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Professional Services CRM

Turn enquiries into long-term clients.

CRM, AI, communication and automation — brought together so consulting firms, agencies and advisory teams can manage the journey from first enquiry to ongoing client engagement.

Talk to sales Book a demo
Automate tasks with AI
How can I help you today?
Actions
Consultation Booker
Proposal Follow-Up
Lead Qualifier
Client Onboarding
01 Enquiry captured
02 Qualified
03 Consultation booked
04 Proposal follow-up
05 Client onboarded
The challenge

Most professional-services teams juggle enquiries across disconnected inboxes, spreadsheets and threads.

Scattered enquiries

Website forms, WhatsApp, email, phone — every channel becomes its own island of information, waiting to be reconciled by hand.

Day 0 Day ?

Proposals in limbo

A proposal goes out. Then silence. Nobody remembers whose turn it is to follow up, or what was even promised in the last conversation.

No shared context

A prospect switches from chat to WhatsApp to email. Each team member sees a slice. Nobody has the whole picture when the call actually happens.

The solution

One connected CRM that structures the journey from first enquiry to ongoing engagement.

Capture

Every enquiry, wherever it starts.

Website forms, WhatsApp messages, AI chatbot conversations, inbound calls, marketing campaigns — all land in one CRM with source and conversation context attached.

Website forms and chatbot
WhatsApp and email
AI calling and campaigns
Channels connected Live
WhatsApp
Website
Email
AI Call
Chatbot
Forms
Qualify

Prioritize the prospects worth pursuing.

AI-assisted scoring evaluates each enquiry using the information already in your CRM — service requirement, buying intent, engagement, qualification responses. Sales focuses attention where it counts.

Service-fit scoring
Intent detection
Qualification captured on-record
Priya Menon
Consulting enquiry · Growth strategy
PM
Service requirementGrowth strategy
Team size50–200
Buying stageEvaluating
Preferred contactWhatsApp
Priority score 94
Automate

Turn predictable steps into repeatable workflows.

New enquiry acknowledgements, consultation reminders, post-meeting follow-ups, proposal chases, renewal nudges. Your team defines the process — automation runs the repetitive parts.

Auto-assign by service, territory or round-robin
Consultation reminders & post-meeting nudges
Renewal & re-engagement journeys
Client onboarding workflow
1Enquiry acknowledgedInstant
2Owner auto-assigned1 min
3Consultation scheduledDay 1
4Proposal sent · following upDay 3
5Decision check-inDay 7
6Onboarding kickoffOn win
Follow-up

Keep proposals moving after you hit send.

For consulting firms, agencies and advisors, the proposal stage decides everything. Sequenced follow-ups keep opportunities warm — automated nudges timed to the sales stage, tasks pushed to your reps at the right moment.

Timed proposal nudges
Objection check-ins
Escalation or archive at day 30
Proposal · Ashwin Consulting
Growth strategy · ₹4.8L
Proposal sentDay 0
Auto reminder · gentle nudgeDay 3
Follow-up call scheduledDay 7
Objection check-inDay 14
Escalate or archiveDay 30
Impact

Built for the way professional-services teams actually sell.

One shared customer record. Six connected channels. Five sales models supported. Eight industry-specific workflows configured around the way your firm sells.

0 Shared customer record across every channel
0/7 Enquiry capture, day and night
0 Channels connected — chat, WhatsApp, calls, email, forms, campaigns
0 Professional-services verticals supported
One connected platform

CRM, communication and AI — around one customer record.

Every touchpoint stays connected to the client, not scattered across five different tools your team has to reconcile by hand.

Hi — interested in your growth consulting service.
Perfect. Shall I book a 30-min discovery call?

WhatsApp for business

Manage client conversations, campaigns and follow-ups on the channel your prospects already use.

INBOUND
→
AI QUALIFY
→
BOOKED

AI Calling Agent

Answers, qualifies and books appointments 24×7 — with call summaries and CRM updates.

What's your service enquiry? |

Website AI Chatbot

Engages visitors, answers common questions, qualifies enquiries and books consultations directly.

01ConsultingPriya M.
02AdvisoryRahul S.
03IT servicesMeera K.

Auto-routing rules

Enquiries land with the right owner by service line, territory, industry or round-robin — no manual forwarding.

CRM
↔
MARKETING
↔
AUTOMATION

Marketing & automation

Campaigns, marketing automation and client journeys — all connected to the same customer record.

Configured for your firm

Built for eight kinds of professional services.

Consulting Firms

Discovery calls, opportunities, proposals and follow-ups — organized end-to-end.

Typical journey
Discovery call → Scoping → Proposal → Engagement → Retainer
Where Teamian helps
  • Discovery call scheduling & reminders
  • Proposal follow-up sequences
  • Retainer renewal reminders

Digital & Marketing Agencies

Inbound leads, consultations, proposals and ongoing client communication.

Typical journey
Inbound lead → Discovery → Pitch deck → Retainer → Delivery
Where Teamian helps
  • Multi-channel enquiry capture & routing
  • Pitch deck follow-ups with automated nudges
  • Ongoing client communication threads

IT Services Companies

Capture technology enquiries, qualify requirements, manage the sales cycle.

Typical journey
RFQ → Tech scoping → Proposal → SOW → Delivery
Where Teamian helps
  • RFQ capture with technical requirement fields
  • SOW milestone follow-ups
  • Post-delivery cross-sell opportunities

Recruitment & Staffing

Client enquiries, sales opportunities and follow-up activity — all on one record.

Typical journey
Client brief → Requirement → Shortlist → Interview → Placement
Where Teamian helps
  • Client requirement capture & tracking
  • Interview coordination & reminders
  • Post-placement client relationship

Business Advisory

Consultation requests, prospect qualification, proposals and client engagement.

Typical journey
Referral → Consultation → Engagement letter → Advisory → Retainer
Where Teamian helps
  • Referral source tracking
  • Consultation booking & reminders
  • Ongoing advisory relationship management

Accounting & Finance

Enquiries, consultations, follow-ups and ongoing customer communication.

Typical journey
Enquiry → Fit call → Engagement letter → Onboarding → Ongoing
Where Teamian helps
  • Enquiry qualification for service fit
  • Client onboarding workflow automation
  • Annual renewal & compliance reminders

Legal & Professional

Structure enquiry handling, consultations, client comms and follow-up workflows.

Typical journey
Enquiry → Consultation → Matter opened → Engagement → Retainer
Where Teamian helps
  • Enquiry intake & conflict-check flagging
  • Consultation scheduling & reminders
  • Ongoing matter communication

Architecture & Design

Project enquiries, consultations, requirements, proposals and follow-up.

Typical journey
Project enquiry → Site visit → Concept → Proposal → Commission
Where Teamian helps
  • Project pipeline visibility across stages
  • Site visit scheduling & reminders
  • Long-cycle proposal follow-up sequences
FAQ

Have questions?
Find answers.

Have more questions?

Reach out to our team — we're happy to walk through your specific setup.

Talk to sales
What exactly is a professional-services CRM?+
Software that helps consulting firms, agencies, advisory companies, IT service providers and other service businesses manage prospects, clients, opportunities, communication and follow-up from a centralized system.
Why do professional-services businesses need a CRM?+
Professional-services sales involves multiple conversations, consultations, proposals and follow-ups over long cycles. A CRM structures those interactions and keeps opportunities visible as they progress.
Can Teamian automate proposal follow-ups?+
Yes — workflow-based follow-up around sales opportunities and proposal stages. Sequenced reminders, objection check-ins and escalation points, all tied to the sales stage rather than someone remembering.
Can our team use WhatsApp with clients?+
Yes. Teamian provides WhatsApp capabilities for business communication, campaigns and customer engagement — connected to the same customer record.
Does it replace accounting or practice-management software?+
No. Teamian is the CRM, customer-engagement and automation layer. It's not a replacement for specialized accounting, project-management, legal practice-management or other operational platforms — it sits alongside them.
How does AI actually help here?+
AI supports the operational side — lead scoring, qualification, call summaries, follow-up workflows, website conversations. Your team stays in charge of the actual client relationships.
Can it support client retention and renewals?+
Yes. CRM information and automated customer journeys can support re-engagement, renewals, repeat engagements and cross-sell opportunities — the relationship continues past the first sale.
Which sales models does it support?+
Consultation-led, proposal-led, inbound-led, relationship-led and recurring-services models. Workflows are structured around the way your firm actually sells, not a generic template.
Ready to grow

Build a more connected client acquisition process.

Capture opportunities. Prioritize the right prospects. Automate the repetitive parts. Keep every client conversation connected.

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