Consulting runs on engagements, not on transactions: the work is won on a proposal, delivered as a project, and billed against time that has to reconcile with both. Cyril starts a consulting firm from defaults researched for that shape rather than from an empty CRM — and every one of them is a proposal you edit at onboarding, not a configuration you inherit.
A five-stage engagement pipeline, proposed at onboarding and renamed or cut to match how your firm actually sells. Nothing here is fixed; the stages are a starting point that already speaks the language of the work.
Two automations we propose because they are the ones consulting firms most often build by hand in week three. Both are candidates you approve, adjust or decline.
Every module is included at every tier, so this is about what we switch on and put in front of you first — not about what you are allowed to use.
Proposals for review, never silent enforcement. Cyril raises them because consulting firms are usually asked about them eventually; whether they apply to you is your call.
