Solution: consulting firms

CRM and delivery, built for consulting firms

Keep discovery notes and engagement scope connected to every deliverable your consultants produce.

Where it breaks down today

Familiar problems for consulting firms

Discovery notes stay with one consultant

Context walks out the door if that person is unavailable.

Engagement pipeline is informal

Partners track prospective engagements from memory or email.

Deliverable status is opaque

Clients ask for updates because there's no shared view of progress.

Proposals and SOWs scattered

Versions live across email, Drive and desktops.

How Tinquer Hub fits your workflow

Tinquer Hub keeps discovery calls, proposals and the engagement pipeline connected to the delivery tasks your consultants execute against.

  • Client research and enquiries tracked from day one
  • Follow-ups assigned so no proposal goes unanswered
  • Won deals convert straight into a briefed project
  • Task conversations keep delivery decisions on record
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CRM Follow-up Won → Project
Enquiry loggedNew client research added to the pipeline.
Follow-up assignedNext call scheduled with owner and due date.
Deal wonConverted into a delivery project with the brief attached.

Start with one module. Many consulting firms begin with just CRM or just Task Management, then add the other later. See module pricing.

See it working for a team like yours

Book a free demo built around a consulting firms workflow.

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