How does KIMISUITE connect CRM and project management?

KIMISUITE links your sales records to delivery work. When a deal is won, you can create a project from it with key information carried over, then track tasks, time, and budget against the same client record.

Can we use templates for recurring consulting engagements?

Yes. Set up reusable project structures (phases, milestones, task lists, roles) so every new engagement starts consistently and launches faster.

Do clients need a separate tool to see progress?

No. The client portal provides a controlled view of progress, milestones, and updates—so clients stay informed without chasing emails.

Will this replace Asana or Monday for us?

Many consulting teams use KIMISUITE as their unified system because it connects sales, delivery, and profitability. If you’re currently split across tools, KIMISUITE is designed to reduce that fragmentation.

How do we track profitability per project?

Track time and costs as work happens and compare them to the quoted budget. This creates a clear view of margin by engagement and helps refine pricing and scoping.

Consulting Firms

Seamless Handoff from Sales Proposal to Project Delivery

KIMISUITE connects CRM and project delivery so consulting teams launch faster, stay aligned, and prove profitability on every engagement.

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Common Challenges

The CRM stops at “Won”

After a deal closes, delivery teams rebuild the same information in separate tools—scope, stakeholders, deliverables, and deadlines get lost.

Disjointed tools create rework

Projects in Asana/Monday live outside your client records, so updates, files, and decisions scatter across threads and spreadsheets.

Profitability is a guess

Without connected time and cost tracking, you can’t reliably compare actual effort to the quoted budget—or learn from past engagements.

The Solution

KIMISUITE closes the gap between selling and delivering for consulting firms. The moment an opportunity is marked as won in CRM Business Hub, you can spin up a structured project with the right template, tasks, milestones, and owners—without copying data.

Keep every client conversation, document, and decision tied to the work being executed. Track time and costs as the team delivers, and compare progress against the budget in real time. Clients get clear visibility through a portal, while your team gets milestone alerts and a single source of truth from kickoff to sign-off.