Lead and contact management
Configuration, integration and implementation are adapted to the company’s real workflow.
Professional services CRM
From contact to proposal, and from proposal to delivery.
Goatify helps consultants, agencies and professional service teams manage leads, discovery calls, proposals, contracts, projects, documents and client follow-up.
LeadsProposalsDelivery
Professional services CRMGoatify connects CRM, AI, websites, apps, portals and automation into a business-ready experience.
Visual ecosystem
See how the pieces connect.
The same platform logic can connect visual presentation, CRM data, AI automation and operational workflows.
Capabilities
What this solution can include.
CRM for consultants and professional services to manage leads, discovery calls, proposals, contracts, projects, documents and client follow-up by Goatify.
Discovery calls and qualification
Configuration, integration and implementation are adapted to the company’s real workflow.
Proposal and contract workflows
Configuration, integration and implementation are adapted to the company’s real workflow.
Projects and deliverables
Configuration, integration and implementation are adapted to the company’s real workflow.
Client portal and documents
Configuration, integration and implementation are adapted to the company’s real workflow.
Follow-up automation and reminders
Configuration, integration and implementation are adapted to the company’s real workflow.
In depth
Service sales need continuity
The information from the first call should become the proposal, contract, project and delivery plan.
DiscoveryProposalContractDelivery
In depth
Clients value clarity
A professional service workflow should make responsibilities, deadlines and next steps easy to see.
ScopeTimelineOwnersUpdates
Implementation process
Map service journey → Measure delivery and retention
A clear implementation path reduces risk, aligns teams and keeps the project focused on real business outcomes.
Map service journey
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Configure CRM and proposals
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Connect projects and documents
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Measure delivery and retention
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Best fit for
Built for real business contexts.
ConsultantsAgenciesCoachesProfessional firmsB2B servicesFreelance teams
Related Goatify solutions
Connect this page with the rest of Goatify.
Frequently asked questions
Answers before implementation.
Who is this CRM for?
Consultants, agencies, coaches, professional firms and service businesses.
Can it manage proposals?
Yes. Proposal and contract workflows can be configured.
Can projects connect to clients?
Yes. Delivery tasks and documents can be linked to client records.
Can it include a portal?
A client portal can be added depending on scope.
Can follow-up be automated?
Yes. Reminders and follow-up workflows can be included.
Explore the Goatify ecosystem
CRM, AI agents, websites, apps, portals, productivity and digital growth in one connected company.
Build the right solution for your company.
Book a working session to define modules, channels, integrations and priorities.