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- Small Business CRM
- Who it's for
- Specialist consultancies
Specialist consultancies
A specialist consultancy may need several conversations before a customer is ready to accept proposed work. CRM for Small Business keeps those discussions attached to the opportunity. Relationship Owner can explain what the customer needs and what has been promised, while Sales Manager independently reviews commitment completion and the eventual customer outcome.
How Small Business CRM is set up for you
Discovery continuity
Record meetings, calls, emails and tasks with outcomes that explain the customer's needs. Due and completion dates help the owner follow up on open questions without relying on memory.
Scope clarity
Proposal submission includes the scope and a next relationship activity. Supporting files stay with the opportunity so another person can understand what is being discussed.
Reviewed commitments
A promise to return a revised scope or answer a customer question has its own subject, due date and revision. Independent review establishes the evidence needed before that promise is marked complete.
A specialist consultancy may need several conversations before a customer is ready to accept proposed work. CRM for Small Business keeps those discussions attached to the opportunity. Relationship Owner can explain what the customer needs and what has been promised, while Sales Manager independently reviews commitment completion and the eventual customer outcome.
Choose a familiar advisory opportunity and record a discovery meeting. Prepare the proposal with a follow-up activity, then create a commitment to clarify an unresolved part of the customer's request. Rehearse a Return decision and a corrected submission so the team practices review of changed content.
Continue to a verified acceptance or loss outcome. Ask Sales Manager to identify the exact stored revision being closed and confirm that expected value and prior activities remain intact. Rehearse a correction to executed scope while preserving the original source identity and records.
Agree any connection to project delivery or accounting during implementation. Use the CRM's reviewed sales evidence to explain the customer agreement, then verify the receiving system's own work separately when a later operation depends on it.
Review [promised follow-up review](/crm-for-small-business/processes/promised-follow-up-review) and [correction and reconciliation](/crm-for-small-business/processes/correction-and-reconciliation).
Features to start with
Pipeline and qualification
Track expected sales value and closing dates while keeping qualification tied to customer evidence.
Activities and proposals
Keep customer discussions, proposal scope and the next relationship activity attached to the opportunity.
Reviewed customer outcomes
Confirm Won or Lost from customer evidence while preserving the opportunity's earlier expected value and activity history.
Roles on the team
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up Small Business CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.