CRM for professional services

Relationships are your revenue. Treat them that way.

In services, the next engagement usually comes from a relationship you already have. Attriqs CRM keeps every client, referral, and conversation organized, and MosAIc handles the follow-ups that keep your pipeline full.

What slows a services pipeline

You are busy delivering, so business development is the first thing to slip.

Follow-ups fall through during delivery

When you are heads-down on client work, prospects and warm referrals go cold without anyone noticing.

Relationship history lives in your head

The context that wins repeat business is scattered across inboxes, notes, and memory.

Referrals never get worked

Your best source of new business gets a thank-you and then nothing systematic.

How Attriqs CRM keeps relationships warm

Stay on top of every follow-up

MosAIc drafts the check-in, sets the reminder, and nudges you when a relationship needs attention.

Full history on every client

Every conversation, engagement, and note in one place, so you walk into every call prepared.

Turn referrals into a pipeline

Capture and work referrals like any other deal, so warm intros actually become revenue.

Attriqs CRM home dashboard with pipeline, KPIs, and a MosAIc insight

Everything you get with Attriqs CRM

One platform for the people you sell to, the conversations you have, and the work that moves deals forward.

Contacts, companies, and deals on visual pipelines
Email, SMS, and calling in one unified inbox
Journeys, campaigns, and forms that run themselves
MosAIc drafts, summarizes, and suggests the next move
Workflows that automate the busywork
Clear reporting on what is actually closing

Keep your best relationships working for you.

Attriqs CRM is in early access. Request access and we will get you set up, show you around, and help bring your data across.

Got questions?
Ask MosAIc™