Subcategory of Professional firms
Professional practice software: consultants, GDPR and translation
Proposals that need to be well written, business clients with several contacts, engagements that renew: RegiaPro’s professional practice software is built for people who sell expertise.
Three consulting trades
Consultants and trainers
Software for consultants
Proposals, contacts and renewals
In consulting, the proposal is already part of the work. You prepare it from the client’s record with your own template, write in the note what the engagement covers and send it as a PDF; if the company asks to revise it, the new version gets a new number.
The person who signs, the one who runs the project and the one who pays are often different people: you note them on the company’s record. Renewals and dates to remember go in the important note and reach you as reminders, so you call the client back at the right time.
