Elevate Your Professional Services Sales Operations

Enhance your commercial endeavors with Stafiz CRM, meticulously crafted to cater to the distinct nuances of professional services organizations. Dive deep into your opportunity pipeline, refine quotes in real-time, and forecast resource allocations efficiently from the onset of pre-sales. Centralize and disseminate vital data concerning customers, prospects, and contacts. Plus, seamlessly integrate Stafiz CRM into your existing CRM infrastructure, ensuring more anticipation to prepare ans sell successful projects.

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How Stafiz CRM benefits your organization?

project monitoring and project management. visibility on reporting

Enhanced Pre-sales Insight

Centralize all data for a clear view of opportunities and streamline resource allocation with intuitive pre-booking

all data centralized

Proactive Workload Management

Anticipate capacity planning and optimize resource demands in the pre-sales phase

dashboard and performance monitoring

Performance Dashboard

Get a comprehensive snapshot of conversion rates and overall sales activity to drive better results

How does Stafiz CRM help you grow faster?

Accelerate Growth with Stafiz CRM

  • Tailored for You: Our CRM is meticulously designed to align with the unique nuances of your business
  • Precision Quoting: Craft quotes detailing profiles, durations, and rates to reflect true project value
  • Project Profit Forecasts: Delve deep into future revenue and profitability insights, to add to your sold project revenue and margin forecasts
  • Resource Anticipation: Pre-assign profiles during pre-sales, ensuring optimal capacity planning and readiness

Book a demo and test Stafiz for 15 days

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Streamline & Share Client Data with Ease

Have all the visibility to be more efficient in your commercial approaches

  • Unified Client Database: Centralize and share essential data on customers and prospects for enhanced sales approaches
  • Track Every Interaction: Log all emails, calls, and meetings, ensuring consistent communication
  • Financial At A Glance: Monitor client-specific turnover, invoicing, and project history for strategic insights

Craft Comprehensive Project Quotes and forecast opportunities revenue and margins

With your graphic design

  • Effortless Quote Creation: Streamline the creation and generation process to get your quotes out faster with reliable data
  • Tailored Templates: Personalize quotation templates to reflect your brand's distinct design and ethos.
  • Detailed Quote Management: Incorporate product details, subcontracting, and special discounts seamlessly.
  • Seamless Integration: Embed your detailed quote directly within the proposal for a cohesive presentation.

Gain Clear Insight into Pre-Sales Costs 

for Better Profit Analysis

Staff costs: Monitor the expenditures linked to staff and team involvement

Detailed Cost Allocation: Understand where every penny goes with precise tracking of allocated expenses

Team Schedule Oversight: Stay updated on commercial team schedules, ensuring efficient resource utilization

Subcontracting Expenditure: Keep a close eye on all subcontracting costs to maintain budgetary control.

Do you have any questions?

See a demo!

How is Stafiz different from other CRMs?

  • Revenue and margin forecasted by period (year or months)
  • Full quotation system with all types of resources: roles, staff, contractors, products,…
  • Automated project creation once the opportunity is closed and won
  • Time tracking on each commercial opportunity for better acquisition cost analysis

Our customers say it best

Photo Testimonial Lalet

Isabelle Lalet

Development and Support Manager

At Colorado Consulting


Before using Stafiz, we were unable to improve our resource planning rates. Thanks to Stafiz, we manage our capacities much better and have improved our margins .”

Photo testimonial 3

Raphaël Beziz


From YouMeO by BearingPoint


Managing our projects has become so much easier since we started using Stafiz. The software allowed us to automate our project management and performance. This was a real game changer!

Photo Testimonial 1

Emeline Stievenart

Associate Director

At KiMSO Conseil


We highly recommend Stafiz: since the creation of our consulting company, we have tried multiple Excel files. Today, all our data is centralized in Stafiz, and we receive our dashboards in real time .”