Consulting firms
Strategy, management, HR or IT consulting: a firm sells expert time and runs several engagements in parallel, each with its own deliverables, deadlines and stakeholders.
Bitrix24 brings client relations, engagement tracking, documents and time tracking together. MonCRM tailors it to the way your firm is organised.
The problem
Meeting notes, proposals, status updates: a large share of a consultant's week goes into work that is never billed.
When client communication, deliverables and time spent are scattered, the firm no longer knows which engagements are profitable or who is overloaded.
Your challenges
01 The problem
Calls, e-mails, meeting notes and chats spread across tools: inconsistent follow-up and missed details.
With Bitrix24
Every interaction in one place
Every client interaction is captured in the CRM, for faster and more consistent communication.
02 The problem
With several engagements running at once, deliverables, deadlines and progress are hard to follow.
With Bitrix24
Every engagement tracked end to end
From proposal to delivery, each engagement has a clear timeline and owners.
03 The problem
Meeting notes, proposals and status updates consume time that could be billed.
With Bitrix24
AI-powered admin
Automatic call transcripts and document templates free up time for higher-value client work.
04 The problem
Proposals, contracts and deliverables on personal drives are hard to find, reuse or keep confidential.
With Bitrix24
A centralised knowledge base
A secure, searchable repository that speeds up proposals and protects client confidentiality.
05 The problem
Who is overloaded? Which engagements are profitable? Where should resources be reallocated?
With Bitrix24
Workload and profitability managed
Time tracking and real-time dashboards to balance workloads and monitor engagement profitability.
06 The problem
Slow handovers and a disjointed client experience.
With Bitrix24
An aligned delivery team
Shared spaces and unified calendars keep delivery teams aligned and reduce delays.
07 The problem
Billing, e-signature, client portals: duplicated data and manual handoffs.
With Bitrix24
Your tools connected
Bitrix24 becomes the firm's operational hub, connected to its existing tools.
What you gain
The firm follows each client from first conversation to delivery and follow-up. The result: higher consultant utilisation, protected margins and sustainable growth.
How we work
Your offers, the sales cycle of an engagement, team organisation, typical deliverables and your billing model.
Sales pipeline, an engagement template with its stages, proposal and meeting-note templates, time tracking and access rights.
Training for consultants and partners, then utilisation and profitability KPI reviews.
Yes. Time is logged in each engagement's tasks, then consolidated by consultant, client and engagement in reports and dashboards.
CoPilot transcribes and summarises calls recorded in the CRM and can fill in client record fields automatically. Notes should still be reviewed by the consultant.
Yes. Clients can be invited as external users to a space dedicated to their engagement, without access to the rest of your workspace.
Yes, through the Bitrix24 REST API or n8n. Bitrix24 can also issue quotes and invoices from the CRM.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Walk us through a typical engagement, and we will show you how Bitrix24 would track it, from proposal to invoicing.
