

Partner relationships, referrals and pursuit history sit in inboxes, so pipeline quality and win rates can't be managed.

Engagements Overrun Their Fee

Unlogged advisory hours, extra workshops and repeated report drafts erode fees on fixed-scope engagements.

Consultant Staffing & utilization

Staff engagements by expertise, seniority, cost rate and availability, with live standardize, bench and pipeline-demand views.

Knowledge Doesn't Compound

Frameworks, deliverable templates and past assessments are rebuilt from scratch for every new client.

Consulting Operations, Finally in Sync

Pursuit & Proposal Management

Track accounts, relationships, referrals and pursuit stages with proposal templates, fee models, approval workflows and win/loss analysis.

Engagement & Workstream Delivery

Structure phases, workstreams, deliverables, dependencies and steering-committee milestones with clear owners and dates.

Consultant Staffing & utilization

Staff engagements by expertise, seniority, cost rate and availability, with live utilization, bench and pipeline-demand views.

Time, Expense & Fee Tracking

Capture billable hours, travel and expenses per engagement, then reconcile against fixed fee, retainer or day-rate agreements.

Reusable IP & Methodologies

standardize diagnostics, frameworks and deliverable templates so every engagement starts from proven firm IP.

Why Consulting Teams Choose CollabCRM

Higher Realization Rates

Capture every billable hour and expense so invoiced value matches the work actually delivered.

Better Staffing Decisions

Match the right expertise to each engagement while keeping utilization targets and bench cost under control.

Engagement Profitability Clarity

See fee versus cost and effort per phase and workstream while there is still time to correct course.

Stronger Pipeline Discipline

Firm-wide visibility of pursuits, proposal stages and forecast revenue replaces partner-level guesswork.

Scalable Delivery Quality

Templated methodologies keep deliverable quality consistent as the team and client base grow.

Faster, Cleaner Billing

Approved time and milestones flow into invoices immediately, shortening the cash conversion cycle.

Real Leaders. Real Results. No Fluff.

These words don’t just inspire us. They shape everything we build and believe in.

"Pipeline, staffing and engagement economics now sit in one view. Partners plan capacity against real demand instead of instinct."

Consulting Firm

Managing Partner

Awards & Recognition

CollabCRM is recognized as a top performer in customer relationship innovation — trusted by leading industry evaluators in 2025.

CollabCRM Reviews

Insights

Curious about what we’ve been building, celebrating, or sharing lately?
Dive into our latest updates and stories, all in one place.

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FAQs

Everything consulting teams ask before switching to CollabCRM.

Is CollabCRM suitable for small and mid-sized consulting firms?

Yes. It scales from a handful of consultants to multi-practice firms, with role-based access, practice-level reporting and configurable engagement workflows.

Can we bill fixed fee, day rate and retainer engagements?

Each engagement carries its own commercial model and rate card, and invoices are generated from approved milestones, days or timesheets.

Does it track consultant utilization and bench time?

Utilization dashboards show billable versus non-billable time, bench availability and forecast demand from the pipeline.

Can we standardize our methodologies?

Engagement, deliverable and proposal templates let you reuse firm frameworks so every project starts from proven IP.

Does it cover expenses and travel?

Expenses, travel and pass-through costs are captured against the engagement and included in profitability and client billing.

Run Your Consulting Practice From One Connected Platform

Manage pursuits, engagements, consultant capacity, time, expenses and billing in one place.