A Connected CRM for Consulting Sales and Client Relationships
Consulting relies on relationship development, stakeholder approval, proposals, and logs. Relecca brings discovery logs, task deadlines, and feedback reviews together under customer records.
Target Use Cases
Relecca solves operational issues specific to Consulting Firms workflows:
Stakeholder Relations
Track decision-makers across corporate clients and catalog interaction notes.
Proposal Pipelines
Advance consulting agreements through custom, high-visibility stages.
AI Post-Deal Feedback
Understand why consulting proposals succeed or fail using real-time AI sentiment audits.
Build your Consulting Firms flow now
Customize pipelines, create intake web forms, and configure roles in minutes.
Interactive Workflow Designer
Customize operational steps and flow order for onboarding or sales processes.
Client Intake
Collect lead background details and web form submissions.
Discovery Call
Review service expectations and set up initial proposal parameters.
AI Feedback Analysis
Analyze customer sentiment on won/lost outcomes to auto-schedule remediation tasks.
Onboarding Handoff
Welcome email sync, team dashboard roles, and kick-off scheduling.