Consulting & services
Long-term advisory relationships need care
Manage corporate clients, proposals, quotes, long-term engagements and renewals. Client data is sensitive — workspace isolation and roles keep it safe.
Sound familiar?
Do these situations ring a bell?
- 01
Highly sensitive client data
High-net-worth client data can't be shared freely; access must be controlled.
- 02
Relationships are in the details
Family, preferences and the last conversation are what make the relationship.
- 03
Renewals slip by
Without reminders before contracts end, renewals become reactive.
Suggested setup
Set it up like this and you're ready
A suggested starting point you can set up minutes after creating a workspace — and change any time.
Pipeline stages
- 1First meeting
- 2Needs analysis
- 3Proposal
- 4Signed
- 5Renewal
Custom fields
- Contract end date (date)
- Services (multi select)
- Referred by (text)
Tags
- VIP
- Corporate
- Individual
- Renewal due
See how Kemai can help your team
Create a free workspace and try it yourself, or book a live demo tailored to your situation.