Meeting, proposal, project. All in separate places.
You meet a prospect, prepare a proposal, and if you win the work it turns into a project. At most consulting firms these three steps live in three places: a calendar, Word, Excel. TiosCRM brings the proposal → project → collection flow together.
A week at a consulting firm
Two intro meetings on Monday, a proposal promised to one. The proposal went out Wednesday but no one owned the follow-up. When the client called Friday asking 'what happened', no one remembers which version was sent. On ongoing projects, who owns which client also gets muddled.
The work isn't lost. Meetings, proposals and ownership are scattered.
What does TiosCRM do at a consulting firm?
Captures the meeting.
Intro, referral, web form; every prospect lands in Leads. What was discussed, which need, who owns it are on the card.
Tracks the proposal.
Every proposal is on record: which client, which scope, which fee. Pending proposals show on one board and aren't forgotten.
Links to project and collection.
An approved proposal turns into a project; which stage, when to invoice. Activities reminds you of the follow-up and the collection date.
How do the apps work at a consulting firm?
The same CRM, in your firm's language. One track from meeting to collection.
Prospects
Intro, referral, web form; every prospect is recorded with their need and source, and none is forgotten.
Proposal & Sales Pipeline
Met → proposal → negotiation → contract; see which stage every opportunity is at on one board.
Customer Card
Which projects were done, what was discussed, past proposals; everything about a client on one card.
Tasks & Reminders
A post-proposal follow-up, a project milestone, a collection date; it comes up when it's due.
Proposal
Send scope, duration and fee as a written proposal; hourly or project-based, nothing left verbal.
Reporting
Which service sold most, proposal win rate, how many deals each consultant closed; the month-end number is ready.
Don't let your proposal disappear after it's sent.
Keep every step from meeting to collection in one place with a Turkish CRM. Your team gets up to speed the same day.