Centralize client/lead data, opportunities, proposals, and approvals with pricing templates and e-sign. Track pursuits, win rates, and channel performance. Standardized collateral and clause libraries reduce turnaround time. Governance and audit logs protect negotiations and commitments, creating predictable, repeatable, and scalable sales operations.

Plan scope, milestones, resource allocations, risks, and communications. Track tasks, deliverables, dependencies, and changes. Dashboards surface delays and budget variance. Clients view progress and approvals through secure portals, improving transparency and trust while reducing status churn.

Capture time, expenses, and rate cards; automate invoicing by T&M, fixed fee, or milestones. Integrations reconcile receipts, tax/GST, and payables. Revenue recognition rules align with accounting policies. Finance dashboards monitor utilization, DSO, and margin performance for leadership.

Secure document repositories, templates, and search with version control and access policies. Knowledge hubs capture playbooks, case studies, and insights. Intranets align teams with announcements, directories, and portals. AI search accelerates discovery and onboarding.

Maintain policies, approvals, audit schedules, risk registers, client KYC, and NDAs. Incident tracking, attestations, and training records strengthen controls. Evidence vaults and reports prepare teams for audits and certifications.

Provide clients with secure access to documents, timelines, invoices, issues, and meetings. Collaborative checklists, comments, and notifications reduce email churn and improve satisfaction.