Built for consulting RevOps

The CRM consulting firm RevOps leaders can actually run.

Revenue Operations at a 100 to 1000 person consulting firm is a different job than B2B RevOps. The sellers are partners doing BD, the forecast rolls up by practice area, and utilization data lives in a PSA. Strkr fits that shape.

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Why buyers are here

Consulting firms RevOps: the daily pains.

RevOps at a consulting firm is a different operating problem than RevOps at a B2B software company, and most CRMs were built for the software problem. The sellers are partners who already own client relationships and bill most of their hours to delivery. The pipeline is a mosaic of tax, strategy, IT transformation, and managed-service engagements on different cycles. The forecast rolls up by practice and partner book, not by rep and quota. A chunk of the revenue picture lives inside a PSA. If any pain below sounds like the Monday staff meeting at your firm, the rest of the page is the shape of the fix.

Practice-area pipeline

Tax, strategy, IT, and transformation report on different clocks.

Every practice sells on its own cadence. Tax runs annual rebook plus advisory add-ons. Strategy sells six-figure retainers on fiscal calendars. IT books fixed-fee transformations and T-and-M rollovers. Managed services renews on an anniversary. The managing partner wants one Monday roll-up across all four, and the firm RevOps leader rebuilds that view in a spreadsheet because the CRM pipeline was built to flatten everything into one funnel. Strkr lets each practice carry its own stage set, forecast category, and roll-up definition, and the firm view aggregates all four without flattening the detail each practice runs on.

Partner comp modeling

Partner compensation lives in a sealed spreadsheet.

Partner comp is not quota times accelerator. It is originations credit, working credit, managing credit, cross-practice referral credit, realized margin on sold work, and a profit-share formula the managing partner tunes every year. The whole model lives in a protected spreadsheet one or two people can open, and the firm RevOps leader cannot answer "what does Tom actually earn on this engagement" without a call to the comp admin. Strkr custom objects for Partner Book, Credit Split, and Comp Rule land that model inside the CRM, with effective dates, versioning, and formula fields that run the attribution math on every closed engagement.

Utilization versus BD

The PSA has the hours, the CRM has the pipeline, neither sees both.

The firm bills from BigTime, Replicon, or Deltek, and that is where utilization, chargeable hours, bill rates, and realized margin live. The CRM holds the pipeline the partners are supposed to work when they are not billable. The firm RevOps leader is the only person holding both numbers in the same lens, and the lens is a Thursday spreadsheet rebuild. Strkr ingests PSA utilization and realized-margin data onto the account and contact records so one view shows billed hours, open qualified pipeline, and the proposal the partner owes on the next active account.

Firm valuation metrics

The metrics the board asks for are not the ones the CRM reports.

A consulting firm board wants revenue per partner, revenue per billable head, net-new logo revenue, cross-practice revenue, repeat-client revenue, backlog, and run-off risk by practice area. A generic sales CRM reports pipeline, bookings, and close rate. The firm RevOps leader translates between the two languages every quarter, usually by exporting half a dozen reports into a workbook the controller finishes by hand. Strkr ships the valuation-grade metrics as native reports with partner, practice, and client-tenure dimensions already modeled, so the board pack is a filter instead of a workbook rebuild.

Partners resist CRM

Senior partners will not log pipeline into a system they do not trust.

A newly promoted strategy partner will not log a seven-figure opportunity into a CRM that treats it like a widget sale. The field layout asks for a lead source and a product. The stage set assumes a demo and a trial. The partner keeps the opportunity in a personal note, the firm RevOps leader loses pipeline visibility, and the managing partner stops trusting the forecast. Strkr layouts and stages are tunable per practice, so a strategy opportunity carries the fields that partner actually tracks and the system stops getting routed around.

BD after billable hours

Business development is the activity partners run after 6 PM.

Partners spend their day on delivery. Business development happens between client calls and after the kids go to bed. The firm RevOps leader needs the CRM to feel like 90 seconds of maintenance, not an hour of data entry. Strkr Flows handle the quiet administrative tax (activity capture, next-step reminders, dormant-opportunity nudges, referral-credit application) so the partner opens the record, sees the state is already correct, and spends the saved time on the next conversation.

How Strkr fits consulting firm RevOps

The operational primitives a consulting RevOps leader actually needs.

Strkr for consulting firm RevOps is the same CRM every other seat uses, with the admin surfaces and custom-object power the operator at the center of a 100 to 1000 person firm needs to run it without a certified-admin team. The primitives below are shaped around the three jobs a consulting RevOps leader repeats every week: holding the data model so each practice reports on its own cycle while rolling up into one firm number, keeping the PSA and CRM in a single lens, and reporting the valuation-grade metrics the board asks for without a workbook rebuild. One platform instead of three plus a sheet.

Hierarchical forecast

Roll up by partner, practice, and firm on one surface.

Native hierarchical forecast with practice-area roll-up. Each partner submits commit versus best-case against their own book. The practice lead overlays judgment on the partner roll-up. The managing partner sees the firm-wide roll-up with the practice composition visible on the same page. The weekly submit locks on Friday, and the Monday review opens on a frozen number instead of a moving target.

Partner books

Partner Book of Business as a first-class record.

Partner Book is a native custom object with account relationships, originations credit, working credit, and realized margin on the record. The book carries effective dates so a mid-year promotion or practice reorganization does not rewrite the first-half credit history. The firm RevOps leader runs partner comp off the book of business, not a sealed workbook, and a new partner inherits a book instead of a folder of email threads.

Comp rules

Comp Rule custom objects that match firm reality.

Comp Rule is a native custom object that holds the originations split, working split, managing split, cross-practice referral credit, and realized-margin bonus. Rules apply at engagement close with full attribution. The managing partner can version a rule for the next fiscal year without breaking current-year attainment, and the firm RevOps leader stops being the only person who can answer the comp question.

PSA integration

BigTime, Replicon, and Deltek data on the account record.

Strkr ingests utilization, chargeable hours, bill rates, and realized margin from the practice-management stack onto the account, contact, and engagement records. The partner sees billed hours, booked backlog, and open BD on the same page. The firm RevOps leader stops reconciling the pipeline report against the realization report, and the delivery lead sees the sold work before the engagement letter hits the folder share.

Practice stages

Each practice carries its own stage set.

Tax, strategy, IT, and managed services each define their own opportunity stages, required fields, and forecast categories on the same opportunity object. A strategy partner sees the sponsor-level and buying-committee fields a strategy pursuit needs. A tax partner sees engagement letter, scope, and realization fields. The firm-wide roll-up aggregates across all four shapes without flattening the detail each practice runs on.

Admin console

Perms, roles, and layouts in one surface.

A single admin console for roles, permission groups, record-level visibility, field-level permissions, and page layouts. Partner-level visibility, practice-level visibility, and firm-wide visibility all live in the same perm matrix. The firm RevOps leader runs the admin surface without a certification, and the audit log captures every change for the independence review the compliance partner will run next quarter.

What Strkr automates for consulting firm RevOps

The system work the platform should do, not the operator.

The best consulting firm RevOps leaders are not the ones who grind the longest on nightly data patches. They are the ones who turn the system work into automation and spend their hours on the questions that need judgment: which practice is tracking under plan, which partner book has a bench problem, which cross-practice referral is sitting idle. Strkr Flows handle the dozen automations every consulting firm should run, and each one ships as a native trigger with no webhook plumbing. The patterns below free the firm RevOps leader to spend the quarter on the practice reorganization or comp model refresh the firm actually needs.

Opportunity routing

Inbound referrals land on the right partner book.

A warm introduction, a conference lead, or an inbound RFP arrives. Flow checks account relationship, practice area, geography, and current partner book. Assigns originator and working partner inside the hour with the credit split pre-applied. The firm RevOps leader stops arbitrating "whose lead is this" because the attribution ran on a rule the firm already agreed to.

Activity capture

Email, calendar, and call logs on the record automatically.

Partner meets a prospect. Calendar event, email thread, and dial-out all post to the account and opportunity timeline. The partner does not log the touch, the system does. The firm RevOps leader has the activity audit the managing partner asks for in the quarterly BD review, and the partner spends the saved 15 minutes on the next conversation.

Dormant opportunity nudge

Stale pursuits surface before they fall off the forecast.

Daily flow finds every opportunity in stage past the per-practice threshold with no activity. Nudges the originator, escalates to the practice lead, flags the forecast line. Pursuits stop rotting invisibly in a partner book, the end-of-quarter cleanup collapses into live triage, and forecast variance from stale opportunities drops into single digits.

Referral credit

Cross-practice referrals log credit on close.

Opportunity closes with a cross-practice referral noted on the record. Flow fires the Comp Rule, logs the referral credit on the originating partner book, and posts the attribution to the engagement timeline. The partner who brought the lead sees the credit without a comp-admin ticket, and the firm RevOps leader stops being the referee for every cross-practice attribution dispute.

Forecast snapshot

Friday close locks the number across practices.

Friday 5 PM, Strkr snapshots the hierarchical forecast across partner, practice, and firm levels. The snapshot locks the submit, the week-over-week delta is visible on the forecast page, and the managing partner reviews a frozen number on Monday. The firm RevOps leader stops rebuilding the roll-up because the system holds the history across all four practices on the same cadence.

PSA sync

Utilization and realized margin refresh nightly.

Overnight flow pulls utilization, chargeable hours, bill rates, and realized margin from BigTime, Replicon, or Deltek onto the account, contact, and engagement records. The morning view shows one lens of billed delivery and open BD. The firm RevOps leader stops reconciling two reports, and the partner opens the record on Tuesday to a current realization number instead of a two-week-old export.

What the consulting RevOps leader reports

In-tool reporting for the metrics the board asks for.

A consulting firm board does not ask the same questions a software board asks. The questions are about revenue per partner, revenue per billable head, backlog coverage, cross-practice revenue, repeat-client revenue, and run-off risk. Strkr surfaces those metrics as native reports with partner, practice, client-tenure, and engagement-type dimensions already modeled, so the firm RevOps leader runs the board pack from the CRM instead of a workbook the controller finishes by hand. The views below ship as default saved views for the consulting RevOps role on every tenant. The result is fewer hours lost to a quarterly workbook rebuild and more time spent on the practice-level questions the managing partner actually wants an answer to.

Revenue per partner

Originations and working credit by partner.

Per-partner revenue report with originations credit, working credit, managing credit, and cross-practice referral credit for the period. Pulls from the Partner Book and Comp Rule custom objects. The managing partner sees the number everyone sees, and the comp statement at year-end is a filter instead of a comp-admin rebuild from a sealed workbook.

Practice forecast

Pipeline, commit, and backlog by practice area.

Per-practice forecast with pipeline, commit, best-case, closed, and backlog coverage. Each practice reports on its own stage set and forecast categories. The firm roll-up aggregates across all four practices on one screen. The firm RevOps leader opens the Monday roll-up on the same view the practice leads opened five minutes earlier.

Cross-practice revenue

Dollars that touched more than one practice.

Native report that filters engagements with cross-practice credit applied. Shows the originating practice, the delivering practice, the referral partner, and the revenue booked. The firm RevOps leader quantifies the cross-practice revenue the board asks about on every quarterly update, and the referral partners get credit the first time the question gets asked.

Repeat-client revenue

New logos versus repeat clients by period.

Report splits revenue into net-new logo, expansion on existing client, and renewal on recurring engagement. Dimensions include practice, partner, and client tenure. The firm RevOps leader answers "how much of this quarter came from the installed base" without a workbook pivot, and the business-development investment conversation happens on a shared view.

Utilization versus BD

Billed hours and open opportunities on one view.

Per-partner view that shows billed utilization from the PSA alongside open pipeline, next activity, and forecasted close. The firm RevOps leader runs the "who has bench and who has pipeline" conversation on one screen, and the practice staffing plan happens on data instead of hallway anecdote.

Forecast variance

Snapshot to actual by practice, week over week.

Weekly forecast snapshot compared to actual close by week, filtered by practice area and partner. Shows commit accuracy, best-case accuracy, and pipeline conversion. The firm RevOps leader quantifies forecast confidence per practice and per partner, and the forecast review becomes a conversation about variance patterns, not about who guessed closer.

Head-to-head

Strkr for consulting firm RevOps vs the Salesforce + Microsoft Dynamics + Deltek + spreadsheets stack.

Most mid-market consulting firms run Salesforce or Microsoft Dynamics for the CRM, Deltek or BigTime or Replicon for the PSA, and a chain of spreadsheets for the partner book, the comp model, and the practice-area forecast. That stack is three vendor bills, three admin consoles, and a fourth informal system the firm RevOps leader keeps alive by hand. Strkr collapses the CRM, partner book, comp model, forecast, and practice reporting onto one platform so the operator runs one stack instead of three plus a workbook.

What matters Strkr Salesforce + Microsoft Dynamics + Deltek + spreadsheets
Hierarchical forecast across practices Native partner, practice, and firm roll-up on one surface CRM forecast flat, roll-up rebuilt in a spreadsheet
Partner Book of Business Native custom object with originations and working credit Sealed spreadsheet the comp admin owns
Partner comp rules Comp Rule custom object with effective dates and versioning Protected workbook plus a yearly manual rewrite
Per-practice stages and fields Tax, strategy, IT, and transformation each on their own shape One stage set partners route around
PSA utilization on the record BigTime, Replicon, Deltek data on account and contact PSA report lives in a separate tab
Realized margin visibility Native field on engagement and partner book PSA export reconciled by hand
Firm valuation metrics Native revenue per partner and cross-practice revenue reports Quarterly workbook the controller finishes
Activity capture for partners Email, calendar, and call logs auto-post to the record Manual logging or a separate connector SKU
Admin seat requirement Firm RevOps generalist runs the admin surface Certified Salesforce or Dynamics admin plus a comp admin
Tooling spend One per-seat line with CRM, forecast, and comp included CRM license plus PSA license plus comp admin headcount

See the CRM consulting firm RevOps leaders can actually run.

Start a 14-day trial with the full consulting firm RevOps stack enabled on day one: CRM, hierarchical forecast, Partner Book, Comp Rule custom objects, per-practice stage sets, PSA integration, native reports, and the Strkr AI assist layer. One platform, one data model, one admin surface a RevOps generalist can run without a certified-admin team behind them. Migrate with the import wizard and retire the comp admin requisition that was in next year budget.

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Common questions

Consulting firms RevOps buyer FAQ.

How is Strkr different from a generic B2B SaaS CRM for a consulting firm?

The sales motion is different, and the CRM has to match. A B2B SaaS CRM assumes a quota-carrying rep, a demo stage, and a product. A consulting firm has partners doing BD on the side of a billable workload, a pipeline composed of four practice areas on different cycles, and a comp model that credits originators, workers, managers, and cross-practice referrers from the same engagement. Strkr ships that shape as native primitives: hierarchical forecast with practice-area roll-up, Partner Book of Business as a custom object, Comp Rule as a custom object, per-practice stage sets on the opportunity, and PSA integration on the account record. A firm RevOps leader does not have to rebuild a software CRM into a consulting CRM before the system is useful.

Does Strkr integrate with BigTime, Replicon, and Deltek?

Yes. Strkr ingests utilization, chargeable hours, bill rates, and realized margin from the firm practice-management stack onto the account, contact, and engagement records so one view shows billed delivery and open BD together. The sync runs nightly by default and can be triggered on demand when the firm closes the week. Field mappings are configurable, including bench forecast and backlog coverage. The integration ships without a webhook plumbing project, and the audit log captures every sync run with record counts and error details for the finance team.

How does Strkr model partner books of business and comp rules?

Partner Book of Business and Comp Rule are both first-class custom objects with full field types, relationships, perms, and layouts. The Partner Book carries account relationships, originations credit, working credit, and realized margin, with effective dates so a mid-year promotion does not rewrite the first-half credit history. The Comp Rule carries the originations split, working split, managing split, cross-practice referral credit, and realized-margin bonus, with versioning so the next fiscal year can be modeled without breaking the current year. The managing partner approves rule changes in the admin console, the firm RevOps leader runs attribution math as a formula field, and the comp statement at year-end is a filter instead of a workbook rebuild.

Can each practice area run its own stage set and fields?

Yes. Opportunity stages, required fields, and forecast categories are configurable per practice area on the same underlying object. A strategy pursuit carries the sponsor-level, buying-committee, and delivery-team-confirmed fields a strategy partner tracks. A tax engagement carries the engagement-letter, scope, and realization fields a tax partner tracks. An IT transformation opportunity carries the fixed-fee-versus-TM, delivery-pod, and SOW-signed fields an IT partner tracks. The firm-wide roll-up aggregates across all four shapes without flattening the detail each practice runs on, and the layout a partner sees matches the way that partner already thinks about the pursuit.

Does the firm need a certified admin to run Strkr?

No, and that is the design intent. The admin surface is one console: roles, permission groups, record-level visibility, field-level permissions, page layouts, flows, custom objects, formulas, validation rules, and the audit log. A single firm RevOps generalist can run objects, flows, perms, layouts, and reports for a firm of up to 1000 users without an additional admin seat or a comp admin seat, and the audit log captures every change for the independence review next quarter. Common consulting patterns ship as templates so a new RevOps hire ramps in days instead of the months a certified Salesforce or Dynamics admin ramp takes.

How does Strkr compare on cost to Salesforce plus Dynamics plus Deltek plus spreadsheets?

A mid-market consulting firm stack of Salesforce or Dynamics plus a PSA plus a comp admin headcount plus a BI tool for the board pack runs well into six figures of annual spend before the firm RevOps leader does any of the work the firm actually hired for. Strkr collapses the CRM, partner book, comp rules, hierarchical forecast, and practice reporting onto a single per-seat line that usually comes in lower for firms with more than 100 users, with the PSA integration included rather than priced as a connector SKU. See the pricing page for current rates. The savings come from collapsing bills and removing the certified-admin and comp-admin seats from the headcount plan.

Also considering

Related combinations.

For Consulting Firm Partners For Managing Partners For Practice Leads For Consulting BD Leaders For Professional Services RevOps For Mid-Market RevOps

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