Industry Solutions
How do consulting companies use CRM to manage project-based sales from bid to payment?
Client management and methodology reuse for knowledge-based services
Three typical challenges for Consulting teams
Consultant capacity is the ceiling
Company size equals consultant headcount; growth means hiring more people, and per-consultant productivity never scales.
Methodology never becomes systematic
Delivery quality depends on star consultants; methodology is never distilled into organizational assets.
Referrals happen by chance
Clients are satisfied but nobody systematically cultivates referrals — goodwill quietly leaks away.
How Zhilai CRM solves them
Knowledge contribution system
Project experience and proposal templates are scored and accumulated; contributions link to performance, making methodology an organizational asset.
Referral engine
Automatically triggers referral workflows at 30/90/180 days after delivery — goodwill becomes a steady lead source.
OKR performance management
Goal alignment, periodic check-ins, and an AI coach keep consultant growth in sync with company strategy.
Typical Module Configuration
Recommended setup: customer management + project experience library + knowledge contribution + referrals + OKR + BI analytics