A Connected CRM for Consulting Sales and Client Relationships
Consulting relies on relationship development, stakeholder approval, proposals, and logs. Relecca brings discovery logs, task deadlines, and feedback reviews together under customer records.
Target Use Cases
Relecca solves operational issues specific to Consulting Firms workflows:
Stakeholder Relations
Track decision-makers across corporate clients and catalog interaction notes.
Proposal Pipelines
Advance consulting agreements through custom, high-visibility stages.
Post-Deal Feedback
Understand why consulting proposals succeed or fail with client feedback surveys and AI summaries of the responses.
Relationships That Outlast Any Single Engagement
Consulting revenue depends on relationships that persist between projects. When the context lives with the individual consultant rather than the firm, a departure takes the relationship with it.
- Client organizations and their contacts as linked records.
- History that survives contact turnover on either side.
- Prior engagements, documents and correspondence on the account.
- Ownership assigned explicitly rather than assumed.
Business Development Alongside Delivery
Consulting pipelines go quiet in busy delivery months, which is precisely when they matter most. Keeping the pipeline in the same workspace as client work makes it visible instead of a separate system nobody opens.
- Pipeline stages matching your proposal and scoping process.
- Proposals composed from products and services rather than typed.
- Proposal files and correspondence kept on the opportunity.
- Follow-up scheduled as tasks with owners and deadlines.
Knowing What an Engagement Actually Cost
Fixed-fee and retainer work only remains viable if you know what it consumed. Time logged against clients and tasks turns scoping and renewal conversations into ones based on record rather than recollection.
- Time entries against customers, opportunities and tasks.
- Searchable, exportable records for billing and internal review.
- Effort per client visible ahead of a renewal.
- Capacity visible before further work is committed.
Set up Relecca for Consulting Firms
Customize pipelines, create intake web forms, and configure roles in minutes.
Compare plans and pricing, or read our CRM guides.
Define the steps a task moves through. Each step becomes a column on your task board.
Gather the customer's background and requirements.
Work on the task and log time against the customer or deal.
A colleague checks the work before it is handed over.
Task completed. Cards in this step count as finished on the board.