Industry solutions
CRM for Services and Consulting Firms
Keep each customer's interaction history on one card, assign tasks to your team and never miss a deadline.
How does a CRM work for service and consulting firms?
A CRM for service and consulting firms gathers customer requests, interaction history, quotes and team tasks under the same customer card. In nullCRM every request is assigned to an owner, tracked with a due date, and service quotes are prepared from templates in minutes.
Common problems in the industry
- Requests are spread across email, WhatsApp and phone; nobody knows who promised what.
- Project-based quotes and revisions are kept in personal folders.
- Team tasks are tracked in chat groups; deadlines slip.
- Customer interaction history disappears when an employee leaves.
The flow with nullCRM
- 1
One customer card
Company, contacts, requests, quotes and notes on one card; the team sees the same information.
- 2
From request to task
Each request becomes a task with an owner and due date; status changes arrive as notifications.
- 3
Service quote
Service items and day rates live in the catalog; quotes are built from templates and revisions are kept.
- 4
On-time delivery
Calendar and workload views reveal delays in advance.
Frequently asked questions
What does a consulting firm gain from a CRM?
Requests, interactions, quotes and tasks are collected in one place; what was promised to which customer and who is responsible is always visible. Quoting speeds up and customer history stays with the company.
Does it support project-based work?
Yes. Each project is tracked under a deal record with its tasks, quotes and correspondence; project types and stages are defined for your company.
Can I quote by the hour or by day rate?
Yes. Service items are defined in the catalog by hour, day or package; quotes are built from these items and VAT is calculated automatically.
Is it suitable for a small team?
Yes. Start with Customers, Tasks and Quotes and add Sales, Quality and Reporting as you grow; pricing is set with a project-specific quote.
Let's plan a demo tailored to your company.
Let's plan a demo tailored to your company — we'll listen to your processes and show you how nullCRM fits.