CRM FOR PROFESSIONAL SERVICES

The CRM That Does
Everything

No add-ons. No integrations. No surprises.

Pipeline management, lead scoring, e-signatures, document tracking, marketing automation, and contract lifecycle management — all included in every plan. From first lead to signed contract, in one platform.

Sales Pipeline
Pipeline Leads Quotes
Qualified 2
Acme Corp
£45,000
Beta Solutions
£62,500
Proposal 3
Delta Ltd
£38,000
Gamma Inc
£51,200
Echo Corp
£28,500
Negotiation 1
Foxtrot Ltd
£72,000
Won 2
Zulu Corp
£95,000
Oscar Ltd
£54,300
52
Sales Features
8
Native Connectors
65%
Cost Saving
Zero
Add-Ons
Everything You Need to
Close More Deals
From pipeline to contract to renewal — every CRM capability you need, built in from day one.

Pipeline Management

Visual pipeline with drag-and-drop stages, weighted forecasting, deal health scoring, and automated stage transitions. See every opportunity at a glance.

Lead Capture & Scoring

Configurable scoring rules across engagement, demographics, and behaviour. Automatic lead routing and qualification workflows.

Quoting & CPQ

Build quotes with product catalogues, line items, discounts, and approval workflows. Convert to contracts in one click.

E-Signatures

Native multi-signer e-signatures with signing order, secure tokens, and legal audit trail. No DocuSign needed.

Document Tracking

Know the instant your prospect opens a quote. Track time-on-page, view count, and recipient behaviour in real time.

Contract Lifecycle

Template library, clause management, approval workflows, version tracking, and automated renewals. Complete CLM included.

Attract, Nurture, Convert

Built-in marketing automation that connects directly to your CRM data. No separate product, no sync issues.

Journey Builder — visual multi-channel automation canvas
🔀
A/B Testing — test subject lines, content, and send times
📝
Progressive Forms — smart forms that evolve with each interaction
📧
Email Campaigns — template builder with merge fields and tracking
🔄
Sales Cadences — multi-step follow-up sequences
Start
Send Email
Decision
Task Assigned
Analytics That Close Deals
Pipeline velocity, win/loss analysis, and rep performance — the insights sales leaders need.
FORMULA-DRIVEN

Pipeline Velocity

Opportunities × Average Value × Win Rate ÷ Average Cycle Days. Identify bottlenecks at 1.5× stage threshold. Monthly trend comparison.

Velocity Score Bottleneck Alerts Stage Analysis
DATA-DRIVEN

Win/Loss Analysis

Loss reason breakdown by frequency and value. Stage dropoff analysis. Deal type breakdown. Rep-level performance stats.

Loss Reasons Stage Dropoff Rep Stats
AI-POWERED

Smart Reminders

Stale deal alerts when opportunities sit too long. Contract renewal windows at 30/14/7 days. Lead re-engagement when contacts go cold.

Stale Deals Renewals Re-engagement
REAL-TIME

Revenue Forecasting

Weighted pipeline forecasting based on stage probability. Actual vs forecast comparison. Monthly and quarterly projections.

Weighted Forecast Projections Actuals

Ready to unify your CRM?

Join professional services firms replacing fragmented tool stacks with Avaro-One.