Custom Business Software & Portals
We build software for business workflows that have become difficult to manage through spreadsheets, email, WhatsApp or disconnected tools.
01 · Project & Professional-Service Software
Professional Service CRM
A relationship and opportunity workspace for firms whose sales process leads into client engagements.
Professional firms often sell through an ongoing client relationship before a specific project begins. This CRM connects those discussions to proposals and engagements. It helps relationship owners retain commercial context while delivery teams use separate tools for the work itself.
02
What it manages
Records can connect organisations, contacts, opportunities, proposals and engagement references. It retains the commercial relationship while project tools manage delivery. This is useful when several partners or consultants work with one client and need visibility of previous discussions.
03
How it works in a business
A relationship owner records a potential engagement and its requirements. Proposal activity and decisions update the opportunity. Accepted work creates a linked delivery project, while the CRM retains the client history for future reviews and possible follow-on work.
04
What SFn can customise
SFn can configure engagement types, relationship roles and opportunity stages. Proposal, project and retainer tools may be connected. Confidential client notes and restricted engagements require permissions that follow the firm's responsibilities rather than unrestricted team access.
05
Related & next step
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