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- PM + CRM for Consulting
- Get started
Get PM + CRM for Consulting running in four steps.
Set up one client engagement and follow its review, service time and acceptance.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up PM + CRM for Consulting. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open PM + CRM for Consulting in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open PM + CRM for Consulting. Use Proto to set up the consulting organization, users and team members who will own, deliver and review engagements. Agree on a client-code convention before importing client records.
Prepare the first operating cycle
Choose one current client and one engagement with an agreed fee, due date and owner. Record the client as counterparty and the consulting firm as organization. Add a proposal for a genuine scope change, ask an independent reviewer to decide on the current revision, and record dated service time against the parent engagement. Check approved hours with Billing Lead.
Review before release
Confirm that the engagement owner, client and consulting organization are distinct and correct. Read the review reason and source revision. Check which attachments are internal or shared. Match any invoice reference to the finance process and inspect open operation exceptions. Then rehearse acceptance with the person who will make that decision in daily work. See implementation for the full sequence.
Set up PM + CRM for Consulting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.