The Consulting CRM Connecting Deals, Proposals and Project Delivery
Manage your pipeline and turn qualified opportunities into custom AI-drafted proposals, faster. Win more work and grow your firm.
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Built to fuel consulting firm growth
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CRM for How Consulting Firms Actually Sell and Win Work
Consulting firms win work through repeat clients and trust earned in delivery, not through a complex marketing funnel - we've right-sized our CRM for that reality.
Track every opportunity from first conversation to signed contract, with pipeline stages you can configure to match how your firm sells. Attach proposals and statements of work to each deal, and create projects directly from won deals so time on pipeline work is tracked from day one.
Move deals through confidence-mapped stages, or customize your own
Keep all relevant deal documentation like proposals and SOWs in one place
Create projects directly from won deals
The Fastest Path From RFP to Proposal
Burning hours formatting proposals? Projectworks helps you tailor proposal drafts around your firm's previous work, voice, and client context, so bids stay on brief and your team spends its time on the strategy that wins work. AI-assisted writing tools inside a rich text editor help you polish tone and sharpen sentence structure, so every proposal reads like it came from your best writer.
AI tailors your proposals based on your RFPs, project briefs, client requirements, call transcripts, or emails
Use your best proposals as resuable templates
Identify and control every instance of repeated content snippets such as client name and address
AI-powered controls to adjust, simplify, expand, or refine writing
Turn Proven Proposal Content into Reusable Blocks
Maintain consistency across every bid. Build branded proposal templates and reusable content blocks: methodologies, case studies, pricing models, and team bios. Proposals come together faster, without sacrificing quality. Your team reclaims billable time while keeping full control over your pitch.
Reusable content blocks
Create branded templates
Free Projectworks templates
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Where the Proposal Ends and the Project Begins
When your proposal is ready, share it with your clients as a secure web link or export for use anywhere. Digital signatures mean your proposal can be accepted in the same place it's read and reviewed. Whenever you're ready, turn deals into projects in one button click, with seeded budgets flowing straight through, no re-entry needed.
Optional password protection and expiry dates on proposal links
Export as a .docx for use anywhere
Customizable signature blocks
Projects seeded with proposal budgets
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Explore Resources,
To help you win more work.
How to Win More Work
In this practical guide, you'll uncover industry benchmark data (including how many proposals your peers are sending and their win rates); a targeted Proposal Maturity Model you can use for self-assessment; and a new operating model you can adopt to start winning more, faster.
Frequently
Asked Questions
What is Projectworks Proposals for professional services?
Proposals is a beta feature in Projectworks designed to help small to mid-sized professional services firms generate on-brand, accurate proposals faster, using data already in your system. Instead of wasting time starting from a blank doc or copy-pasting from old proposals, Proposals in Projectworks assist you by intelligently auto-drafting proposal content based on past projects; pre-filling scope, resources, timelines, and budgets using templates and real project data; and aligning proposal assumptions with delivery reality - so what you quote matches what you actually deliver.
What are the benefits of Projectworks Proposals?
Proposals is purpose-built for experts in professional services. We know the pain of spending weeks on a proposal only to lose out. With AI-powered proposals for consulting, you’ll save hours of manual work across disjointed systems like Google Docs and OneDrive; improve accuracy and profitability; win work faster, and keep sales and delivery aligned.
Who are Projectworks Proposals for?
Consultants win time back to focus on delivery instead of writing proposals; sales teams see faster turnaround, higher win rates, and consistent quality; operations leaders benefit from proposals connected to delivery for improved pipeline forecasting and pricing confidence; and clients receive beautiful, professional, and timely proposals that build trust instantly.
When will Projectworks Proposals be available?
Proposals represents the first step in a broader rollout of AI capabilities in Projectworks. The feature is launching this year.
How is my data used and protected?
Your firm’s data is private, secure, and never used to train Projectworks’ shared AI models. Projectworks is SOC 2 Type 2 compliant, and customer data is never shared between tenants. As tenant-specific AI features are enabled in the future (such as firm-specific memory or contextual experiences), any learning or configuration would remain strictly limited to your organization’s tenant only to improve relevance and accuracy for your team. Your data would never be shared, reused, or exposed to other tenants, and no cross-customer training would occur. Learn more about our data policy.