Industry package
Win the engagement, then deliver it on the same record
Consulting sells scoped work, and the scope is where margin is won or lost. This package carries a client from scoping and proposal into delivery, with the project's documents and billing state attached.
A complete consultancy workspace: clients by industry, consulting leads, a project-delivery case workflow with proposals and deliverables, contract-value reporting and dashboards.
What gets in the way
Scope agreed verbally becomes scope disputed later
When the proposal, the signed agreement and the work actually being done live in three places, nobody can point to what was promised.
Consultant utilisation is invisible mid-project
Who is over-committed, which engagements are drifting, and which lead consultant closes best are questions asked after the quarter, when they can no longer change it.
Billing lags the work
Milestones complete without triggering anything, so invoicing depends on someone reconstructing what happened from notes and email.
How the package handles it
- The engagement pipeline runs from scoping through proposal to delivery, so the commercial stage and the delivery stage are the same record.
- Client, lead consultant and service fields are structured, so utilisation and consultant performance are grouped reports rather than reconstructions.
- A project case keeps proposals, agreements and deliverable documents with their approval states, so what was promised is retrievable.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Consulting Project
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Consulting Project Case
- NDA
- Proposal
- Statement of work
- Progress report
- Deliverable
- Invoice
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a consulting company. Contacts are clients segmented by industry with an account status and annual contract value; leads are consulting leads; deals are consulting projects; products are consulting services; operational cases are project-delivery engagements from discovery to follow-up.
Start with Consulting Company configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.