Professional Services

Zavanti CRM for Professional Services now certified by Microsoft, the solution has been developed for the complete range of Professional Services businesses, including Engineers, Mining Services, Architects and Consulting firms.

Zavanti CRM for Professional Services is a management solution that allows professional services organisations to better manage costs, project schedules, resource allocation and profitability. The solution facilitates every step in a professional business cycle, starting with the qualification of leads at the beginning of the sales process, continuing through the pipeline management of opportunities and then the creation of projects subsequent to closing successful deals.

The solution is developed on the Microsoft Dynamics CRM platform to enable you to manage your professional services projects from proposal through to completion and analysis of profitability

  • Create, track and measure:
    • Deliverables
    • Risks
    • Issues
    • Change requests
  • Produce
    • Status Reports
    • Gantt charts
  • Manage your resources and their allocation
    • Role definition
    • Timesheet entry
    • Auto scheduling
    • Resource utilisation and availability
    • Agency fees
    • Sales commissions
    • External Agents


Zavanti Professional Services
Zavanti Professional Services
Zavanti - CRM for Professional Services V1.pdf
687.4 KiB