--- title: "CRM and project management for consulting firms | attendo" description: "CRM for consultancies, agencies and design firms: AI-drafted proposals signed online, Gantt-based projects, hours per client and each engagement’s margin." url: "https://attendo.me/en/industries/professional-services" lang: "en" --- # Sell, plan and deliver knowing the margin on every client For management, technology and engineering consultancies, agencies and design firms. The proposal, the engagement, the project, the hours and the follow-on support for the same client. - AI-drafted proposals signed online - Hours logged to every project and client - Team workload before you commit to dates ## Is it right for your company? For companies that sell their expertise by the project or by the hour: - Management, technology and engineering consultancies - Marketing and communications agencies - Architecture and engineering firms - Corporate training Not on the list? attendo can be set up for any line of business, with your document types, your fields and your vocabulary. ## Hours sold never match hours worked In professional services, the product is your team’s time. If it is not measured, the margin shows up at year-end. ### Proposals written from scratch Each proposal starts from the last one, gets reviewed over email and is lost among versions. Nobody knows which ones are waiting for an answer. ### Retainer hours drift A block of hours is sold and consumed with no control. The client asks how many are left and someone does the math by hand. ### Capacity problems show up late A date is promised to a client, and only afterward does someone notice the team was already full that week. ## Each challenge, with the modules that solve it They are modules of the same platform: you turn on the ones you use, and they all work on the same record. ### Proposals you send, track and get signed Prospecting, also on LinkedIn Sales Navigator from each sales rep’s account. A Sales pipeline by stage and an AI-drafted web proposal the client accepts and signs. Every proposal, with its status. - [Marketing and prospecting](https://attendo.me/en/modules/marketing-and-prospecting) - [Sales AI](https://attendo.me/en/modules/ai-crm) - [Web quotes](https://attendo.me/en/modules/quotes-and-web-offers) - [attendo eSign](https://attendo.me/en/modules/esign) ### Hours that get logged, retainers that add up Prepaid hour blocks per engagement, time logged to every document and employee time records. Reports and dashboards show profitability per client and per project. - [Contracts and SLA](https://attendo.me/en/modules/contracts-and-sla) - [Time tracking](https://attendo.me/en/modules/time-tracking) - [Business documents](https://attendo.me/en/modules/business-documents) - [Reports and dashboards](https://attendo.me/en/modules/reports-and-dashboards) ### Projects with dates you can keep Projects with a Gantt chart, tasks and team workload. Teams and Meet meetings are scheduled from the record, with their recording and transcript. And the collaborative whiteboard is there for working sessions with the client. - [Projects and construction](https://attendo.me/en/modules/projects) - [Gantt chart](https://attendo.me/en/modules/gantt-chart) - [attendo Tasks](https://attendo.me/en/modules/tasks) - [Communications](https://attendo.me/en/modules/channels) ## A consulting proposal that becomes a project From the signed proposal to an alert before the retainer runs out. Example scenario, with made-up data. ### Step 1 · The proposal goes out marIA prepares the draft with the scope you discussed. The partner reviews it and the client receives the web proposal. ### Step 2 · Signed and planned The client signs online. The project starts with its phases on the Gantt chart, and the workload view shows who has capacity. ### Step 3 · Work and time logging Each person logs their hours to the project tasks. Client meetings are recorded and transcribed in the record. ### Step 4 · The margin is reviewed Halfway through, the report compares hours sold with hours used, and the client is told before the retainer runs out. ## Where to start They are the same platform with each area’s modules turned on. Start with one and add the rest without migrating anything. - [attendo CRM](https://attendo.me/en/crm): Start here: clients, proposals, engagements and renewals. - [attendo Projects](https://attendo.me/en/projects): For the projects you sell: Gantt with a baseline, team workload and hours logged to each engagement. - [attendo Flows](https://attendo.me/en/flows): For approvals and internal processes, no code. - [attendo Ticketing](https://attendo.me/en/ticketing): If you provide support after the project, with prepaid hours and SLAs. ## marIA at a consulting firm It drafts, summarizes and answers with your data. A person decides what goes out. ### Drafts the proposal It writes the web proposal with the scope and your terms. The owner reviews it before it goes out. ### Suggestions at each stage When an opportunity moves forward, marIA proposes the next action based on what it knows about the client. ### Ask your data “Which clients are about to run out of retainer hours?” It answers with your data and shows the query. **What it does not do:** It does not send proposals or change terms without your approval. ## What attendo does not do Better to know before the demo. And if your case calls for another tool, we will tell you. - **Your accounting stays put** Invoicing and accounting stay in your connected ERP, because attendo is not an ERP or accounting software. attendo connects with Odoo, Business Central, SAP Business One or Holded. - **No legal case management** For a law firm, attendo does not handle court cases, litigation deadlines or e-filing. - **Payroll stays out** With humaneo, attendo covers the functions of HR software, except payroll. ## Before you decide An honest comparison and a calculator with its assumptions in plain view. ### [attendo vs. HubSpot](https://attendo.me/en/comparisons/attendo-vs-hubspot) A top-tier CRM and marketing platform. attendo also knows what it costs you to serve each customer. Return ### [attendo ROI](https://attendo.me/en/calculators/roi) The hours and money your team gets back when it stops hunting for data, retyping service reports and chasing approvals. **You need:** Office and field staff, hours a week and cost per hour ## Related use cases - [Sales and after-sales](https://attendo.me/en/use-cases/sales): From lead to renewal in one system - [Executive management](https://attendo.me/en/use-cases/management): Business numbers, without waiting for reports ### Other industries - [Facility maintenance and services](https://attendo.me/en/industries/facility-maintenance) - [HVAC and refrigeration](https://attendo.me/en/industries/hvac) - [Repair and after-sales service](https://attendo.me/en/industries/after-sales-repair) - [IT services and MSPs](https://attendo.me/en/industries/it-services) - [Manufacturing and industrial plants](https://attendo.me/en/industries/manufacturing) - [Equipment manufacturers and distributors](https://attendo.me/en/industries/equipment-manufacturers) - [Energy and renewables](https://attendo.me/en/industries/energy-renewables) - [Testing, inspection and laboratories](https://attendo.me/en/industries/testing-inspection) - [Contractors, construction and engineering](https://attendo.me/en/industries/contractors) - [Compliance for consulting firms](https://attendo.me/en/industries/compliance) - [Elevators and escalators](https://attendo.me/en/industries/elevators) - [Hospitality, retail and multi-site](https://attendo.me/en/industries/multi-site-operations) [See all industries](https://attendo.me/en/industries) ## Frequently asked questions ### Does it work for a small consultancy? Yes. You can start with the CRM and proposals, and add projects and time tracking as the team grows. ### Does it track retainer hours? Yes. Each engagement has its block of hours, hours come off as they are logged and the client can see the balance in the portal. ### Can hours be logged to each project? Yes. Time is logged to each document or task, and reports show hours and profitability by project and by client. ### Does it record meetings? Yes. Teams and Google Meet meetings are scheduled from the record and saved with their recording and transcript. ### Does it keep employee time records? Yes, with clock-ins, breaks with a reason and a report per person. With humaneo, attendo covers the functions of HR software, except payroll. ### Does it work for a law firm? For business development, hours and projects, yes. Legal case management is not part of attendo. ## Show us a proposal and a project We will show you attendo with your services, your retainers and the way you plan. If it is not a fit, we will tell you. Would you rather try it yourself? [Request a trial account](https://attendo.me/en/trial) and we will set it up with your case. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)