CRM Software for Consultants
CRM and Project Management Software for UK Consulting Firms
Flight is project management and CRM software for UK consulting firms that manages client relationships, sales pipelines, project delivery, time tracking, and invoicing in one place. It is designed to reduce reliance on disconnected spreadsheets and separate tools, and it is configured around how your consultancy operates, including your service lines, billing models, workflows, and team structure.
Who is Flight for?
Growing consulting firms
small to mid-sized UK practices scaling client and project volumes.
Resource planners
teams that need visibility of consultant availability, utilisation, and capacity.
Complex/Hybrid Billers
firms using fixed-fee, time-and-materials, retainer, or hybrid billing models.
IT Consolidation Specialists
firms replacing spreadsheets, legacy CRMs, and disconnected tracking tools with one platform.
What Problems Do Consulting Firms Face Without Specialist CRM Software?
Data spread across too many tools: pipeline in one place, timesheets in another, invoicing in a third, with no single view
No visibility over project margins: budget overruns only show up after a job has closed, not while there’s still time to act
Inconsistent delivery: every consultant does it slightly differently, with no shared process from kick-off to invoice
Consultants stuck on admin: senior fee earners spend hours chasing timesheets and pulling reports instead of doing billable work
Every consultancy is different…
Flight is configured around your specific service lines, team structure, and billing setup rather than a generic template you have to work around. We listen, map your process, and build the system to fit.
What is CRM and Project Management Software for Consultants?
CRM and project management software for UK consultants combines client relationship management, such as contacts, pipeline, proposals, with project delivery, time recording, Work in Progress (WIP) tracking, and invoicing in a single system, rather than separate tools that do not share data.
Most generic CRMs stop at the sale. Most project management tools ignore the pipeline. Flight connects both, so from the moment a lead comes in to the moment an invoice is sent, everything lives in one place.
- Covers the full engagement — enquiry, proposal, delivery, timesheet, and invoice.
- Configured to your workflows — whether you deliver management consulting or specialist services.
- Adapts as your firm grows — without forcing you into a rigid template.
- Dedicated team — Supported by a dedicated UK-based team.
How Do Consulting Firms Manage Their Sales Pipeline and Win More Work?
- Capture leads automatically — web form submissions go straight into Flight, with project scope, estimated value, and billing model logged from the start
- Build proposals quickly — use service templates tailored to your engagement types to create accurate fee proposals in minutes
- Integrated email sync — inbound and outbound emails sync to client and project records automatically
- Full pipeline visibility — every opportunity by stage, value, conversion probability, and resource requirement in a single live view
How Do Consultants Track Billable Hours and Protect Project Profitability?
- Real-time consultant time tracking software — log hours against specific clients, projects, and billing categories, with approval workflows before invoicing
- Billable vs non-billable hours — see exactly where time is going and where margin is being made or lost, at any point in a project
- Flexible fee structures — build budgets around fixed-fee, time-and-materials, retainers, or a mix within the same project
- Budget Alerts — get notified when hours or margins hit defined thresholds, so directors can act before a job runs over
How Can Software Streamline Project Delivery and WIP Management for Consultants?
- Live WIP Tracking — see the status of every engagement at a glance, with deadlines and budget positions visible across the whole portfolio
- Consistent delivery frameworks — every project follows the same framework from kick-off to close, so quality doesn’t depend on which consultant is running it
- Automated task management — tasks and reminders fire automatically as projects move through stages, reducing manual chasing and missed actions
- Clear audit trail — decisions, approvals, scope changes, and client sign-offs are logged with timestamps for quality control and accountability
How Do I Plan Consultant Resources and Maximise Utilisation?
- Real-time utilisation dashboards — see billable versus non-billable split across the whole team in real time, not at month end
- Allocate by availability and skills — assign work based on each consultant’s capacity, expertise, and billing rate, with everyone’s workload visible in one calendar
- Match pipeline to capacity — align incoming pipeline with team availability before engagements are confirmed, to avoid both overload and bench time
- KPI reporting — view performance by consultant, client, service line, or business unit without exporting to a spreadsheet
Which Systems Does Consultant CRM Software Integrate With?
- Xero, QuickBooks, Sage, and FreeAgent — connect directly to your accounting platform so invoicing, billing data, and financial reporting sync automatically
- Microsoft 365 — emails, calendars, and SharePoint sync with Flight, keeping client communication and document management in one place
- Your website — Flight connects to WordPress via our plugin so every enquiry form submission lands directly in your pipeline
- Open API — a fully documented RESTful API lets you connect Flight to specialist tools, databases, or reporting platforms your firm relies on.
How Do Consulting Firms Manage Client Relationships in One System?
- One record per client — all correspondence, proposals, project history, and account notes in one place.
- Secure Interactive Client Portals — give clients a controlled view of project progress, documents, and outstanding actions, reducing inbound queries
- Automated communications — project milestone notifications and follow-up sequences trigger automatically at the right point in delivery
- Stakeholder tracking — log key contacts, decision-makers, and relationship history so account knowledge survives staff changes
Is Consultant CRM Software GDPR-Compliant and Secure?
Isolated Cloud Environments — every Flight installation runs in its own VPC on AWS, so your data is not shared with another client’s environment.
UK GDPR Compliance — data is held in AWS data centres in London and Ireland.
DPIA included — every installation includes a full Data Protection Impact Assessment as standard to support your firm’s GDPR governance.
Managed infrastructure — Blue Wren handles all hosting, security updates, and server maintenance within your monthly licence fee.
How Does the Implementation Process for Bespoke CRM for Consultants Work?
We do the heavy lifting. Your team reviews, approves, and launches. No developer is required on your side.
- Map — we meet to understand your service lines, billing structures, delivery workflows, and reporting requirements, and produce a process map and specification sheet
- Configure — we build your pipeline, project workflows, timesheet rules, fee templates, and accounting integration, and give you a working test environment before launch
- Launch — once your team approves the test build of the business consultant software, we migrate your data and go live, typically within a few weeks
- Support — our UK team handles ongoing support, training, and future changes.
Take control. Take Flight.
CUSTOMER STORY
Smarter sales management and less admin with Flight
VoicePower is a specialist speech recognition software supplier delivering tailored dictation solutions and client training across the UK. Before Flight, managing complex sales pipelines, disjointed client records, and heavy manual administrative tasks created operational friction and slowed down their sales engine.
Blue Wren configured Flight around VoicePower’s unique sales and client management lifecycle, bringing lead tracking, automated workflows, and centralised client records into one joined-up system.
- 40% Faster Sales Cycles — Streamlined pipelines and automated workflows accelerated the end-to-end sales process
- 30% Reduction in Admin Overhead — Centralising client data removed manual bottlenecks and duplicate data entry across the business
- 20% increase in productivity — By streamlining support and training schedules
