The CRM that sells the engagement, runs the delivery, and compounds the firm intellectual property.
Management and strategy consultancies live on relationship selling, structured engagement delivery, utilization management, and compounding firm intellectual property. Strkr ships a CRM shaped around the consultancy motion: pipeline, proposal, delivery, utilization, and knowledge capture.
Consulting firms sit between pure professional services and productized specialists. The engagements are custom. The delivery is team-based. The intellectual property compounds across engagements. Revenue depends on utilization and relationship renewal. Generic CRMs built for software sales miss the delivery side. Project management tools miss the sales side. The pain points below are what Strkr's onboarding team hears from management and strategy consultancies, from 11-person boutique practices to 180-consultant mid-size firms.
The relationship sales cycle
A deal that started 18 months ago.
Consulting sales cycles run 6 to 24 months. The initial coffee turns into a problem-space conversation, then an exploratory engagement, then a strategy project. Most CRMs lose context on 18-month cycles. Strkr's long-cycle pipeline tracks every touch with Strkr AI drafted check-in cadence so the relationship stays warm across quarters where no visible deal activity happens.
The proposal that burns a week
Three partners rewriting the same proposal section.
A consulting proposal (approach, team, pricing, scope, deliverables, timeline) consumes 40 to 80 hours per proposal across partners and principals. Multi-firm bake-offs multiply the burn. Strkr's proposal workflow with intellectual property reuse pulls from prior proposals, structures the new ask against the IP library, and drafts the proposal with Strkr AI. Proposal preparation drops from a week to a day.
Utilization management
Three consultants over at 110 percent and five under at 50.
Consultancy economics live on utilization (billable hours as a fraction of available capacity). The firm needs 70 to 80 percent utilization across the delivery team to hit margin. Without CRM visibility managing partners discover utilization imbalance at month-end. Strkr's capacity view shows every consultant's committed hours per week against available capacity in real time.
Engagement delivery coordination
Three workstreams, four partners, 11 consultants.
Mid-size engagements run multi-workstream delivery with 11 to 24 consultants across the project. Coordination lives in weekly status meetings and ad hoc email. Strkr's engagement delivery coordination tracks each workstream, the responsible partner, the next milestone, and the consultant allocation. The status meeting runs on data instead of memory.
Intellectual property reuse
The deck that was built three times.
Consultancies build intellectual property (frameworks, benchmarks, decks, case studies) that compounds across engagements. Without a shared knowledge system each new project rebuilds work from scratch. Strkr's knowledge library tags IP by framework, industry, methodology with the AI retrieval surface pulling relevant IP into the active engagement.
Alumni and relationship compounding
The alumni who became the next client.
Consulting firms rely on alumni networks. Former consultants who go to industry become future client contacts. Alumni tracking lives in LinkedIn at most firms. Strkr's alumni tracking maintains the alumni relationship (where they went, what role, likely project needs) with the AI drafted alumni cadence that keeps the relationship warm without being transactional.
The consultancy schema
Objects shaped like consulting work.
Strkr ships a tunable consultancy schema with Client, Engagement, Proposal, Workstream, Consultant, Capacity Commitment, IP Asset, and Alumni as first-class objects. The firm can rename or extend anything. The default lands close to where most consultancies end up after two months of tuning.
Client object
Company, buyer center, relationship owner.
A client in Strkr carries the company (parent and operating subsidiaries), the buyer center (the client executive relationships), the relationship owner (lead partner at the firm), the engagement history, and the account strategy. Repeat engagements compound on the client record which is where consulting revenue actually grows.
Engagement object
The project with scope, team, delivery.
An engagement ties to the client and defines scope (strategy, operations, M&A, change management, specific vertical practice), team structure (lead partner, principal, consultants), timeline, pricing structure (fixed fee, time and materials, success fee, retainer), and delivery milestones. The engagement drives the capacity commitment, the billing, and the delivery coordination.
Proposal object
The pursuit document with version history.
A proposal captures the firm's response to a client ask with approach, team recommendation, pricing, scope, deliverables, timeline, and references. Version history tracks the back-and-forth with the client. The IP reuse surface pulls from prior proposals to accelerate drafting while keeping each proposal grounded in the client context.
Workstream object
The parallel delivery track.
For multi-workstream engagements each workstream carries the responsible partner, the consultant team, the deliverable set, and the milestone schedule. The engagement coordinates workstreams across the project with shared data model but distinct ownership.
Consultant object
Skill tags, utilization, career stage.
A consultant in Strkr carries skill tags (industry expertise, methodology expertise, functional expertise), current utilization, career stage (associate, consultant, senior consultant, principal, partner), and the engagement history. The schema drives staffing decisions and capacity planning.
Capacity commitment
Hours per consultant per engagement per week.
Capacity commitments allocate consultant hours per week to engagements. The firm sees utilization in real time across the delivery team. Over-utilized consultants surface for workload rebalancing. Under-utilized consultants surface for staffing to the next engagement. The staffing conversation grounds in data.
IP asset
Framework, benchmark, deck, case study.
IP assets capture the firm's intellectual property (strategic frameworks, benchmarking data, deck templates, case studies, white papers). Each asset tags by industry, methodology, function with AI retrieval surfacing relevant IP in active engagements. The IP library compounds instead of fragmenting across consultant laptops.
Alumni
Former consultants and client contacts.
Alumni records track former consultants (where they went, current role, likely project needs) and former client contacts (where they moved, current organization). The AI drafted alumni cadence maintains relationship warmth. Alumni-sourced new business typically runs 20 to 40 percent of consultancy pipeline.
How Strkr AI drafts for a consultancy
The AI jobs that fit consulting work.
Strkr AI drafts in a professional, insight-grounded tone that fits consultant-client communication. The jobs below are what shows up in every consultancy deployment inside the first three weeks.
Proposal section draft
The approach section from prior work.
For a new proposal Strkr AI drafts the approach section from similar prior engagements and the firm's methodology library. The lead partner reviews, personalizes to the client context, and keeps the voice specific. The 40-hour proposal burn drops to 8 hours with higher proposal quality because the drafting grounds in actual firm IP.
Pursuit relationship touch
The quarterly check-in on a slow deal.
For deals in the pipeline that have not advanced in 90 days Strkr AI drafts a quarterly check-in grounded in the relationship history and the current industry context. The partner reviews, personalizes, and sends. The 18-month deal cycle stays warm instead of going cold between visible activity moments.
Engagement status update
The weekly client-facing update.
For active engagements Strkr AI drafts the weekly client-facing status update covering workstream progress, milestones hit, open issues, and upcoming asks. The engagement partner reviews and sends. The client stays informed without the partner spending 90 minutes drafting status updates on a Friday.
Alumni cadence
The warm touch to a former colleague.
For alumni (consultants or former clients) Strkr AI drafts the warm touch grounded in the relationship history and the current context. The partner reviews, personalizes, and sends. The alumni network stays actively maintained instead of degrading to a LinkedIn connection list.
Internal knowledge summary
The project-closeout IP capture.
At engagement closeout Strkr AI drafts the internal knowledge summary capturing the frameworks developed, the benchmarks learned, the client lessons, and the firm learnings. The engagement team reviews and files to the IP library. The next engagement benefits from the learning instead of rebuilding from scratch.
Prospective engagement scoping
The scope and pricing conversation starter.
For a prospective engagement in the discovery phase Strkr AI drafts the scope and pricing conversation starter with suggested scope options, team sizing, pricing ranges, and comparable prior engagements. The partner uses as the conversation spine with the client scoping discussion.
The partner cockpit
Running the practice at firm scale.
Partners at consulting firms need a cockpit that shows pipeline, engagement delivery, utilization, and firm economics in near real time. Strkr's partner cockpit gives partners the signals they used to pull together from four tools and three spreadsheets.
Pipeline by stage
Deals in flight with partner responsibility.
The pipeline view shows every pursuit by stage (initial relationship, problem exploration, scoping, proposal, verbal, closed) with the responsible partner, estimated size, and expected close. Partners see their book and the firm roll-up. Partner coordination on cross-practice opportunities happens in real time.
Engagement delivery
Active engagements with milestone status.
The engagement delivery view shows every active engagement with milestone status, team allocation, budget-to-actual, and client satisfaction signals. The managing partner sees engagements at risk of slipping and intervenes selectively instead of waiting for the monthly operations review.
Utilization dashboard
Every consultant's week.
The utilization dashboard shows every consultant's committed hours this week and next against available capacity. Over-utilized consultants surface red. Under-utilized surface yellow for staffing attention. The staffing partner uses the dashboard to balance workload across the team.
Firm economics
Revenue, margin, cash conversion.
The firm economics view shows trailing-month revenue, trailing-month realization rate (billable hours to actual billing), margin per practice, and cash conversion. The CFO or firm managing partner sees the economic health in one view for the monthly partners meeting.
Alumni activity
Where the network is.
The alumni activity view shows alumni touches in the trailing quarter, alumni-sourced new business, and the alumni network density by industry and function. The firm sees where the alumni network needs investment and where it is paying off.
Business development partnership
Partner activity against targets.
The BD partnership view shows partner activity (client touches, proposals submitted, engagements won) against firm targets. The managing partner sees which partners are hitting their business development commitments and which need coaching conversation.
Intellectual property management
The library that compounds the firm.
The economic story for a mature consultancy is the intellectual property that compounds across engagements. The IP library makes the firm 20 to 40 percent more productive per consultant hour than consultancies without a shared knowledge system. Strkr's IP management surface is designed to make the library an active tool instead of a dormant archive.
Framework library
The strategic frameworks the firm uses.
The framework library captures the strategic frameworks the firm uses (industry-specific, functional, methodological). Each framework carries the context, the application pattern, and the illustrative case studies. AI retrieval surfaces the right framework for active engagements grounded in the engagement context.
Benchmark data
The quantitative library.
Benchmark data captures the quantitative data the firm has gathered (industry metrics, functional benchmarks, transformation ROI data). The data retrieves for active engagements with proper source attribution. Consultants use real data instead of guessing or re-collecting.
Case studies
The win-and-loss library.
Case studies capture engagement outcomes (wins and losses) with the client context, the approach, the result, and the lessons. Case studies retrieve for proposal drafting and for internal onboarding. The firm compounds learnings instead of repeating mistakes across engagements.
Deck template library
The slide-level reusable content.
The deck library captures reusable slide content tagged by framework, industry, function. Consultants pull from the library when building client decks instead of rebuilding standard content. The firm quality bar stays consistent across engagements because the standard content is maintained centrally.
White paper and thought leadership
Published firm positioning.
White papers, articles, and conference talks capture firm thought leadership. The AI retrieval surfaces relevant published positioning in active client conversations. The firm positioning stays consistent across partners because the published material is referenced instead of forgotten.
Expert directory
The internal expert finder.
For questions on specific industries, functions, or methodologies the expert directory surfaces the right internal expert within the firm. The consultant reaches out to the right senior partner instead of asking around. The firm expertise becomes accessible across the practice.
Head-to-head
Strkr vs legacy consultancy software stacks.
Consultancies typically run a CRM (Salesforce, HubSpot) plus a project management tool (Asana, Monday) plus a utilization tool (BigTime, Mavenlink) plus a knowledge management tool (Notion, Confluence). The comparison below is Strkr's integrated posture against the legacy multi-tool stack.
Feature
Strkr
Legacy consultancy stack
Long-cycle pipeline for 18-month deals
Native with stall detection.
CRM optimized for shorter cycles.
Proposal workflow with IP reuse
Native with AI drafting.
Separate tool typical.
Engagement delivery coordination
Native alongside CRM.
Separate PM tool.
Utilization management with real-time view
Native with capacity commitment.
Separate utilization tool.
IP library with AI retrieval
Native with engagement surface.
Separate knowledge tool.
Alumni tracking with cadence
Native with AI drafted touches.
LinkedIn and manual tracking.
Pricing basis
Flat per seat.
Multiple subscriptions stack.
Deployment time
Four to eight weeks for mid-size consultancy.
Three to six months typical.
Open API integration surface
REST plus GraphQL plus webhooks.
Varies by tool.
Audit log retention per record type
Configurable with seven-year default.
Varies.
How teams use Strkr
Five consultancy playbooks.
The playbooks below are patterns Strkr's onboarding team sees on consultancy deployments across boutique strategy firms, mid-size management consultancies, and specialty practice groups.
Pattern A
The 24-consultant boutique strategy firm.
A 24-consultant boutique strategy firm in Boston served Fortune 500 clients on digital transformation and operating model engagements. The firm ran Salesforce for CRM, Asana for project management, and Google Drive for IP library. Strkr onboarding ran a 24-business-day migration. The three tools consolidated to one surface. Proposal preparation time dropped from 56 hours average to 14 hours per proposal. The firm won 32 percent more proposals in the following year.
Pattern B
The 42-consultant specialty practice.
A 42-consultant specialty practice focused on healthcare transformation served 60 hospital system clients. The firm had deep IP in healthcare operations improvement but the library lived in consultant SharePoint folders. Strkr onboarding configured the healthcare IP library with framework tagging and AI retrieval. Consultant onboarding time dropped from six weeks to three weeks. Engagement delivery quality improved because the right IP surfaced automatically.
Pattern C
The 110-consultant mid-size management consultancy.
A 110-consultant mid-size management consultancy across three offices needed cross-office visibility of pipeline, utilization, and IP without destroying office autonomy. Strkr onboarding configured multi-office deployment with office-level pipeline autonomy and firm-level utilization and IP sharing. Cross-office staffing improved. The firm hit 76 percent utilization versus the prior 68 percent in the first year, which added approximately $4.8 million in annual revenue.
Pattern D
The 18-partner strategy boutique.
An 18-partner strategy boutique in New York served private equity clients on due diligence and portfolio value creation engagements. Deal cycles were extremely compressed (two to four weeks from first conversation to engagement start). The firm needed fast proposal turn with proper quality bar. Strkr onboarding configured the PE-specific proposal library and the fast-turn workflow. Proposal turnaround dropped to 48 hours from 10 days, which won 11 additional engagements that would have gone to competitors on timing.
Pattern E
The 60-consultant operations consulting firm.
A 60-consultant operations consulting firm served industrial clients on manufacturing operations improvement. The firm had strong alumni network but the alumni tracking was passive (LinkedIn only). Strkr onboarding configured the alumni tracking with industry attribution and the AI drafted alumni cadence. Alumni-sourced new business grew from 18 percent of pipeline to 34 percent in 18 months. The firm added two new industry practices grounded in alumni-sourced initial engagements.
Run the consultancy on a CRM shaped for the consulting motion.
Book a 30 minute call. We will walk through the pipeline-to-delivery workflow, the proposal with IP reuse, the utilization dashboard, and the knowledge library with your actual firm shape.
Does Strkr integrate with time tracking tools like Harvest, Toggl, or BigTime?
Strkr integrates with major time tracking tools through their published APIs. For Harvest the integration pulls time entries per consultant per engagement. For Toggl the integration covers similar scope. For BigTime the integration covers professional services time plus billing. The time entries flow to the utilization dashboard and the engagement budget-to-actual reporting automatically. Many consultancies run Strkr as the CRM and delivery coordination layer with existing time tracking in place.
How does Strkr handle intellectual property management?
Strkr's IP library captures firm intellectual property (frameworks, benchmarks, case studies, deck templates, white papers, expert directory) with tagging by industry, methodology, function. AI retrieval surfaces relevant IP in active engagements grounded in the engagement context. The library compounds as consultants file new IP from each engagement. The audit log retains IP access with configurable retention per record type to protect firm IP governance.
Can Strkr handle multi-office consultancy operations?
Yes. For consultancies with multiple offices Strkr's office object supports per-office configuration (BD teams, local practice areas, local staffing) under a single firm tenant. Firm-level IP library and utilization dashboard roll up across offices. The managing partner sees firm economics and the office-level managing partners see office autonomy. Cross-office engagement staffing works through the shared capacity view.
What does Strkr cost compared to Salesforce plus Asana plus BigTime plus Confluence?
Strkr prices flat per seat: $29 per user per month on Starter, $59 on Pro, $119 on Scale, with a 14-day trial. The AI Enhancement module is a $49 per month add-on. The typical consultancy multi-tool stack (Salesforce Enterprise at $165 per user, Asana Business at $25 per user, BigTime at $45 per user, Confluence at $11 per user) runs $240 per consultant per month plus add-ons. Strkr Scale at $119 per seat replaces most of the stack with annual savings typically $200,000 to $400,000 for a 60-consultant firm.
How does Strkr handle utilization management?
Capacity commitments allocate consultant hours per week to engagements. The utilization dashboard shows every consultant's committed hours this week against available capacity (typically 40 to 45 billable hours target per week). Over-utilized consultants surface for workload rebalancing. Under-utilized surface for staffing to the next engagement. The staffing partner uses the dashboard to balance workload. Utilization typically climbs from 65 to 75 percent to 75 to 85 percent in the first year with proper staffing visibility.
Can Strkr handle alumni tracking and alumni-sourced business development?
Yes. Alumni records track former consultants (where they went, current role, likely project needs) and former client contacts (where they moved, current organization). The AI drafted alumni cadence maintains relationship warmth with quarterly touches, industry updates, and meaningful check-ins. Alumni-sourced new business typically runs 20 to 40 percent of consultancy pipeline and the alumni network becomes an active business development asset instead of a passive LinkedIn connection list.
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