From prospect to engagement — track your entire client acquisition pipeline.
Consulting sales cycles are long. Without a structured follow-up system, warm prospects go cold between meetings and proposals are never followed up consistently.
Principals and partners have no single view of which proposals are outstanding, which engagements are closing, and which prospects have gone silent.
Existing client renewals and expansions are handled reactively — only when the client raises it. Proactive account management is rare and revenue suffers.
Track every prospect from initial contact through discovery, proposal, negotiation, and close. Each stage has defined tasks to keep momentum going.
Every proposal sent triggers a follow-up sequence. No proposal ever sits unacknowledged — DXYRA reminds your team to check in at the right time.
Active engagements automatically enter a renewal pipeline 60 days before contract end. Account managers are prompted to start the expansion conversation early.
New prospect captured from referral, LinkedIn, or inbound inquiry.
Auto-task created for discovery call. WhatsApp reminder sent to prospect.
Proposal stage triggered. Task created with deadline for proposal submission.
Automated follow-up reminders keep proposal top-of-mind until a decision is made.
Deal closed. Onboarding pipeline triggered with tasks for the delivery team.
60 days before engagement ends, renewal pipeline activates for account expansion.
Consulting firms using DXYRA close proposals faster and grow revenue through proactive account expansion.
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