Manage your client relationships more effectively with CRM software

The power of sales pipeline tracking + live data

One of the trickiest challenges for professional services firms is getting an accurate, predictable view of the future

This is nightmarishly tricky when pipeline + live project data live in different places, with no easy way of achieving a holistic view

CMap’s CRM software for professional services firms seamlessly combines pipeline demand with the demand you’re currently fulfilling on live projects, predicting the future with precision and empowering you to make the right calls

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Make smarter plays with analytics and reporting

The biggest hurdle is getting data into the CRM in the first place. The next biggest is keeping it clean. CMap’s brimming with tools to help on this front

But there’s little point in having data if you don’t leverage it. CMap’s 360° views throw light on the health and performance of your accounts, so you can objectively assess relationships and adapt your account plans

Generate proposals automatically

With CMap Documents, you can generate documents based on your own templates and insert information into them automatically

For example, you can create a proposal document that contains standardized text and then automatically inserts things like the client's name and a costing table for the work you're quoting