CRM for Consulting Firms
Manage client engagements, proposals, project delivery, and team utilization from one platform built for professional services.
Why Choose IdeaDunes
Run your practice, not just projects
From strategy firms to IT consultancies, IdeaDunes handles every aspect of your professional services business.
Engagement Management
Track engagements from proposal to delivery with milestones, deliverables, and change orders.
Resource Planning
Staff projects based on skills, availability, and utilization targets with visual resource boards.
Proposal Builder
Create branded proposals, SOWs, and change orders with templates and approval workflows.
Time & Expense
Log time, track expenses, and automate billing with multiple rate card support.
Practice Analytics
Utilization rates, profitability by project/client, pipeline forecasting, and capacity planning.
Client Success
Health scores, satisfaction tracking, repeat business analytics, and upsell identification.
Key Capabilities
Everything you need, nothing you don't
Knowledge Base
Build institutional knowledge with project templates and best practices.
Revenue Forecasting
Project revenue recognition and backlog reporting.
Subcontractors
Manage external consultants and partner firms.
Win/Loss Analysis
Track proposal outcomes and competitive intelligence.
Multi-Office
Support for global offices with local currencies and teams.
Deliverable Tracking
Track deliverables, approvals, and client sign-offs.
“Our utilization improved from 68% to 85% and we reduced project overruns by half within the first quarter.”— David Chen, COO, Stratford Advisory Group
Scale your consulting firm
Join professional services firms using IdeaDunes for end-to-end practice management.