Industries / Professional Services

New business and clients, handled in one place.

For agencies, consultancies, law firms, and accounting practices. Track proposals, retainers, and renewals. Bill the time. Keep the relationship.

Sales · New business pipeline
Open opportunities · Q2
Agency · 5 active proposals
Open deals
18
Weighted value
KES 5.8M
Closing this mo
6
Faith W. · Brand identity
Proposal sent · awaiting feedback
KES 850K
Hot
Joseph K. · Annual retainer
Discovery done · proposal due Fri
KES 1.6M
Warm
Amani H. · Website + SEO
Scope call this Wed 11am
KES 480K
New
Sarah W. · Audit services
Renewal · last engagement Mar 2025
KES 320K
Renewal
What you get

A pipeline that respects how you actually win work.

Proposals you can find

Every proposal version, every email, every call note. On the opportunity. Where you can find them.

Account and contact view

One client, many contacts. CFO, ops lead, GM. You always pitch to the right person.

Retainers that renew

Term ending in 30 days? It surfaces. Renewals stop being a surprise email from the client.

Service-line view

Strategy, design, dev, retainer. See which service lines are growing and which need attention.

Built for professional services

For the realities of selling expertise.

Long sales cycles

Deals that take months. Stage changes, decision-maker shifts, scope evolves. All logged. Nothing falls.

Referrals tracked

Tag which client referred which lead. Send a thank-you when the referred deal closes. Loyalty compounds.

Per-client revenue

Lifetime value, average engagement size, time since last project. See your top accounts at a glance.

Cold pitches that warm up

Sequence outreach to a prospect list. Replies log into the contact. Pick up the warm ones first.

Half my deals were sitting in someone's inbox. Now they live in Nairo. I see who is following up with whom, and we close 30% more proposals.

GM
Grace M.
Managing partner · Nairobi brand agency

Win more work. Keep the clients you have.

Free for 3 users. Put one practice area into Nairo and watch the proposals move.