Client onboarding and CRM for consulting firms

From first conversation to signed engagement to kick-off: one place for accounts, proposals and onboarding, with an agent that keeps every next step moving.

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What gets in the way today

The work between the systems

Opportunities live in partners’ heads and inboxes, so the pipeline review is guesswork.
Proposals stall after they are sent and nobody notices.
Onboarding a new client means the same checklist rebuilt every time.

How Neuclon handles it

Built for this, changed by your team

The Sales CRM app holds accounts, contacts, opportunities and activities with a weighted forecast. The proposal pipeline flags proposals with no reply, and the engagement tracker starts with a kick-off checklist. The agent writes the pre-meeting briefing and the follow-up after every call.

See it work

Try Sales CRM with sample data

Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.

Try it: Sales CRMInteractive demo · sample data

The apps

What you get

App · Every industrySales CRMAccounts, contacts, opportunities and activities, connected: a pipeline board, a weighted forecast, next-step and stale-contact flags, discount approv…Template · Business ConsultingProposal pipelineOpportunities and proposals with value, probability, partner and decision date.Template · Business ConsultingEngagement trackerEvery engagement with scope, budget, burn, health and next milestone.Template · Business ConsultingClient satisfaction reviewsPost-engagement reviews with scores, quotes, references and follow-ups.

A day with Neuclon

How the day goes

MonA partner logs a discovery call. The agent drafts the follow-up with the decisions and next steps.
WedThe proposal goes out; its due date for a reply is set automatically.
Next WedNo reply. The proposal is flagged and the agent drafts a short nudge.
SignedWon: the engagement is created with the kick-off checklist and the delivery lead assigned.

An illustrative day. Your rules, people and systems set the details.

Prove it in 30 days

What to measure

Proposal win rate
Days from proposal to signature
Pipeline value by stage
Time to kick-off after signature

Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.

Questions

Frequently asked

We already use a CRM. Why Neuclon?

Keep it if it works. Neuclon can read it and add the agents and the delivery side; many firms start with the proposal and onboarding steps their CRM does not cover.

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

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Everything Neuclon does for business consulting · All solutions · All apps and templates

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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