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- PM + CRM for Consulting
- Implementation
How a PM + CRM for Consulting rollout works
Start with one client engagement, then rehearse scope review, service time and acceptance.
Set operating context
Enter the consulting organization, users, team members and an active client with a clear code convention.
Open a real engagement
Record its owner, counterparty, subject, agreed fee, due date, billing method and scope revision.
Rehearse the review
Submit a linked proposal, use a separate reviewer and check that the decision identifies the source revision and reason.
Check delivery and billing
Enter service time, review approved hours and match invoice references to the billing handoff.
Accept and reconcile
Add relevant evidence, record acceptance and inspect the operation receipt before closing the work.
What the customer provides
Bring a current client list, the consulting organization’s operating details, team memberships and a small set of engagements with agreed fees and due dates. Provide the practice’s scope-revision convention, reviewer assignment rule and the finance team’s invoice-reference format. Choose one engagement with a scope change and service entries for the rehearsal.
Changing it afterwards
When a service line or decision rule changes, test the full handoff on a representative engagement. Check the source revision on the engagement review decision against the proposal version reviewed; keep the updated fee clear on the parent engagement. Keep old acceptance evidence and operation receipts intact when correcting current records. Use roles and the data model to check the impact of a change.
Set up PM + CRM for Consulting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.