Project-CRM for Consultants

Manage your project pipeline and associated fees with Project-CRM

Project-CRM enables your team to track and engage with key project stakeholders and give yourself the best possible chance of winning tenders and quotations. 

Empower Your Consultancy with Project-CRM for Consultants, Built on Dynamics 365

Manage projects, stakeholders, and deliverables with ease while leveraging the robust capabilities of Dynamics 365 to drive efficiency and growth.

Project-CRM for Consultants is a powerful, project-centric solution designed to streamline your consultancy workflows. Built on Dynamics 365, it allows you to easily log and manage all project stakeholders, ensuring complete visibility and collaboration. The solution offers fully customisable fee management, tailored to your unique business needs, while seamless integration with Microsoft 365 technologies—including SharePoint—makes document management intuitive and efficient. With Project-CRM, your consultancy gains the tools to deliver projects more effectively, enhance client relationships, and drive business growth.

Projects

  • Project Lifecycle tracking
  • Project activity recording
  • Document Management
  • Managing Complex Relationships
  • Bid Management
  • Resource Planning
  • Fee Management & Planning 

Clients

  • Key Client management
  • Company relationship management
  • Contact management
  • Social Media Integration
  • Inter-company relationships

Reporting

  • Simplify your reporting procedures
  • KPI Dashboards
  • Ad-hoc reporting
  • Revenue Forecasting
  • Management Reporting

Familiar Experience

  • Out of the box Integrations with Microsoft 365 services:

    • Outlook
    • SharePoint
    • Teams
    • Power BI
    • Power Automate
    • Power Apps

Book a demo

To find out more about how Project-CRM® can revolutionise the way you work and book a demo to see it for yourself!

Case Studies

Apex Contractors Limited: Barbour ABI Integration with Dynamics 365

Apex Contractors Limited have been trading since 1997 delivering successful new build and refurbishment projects across all market sectors for both the public and private sector.

Dolese Bros.Co

Case Study Dolese Bros.Co A longstanding construction materials business, supplies quality foundational building products delivered with the newest and best technology and found throughout the infrastructure of great, 21st-century cities and transportation....

Geofabrics: Project-CRM for Manufacturers

Case Study GEOfabrics -High Performance Geosynthetics  Geofabrics Limited was formed in 1990, they manufacture geotextiles and geocomposites for construction and civil applications. The company ethos is to exceed the expectations of customers...

LIFE Build: KMS Project-CRM for Construction Contractors

Case Study LIFE Build Solutions  LIFE Build pride themselves in providing value, reliability and high-quality workmanship for new build, fit out and refurbishment projects. The sectors they specialize in are Education, Homes,...

RED Systems: Project-CRM for Architectural Glazing

Case Study RED Systems – Specialist Glazing RED Systems  was formed in 2005 by Michael Green (Managing Director), they are a specialist glazing firm. They focus on the creativity and quality of...

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Business development management in the construction industry can be a complex and time intensive process including a wide range of moving parts like, planning, identifying new market opportunities, scheduling and managing collaboration...