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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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
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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 the Consulting CRM and Proposals in Projectworks?
The Consulting CRM and Proposals is where you manage your sales pipeline, create and send your proposals, and turn won deals into projects.
Track each opportunity by stage with its owner, value, probability, and close date. Build proposals from your firm’s templates and content library, with AI pulling in context from the bid. Each deal keeps its proposals, notes, and budget in one place.
When you win the work, the pricing in the proposal becomes the project budget, so your pipeline, proposals, and delivery run on the same numbers.
Can this replace my firm's standalone CRM?
For many firms, yes. We've designed the Projectworks CRM based on how growing consultancies sell and win work. This covers what many firms need: a pipeline of deals by stage, the proposals and budgets for each deal, and projects created straight from won work. It doesn’t include marketing automation, email sequences, or contact enrichment. If most of your work comes from repeat clients and referrals, Projectworks gives you everything you need from a CRM. If you run marketing campaigns, you can keep your existing tool for that and manage deals that turn into projects in Projectworks.
What happens when we win a deal?
When a client accepts a proposal, you can create the project in one step. The budget from the proposal’s pricing carries into the project, so nobody retypes numbers and the project starts from what you sold.
Who are the Consulting CRM and 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.
Can clients sign Proposals online?
Yes. Share the proposal as a secure link, with optional password protection and expiry date. Clients sign in the document, and Projectworks records the time, IP address, and browser for each signature along with the signer’s consent to sign electronically. Once every signature is in, the version locks and both parties keep an audit trail of what was signed.
How do I get access to CRM and Proposals?
CRM and Proposals are included on the Unleash plan. If you’re new to Projectworks, book a demo and we’ll show you how it works for a firm like yours.
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.