Consulting CRM — Win More Proposals, Retain Every Client
Vedain gives consulting teams a single view of every prospect, active engagement, and renewal opportunity so you never lose a client to neglect.
Sound familiar?
These are the problems Vedain was built to solve.
Proposals sent and then forgotten
A proposal with no follow-up system is a coin-flip. Consulting firms that send and wait lose to smaller competitors who call back three days after submission with tailored responses to the prospect's questions.
Retainer renewals caught too late
When the renewal conversation starts at month 11 of a 12-month contract, it is too late to address dissatisfaction. By then, the client is already evaluating alternatives.
Client relationships tied to individual partners
When a client relationship lives entirely in one partner's head and contacts, a personnel change can cost the firm the entire account — with no handover documentation in place.
Everything your industry needs, out of the box
No lengthy configuration. Your pipeline, fields, and workflows are ready when you sign up.
Proposal Pipeline
Track every proposal from discovery through scoping, submission, and decision with probability-weighted forecasting so your revenue projection is always realistic. Each proposal record stores the scope document, fee proposal, key contacts, and all negotiation notes in one place — accessible to any partner or associate on the team. Automated follow-up tasks fire when a proposal has been with the client for 3 and 7 days so no opportunity goes cold. Win/loss notes on every closed proposal build a searchable knowledge base that improves future bids.
Retainer & Renewal Management
Automated reminders 60 days before retainer renewal ensure your account managers never miss a renewal conversation — and always start it early enough to address any concerns. A health-check task at month 6 of every engagement prompts the team to solicit feedback proactively, before dissatisfaction becomes a termination notice. Renewal deal records track fee negotiation, scope expansion, and contract signing date so the whole firm knows the status of every retainer at month-end. Renewal rate reports give leadership the retention data they need for annual planning.
Meeting Notes & Action Items
Log meeting summaries and generate action-item tasks directly from the client timeline — no separate tool needed and no risk of notes sitting in someone's personal notebook. Vedain's meeting notes feature lets you summarise a client session and assign action items to team members in one step. Action items appear in the assignee's task list alongside all their other work, so follow-through is built into the workflow. All meeting notes are searchable across the client history so any partner can quickly catch up before an important call.
Partner & Referral Tracking
Tag deals by referral source to know which partners and alliances generate the most valuable opportunities — and invest your relationship capital in the right places. A referral source field on every deal lets you filter your pipeline by originating partner, alliance, or event to see which channels produce the highest-value engagements. Automated thank-you tasks remind account managers to acknowledge referrals promptly, reinforcing the partner relationship. Annual referral reports show revenue generated by partner, supporting your alliance strategy with hard data.
Your pipeline, pre-configured
Sign up and find these stages already set up and ready to use.
Vedain replaced three disconnected tools for our team. Proposal tracking alone has saved us from losing two major retainers.— Managing Partner, Strategy Consulting Firm
Frequently asked questions
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