For Consultancies
Run engagements like deals — not like spreadsheets.
Pipelines for proposals, tickets for engagement work, and invoicing tied to outcomes.
Sound familiar?
What consultancies usually struggle with
- Proposals get lost in email
- Engagement scope creeps because nothing tracks it
- Net Terms invoices are sent late and chased late
How AutomatticCRM fixes it
For boutique consultancies that win on proposal velocity and delivery quality.
Proposal pipeline
Templated proposals move through a pipeline with reminders to follow up at every stage.
Engagement tickets
Every active engagement gets a ticket lane — visible to client and team.
Built-in invoicing
Send invoices from won deals; auto-remind on overdue terms.
Start free — your first proposal is faster.
Other solutions
Ready to try it?
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