Close High-Ticket Deals. With Predictable Sales Pipelines.
The enterprise CRM tailored for software consultancies, design studios, and corporate service providers. Manage complex multi-stakeholder deals, track live proposal opens, and automate milestone invoicing.
Designed for Complex, Consultative Sales
Explore the purpose-built tools that help top digital agencies and B2B consultancies close 6-figure contracts.
Track Multi-Stakeholder Deals from Scoping to Signature
Manage 6-figure enterprise deals without letting key conversations slip. Map decision makers, track technical evaluation criteria, and monitor deal probability at every pipeline stage.
- Stage probabilities tied to executive sign-offs (SOW, Legal, Finance)
- Decision-maker mapping (Champion, Economic Buyer, Technical Gatekeeper)
- Stale deal alerts when no interaction has occurred in 7 days
From Inbound Discovery to Recurring Retainer
Keep your sales engineers, account executives, project managers, and finance teams in lockstep.
Qualify & Assign
Capture high-intent inbound inquiries from Google Ads, LinkedIn campaigns, and referrals into a unified high-ticket pipeline.
Scope & Pitch
Generate professional scope estimates and GST proposals. Send directly to stakeholders with automated WhatsApp reminders.
Close & SOW
Execute digital SOW agreements, map technical milestones, and record purchase order numbers.
Deliver & Retain
Deliver high-quality work, issue milestone invoices, and automate recurring monthly retainer renewals.
Why Standard CRMs Fail B2B Service Agencies
Generic sales tools are built for high-volume, low-ticket transactions. They fail when deals take 6 weeks and involve 4 corporate decision-makers.
Proposal Black Holes
You spend 10 hours drafting a custom technical proposal and email it as an attachment, only to be met with total silence and zero visibility.
Delayed Milestone Billing
Engineering finishes the sprint, but finance doesn't find out until two weeks later. Unbilled milestone receivables crush your cash flow.
The Edfosys Fix
Automated quotation generation and structured stage-gate qualification ensure deals progress swiftly, while automated milestone invoicing ensures immediate cash collection.
Frequently Asked Questions: B2B Services CRM
How Edfosys CRM helps digital agencies, IT service firms, and consultancies scale their enterprise deal flow.
Edfosys CRM provides multi-stage deal tracking tailored for consultative B2B sales cycles. You can manage stakeholder notes, track proposal dispatch, schedule follow-up triggers, and convert accepted quotes into GST invoices with one click.
Ready to Accelerate Your Enterprise Deal Pipeline?
Start your 14-day free trial. Set up your consultative sales stages and proposal tracking in minutes.