For consultants and professional services
From the first call to the paid invoice – one CRM for consultants and service firms.
Consultancies and professional-service firms sell their time and expertise. RoseSpark CRM keeps the pipeline, the proposal, the work, the hours and the invoice together for every client.
Sound familiar?
- Proposals are written from scratch in documents and chased by email until someone signs.
- Hours are tracked in a spreadsheet and copied into invoices at the end of the month.
- Clients ask for the latest files and invoices again and again by email.
- The CRM bill grows every time you add a consultant.
The four parts you'll use most
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Proposals and e-signature
Proposal templates with one-time and monthly lines, signed online – the deal moves to Won by itself.
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Projects and client portal
Projects from templates, deliverables with approvals and time tracking with billable hours.
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Billing and payments
Retainers or one-time invoices with GST, VAT or sales tax, paid online by UPI, card or PayPal.
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CRM and pipeline
Every client, contact and deal on one timeline, with tasks and reminders so no follow-up slips.
Everything else – calling, inbox, workflows, reports – is included in the same price.
Example: a new consulting engagement
- 1After the first call you move the deal forward on the board and send a proposal from your template.
- 2The client signs online; a workflow starts the project from your engagement template.
- 3Your team tracks billable hours against the project with the timer or by hand.
- 4You invoice the hours or a monthly retainer; the client pays on the pay page or in the portal.
- 5The client finds files, approvals, proposals and invoices in the portal instead of asking by email.
Questions
Can I bill hourly?
Track billable hours with the timer or by hand, then use the time reports and CSV downloads for the invoice. Monthly retainers are billed automatically.
Do I need the cold-email and calling parts?
No – use what fits. Every part is included in the one price, so you can start with proposals, projects and billing and add outreach later.
Can clients log in?
Yes. Invite client contacts to the portal from their company page; there is no fee per portal user.
See it for your business: book a 30-minute demo
I'll show you how consultants and professional services use RoseSpark CRM, on a real CRM.