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Professional Services

Every client, every hour,
accounted for.

Consulting firms, law practices, CA offices, IT services — Biznative ties CRM, proposals, delivery and billing to every single client, so nothing falls between the cracks.

5×

Faster onboarding for new clients

30%

More recovered billable time

1

Source of truth per client

The problem

What's slowing you down today

  • Client information scattered across drives, inboxes and heads
  • Engagement letters and SOWs live in Docs with no tracking
  • Utilisation reports are always a week behind
  • Renewals surprise you instead of being planned
  • Support requests get lost between account managers

The Biznative way

Turn on the right modules

CRM

Clients, contacts, engagements and a full activity log.

Proposals & Contracts

Reusable templates, e-signature and renewal reminders.

Projects

Delivery tasks tied to the contract with a client portal.

Finance

Time-based, milestone or retainer billing with GST.

Support

SLAs per client tier, routed to the right partner.

HR

Consultants, roles, utilisation and payroll.

A typical week

How teams actually use it

1

Prospect becomes a client

Signed proposal auto-creates the client record, engagement, project and billing schedule.

2

Delivery team gets tasks day one

Templates by service line spin up the right checklist and access.

3

Time and expenses roll up live

See margin per client, per engagement and per consultant in real time.

4

Renewals never get missed

Automations flag renewals 60/30/7 days out with a task for the owner.

5

Client sees exactly what they paid for

Branded portal shows tasks, files and invoices. Support tickets logged in one place.

Want this up and running?

We'll ship a whitelabeled build on your domain with the modules your team needs. Enterprise support over email and WhatsApp.