NexaCRMProfessional Services CRM
CRM for consultants & agencies
Win more clients and keep retainers renewing. Track enquiries, proposals, engagement types and renewal dates — without a complicated tool.
The challenge
Why professional services businesses lose sales
Proposals not followed up
Proposals are e-mailed and forgotten.
Renewals missed
Annual retainers and compliance work renew late.
Referral business
Referrals are the main source but are not tracked.
Team visibility
Partners cannot see the pipeline of each consultant.
The solution
How NexaCRM helps professional services teams
Service requirement
Service needed, engagement type and budget.
Proposal pipeline
Enquiry → meeting → proposal → won.
Renewal dates
Contract renewal date on the client with reminders.
Quotations
Professional proposals with GST.
Tasks & meetings
Calendar-synced meetings and tasks.
Reports
Revenue by service, source and consultant.
Workflow
Your sales process, step by step
Enquiry or referral
Discovery meeting
Proposal and negotiation
Engagement and renewal
Industry module
Switch on the Professional Services module in one click
Go to Settings → Industry modules and enable it. These fields appear on your forms straight away — your existing data is not changed.
Lead fields
Customer fields
Deal fields
Lead sources
Included in every plan
Everything else your team needs
FAQ
Professional Services CRM — frequently asked questions
Can I track retainers and renewals?
Yes. The module adds engagement type and renewal date fields with reminders.
Is it suitable for CA and legal firms?
Yes. Track clients, assignments, proposals and compliance renewals.
Can agencies use it?
Yes. IT, design and digital agencies manage leads, proposals and retainers.
Does it include invoicing?
You can send quotations and record orders and payments against them.
Related industries
Also built for
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Real Estate CRM
Real estate CRM to capture portal and ad enquiries, schedule site visits, track budgets, unit preferences, bookings and channel partners — on any phone.
Ready to grow your professional services sales?
Start a free trial, switch on the Professional Services module and capture your first enquiry today.