Deliver Projects on Time and on Budget with a
Client-Centric CRM
From proposal through delivery and renewal, manage client engagements, billable hours, resource allocation, and project milestones in one platform designed for consulting firms, agencies, and service organizations.
0%
Higher Utilization Rates
With intelligent resource planning
0%
Fewer Scope Overruns
Through milestone-based tracking
0%
Faster Invoicing Cycles
With automated time-to-bill workflows
0%
More Repeat Business
Via proactive account management
Core Capabilities
Everything you need for
professional services.
Purpose-built features that address the unique challenges of the professional services industry.
Proposal & SOW Management
Create, send, and track proposals with templates, approval workflows, and e-signature collection to accelerate deal closure.
- Proposal templates with pre-built sections for scope, timeline, and pricing
- Version tracking and internal approval chains before client delivery
- E-signature integration for Statement of Work execution
- Proposal-to-project conversion that auto-creates milestones and tasks
- Win/loss analysis tracking reasons and competitor intelligence
Project & Engagement Tracking
Manage client engagements with milestone tracking, task management, and budget monitoring across your portfolio.
- Gantt and Kanban views for project milestone and task management
- Budget burn-down tracking with alerts at configurable thresholds
- Scope change management with approval workflows and budget impact analysis
- Client-facing project portals with status updates and deliverable access
- Cross-project dependency tracking for multi-engagement clients
Time Tracking & Utilization
Capture billable and non-billable time effortlessly with timers, timesheet approvals, and utilization dashboards.
- One-click timers linked to projects, tasks, and client records
- Weekly timesheet view with approval workflows for managers
- Utilization rate tracking by individual, team, and practice area
- Non-billable time categorization for internal projects and PTO
- Target vs. actual utilization alerts for under- and over-allocated staff
Resource Planning & Staffing
Allocate team members to projects based on skills, availability, and utilization targets to maximize delivery capacity.
- Visual resource calendar showing allocations across all projects
- Skill-based staffing recommendations matching project requirements
- Capacity planning forecasts based on pipeline and confirmed engagements
- Bench management to identify and redeploy underutilized talent
- Conflict detection when team members are over-allocated across projects
Billing & Revenue Recognition
Automate invoicing based on time entries, milestones, or fixed-fee schedules with revenue recognition aligned to delivery.
- Flexible billing models: time-and-materials, fixed-fee, retainer, and blended
- Automated invoice generation from approved time entries and milestones
- Revenue recognition schedules aligned with project delivery milestones
- Expense tracking and client-reimbursable expense pass-through
- Accounts receivable aging with automated payment reminders
Practice & Profitability Analytics
Monitor project margins, practice area performance, and client profitability with dashboards designed for firm leadership.
- Project profitability analysis comparing estimated vs. actual margins
- Practice area revenue and utilization benchmarking
- Client profitability rankings accounting for all direct and allocated costs
- Pipeline-to-revenue forecasting based on weighted probability
- Partner and principal origination tracking for compensation reviews
Trust & Compliance
Enterprise-grade security,
industry-specific compliance.
Use Cases
How professional services teams
use Leadify.
Management Consulting Firm
Staff engagements based on consultant expertise, track deliverable milestones, and manage partner-level client relationships from pipeline through repeat engagements.
Digital Agency
Manage creative projects with milestone-based billing, coordinate cross-functional teams of designers, developers, and strategists, and track retainer utilization.
IT Services & MSP
Track service tickets alongside project work, manage SLA compliance, and bill clients based on a mix of fixed-fee contracts and time-and-materials engagements.
Accounting & Advisory Firm
Manage seasonal workload spikes, track engagement budgets across audit and advisory practices, and maintain compliance with independence and conflict-of-interest rules.
“We finally have a single view of every client engagement, from the initial proposal through delivery and renewal. Our utilization rates are up because we can see capacity gaps before they become a problem.”
Andrew Kim
COO, Nexus Advisory Group
FAQ
Professional Services CRM,
answered.
Integrations
Connects with the tools
professional services teams already use.
Native two-way sync with the core systems that run your professional services operations — no brittle Zaps, no duplicate data, no manual exports.
PSA & Time
- Harvest & Toggl time tracking
- Kantata & Rocketlane PSA sync
- Jira & Asana project sync
Accounting & Billing
- QuickBooks Online & Xero
- NetSuite & Sage Intacct
- Stripe & GoCardless
Docs & Comms
- DocuSign & PandaDoc e-sign
- Slack & Microsoft Teams
- Google Workspace & Microsoft 365
More solutions for professional services teams.
Deliver Better Client Outcomes While Growing Your Practice
See how Leadify helps professional service firms improve utilization, margins, and client satisfaction.