CRM for Professional Services: From Signed Proposal to Paid Invoice
Consultancies, agencies and advisory firms sell scoped work, then have to deliver it. KudosCRM keeps the quote, the delivery project and the invoice on the same client record.
14-day free trial of Professional, no credit card required.
Northwind Advisory · Strategy Engagement
Stage: Won, in delivery
Proposal quote v2 sent
Priced from the product catalog
Quote accepted
Converted to an order
Delivery project opened
Owner and team added
Kickoff tasks assigned
From a task template
Invoice drafted from the order
Line items carried over
What Is a CRM for Professional Services?
A CRM for professional services, also called professional services CRM software, tracks prospects, proposals and clients, then carries the won engagement into delivery. In KudosCRM an accepted quote becomes an order, a delivery project tracks the work, and an invoice is drafted from the order. It does not track timesheets or utilization.
Stage 1
Inquiry
Stage 2
Proposal
Stage 3
Won
Stage 4
Delivery
Stage 5
Invoiced
How Does a Professional Services Firm Go From Quote to Invoice in KudosCRM?
Four steps take one engagement from a priced proposal to a paid invoice, with the client record linked at every step.
Price the Proposal
Add services from your catalog as line items. Price books apply a different rate to each client segment.
QuotesTrack It to Accepted
Send the quote and issue a new version when scope changes. Once accepted, it converts into an order.
ProposalsOpen the Delivery Project
Create a project for the won work, set its owner, and add members and starting tasks.
ProjectsBill From the Order
Draft the invoice from the order and mark it paid. Booked revenue updates from real orders.
OrdersWhy Does Delivery Start From a Handoff Email?
Sales knows the scope, and delivery inherits a blank page. Here is how KudosCRM closes the three gaps between the two.
The Problem
Delivery starts from a handoff email instead of the signed scope
How KudosCRM Helps
Create the project from the won work. The company, deal and accepted quote stay linked, so the team opens the project with the scope in front of them.
The Problem
Projects slip until the weekly status meeting
How KudosCRM Helps
Every project card shows a health badge, an owner and progress. The Command Center pulls at-risk projects, deals, tickets and tasks into one list, so you can triage in a single pass.
The Problem
Budget overruns show up after the invoice goes out
How KudosCRM Helps
Delivery reports show budget versus invoiced for every project, plus cycle time and on-time rate, so a project running past budget gets flagged while you can still react.
See Which Projects Need Attention Before You Open One
The projects board groups delivery work by status and shows health, owner and progress on every card.
Health badges on every card
Red and amber badges show where to look first. Drag a card to a new status as work moves.
A full working file per project
Open a project for its tasks, files, members, notes and a timeline of what changed.
Workload by person
Due-today and overdue counts sit next to each name, so you can reassign before work slips.
Bill From the Order, Not From a Spreadsheet
Accepted quotes arrive as orders, and each order shows delivery status and invoice status side by side.
A catalog and price books
Add each service once as a product, then use price books for a different rate by client segment.
Versioned quotes
Issue a new version when scope changes. The history of what you offered stays on the quote.
Invoice drafted from the order
Line items carry over. Mark the invoice paid and booked revenue on the Sales overview updates.
Keep Client Work Visible Only to the Right People
Group consultants, delivery staff and finance into teams, set what each role can do, and add overrides only for exceptions.
Teams for practice groups
Group consultants, delivery staff and finance into teams and assign owners to each.
A permission matrix per role
Set what each role can do. The server enforces it, and the interface hides the rest.
An audit log of changes
Filter by person, expand a row for the before and after, and export the log to CSV.
Need certifications or hosting details? See the Trust Center.
Keep Past Clients and Referral Sources Close
Most new engagements come from people who already know you. Keep them in view after the project ends.
Sequences for Follow-Up
Enroll past clients and prospects in a multi-step email sequence, with delays between steps.
Explore Email SequencesStale Account Badges
The Companies table flags accounts with open deals and no activity for 30 days, beside won versus open revenue.
Explore Contacts and CompaniesBooking Links for Scoping Calls
Share a link so prospects pick a discovery slot, and the meeting lands on their record.
Explore MeetingsPricing
What Does KudosCRM Cost for a Professional Services Firm?
Per seat, published, with a 14-day Professional trial and no card. Boutique firms start on Basic. Firms running several client pipelines choose Professional.
Free
Solo consultants
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Boutique firms
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing firms
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Multi-office firms
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat. Compare every plan →
CRM for Every Kind of Professional Services Firm
Services differ, but every firm sells scoped work and then has to deliver it.
Integrations
Works with the Tools You Already Use
Connect Outlook so client email lands on the right record, Zoom for scoping calls, and Slack for alerts. Chatra brings website chat into the same CRM.
See All Integrations
FAQ
Frequently Asked Questions
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Run the Whole Engagement on One Client Record
Quote the work, open the project and draft the invoice from the order.