CRM for Consultants and Professional Services
Manage engagements, proposals, appointments, time and invoices.
Ready on day one
- Engagements
- Opportunities
- Quotations
- Bookings
- Tasks
- Timesheets
- Documents
- Invoices
- Follow-up task three days after a quotation is sent
Questions
Can Genix One work as a CRM for consultants?
Yes. Choose Consulting and professional services during setup and Genix One creates engagements, opportunities, quotations, bookings, tasks and more, ready to use. You can rename, add or remove anything.
What does the consulting and professional services workspace include?
8 ready modules, a dashboard, reports, automations such as "Follow-up task three days after a quotation is sent" and roles like Consultant.
Can I customise it for my own process?
Yes. Add fields, stages and new modules in plain English or with the visual editor. Every change is previewed first and can be rolled back.