Win more retainers with a clearer consulting pipeline
Move prospects from first call to signed retainer with complete client history, proposal tracking, and reliable reminders in KIMISUITE.
Common Challenges
Business development lives in inboxes
Notes, emails, and meeting outcomes are scattered, so follow-ups depend on memory and personal spreadsheets.
No consistent path from lead to retainer
Without clear stages, deals stall after the first call, and partners can’t see what’s blocked or what’s next.
Forecasts are guesses, not signals
When pipeline data isn’t structured, revenue forecasting becomes subjective and hiring/utilization planning suffers.
The Solution
KIMISUITE CRM Business Hub gives consulting firms a pipeline built for relationship-led selling—so every prospect has a clear next step.
Capture engagement history across calls, emails, meetings, and proposals, then guide opportunities through a consistent flow from discovery to signed retainer. Time-based reminders keep momentum without nagging, while proposal tracking and outcomes turn your BD activity into a learning system.
- Complete client view so anyone can step in with context
- Proposal tracking to understand what wins and why
- Revenue forecasting based on real stage movement, not assumptions
Benefits
Faster follow-ups that feel personal
Always know the last touchpoint, the client’s priorities, and the promised next step—so outreach is timely and relevant.
More control over complex deals
Standardize stages and responsibilities across partners and teams, reducing dropped handoffs and silent stalls.
Forecasting you can defend
See what’s likely to close, what needs attention, and where your next retainer will come from—based on activity and progress.
