You Won the SOW. Then You Lost the Context.
That proposal has been sitting in "sent" for six weeks. Did anyone follow up?
Project pipeline and client relationship management for IT consultants
IT consulting deals involve multiple stakeholders, long evaluation cycles, and proposals that sit in review for weeks. Your PSA or project tool handles delivery. But the sales side (the CTO who needs convincing, the procurement contact who controls budget, the proposal you sent six weeks ago with no response) needs its own system. Booked55 gives IT consulting firms one place to track opportunities, manage client relationships, and make sure proposals do not die in silence.
Listen to this article
Multi-stakeholder
Deal tracking
Full
Proposal history
Built-in
Renewal reminders
Sound Familiar?
These are the problems we hear from IT consulting firms every day.
Proposals go quiet and nobody notices
You sent a proposal six weeks ago. The technical lead said they loved it. Then silence. Without a pipeline stage and a follow-up reminder, that deal sits in limbo until the client picks someone else.
Multi-stakeholder deals lose context
The CTO cares about architecture. The CFO cares about ROI. The end user cares about timeline. When your delivery team takes over, those stakeholder preferences and commitments made during sales are buried in email threads.
Retainer renewals sneak up unrenewed
That managed services contract expires in 60 days. You meant to start the renewal conversation at 90. Now you are scrambling, and the client is already talking to a competitor who reached out proactively.
Your Pipeline, Your Way
How Booked55 Fits Your Workflow
See Every Opportunity on One Board
Drag deals through stages that match your sales process: discovery, technical assessment, proposal sent, negotiation, closed. See what is moving, what is stuck, and which proposals need a follow-up today.
Track Multiple Stakeholders Per Deal
Link the CTO, CFO, procurement contact, and end-user champion to the same opportunity. See the full stakeholder map before every call so you know who cares about what.
Never Lose Proposal Context
Attach notes, scope details, and negotiation history to each deal. When a proposal comes back with questions three weeks later, you will know exactly what was discussed and what was promised.
Get Ahead of Renewals
Set up a renewal pipeline with reminders at 90 and 60 days before contract expiry. Start renewal conversations proactively instead of scrambling when the client is already shopping.
Built around how you already think about your business
Frequently Asked Questions
Does Booked55 replace my PSA or project management tool?
No. Your PSA handles project delivery, time tracking, and billing. Booked55 handles the sales and relationship side: pipeline, proposals, stakeholder tracking, and renewal conversations.
Can I track both project-based and retainer clients?
Yes. Create separate pipelines for project sales and retainer renewals. Tag clients by engagement type so you can see your full book of business at a glance.
How do I manage long sales cycles?
Use custom pipeline stages that allow deals to move backward (back to discovery if requirements change, or to nurture if the client goes quiet. Every stage change is logged so you never lose history.
Can my sales and delivery teams both use it?
Yes. Sales tracks the pipeline. Delivery can log client touches and notes. Owners see everything. When a deal closes, the full conversation history is available for handoff.
I run a small IT consultancy. Is this overkill?
Small firms lose the most from proposals that go quiet because there is no dedicated sales team to catch them. A simple pipeline with follow-up reminders pays for itself with one saved deal.
What CRM do IT consulting firms typically use?
Many use Salesforce, HubSpot, or Zoho CRM. Booked55 is simpler and relationship-focused) built for boutique firms that need pipeline visibility and stakeholder tracking without enterprise CRM overhead.
Stop Losing Deals to Silent Proposals
Start your 14-day free trial. See your project pipeline clearly.
Related Solutions
See how Booked55 fits other industries and teams like yours.
Consultants
You win work through relationships. Track them like they matter.
A CRM for service businesses that run on relationships
A CRM for service businesses that run on relationships
A CRM that fits how early-stage SaaS founders actually sell
A CRM that fits how early-stage SaaS founders actually sell