FOR CONSULTANCIES, AGENCIES AND SERVICE FIRMS

Consulting CRM: Proposals, Contracts and Client Communication in One Place.

For consulting firms, agencies, law and accounting practices and B2B service companies: enquiries in one panel, proposals and digital contracts, payment tracking and team permissions.

WhatsApp, Instagram, Telegram24/7 AI assistant7 days free, no card
iricrm.com/dashboard
Consulting and Agency CRM: iri CRM

Sound familiar?

Problem

Proposals go cold

Nobody follows up on a proposal and the opportunity cools down.

Problem

Scattered communication

Email, WhatsApp and phone are separate; client history is not in one place.

Problem

Late payments

Nobody tracks which client pays when.

Shared inbox

Client communication on one screen

WhatsApp, email, Instagram and Telegram conversations sit on the client card, with team notes and files in the same place.

Internal notes and hand-overs
Quick replies and templates
Per-staff access
Client communication on one screen
Sales pipeline

Follow every proposal

Meeting, proposal, negotiation, won: opportunities move through the pipeline, and follow-up reminders arrive automatically.

Deal value and stage
Reports per source and rep
Timed follow-up tasks
Follow every proposal
Contracts and payments

Get contracts signed on the phone

Send the service contract as a link and the client signs with a verification code. Collections and expenses are tracked and sent to Paraşüt.

Digital contracts and e-signature
Collections and instalments
Paraşüt integration
See digital contracts
Get contracts signed on the phone
Artificial intelligence

Make AI part of your team

Messages that arrive at night do not wait for morning, and your team stops answering the same questions again and again. The AI gives the first answer, understands the customer and hands over at the right moment.

AI sales assistant

Learns your prices, services and rules; answers on WhatsApp and Instagram 24/7 and suggests appointments.

Human approval mode

If you like, every AI reply waits for your team's approval before it is sent.

Customer intelligence

A summary of every conversation, the customer's intent and how hot the lead is, on their card.

Reply suggestions

Ready replies that fit the conversation, sent with one click.

Live translation

In 100+ languages: customers write in theirs, your team reads and writes in its own.

CRM agent, ChatGPT and Claude

Ask for reports, customer lists and follow-ups in chat; ChatGPT and Claude can connect too.

See the AI sales assistant
WhatsApp
AI assistant on
now
We would like digital marketing consulting for our company. How do you work?
AI assistant · 4 s
Hello! First we listen to your goals in a free 30-minute call, then we send a proposal with the monthly scope and price. Would Thursday at 15:00 suit you for the call?
Customer intelligence
B2B · Marketing consulting · Intro call offered
SuggestionsConfirm the bookingSend a quoteHand to a coordinator

Everything you need in one panel

Automations

Automate repetitive work with visual workflows.

Meetings

Appointments and meetings in the calendar.

Web forms

Enquiries from your site straight into the CRM.

Several workspaces

Separate spaces for brands and branches.

ChatGPT and Claude

Ask AI about your clients and sales (MCP).

Cloud call center

Calls and recordings on the client card.

FAQ

Frequently Asked Questions

A consulting CRM keeps client communication, proposals, contracts and payments in one place. Follow-ups after proposals are not forgotten and client history stays when staff change.
Yes. Agencies manage client communication, proposals and contracts in iri CRM and can open separate workspaces for several brands.
Starter is $40 a month (1 user, 1 WhatsApp line). The AI sales assistant and the cloud call center are in Pro AI ($140 a month). For teams, Scale & Custom: $100 a month base + $20 per user + $20 per WhatsApp line. Yearly billing saves 20%; 7-day free trial without a credit card.
The account opens in minutes and you connect your WhatsApp line through Meta. Existing customer lists can be imported from Excel.

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