EngageSuite360 is the CRM for consultants and professional-services firms, with super intelligence built in: a ready-made consulting pipeline (Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active), Ask CRM on your own prospects, proposals and engagements, and Spencer, your consulting agent, drafting the proposal follow-ups and workflows a firm runs. Set up the day you sign in.
This is the exact deal pipeline the Consulting template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Clients & Engagements, with fields and terminology tuned to consulting.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your clients & engagements. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Clients & Engagements, with fields for the work consulting teams actually do. Ready when you sign in.
Ask “Which deals in “Proposal Drafted” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows consulting: your pipeline, your clients & engagements and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “new engagement inquiry”.
Then Assign it to the right person and set a task to schedule a discovery call or route to the engagement lead.
When A deal has sat in “Proposal Drafted” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Engagement Active”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Spencer knows consulting inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows consulting teams run. Ask Spencer anything right here, by chat or live by voice.
Spencer also answers the phone for consulting businesses and writes every call into this CRM — add Spencer as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
The agent scores inbound leads against ideal client profiles, sends personalized follow-up sequences, maintains pipeline data in real-time, and produces weekly pipeline reports with probability-weighted forecasts.
The agent tracks client touchpoints, sends timely follow-ups and check-ins, surfaces cross-sell opportunities across the firm, and keeps the partner's network warm even during busy delivery periods.
The agent pulls data from time tracking, project boards, and communication logs to maintain a real-time status dashboard.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Consulting problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Consulting template sets up your own pipeline (Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active), your records and fields in consulting terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Proposal Drafted” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with consulting expertise: it knows your pipeline, your clients & engagements and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Consulting template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Yes. Every proposal is a deal with its value, the proposal document attached, and a follow-up task; signed work moves into Engagement Active so you can see booked revenue and active client load in the reports view.
Yes. A solo consultant gets a full BD pipeline, client history and follow-up discipline, with Spencer drafting the follow-ups so admin work stops eating billable hours. The plans have a 3-user minimum, so a solo practice pays for three seats.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Spencer and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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