CRM FOR CONSULTING COMPANIES
Get a Clear Overview of Your Sales Pipeline
Track and manage your entire sales funnel in one place
Get accurate revenue forecasts
Win deals and turn them into projects
Consultancies Trust Productive To Run Their Operations
Are You Facing These Challenges?
01
Wasting time chasing spreadsheets and emails instead of building client relationships
02
Spending hours guessing revenue and resource needs, risking costly bench time or overloaded teams
03
Deals slipping through the cracks because your team is stuck on busy work instead of closing sales
Boost Your Consultancy’s Win Rate With Productive
CENTRALIZE LEADS
Stay on Top of Every Opportunity
- Automatically assign tasks and set reminders for follow-ups
- Keep all client comms centralized in Sales Deals
- Stay focused on closing deals, not chasing information
FORECAST WITH CONFIDENCE
Get Accurate Revenue Forecasting
- Track active deals and won revenue in real time
- Add probability to your deals and forecast your weighted revenue
- Analyze sales trends by client, service type, or time period
AUTOMATE PROPOSALS AND REPORTS
Save Time, Close Faster
- Pull in rate cards and standard pricing to generate proposals quickly
- Export polished PDFs without repetitive copy-pasting
- Manage multiple sales pipelines without extra admin work
WIN MORE DEALS
Deal Won? Now Turn It Into a Project
- No need for separate software—transfer all client and pricing data with one click
- Ensure smooth handover between sales and delivery
- Monitor client profitability and avoid budget overruns
27%
GROWTH
Born Social grew 27% in under a year using Productive
50%
GROWTH
DotDev grew over 50% YoY for three years
350
PEOPLE
Infinum scaled from 70 to 350 people in 5 years
+10%
UTILIZATION
Hike one increased billable utilization by 10%
2h
SAVED TIME
Degordian saves 2 hours per week on reporting
Streamline Your Sales Pipeline
Start your 14-day free trial and experience a CRM that drives real revenue growth.
Integrate Your Favorite Tools, Cut Down on Busywork
Integrate with tools like Xero, Slack, or QuickBooks to keep your sales process aligned—from first contact to final invoice.
Purpose-Built Reports for Consultancies
Get Started In Minutes
Effortless Onboarding
An intuitive user interface for quick familiarization
Bring Your Data Along
Easy data migration from other tools
Answers at Every Step
Dedicated customer support for all your questions
Book a Personalized Demo
In 30-minutes you’ll get to:
- Get a guided walkthrough – see how our CRM simplifies lead tracking, forecasting, and proposals
- See how Productive can work for your use case – no clicking around for weeks
- Ask questions – and get answers on the spot
