Sell Your Expertise, Not Your Time
For professional services, relationship is everything. TargetCRM helps you nurture clients from the first handshake to the annual retainer renewal.
In professional services—whether you run a marketing agency, a legal firm, or a consultancy—trust is your currency. Clients don't just buy a deliverable; they buy your expertise and your reliability. However, managing client relationships manually often leads to 'feast or famine' cycles. You are either too busy delivering work to sell, or too busy selling to deliver.
TargetCRM stabilizes your business by automating the client nurture process. We help you track every potential lead, remind you to follow up on proposals, and ensure that no relationship goes cold. By moving your client data out of your partners' heads and into a centralized system, you turn individual relationships into firm-wide assets.
We also bridge the gap between sales and delivery. Once a contract is signed, the handover to your project team is seamless. Track retainers, renewal dates, and billable milestones automatically, so you can focus on providing value to your clients instead of chasing paperwork.
The 'Feast or Famine' Cycle
Service businesses often struggle to balance delivery with business development.
Missed Follow-ups
Forgetting to call a prospect back because you got busy with client work.
Proposal Limbo
Sending a quote and never hearing back because you didn't have a follow-up cadence.
Scope Creep
Doing work that wasn't billed because tracking was loose.
Scale Your Consultancy
Automated Booking
Let clients book consultations directly into your calendar, eliminating email tag.
Retainer Management
Track recurring revenue and get alerts 30 days before a contract expires.
Client History
See every email, meeting, and project note in one timeline before you pick up the phone.
Tools for Experts
Features designed to help you sell high-value services.
Proposal Tracking
Know exactly when a client opens your proposal so you can call them at the perfect moment.
Project Handover
Convert a won deal into a Project with one click, transferring all client requirements.
Referral Engine
Track which partners are sending you business and manage referral commissions.