Attract new clients, enhance your project & consultant management… with one single CRM / Customer Workflow Management platform for FREE!
Be more agile in your mission & consultant management
(For more information, click on the screenshots)
FREE ESSENTIAL FEATURES FOR YOUR CONSULTANT & PROJECT MANAGEMENT:
Personal task management tool
Separate missions & schedule for each service. With our task manager complementary to Team Board, keep an eye of your project progress
Unlimited dashboards to better follow your client portfolio
Kind of service per client, company size, position… Have a detailed overview of your activity with our unlimited dashboards feature. Think smartly to get your best projects.
Efficiently manage your customer relationship
Integrated mailbox, contact record, process automation… Interact with your clients by email, create automated reminders, everything you need to make your sales strategy easier
100% custom process that aligns with your consulting activity
Thanks to our free workflow templates & custom fields, our solution fits your activity, not the opposite! Create your own steps per mission & define key information to highlight for each service.
Contact import within a FREE CRM tool / CWM
Import in one click your contact list with our existing files import feature. All the essential information about your clients can be imported in Prediwell. Then efficiently manage your activity with key information.
Quick & custom support
Our setup guide, or our consulting expert team are available for free (email, chat, phone) to help you adapt the tool to your goals.