Systems for Consultants and Advisors
CRM for Consultants: Optimize Project Management, Time Tracking, and Billing
At ZRM, we help consulting firms integrate, automate, and streamline their workflows within a tailored CRM system. We ensure your consultants have the right tools to work more efficiently, increase billable hours, and deliver high-quality service to clients. How We Solve Your Challenges
1. Manual and inaccurate time tracking
→ We automate time tracking with calendar integrations, AI-based work recognition, and automated reminders.
2. Lack of project and resource overview
→ We centralize all project data with visual project management, resource allocation, and reporting.
3. Complex invoicing processes
→ We automate invoicing, sync with accounting systems, and ensure invoices are generated based on approved time entries.
4. Need for better data and reporting
→ We provide dashboards with real-time insights into billing rates, pipeline status, project progress, and client activity.
5. Disconnected systems
→ We integrate existing systems, enabling seamless data flow across departments and processes.
Tailored for Consultants
With our own experience in consulting, we’ve developed a CRM that:
- Accurately and automatically tracks time, saving valuable resources
- Provides real-time insights into performance through dashboards
- Enhances efficiency through systematic communication
- Digitally manages compliance and contract signing
Why Use a Custom CRM?
Many consultants still rely on manual processes, spreadsheets, and multiple disconnected systems for time tracking and task management. This often leads to inefficiencies, lost revenue, and a lack of visibility into team performance.
Ensure Compliance
Security, Scalability, and Ease of Use
Consulting firms handle confidential data, making security and compliance essential.
Our CRM solution offers:
- GDPR-compliant data security with advanced access controls
- Encrypted data storage to protect client information
- A scalable platform that grows with your business
- A user-friendly interface that ensures compliance is easily maintained across teams
Explore a Case Study
How We Helped a Consulting Firm
A consulting company needed a streamlined solution for time tracking, project management, and billing, as their previous tools lacked integration.
ZRM developed a tailored CRM solution that:
- Automated time tracking with Outlook and calendar integrations
- Centralized project management with clear task assignments and resource allocation
- Digitized invoicing with automatic data transfers to accounting systems
- Created dashboards for KPI tracking, capacity utilization, and billing rates
This solution significantly reduced manual tasks, freeing up time for advisory work and client service.
Support & Operations: Always an Expert at Your Disposal
For large projects and complex businesses, reliability and support are essential. That’s why we offer:
✔ Danish development and support with industry expertise, ensuring you always have a specialist who understands your needs.
✔ GDPR-compliant data security, guaranteeing proper handling of sensitive information.
✔ Reliable solutions with high uptime, so your systems always perform optimally.
From our experience in consulting, we know that a CRM is only successful when it is user-friendly, reliable, and backed by the right guidance.
An Intelligent CRM Solution for Consultants
Automate Time Tracking
- AI-powered recognition predicts and categorizes work time
- Seamless integration with calendars and case management systems
- Automated reminders to minimize missed entries
Get Full Project and Resource Overview
- Dashboards with real-time project updates
- Visual task distribution and scheduling
- Optimal resource allocation based on workload and capacity
Automate Billing and Financial Management
- Direct synchronization with accounting systems like e-conomic and Navision
- Invoice generation based on approved time entries and project milestones
- Automated payment reminders and follow-ups
Improve Reporting and Data Analysis
- Real-time KPI dashboards with insights into billing rates, pipeline, and client value
- Automated financial reports for business optimization
- Data analytics for better decision-making and resource planning
Integrate Systems Across Your Business
- Connect CRM, project management, and accounting systems
- Integration with digital contract management for faster approvals
- API solutions that ensure flexibility and scalability
Companies Already Using Our Solutions
The Footprint Firm
A consultancy and investment company working with businesses, researchers, and government agencies to develop climate-positive innovations and sustainable solutions.
Human Engage
A strategic partner that transforms complex data into valuable insights, helping businesses make informed decisions across sectors and industries.
KomepetenceKanalen
One of the largest performance marketing agencies in the Nordics, helping businesses achieve measurable digital growth through AI, data, and marketing strategies.
Ready for a CRM Designed for Consultants?
With our industry expertise and experience as consultants, we know what it takes to optimize your processes. Whether you want to streamline time tracking, gain better project visibility, or automate your billing, we can customize a solution tailored to your specific needs.
Let’s discuss how we can strengthen your business with the right CRM.