Industries · Professional Services
Toolbase for Professional Services Firms
One platform for clients, proposals, engagements, tasks and profitability by client.
The challenges
What gets in the way for professional services firms
Scope creep erodes fixed fees
Extra requests are absorbed rather than priced, and nobody sees the cumulative cost.
Business development is ad hoc
Opportunities are tracked in partners' heads rather than a shared pipeline.
Work is spread across email and documents
There is no single view of what is due for each client.
Profitability by client is unclear
Revenue is known. The time and cost behind it are not.
Built around your industry
Toolbase speaks professional services
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Customer | Client |
| Deal | Opportunity or proposal |
| Project | Engagement |
| Job | Deliverable |
| Labour category | Role and charge-out rate |
Workflow
From first enquiry to profit, the professional services way
The proposal defines the scope, the engagement tracks delivery against it, and the result shows whether the fee was right.
- Enquiry
- Discovery
- Proposal
- Engagement
- Kick-off
- Deliverables
- Review
- Invoice
- Profitability
- Renewal
A shared pipeline for new business
Every opportunity has an owner, a value and a next step, so business development does not depend on any one person.
- Opportunities by stage
- Proposals with status tracking
- Client and contact history
- Follow-up tasks
Industry-specific quoting
Quote professional services work the way you price it
Price engagements by role and hours, as fixed fees or as retainers, and present them as a clear proposal.
Roles and rates
- Partner or director
- Senior consultant
- Consultant
- Analyst
Fee types
- Fixed fee
- Hourly
- Retainer
- Stage-based
Other costs
- Disbursements
- Travel
- Third-party services
Adjustments
- Discounts
- Client-specific rates
- Scope variations
Dashboards
The numbers professional services firms watch
Pipeline value
Proposals outstanding by stage.
Proposal win rate
Won against submitted.
Revenue by client
And by service line.
Engagement margin
Fee against cost of delivery.
Tasks overdue
By person and client.
Average days to close
From enquiry to engagement.
Recommended modules
Where most professional services businesses start
These are suggestions. Turn on only what you need and add modules later.
CRM
Every customer, deal and conversation in one history.
Deals
A clear pipeline of every opportunity and its value.
Proposals
Customer-ready proposals generated from your quotes.
Projects
Plan and track multi-stage work from sale to completion.
Tasks
Clear ownership of every follow-up and to-do.
Email
Customer email filed against the right record automatically.
Reporting
Dashboards and reports on every part of the business.
Integrations
Connect the tools you already use
FAQ
Toolbase for professional services: common questions
Is Toolbase only for trades?
No. The same platform is configured for professional services with client, engagement and proposal terminology.
Can we price by role and hours?
Yes. Roles are set up as labour categories with their own rates.
Can we track scope changes?
Yes. Variations can be quoted and recorded against the engagement.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.