Industry · Professional Services & Consulting

CRM & ERP for Consulting Businesses

Software for consulting firms and IT service providers: a CRM with a sales pipeline, project time tracking and a customer portal that share the same data instead of siloed tools.

Free intro call See solutions

Sound familiar?

The typical time sinks: Professional Services & Consulting.

We hear this in almost every first call — and that’s exactly where our solutions start.

Leads in inbox & head

Inquiries get lost and follow-up is random.

Project time after the fact

Hours are estimated at month-end — billing and costing suffer.

Quotes from scratch

Every quote starts from an old Word file.

It doesn’t have to stay this way.See the solutions

What it can look like

Professional Services & Consulting — organised digitally.

CRM & Appointment Booking
Quotes & Contracts
Project Management & Time Tracking
Billing & Retainers

Example view with fictional names and data.

Professional Services & Consulting — organised digitally.

Segments

Who exactly?

Every business is different. Pick your segment — or talk to us directly.

Management Consulting Get tailored advice IT Service Providers Get tailored advice Agencies Get tailored advice Coaches & Trainers Get tailored advice Engineering & Planning Firms Get tailored advice Recruiting & HR Consulting Get tailored advice Service & Maintenance Companies Get tailored advice Training Providers Get tailored advice

Live demo

This is what it feels like day to day.

Interactive, right in your browser. Company and personal names are fictional.

Email agent · live demo

From:

1Read email and attachments
2Detect intent
3Extract structured data
4Match against master data
5Prepare for approval

Solutions

Modules that save time.

Usable on their own, stronger together: all modules share the same data.

CRM & Appointment Booking

Problem: Leads and appointments are managed across calendar, email and memory.

CRM and sales pipeline
Lead capture and qualification
Online appointment booking

Every lead and appointment is visible in the same system, for the whole team.

KalenderE-Mail

AI module: Lead Qualification Agent

Task:: Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
Output:: Qualified lead record with priority in the CRM.
Approval:: Final ranking and next steps remain a decision of the sales team.
Privacy:: Processes personal contact data; storage location and retention periods are defined per project.

Get advice on this

Quotes & Contracts

Problem: Quotes and contracts are assembled by hand from old documents.

Quote generator
Digital contracts and signatures

Quotes are generated from templates instead of copied from old documents.

E-Signatur

AI module: Quote Assistant

Task:: Drafts a structured quote proposal from key data for review.
Output:: Draft quote (PDF/document) with line items, quantities and prices.
Approval:: Draft is always reviewed and approved by a staff member before it is sent.
Privacy:: Processes customer and project data from the request; details are defined per project.

Get advice on this

Project Management & Time Tracking

Problem: Capacity and project time can't be evaluated across projects.

Project management
Tasks and milestones
Capacity planning
Project-based time tracking

Capacity becomes visible before a project gets overbooked.

Kalender

Get advice on this

Billing & Retainers

Problem: Different hourly rates and recurring services are billed manually.

Different hourly rates
Budget and margin control
Progress and final invoices
Recurring services and retainers

Invoices are generated directly from recorded project time.

DATEV/Lexware

AI module: Invoicing & Reminder Assistant

Task:: Drafts invoices from service data and reminds about overdue payments.
Output:: Draft invoice, payment reminder on a stored schedule.
Approval:: Invoices are reviewed and approved by a staff member before sending.
Privacy:: Processes customer and payment data; storage location and retention periods are defined per project.

Get advice on this

Customer Portal & Tickets

Problem: Document exchange and status updates run through scattered email threads.

Customer portal
Document exchange
Ticketing system
Meeting summaries
Automatic CRM updates

Customers find documents and status in one place instead of an email thread.

CRM

Get advice on this

AI Agents for Sales & Follow-Up

Problem: Open quotes and inquiries don't get followed up systematically.

Quote and reporting assistant
Internal knowledge agent
Voice agent for appointments and lead qualification
Follow-up agent for open quotes
Email agent for inquiries and documents

Open quotes get automatically followed up instead of going stale.

CRME-Mail

AI module: Follow-up Agent

Task:: Automatically reminds about open quotes or unanswered inquiries and drafts a follow-up message.
Output:: Follow-up draft (email) or reminder in the CRM.
Approval:: Sending the follow-up draft is approved by a staff member.
Privacy:: Processes contact and quote data; storage location is defined per project.

Get advice on this

Matching services

How we support you.

Custom Software

Web apps, ERP modules and portals that fit your workflows — not the other way round.

Learn more

AI & Automation

AI agents for email, phone and documents — plus workflows that do the routine work.

Learn more

AI Consulting & Training

Hands-on AI workshops for teams: use ChatGPT, Claude & co. safely and productively at work.

Learn more

IT company from Bochum

We’re digitalising Bochum — and the whole Ruhr area.

Professional Services & Consulting: in person instead of a call centre. We visit your business, look at the workflows and stay your fixed contact.

Bochum Dortmund Essen Herne Gelsenkirchen Witten Hattingen

FAQ

Questions from Professional Services & Consulting

Your question isn’t here? Write to us.

What does software for Professional Services & Consulting cost?

It depends on where you start. We usually begin with one module that saves time immediately and grow from there. Because we only build what you actually need, you don’t pay for unused features — and no per-user licences. After the free intro call you receive a binding quote.

Can we start with a single module?

Yes, we even recommend it. We start with the workflow that costs the most time and extend step by step — all modules share the same data.

Does it work with our existing tools?

In most cases yes: accounting, payroll, email, calendars and many industry tools can be connected via API or export. We clarify this in the intro call.

Do you come on-site?

Across the Ruhr area, gladly — we like to see workflows where they happen: in the office, in dispatch or in the yard. Further away we work via video.

Solutions by topic

Route Planning & Fleet Time Tracking Scheduling & Dispatch Online Booking Customer Portal AI Phone Assistant ERP & Inventory Document Automation

Start a project

Tell us what it’s about.

We’ll get back to you within 24 hours with a slot for a free intro call.

Call+49 155 67925738 WhatsAppMessage us E-Mailcontact@akcitech.de

Name *

Email *

Phone (optional)

What is it about? *

Briefly about your project

I have read the privacy policy and agree to my details being processed to handle this inquiry. * Please call me back.

Usually answered within 24 hours.