Win More Engagements with Consulting CRM
Consulting firms need proposal tracking, billable hours management, and project-based invoicing — not generic sales pipelines. Skode CRM is built for how consultants actually sell and deliver.
Consulting Teams Struggle With
Sound familiar? Skode CRM was built to solve these exact problems.
Proposal management lives in documents and email — there is no way to track which proposals are pending, which need follow-up, and which are about to expire.
Billable hours tracking is disconnected from the CRM, requiring manual reconciliation between time sheets and client accounts.
Client retention depends on relationship quality, but without engagement scoring, at-risk clients go unnoticed until renewal time.
Project-based invoicing requires custom line items, milestone billing, and expense pass-through that generic CRMs cannot handle.
Meeting notes from client calls require 20+ minutes of typing — consultants spend more time documenting than advising.
Revenue forecasting is unreliable when retainers, project fees, and hourly work are tracked in different systems.
Built for Consulting
Every feature designed to solve real consulting challenges.
Proposal Pipeline
Dedicated pipeline stages for consulting: Discovery, Scoping, Proposal Sent, Negotiation, SOW Signed, Engagement Active. Track proposal values, win rates, and time-to-close.
Time Tracking Integration
Log billable hours directly on deals and contacts. Track time by project, task, and team member. Auto-calculate utilization rates and billable vs. non-billable ratios.
Project-Based Invoicing
Create invoices tied to project milestones with custom line items, hourly rates, expense pass-through, and retainer drawdown tracking. Native — no accounting add-on needed.
Engagement Scoring
AI scores client engagement based on meeting frequency, response times, project satisfaction, and scope expansion signals. Identify at-risk engagements before renewal.
“Voice AI changed how I document client meetings. I speak for 60 seconds after each call and my CRM has structured notes, next steps, and follow-up dates ready to go.”
Explore Other Industries
See how Skode CRM works for different industries.
Why Skode CRM?
Capabilities no other CRM offers — included in every plan.
Voice AI Input
Speak to create leads, log notes, update deals. 10x faster data entry.
Native Invoicing
Invoices, payment links, credit notes, recurring billing. No add-on needed.
38+ AI Tools
Lead scoring, deal predictions, sentiment analysis, email drafting, and more.
Enterprise Routing
Territory management, skill-based routing, SLA tracking, A/B testing.
Ready to Win More Engagements?
Join consulting teams already using Skode CRM to close more deals with less data entry.