Bring inquiries, proposals, delivery workflows, client communication, and billing follow-through into one connected workflow, so your team stays responsive and deadlines stay on track.
ConvergeHub offers CRM for professional services teams to manage leads, consultations, proposals, client onboarding, delivery tasks, and ongoing relationships from one secure platform. Built for service businesses where follow-through determines outcomes, it keeps every client conversation, commitment, and next step connected to the right account.
Ideal for firms balancing new work and ongoing clients, ConvergeHub keeps the full client lifecycle organized and visible - from first inquiry and qualification to signed agreements, onboarding, delivery execution, invoicing, and renewals. Automation reduces manual coordination by triggering reminders, task assignments, approvals, and client follow-ups automatically. A single source of truth across accounts improves documentation quality, reduces compliance risk, and builds stronger client trust through consistent follow-through.
Route new inquiries, assign owners, track qualification steps, and move opportunities through a structured pipeline with consistent follow-up.
Track discovery notes, scope, proposals, approvals, and next steps so work doesn't stall between "interested" and "signed".
Launch onboarding checklists automatically, assign tasks to delivery owners, and keep kickoff steps consistent across engagements.
Track work delivery using milestones, owners, due dates, and status updates so teams always know what's at risk and what's next.
Manage ongoing requests as cases with priority, due dates, ownership, and resolution history for responsive client support.
Track invoices by milestone or retainer, monitor outstanding balances, and automate reminders and escalation tasks for overdue payments.
Engage prospects quickly with automated assignment, reminders, and defined next steps.
Reduce drop-offs with a clear path from discovery to proposal to approval and kickoff.
Keep engagements moving with milestone-based tasks, due dates, and ownership visibility.
Maintain continuity with a complete timeline of client communication and delivery progress.
Stay proactive with consistent updates, service tracking, and faster resolution of requests.
Strengthen billing follow-through with invoice visibility, automated reminders, and structured escalation workflows.
Designed for businesses that sell engagements, deliver milestones, and manage ongoing client needs.
An intuitive experience helps teams get productive fast without heavy training or long onboarding cycles.
Automate reminders, follow-ups, and task creation while keeping owners and deadlines visible across every client and engagement.
See pipeline activity, active work, communication history, and billing status linked to the same client record.
Support different engagement types, processes, and teams without rebuilding your system or changing how you operate.
Handle more clients, more work, and more users without disrupting how you operate day to day.
Track inquiries, proposals, statements of work, and delivery milestones in one workflow. Keep client communication, tasks, and billing follow-through connected end to end.
Manage leads, campaigns, deliverables, approvals, and renewals with clear ownership and timelines. Automate follow-ups, client check-ins, and invoicing reminders to stay consistent.
Run discovery, proposals, onboarding, delivery tasks, and support requests without handoff gaps. Keep accounts organized with renewal reminders, case tracking, and follow-through workflows.
Track projects, site visits, documentation, milestones, and client updates with structured workflows. Maintain accountability with tasks, due dates, and a complete engagement timeline.
Organize prospects, proposals, project phases, approvals, and design deliverables in one place. Keep client feedback, documents, and deadlines visible across the team.
Manage client requirements, candidate pipelines, interviews, submissions, and placements efficiently. Automate follow-ups, reminders, and status updates for faster turnaround.
Contact our team to see how ConvergeHub keeps inquiries moving, delivery organized, and billing follow-through consistent for professional services teams.
Request a Free DemoFind answers to common questions professional services firms ask when evaluating CRM software for inquiry management, delivery workflows, client communication, and billing follow-through.
It's a system that manages the full client lifecycle-leads, proposals, onboarding, delivery milestones, service requests, and billing-in one place. It keeps commitments and next steps visible so teams can deliver consistently and maintain strong client relationships.
Yes. You can trigger onboarding checklists when a deal is approved, assign delivery owners, set due dates, and track kickoff steps so every engagement starts consistently.
Yes. You can track milestones, tasks, owners, and deadlines tied to each client engagement. This improves visibility into what's due, what's blocked, and what needs attention.
Yes. Track invoices and outstanding balances, then automate reminders and escalation tasks to keep collections consistent-especially useful for milestone billing and retainers.
Yes. ConvergeHub can support different engagement types and processes across teams while keeping all client history and reporting connected to the same account record.
Yes. You can trigger automated reminders and next-step tasks based on activity or stage changes-such as after a discovery call, proposal sent, approval pending, or kickoff scheduled-so deals and delivery don't stall.
Yes. You can track renewals and upsell opportunities as separate deals linked to the same client record, schedule review reminders, and maintain a consistent follow-up cadence to support account growth.
Yes. Every engagement can have clear owners, next steps, and timelines, with a complete activity trail so any team member can step in without losing context.
