CRM Consultant

Professionalize your commercial activity with a CRM tailored for a professional services business.

Track your pipe of proposals, build project budgets and track commercial time and expenses.

Anticipate resources needs, and staff ahead of time your internal or external resources.

also included:

  • E-mail integration: Yes
  • Pipe overview: Yes 
  • Document sharing: Yes
  • Forecast: Yes
  • Commercial tasks: Assign

How it works

  • Track
  • Plan
  • Gain
Track your commercial pipe

Benefit from a CRM that understands consulting and agency firms

  • Share contacts and organizations details
  • Track your pipe of proposals
  • Build project budgets
  • Track activity with clients
  • Forecast potential revenue
Forecast revenue and utilization

Plan resource needs and optimize your activity

  • Build your quotes in Stafiz
  • Search for the appropriate resources early on
  • See if your pipe is filled enough to achieve your goals
  • Track commercial activities (meetings, emails…)
  • Share proposal documents
Grow faster

Improve your business development and grow revenue

  • Follow the commercial team progress
  • Understand how profitable are your commercial actions
  • Anticipate risks and opportunity
  • Know where to put the focus to grow revenue
  • Optimize utilization and on-time delivery