SST
Saitami SEO Team·SEO Content
Consulting CRM
CRM for Consulting Firms
Manage inquiries, discovery calls, proposals, retainers, tasks, documents and revenue forecasts in a CRM for consulting teams.
Request a consultation →Pipeline from inquiry to contract
Stages for qualification, discovery, proposal, negotiation, signing and onboarding.
Retainers and project hours
Track monthly retainers, hour packages, tasks, deadlines and invoicing.
Documents and follow-up
Automated reminders for proposals, NDAs, contracts, minutes and next steps.
Forecast by partner and service
See revenue by consultant, channel, service and close probability.
Integrations, roles and reporting
Saitami builds custom software with clean data, automations, role permissions and integrations to ERP, CRM, warehouse, accounting and online sales.
