CRM Software for Consultants
Unlock clarity, consistency and commercial impact in your consultancy
Does this sound familiar?
- You’re struggling to track project profitability in real-time
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Your consultants are spending more time on admin than on billable work
- You can’t quickly report on performance by consultant, client, or service line
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Your delivery process varies from one project to the next
Running a consultancy can be difficult…
A consultancy isn’t like other businesses. Every project, client, and engagement is different, and your processes need to reflect that.
That’s why Flight delivers CRM and workflow software tailored to your consultancy’s specific needs. We understand that managing fee earner time, maintaining a healthy pipeline, and delivering consistent, profitable projects are critical to your success.
We don’t offer a one-size-fits-all solution. Instead, we work closely with you to understand how your consultancy operates, listen to your goals, and help you streamline the way you sell, deliver, and manage your work.
Software built to streamline your Consultancy
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Designed around your consultancy’s workflows
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Create scalable, repeatable delivery processes
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Real-time visibility over sales, utilisation, and profitability
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Enterprise-level functionality at a fraction of the cost
A CRM built for Consultancies
Flight is designed to support the unique workflows and challenges of consultancies. Whether you’re managing complex projects, retainers, or time-based billing, Flight gives you complete visibility over sales, delivery, and profitability.
Flight is fully customisable to your consultancy’s specific workflows, service models, and team structure so it fits the way you work, not the other way around.
From day one, you get a CRM that aligns with your operations and scales as you grow. You can change and tweak the software as many times as you need at no additional cost. And you will receive continuous support and training from our dedicated customer service team to help you get the most from Flight.
Manage your consultancy’s sales pipeline
In consultancies, where every consultant is a fee earner, keeping a steady pipeline is essential. Flight is a CRM built specifically for consultancies, helping you manage sales without getting bogged down in admin.
- Capture leads automatically – bring in enquiries via web forms and trigger automated follow-ups
- Track jobs and opportunities – manage each lead from initial enquiry through to closed deal
- Build and send quotes instantly – use service templates to create consistent, professional proposals in minutes
- Integrated email – sync inbound and outbound emails to client records to avoid fragmented communication
- View your full pipeline – see every stage of the sales funnel, track conversion rates, and forecast revenue
Keep projects on track and consultants utilised
In a consultancy, project delivery and consultant utilisation are the backbone of profitability. Flight gives you full operational control to manage work in progress (WIP) and balance workloads.
- Track WIP – see the status of every live engagement at a glance, with key deadlines set as tasks and reminders
- Manage budgets and profitability – monitor project spend, margin, and financial performance
- Allocate consultants effectively – assign work based on capacity, skillset, and availability to maximise utilisation
- Automate next steps – trigger tasks and reminders automatically based on project milestones or status updates
Dashboards and reporting built for consultancy metrics
Consultancies rely on real-time insight to stay profitable and agile. Flight gives you clear, consultancy-specific dashboards and reports.
- Measure what matters – view KPIs by consultant, client, project, or business unit
- Visualise performance in real time – use dashboards to monitor utilisation, margins, and delivery across the consultancy
- Customise your reports – build reports tailored to how your consultancy works
- Support data-driven decisions – turn your operations data into clear, actionable insight that helps you improve performance
Time, expenses & financial control for your consultancy
For all types of consultancy, accurately tracking time, managing expenses, and monitoring profitability across projects is essential to staying in control.
- Flexible time tracking – log time in the way that suits your workflow
- Track billable and non-billable hours – get a clear picture of how time is spent and where margins are made or lost
- Log expenses – record expenses via email or upload receipts, and allocate them directly to the right job or client
- Multiple job types and fee structures – build budgets around different consultancy models, from fixed-fee projects to retainers and commission-based work
- Set financial thresholds and alerts – get notified when billable hours drop or profit margins are at risk
Connect Flight to the tools your consultancy already uses
Consultancies need systems that talk to each other without duplicate data entry or disconnected workflows. Flight comes with built-in integrations and a fully open API, so your CRM becomes the hub of your entire tech stack.
- Sync with Xero / QuickBooks / FreeAgent / Sage– streamline billing and financial reporting by connecting directly to your accounting platform
- Integrate with Microsoft 365 – connect Flight with Outlook (emails and calendars) and SharePoint to keep communication, scheduling, and document management in sync with your CRM
- Use our open API – every Flight CRM includes access to a fully documented open API, making it easy to connect to any third-party system
- Use our WordPress plugin – easily connect Flight to your WordPress site without needing custom development
Harnessing the power of AWS
Our Flight platform is built on Amazon Web Services (AWS), ensuring each customer receives a solution tailored precisely to their processes and requirements. This deep level of customisation spans storage, workflows, functionality, access, and integration.
By leveraging AWS, we deliver on the promise of advanced, secure, and globally trusted cloud infrastructure. AWS’s scalability means you’ll never face the costs or complexity of traditional hardware upgrades. Instead, Flight seamlessly scales with your business, taking full advantage of AWS’s continuously expanding suite of services.
The result is a flexible, robust, and future-proof solution ready to support your business as it grows and evolves.
Built to deliver what you need
Getting the right software for your consultancy is critical. It can mean the difference between enabling meaningful change for your clients or seeing a system underused because stakeholders don’t feel involved or understood.
We take a different approach, partnering with you at every stage. From early discovery sessions to launch and ongoing support, we are here to ensure you can deliver the maximum value with Flight.
Flight is not generic SaaS. It is an award-winning platform designed to build CRM solutions uniquely tailored to each business you serve. And because Flight is built to evolve, you and your clients can adapt and develop the system over time without incurring additional costs.
Our 4 step process
We keep this as simple as possible. We do all the heavy lifting:
- Business Analysis – We meet with you to understand your business, producing a process map and completing your specification sheet to ensure your configuration is perfect for your business.
- Configure – With your specification sheet, we set about configuring the system; giving you access to a test application to trial.
- Launch – Once you’ve tested and signed off your configuration, we migrate your historic data and launch your new CRM Software. This will be unique to you and your business.
- Support – Our dedicated customer service team are on hand to support you. Whether it’s tutorials or requests for additional functionality. Continue to make changes at no extra cost.
Voice Power
“Flight has proven to be a powerful and effective CRM for VoicePower.
Our business information is now significantly better organised, allowing us to operate with efficiency and productivity.
The platform’s flexibility and robust features have truly transformed the way we manage our operations, enhancing our ability to connect personally with clients, maintain professionalism, and approach every task with unwavering passion and dedication.”
Vicky Humberstone, Owner
