Main area
CRM for professional firms: engagements, fees and clients
If you sell an engagement rather than an object, you work in stages: quote, engagement letter, deposit, progress payments, balance. RegiaPro is the CRM for professional firms like these.
Three families of professional firms
Engagements in stages and deadlines
In a professional firm the same person can come back with a new engagement every year, and each engagement has its own fee. The quotes, signed contracts and attached documents stay on the client’s record, and searching by name brings up the whole history.
The fee comes in at several points: deposit on signing, instalments at each stage, balance on delivery. You record them on the record with date and method; from the Pro plan you prepare numbered invoices, and on the Studio plan the XML file for Italy’s SdI system too.
