Consulting CRM
/appThe Consulting CRM brings the sales funnel of grant, R&D and management-consulting teams onto one screen. Track every opportunity stage by stage from first touch to outcome, assign consultants, link activities and tasks to customers, and measure conversion with reports.
Pipeline
Drag-and-drop stage management: first touch → outcome.
DetailsCustomers
Company card, sector, consultant assignment, estimated grant/fee.
DetailsTasks & Agenda
Customer-linked tasks and an appointment calendar.
DetailsActivity & Notes
Visit, call, meeting logs; structured notes.
DetailsReports
Conversion, pipeline distribution, consultant performance.
DetailsCost quotes
Consulting fee proposal documents.
DetailsSignature flow
The end-to-end workflow
Lead → pipeline stage → activity/task → won/lost.
Add lead
Capture the opportunity with its source and sector, assign a consultant.
Move on pipeline
Advance stages with drag-and-drop; probability sharpens at each stage.
Activity & task
Link visits, calls and tasks to the customer and stay on top of follow-ups.
Close it
Mark won/lost; reports compute conversion automatically.
Example scenario
From scattered trackers to one pipeline
A grant-consulting team kept opportunities across separate spreadsheets; after moving to the Olventa pipeline, each deal’s stage and last touch became visible on one screen.
- 35%
- faster follow-up
- 0
- missed follow-ups
- 1
- source of truth
FAQ
Module FAQ
Consulting CRM
Does the Consulting module post to the ledger?
Can I customize pipeline stages?
How do I see consultant performance?
Does customer data mix with other modules?
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