CRM for professional services.Quote the days. Get paid by milestone.
Consultancies, engineering firms and agencies quote by day rate and bill by milestone. Rekozo keeps the proposal, the margin on each role and the payment schedule on one quote. Expected payments show when the money is due.
Bring a fee proposal to the demo. We will set up your day rates and milestones with you.
Book a demoA pipeline in the words your clients use.
The Professional services pack creates proposal stages and renames Customer to Client. Rename anything else in Settings.
CustomerClientProductServiceSelling priceDay rate
Fees and costs
Quote the days. See the profit after travel.
Quote each role by the day, with half days where you need them. Travel and other additional costs feed the net profit, so you see what the engagement earns before the proposal goes out.
- Gross profit, net profit and net margin are separate figures.
- Only people with cost permission see the cost of each day.
- Cost of the days
- 82,575.0018,57,937.50
- Additional costs
- 12,200.002,74,500.00
- Net profit
- 65,425.0014,72,062.50
A proposal, from the first draft to the last milestone.
Follow the operating model review for Emirates Steel Holding through Rekozo.Follow the operating model review for Konkan Steel Holdings through Rekozo.
01Quote versions
Every scope change is a version.
Each step of the negotiation keeps a copy of what the client saw, with the total at that point.
Clients often change the scope two or three times. Each version keeps the scope and the total the client saw on that day. When a figure changes after the client has the proposal, Rekozo asks the consultant for the reason.
02Stage requirements
No contract without the partner's sign-off.
A deal moves to Contract signed only when the engagement letter is on file and the partner has signed off.
The firm's rule is now part of the pipeline. A proposal reaches Contract signed only with the engagement letter on file and the partner's sign-off. Nobody needs to remember the rule.
03Morning brief
A morning brief for each partner, ready before the day starts.
Every morning Imsa prepares a short brief from your own figures. Explain shows where each figure comes from.
A partner does not need to open reports to know what changed. The brief lists what was signed, what waits for their sign-off and which client has not replied. Each line has Explain, so the partner can check the figure before acting.
04Payment schedule
Bill by milestone. Know when each payment is due.
Split the engagement into milestones. Log the date the client says they will pay, then record the payment.
Consulting fees arrive in stages, often weeks apart. Each milestone shows whether the money is paid, expected or still due. The partner sees the money that is coming, and accounts see who to remind.
Where Rekozo stops
Rekozo sells the engagement. Your project tools deliver the work.
Timesheets stay in your project tool. The invoice reference for each milestone comes to Rekozo.
- Rekozo does not track timesheets.
Stays in your systems
Project tool
- Timesheets and staffing
- Delivery plans and tasks
Accounts system
- Invoices, VAT and the booksInvoices, GST and the books
Kept in Rekozo
- The client, the proposal and the margin on each role
- Versions, sign-offs and the signed contract
- Milestones and expected payments
- Q-2026-0590
- Emirates Steel HoldingKonkan Steel Holdings
- Invoice recorded
- INV-2026-1295
- Amount
- AED 129,937.50INR 32,85,120.00
- Invoice date
- 18 Nov
- Next
- Next milestone expected 20 Jan
How it works in your business
A steel group in Abu Dhabi asks for an operating model review. Here is how the proposal moves through Rekozo.A steel group in Mumbai asks for an operating model review. Here is how the proposal moves through Rekozo.
The proposal is priced by role and by day
The senior consultant builds proposal Q-2026-0590 with the days for each role at your day rates. Travel is added as an additional cost. The net profit then shows the real figure before the client sees the proposal.
Each scope change is kept
Emirates Steel Holding adds a second phase, then cuts the workshops from six to four. Each change is a new version: AED 341,250.00, then AED 488,250.00, then AED 433,125.00.Konkan Steel Holdings adds a second phase, then cuts the workshops from six to four. Each change is a new version: INR 86,25,800.00, then INR 1,23,42,800.00, then INR 1,09,50,400.00.
The contract needs the partner
The signed engagement letter is filed on the deal. James Whitfield, the partner, gives his sign-off. Only then can the deal move to Contract signed.
The fee is paid by milestone
The fee is split into three milestones: 30% at mobilisation, 40% for the current state report and 30% on final sign-off. Mobilisation was paid on 18 Nov. The client says the second payment will arrive on 20 Jan, so the consultant logs an expected payment for that date.
Questions buyers ask
- What should a CRM for professional services do?
- Hold the client, the proposal with its day rates and margin, the approval, the payment milestones and the follow-up for each engagement in one place.
- Can we quote by day rate?
- Yes. The Professional services pack renames the selling price to Day rate and the customer to Client. Each line shows days, the day rate and the cost.
- Can a proposal carry milestone payments?
- Yes. Split a quote into a payment schedule, log the expected payment for each milestone and record each payment.
- Does Rekozo track timesheets?
- No. Timesheets and resource planning stay in your project tool. Rekozo manages the sale.
- Does Rekozo work with Tally or Zoho Books?
- There is no connector. Your books stay in Tally, Zoho Books or your own accounts system. When accounts create the invoice for a milestone there, they use Record invoice to type its number, date and amount on the deal in Rekozo. Rekozo then shows the sales team what is paid and what is still owed.
- Do we need to change how our team works?
- No. The Professional services pack uses the words your firm already uses, such as Client, Service and Day rate, and you can rename other terms in Settings. Your clients and past proposals can be imported from Excel. You can try Rekozo with your own team first: a free trial for 30 days, with every feature and up to 5 users, asked for through the demo form.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
Or start a free trial for 30 days. Every feature, up to 5 users.