Consultancy & professional services
Business management software for consultancies
Your people and your pipeline, without the spreadsheets. A consultancy’s assets are its people and its relationships. Kinetic VOC keeps both in view: the pipeline of work you are winning and the team who will deliver it.
Manage leave and appraisals against each role’s duties, and report on people and revenue pipeline from the same system.
How teams use it
A pipeline you can trust
Move leads through a clear pipeline, record every conversation and set follow-ups with owners and dates.
People with clear duties
Give each position its duties and expectations, and run appraisals that refer to them.
Leave without the spreadsheet
People request leave, managers approve, and every decision is recorded against the person.
The areas that matter most here
Switch on only what you need.
Clients & growth
A shared registry of companies and contacts, a pipeline from first enquiry to won deal, conversation history and follow-ups that do not slip.
People & scheduling
Build and publish rosters, let people swap and pick up shifts, block assignments when a credential has lapsed, and approve attendance once. Part of Kinetic VOC.
Insight & reporting
See coverage, spend, attendance and risk on one screen, filtered to what each person may see, with PDF reports and e-mail, in-app and browser notifications.
Getting started
Set up clients and roles
Add companies and contacts, and define positions and duties.
Win and deliver
Track deals to won work and plan the people to deliver it.
Review together
Report on pipeline and people from one dashboard.
Questions
Does it include appraisals?
Yes. Appraisals refer to each position’s duties and the attendance record.
Can the whole team use the CRM?
Yes, for people whose role includes client access. Each person sees only what their permissions allow.
Other kinds of organisation
Hospitals & medical services
Round-the-clock cover, verified credentials and assets that must be ready.
Contractors & field services
Crews, vehicles and suppliers that all have to be in the right place.
Retail & hospitality
Shifts that change weekly, staff who need to swap, and pay that must be right.
Real estate & property
Enquiries, clients and contractors in one connected view.
Transport & logistics
Drivers, vehicles and maintenance moving in step.
Ready to see it with your own organisation?
Create your organisation in a few minutes. No card needed to start.