Built for advisory and consulting firms

The CRM that treats the engagement, not the deal, as the first-class object.

Advisory work is engagement led, referral driven, utilization sensitive, and retainer anchored. Strkr ships a CRM core shaped around engagements, referral graphs, utilization context, retainer renewal, and AI drafting that respects the professional voice of a partner.

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What this audience is actually dealing with

The pains that bring buyers here.

A general-purpose sales CRM assumes a transactional funnel. Advisory work does not fit that shape. The client lifecycle is referral, scope, engagement, delivery, retainer, and compounding introductions, with the partner relationship threading through everything. The pain points below are what Strkr onboarding hears on every intake call with an advisory firm, from the three-partner boutique to the 60-person regional practice.

The engagement is the deal

A sales pipeline does not fit a scoped engagement.

An advisory engagement is not a deal. It is a scoped body of work with a fee range, a timeline, a staffing plan, a deliverable schedule, and a renewal checkpoint. Strkr models the engagement as a first-class object with scope template library (strategy sprint, M&A diligence, operating model review, interim CFO retainer), fee structure (fixed, hourly, retainer, success fee hybrid), and lifecycle gates distinct from a sales stage.

Referral graph invisibility

The partner cannot see where the pipeline comes from.

Advisory firms live on referrals: 60 to 85 percent of new engagements come from existing clients, personal network, and professional referrers. The partner usually tracks this in a spreadsheet, badly. Strkr models referral source as a first-class graph with originator, intermediary, downstream engagement, and attributed revenue so the partner can see which three clients drove $1.4M in the trailing 12 months.

Utilization context missing

The CRM does not know what the time tracker knows.

Advisory firms run time trackers (Harvest, Toggl, Clockify, Everhour) that know hours per engagement. The CRM usually does not. The result is a partner conversation where the manager cannot see this retainer is 180 hours against a 240-hour cap. Strkr ties the time tracker through the standard webhook spec with HMAC signing and prints utilization versus budget on the engagement card.

Retainer renewal chaos

The quarterly retainer slips through the cracks.

A multi-partner firm runs 40 to 180 active retainers. Renewal dates land across the quarter, retainer scope evolves mid-cycle, and the partner usually finds out about a lapsed retainer when the client stops responding. Strkr materializes retainer renewals 60 days ahead with health signals, scope review workflow, and AI-drafted renewal letter in the partner voice.

Partner autonomy versus firm visibility

The managing partner cannot see across books of business.

In a 12-partner firm each partner has 20 to 60 clients. The managing partner wants a cross-firm view of pipeline, retainer health, referral flow, and realization. Most firms run on partner-level spreadsheets with no roll-up. Strkr role-based views give the managing partner a cross-firm cockpit without stepping on partner autonomy or client confidentiality.

AI drafting that sounds like a partner

A chatbot voice destroys the trusted advisor relationship.

A client paying $280,000 for a strategy sprint does not want AI drafts that sound like a chatbot. Strkr AI tunes voice per partner (sampled from their actual outbound email) and holds a professional advisor register across engagement letters, scope documents, status updates, and renewal letters. The partner edits two or three sentences and sends. The voice stays consistent.

The advisory schema

Custom objects shaped like advisory work.

The default CRM schema does not map to advisory work. Strkr ships a tunable advisory schema with Engagement, Scope, Deliverable, Retainer, Referral Source, and Realization as first-class objects. The partner can rename or extend anything. The default lands where most advisory firms eventually settle after a quarter of use.

Client object

Entity, sector, relationship tenure, lifetime fees.

A client in Strkr is an entity with sector classification, relationship tenure, lifetime fees billed, engagement history, and executive sponsor. The schema drives the view sort, the retainer renewal cadence, and the AI prompt scope.

Engagement object

Scope, fee, timeline, staffing, deliverable.

An engagement ties to the client with scope template, fee structure, timeline, staffing plan, and deliverable schedule. The default library ships 14 engagement templates covering strategy sprint, M&A diligence, operating model review, interim executive, change management, and others. The partner tunes once and reuses.

Retainer object

Monthly cadence with scope evolution.

A retainer in Strkr carries monthly scope, hour cap, deliverable cadence, renewal date, and scope evolution history. The retainer card shows utilization against cap, days to renewal, and health signal. Partners run retainers from the card without a spreadsheet.

Referral source

The graph that drives 70 percent of pipeline.

Referral source captures who introduced the client, through which channel, with what context. The graph compounds: referral A introduces client B who later introduces client C and D. Strkr prints the attributed revenue through the graph so the partner knows which five relationships drive the business.

Realization object

Fee quoted versus fee collected.

Realization tracks fee quoted versus fee collected against the hour budget. The partner sees the realization rate per engagement, per client, and per practice area. The AI flags realization drag before it hits the quarterly P&L.

Scope object

The one-page scope that gates engagement.

Scope captures the agreed deliverables, timeline, fee, and assumptions in a one-page format. The scope gates engagement activation (no scope signed, no work logged) and drives the renewal scope review. The AI drafts the scope from the sales conversation and the partner edits.

How Strkr AI accelerates advisory selling

AI jobs that compound for partners and principals.

A partner cannot afford to invent the AI prompt library from scratch. Strkr AI ships preconfigured prompts on day one with retrieval scope and model routing already set. The jobs below show up on every advisory deployment within the first two weeks. Each saves an estimated 3 to 14 hours per partner per week.

Scope draft

The one-page scope in 20 minutes.

Strkr AI drafts the one-page scope from the sales conversation notes, prior similar engagements, and the partner voice sample. The partner reviews, edits two sentences, and sends. Scope cycle time drops from a two-week drag to a three-day close.

Engagement letter draft

The engagement letter that reads like the partner wrote it.

Strkr AI drafts the engagement letter with the scope, fee, timeline, and terms language the firm standardized. The partner reviews, adjusts for client-specific context, and sends. Engagement letter cycle time compresses by about four days per engagement.

Status update draft

The weekly client update in 15 minutes.

Strkr AI drafts the weekly status update from engagement activity, deliverable progress, and open issues. The partner reviews, edits for tone, and sends. The weekly update cadence stays consistent across every engagement without eating four hours of partner time.

Retainer renewal draft

The renewal letter with evolved scope.

Strkr AI drafts the retainer renewal letter with the delivered value summarized, the proposed scope evolution, and the proposed pricing. The partner reviews and sends. Retainer renewal cycle time drops from a six-week drag to a two-week close.

Referral thank-you draft

The high-touch referral acknowledgment.

Strkr AI drafts the referral thank-you note that keeps the referrer warm. The partner reviews, adds a personal line, and sends. The referral graph stays active because the acknowledgment cadence never slips.

Pipeline review draft

The partner pipeline narrative in 10 minutes.

Strkr AI drafts the pipeline review narrative for the partner heading into the Monday practice meeting. The draft covers engagements that moved, deals that stalled, retainer risks, and the top three next actions. The partner reads it, edits one or two sentences, and brings it to the meeting ready.

The advisory pricing math

What Strkr costs a 10-partner advisory firm.

The pricing math below is for a 10-partner advisory firm with 20 total seats including analysts and support. The numbers come from Strkr onboarding intake calls with real advisory firms in 2026. The invoice math holds through growth because Strkr prices flat per seat with no credit meters and no AppExchange retainers.

Strkr Starter

$29 per seat per month, 20 seats.

Twenty seats on Starter run $580 per month. The AI add-on is $49 per workspace with 5,000 Strkr AI calls included. For a firm drafting scopes, engagement letters, and status updates the AI call budget usually lands at 3,500 to 4,500 calls per month. Total month-one invoice for a 20-seat firm on Starter with AI add-on is roughly $629.

Strkr Pro

$59 per seat per month, 20 seats.

Twenty seats on Pro run $1,180 per month. Pro adds the forecast module for retainer renewal projection, the advanced report builder for realization dashboards, the custom object graph for engagement templates, and extended audit retention. Most advisory firms move to Pro at month three.

Strkr Scale

$119 per seat per month, 20 seats.

Twenty seats on Scale run $2,380 per month. Scale adds SAML and OIDC single sign-on through Clerk, verified domain capture, HIPAA BAA on request, and the extended compliance posture (SOC 2 Type II in progress with a 2026-Q4 target). Scale lands when the firm serves regulated industries or demands enterprise SSO.

Salesforce plus Rocketlane

Floor $150 per seat plus implementation.

A typical advisory firm on Salesforce Enterprise plus Rocketlane for engagement delivery pays about $150 per Salesforce seat and $29 per Rocketlane seat. Implementation runs $45,000 to $120,000. For 20 seats the monthly invoice lands around $3,580 plus the amortized implementation.

HubSpot plus Teamwork

Floor $90 per seat with credit metering.

A typical advisory firm on HubSpot Professional plus Teamwork for engagement management pays about $90 per HubSpot seat and $18 per Teamwork seat. Marketing contact meters trip at 3,000 contacts. For 20 seats the monthly invoice lands around $2,160 before credit overages.

The 24-month total cost

What an advisory firm actually spends.

Across 24 months a 20-seat advisory firm on Strkr spends roughly $15,100 to $57,100 depending on tier upgrades. The same firm on Salesforce plus Rocketlane plus implementation typically spends $130,000 to $240,000. On HubSpot plus Teamwork the number lands at $56,000 to $88,000. The compound effect of flat pricing is real at advisory scale.

Head-to-head

Strkr vs typical advisory firm CRM stacks.

The comparison below is Strkr for a 20-seat advisory firm versus the two most common alternatives at the 12-month invoice mark.

Feature Strkr Salesforce or HubSpot stack for a 20-seat advisory firm
Month-one invoice About $629 with AI add-on. $2,160 to $3,580 plus implementation.
24-month total $15,100 to $57,100 all-in. $56,000 to $240,000.
Setup time to first scope drafted Four business days with the wizard. Six to 16 weeks with a partner.
AI prompts for partner voice Six on day one tuned per partner. Generic chatbot or none.
Engagement template library 14 templates shipped on day one. Build-your-own.
Referral graph tracking First-class object with revenue attribution. Custom field cobble.
Retainer renewal workflow Pro tier $59 per seat. Separate PM tool required.
SSO and verified domains Scale tier $119 per seat. Enterprise tier only.
Realization reporting Day one with the opinionated default. Custom report build cycle.
Partner autonomy with firm visibility Role-based views on day one. Admin configuration cycle.
How teams use Strkr

Five advisory playbooks.

The playbooks below are patterns Strkr onboarding sees on advisory deployments across sizes. Each pattern is a real customer motion from the 2026 cohort.

Pattern A

The three-partner boutique strategy practice.

A three-partner strategy boutique in Chicago ran its pipeline in a spreadsheet and chased scope drafts over three or four Google Docs cycles per engagement. The managing partner estimated 11 hours per week on scope and engagement letter back-and-forth. Strkr onboarding ran a five-business-day setup with the engagement template library, the scope AI draft, and the retainer renewal workflow. By month two the firm closed three engagements inside a 10-day scope-to-signature cycle instead of the usual three-week drag.

Pattern B

The 20-partner regional management consulting firm.

A regional management consulting firm in Boston ran Salesforce Professional with a $14,000 per year AppExchange proposal tool. The firm wanted referral graph attribution, utilization visibility, and partner voice AI. Strkr onboarding ran a 14-business-day migration with the referral graph, the Harvest integration for utilization, and the per-partner AI voice tuning. Monthly spend dropped from $5,100 to $1,780 and the firm identified $420,000 in trailing referral revenue it had attributed incorrectly.

Pattern C

The eight-partner M&A advisory firm.

An M&A advisory boutique running 11 active diligence engagements and 20 to 30 pitch engagements per quarter needed deal pipeline that respected matter-level confidentiality. Strkr role-based views let each deal team see only their matters while the managing partner saw the firm cockpit. The AI drafted information memoranda cover letters and buyer outreach in the partner voice. Monthly spend lands at $650 across 15 seats.

Pattern D

The two-partner interim executive practice.

A two-partner interim CFO practice ran 11 concurrent engagements at $18,000 to $65,000 per month retainer. The retainer scope evolved monthly, utilization was tight, and renewal risk was high because clients transitioned to permanent CFO roles. Strkr tracked retainer utilization, flagged renewal risk 60 days out, and AI drafted the transition engagement letter. Monthly spend lands at $107 total.

Pattern E

The 60-person operating partner platform.

A private equity operating partner platform supported 42 portfolio companies with cross-portfolio advisory engagements. The platform needed engagement visibility across portfolio, utilization tracking by partner, and realization reporting by investment thesis. Strkr ran the deployment with the custom object graph for portfolio company, the SSO integration via Clerk, and the HIPAA BAA for healthcare portfolio companies. Monthly spend lands at $7,140 across 60 seats on Scale with AI add-on.

Run the engagement, the referral graph, and the retainer renewal from a single workspace.

Book a 30 minute call. We will walk through the engagement template library, the referral graph, the retainer renewal workflow, and the pricing math with your firm size and practice mix.

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Common questions

What buyers in this bucket ask most.

Can an advisory firm use Strkr instead of Salesforce plus a separate PM tool?

Yes for most firms. Strkr covers the engagement pipeline, the scope and engagement letter drafting, the retainer renewal workflow, and the realization reporting in a single workspace. The custom object graph models engagement, scope, deliverable, retainer, and referral source as first-class objects so the firm does not need a separate project management tool for the delivery side. For firms that run deep implementation delivery with Gantt-heavy workflows a separate tool like Rocketlane or Teamwork may still fit; most advisory firms with sprint and retainer cadences do not need it.

How does Strkr handle the referral graph?

Strkr models referral source as a first-class object with originator, intermediary, downstream engagement, and attributed revenue. The graph compounds across generations: a referral from client A to client B who later refers client C shows the full attribution chain. The partner sees which three or four relationships drive 60 percent of the pipeline and can prioritize warm-touch cadence accordingly. The AI drafts the referral thank-you note so the acknowledgment cadence never slips.

Does Strkr tune AI voice per partner?

Yes. Strkr AI samples each partner outbound email history during onboarding (with per-user OAuth consent) and tunes the drafting voice to match. The result is engagement letters, scope documents, status updates, and retainer renewals that read like the partner wrote them. The partner reviews and edits two or three sentences, which is the usual lift for a human-authored draft anyway. For firms where every partner has a distinct voice this is the feature that pulls Strkr past HubSpot and Salesforce.

How does Strkr integrate with time trackers like Harvest and Toggl?

Strkr integrates with Harvest, Toggl, Clockify, Everhour, QuickBooks Time, and the common time trackers through its REST API, outbound webhooks with HMAC signing, and a published OpenAPI spec. Hours flow into the engagement record and drive the utilization context on the engagement card. The AI flags realization drag before it hits the quarterly P&L.

What compliance posture does Strkr ship with for advisory firms serving regulated clients?

Strkr is HIPAA compliant with a BAA available on request. SOC 2 Type II is in progress with a 2026-Q4 target. GDPR and CCPA posture is live today. SAML and OIDC single sign-on through Clerk ships on the Scale tier. MFA with TOTP and text-based verification is live across all tiers. Verified domains land at Scale. The compliance posture meets the common vendor review checklist for healthcare advisory, financial services advisory, and legal advisory.

How does Strkr pricing stay flat as the firm grows partners and engagements?

Flat per seat at $29 Starter, $59 Pro, $119 Scale per user per month. The AI add-on is $49 per workspace per month with 5,000 Strkr AI calls included and $0.012 per call over the floor. There is no engagement meter, no AppExchange add-on surcharge, and no implementation partner retainer. A firm running 180 engagements pays the same as a firm running 20 at the same seat count.

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