The CRM that treats an engagement like a project, not a deal.
SI and consultancy work is engagement driven, project managed, resource constrained, and vendor-partner coordinated. Strkr ships a CRM shaped around client engagement management, project pipeline, resource planning, utilization tracking, and vendor-partner relationships.
A general CRM treats SI work like one-off deals with linear funnel stages. Real SI work runs on long-running client engagements with professional services delivery, vendor partner coordination, project resource planning, and utilization-driven business economics. The pain points below are what Strkr onboarding hears on every call with SIs, consultancies, boutique advisory firms, and professional services organizations with 20 to 400 consultants.
Engagement versus deal
A client engagement runs 18 months, not a quarter.
A systems integrator client engagement runs 6 to 24 months with multiple phases, SOWs, change orders, and extension conversations. A general sales CRM with a quarterly deal pipeline does not fit. Strkr engagement object models the long-running engagement with phase tracking, SOW history, change order management, and extension pipeline.
Project pipeline opacity
Deals in pipeline do not match projects in flight.
Deals in the sales pipeline do not line up with projects in delivery. The sales leader forecasts 180 deals. The delivery leader has 120 projects running. Nobody knows where the 60-deal gap went. Strkr unifies the sales pipeline and the project pipeline on the engagement record so the organization sees the full picture.
Resource planning blindness
Who is available next quarter is a mystery.
SI business economics run on utilization. The sales team sells against capacity that may or may not exist. Strkr resource planning object aggregates consultant availability (bench, assigned, over-allocated) by skill and geography so sales commits run against real capacity.
Utilization reporting burden
The utilization dashboard runs on Excel.
Monthly utilization reporting (billable hours percent, project revenue per consultant, bench cost) typically runs on Excel exports from the time tracker. The finance team spends 11 to 24 hours per month on the rebuild. Strkr utilization dashboard renders live from the time tracker integration with target utilization by role, actual utilization by consultant, and bench cost rollup.
Vendor partner complexity
The SI partners with 42 technology vendors.
SIs partner with 20 to 400 technology vendors (Microsoft, AWS, Salesforce, ServiceNow, SAP, Oracle, Workday, product-specific vendors). Each carries certification requirements, deal registration portals, co-sell dynamics, and MDF programs. Strkr vendor partner object manages the full vendor ecosystem alongside the client engagement.
SOW and change order chaos
SOWs and change orders live in SharePoint folders.
SOWs and change orders live in SharePoint folders with inconsistent naming, scattered versions, and manual signature tracking. Strkr SOW and change order workflow runs the drafting, approval, and signature cadence with the engagement history preserved on the record.
The SI schema
Objects shaped like consulting and integration work.
Strkr ships a tunable SI schema with Client, Engagement, Phase, SOW, Change Order, Project, Consultant, Resource Allocation, Vendor Partner, and Utilization Record as first-class objects.
Client object
Industry, size, strategic tier, lifetime value.
A client carries industry, size, strategic tier (strategic, growth, maintenance), lifetime value, assigned account partner, assigned delivery leader, and engagement history. The schema drives account planning and strategic client reviews.
Engagement object
Phase, scope, status, extension pipeline.
An engagement ties to the client with phase tracking (discovery, design, build, deploy, support), scope definition, status (active, in extension, closed, lapsed), extension pipeline, and total engagement value. The engagement spans multiple SOWs and change orders.
SOW object
Scope, pricing, deliverable, signed date.
SOW object ties to the engagement with scope paragraph, pricing structure (fixed fee, time and materials, outcome-based), deliverable list, team allocation, start and end date, and signed date. SOW history preserves on the engagement for extension and change-order context.
Change order object
Scope delta, pricing adjustment, approval.
Change orders tie to the SOW with scope delta, pricing adjustment, team allocation change, revised timeline, approval status, and signed date. Change order history preserves on the SOW and engagement for post-engagement retrospective.
Project object
Delivery workstream, milestones, status.
A project ties to the SOW with delivery workstream, milestone list, status (on track, at risk, delayed), budget consumed, and project lead assignment. Projects run under the SOW with the sales and delivery team sharing visibility.
A consultant carries role, skills (practice area, technology stack, industry), certifications (vendor-specific), target utilization, trailing utilization, current allocation, geography, and manager assignment. The schema drives resource planning and bench management.
Resource allocation object
Consultant, project, percent, start to end.
Resource allocation ties the consultant to the project with allocation percent, start date, end date, billing rate, and over-allocation flag. Allocations roll up to consultant utilization and project resource plan.
Vendor partner relationships tie to the SI firm with partner tier at the vendor, team certifications, co-sell relationship, deal registration portal, and MDF program enrollment. The vendor partner relationship drives technology stack decisions in client engagements.
The SI operating cadence
Sales, delivery, resource planning in Strkr.
An SI runs three parallel cadences: sales (new engagements and extensions), delivery (active projects), and resource planning (consultant utilization and bench management). The cards below show how Strkr fits each cadence.
Weekly sales
Pipeline, extension pipeline, vendor co-sell.
The weekly sales cadence reviews new engagement pipeline, extension pipeline on active engagements, and vendor co-sell opportunities. Account partners work the extension conversations alongside the vendor partner managers. New engagement SOWs route to the delivery lead for staffing review before close.
Weekly delivery
Project status, milestone risk, change order posture.
The weekly delivery cadence reviews project status (on track, at risk, delayed), milestone risk, and change order posture. Project leads surface issues before they escalate. Change orders flow through the Strkr workflow with sales and delivery alignment on scope and pricing.
Weekly resource planning
Consultant utilization, bench, upcoming demand.
The weekly resource planning review covers consultant utilization (target versus actual), bench by skill and geography, and upcoming demand from the sales pipeline. The resource lead balances allocation and flags over-allocations before they break delivery quality.
Monthly utilization
Business health read for leadership.
Monthly utilization reporting runs on the Strkr dashboard with billable hours percent by practice, project revenue per consultant, bench cost, and trending. The leadership team sees the business economics live rather than through a 20-hour Excel rebuild.
Quarterly client review
Strategic client posture.
Quarterly strategic client reviews run with top-tier clients. Strkr AI drafts the review brief with engagement history, delivery performance, consulting value delivered, extension opportunity, and open topics. The account partner uses the brief to anchor the strategic client conversation.
Annual vendor partner review
Technology stack and co-sell posture.
Annually the SI reviews each vendor partner relationship (certifications, co-sell volume, MDF ROI, technology stack contribution). The review informs the next-year certification plan and the technology stack strategy. Vendor partner managers run the review in Strkr with the full engagement attribution visible.
Strkr AI for SI work
The AI jobs that help an SI deliver.
Strkr AI drafts in a professional consulting voice with retrieval scope strictly scoped to the client engagement and the SI workspace. The AI calls do not train on tenant data.
SOW draft
The engagement scope paragraph in the firm voice.
Strkr AI drafts the SOW scope paragraph from the client context, engagement type, prior SOW history at the firm, and vendor partner stack. The account partner reviews, tunes two sentences, and sends. The draft lands in the firm voice because Strkr AI learns the tone from approved SOWs.
Change order recommendation
The scope expansion conversation.
When a project surfaces scope creep or additional opportunity Strkr AI drafts the change order recommendation with scope delta, pricing adjustment, team allocation change, and revised timeline. The account partner reviews and discusses with the client.
Resource allocation suggestion
Which consultants fit the project.
For new project allocation Strkr AI suggests consultants based on skills, certifications, availability, and prior experience with the client or vendor stack. The resource lead reviews and finalizes the allocation.
Client status update
The weekly delivery touchpoint.
Each week Strkr AI drafts the client status update for each active engagement with project progress, upcoming milestones, open client decisions, and consulting insight. The project lead reviews and sends.
Strategic client QBR
The strategic client review brief.
Before a strategic client review Strkr AI drafts the QBR brief with engagement history, delivery performance, consulting value delivered, extension opportunity, and open strategic topics. The account partner uses the brief to anchor the conversation.
Utilization retrospective
The monthly business read for the practice lead.
Each month Strkr AI drafts the utilization retrospective for the practice lead with trailing utilization by consultant, bench cost, project profitability, and recommended staffing adjustments. The practice lead reviews with leadership.
Head-to-head
Strkr vs a general CRM plus a PSA tool for SIs.
SIs typically run a general CRM like Salesforce plus a PSA (Professional Services Automation) tool like Kantata (formerly Mavenlink), Workday PSA, FinancialForce, or OpenAir for resource and project management. The comparison is Strkr covering the CRM and the base PSA scope.
Feature
Strkr
General CRM plus PSA
Engagement as first-class object
Native with phase and SOW history.
Opportunity object workaround.
Resource allocation and planning
Native with utilization tracking.
In PSA tool.
SOW and change order workflow
Native with approval cadence.
In PSA tool or SharePoint.
Vendor partner relationships
Native with certification tracking.
Custom field.
Utilization dashboard
Live from time tracker integration.
In PSA tool.
Unified sales and delivery pipeline
Native.
Two separate systems.
Monthly cost per consultant
$29 to $119 flat.
CRM plus PSA typically $150 to $300.
Implementation partner retainer
None.
$10,000 to $42,000 per month typical.
How teams use Strkr
Three systems integrator playbooks.
Pattern A
The 24-consultant Salesforce SI.
A 24-consultant Salesforce SI boutique ran Salesforce for pipeline (ironic given the practice) and a custom Google Sheets model for utilization. Monthly utilization reporting took 11 to 24 hours of partner time. Strkr onboarding ran a 14-business-day migration with engagement management, utilization tracking, and SOW workflow as day-one deliverables. Monthly utilization reporting dropped to 90 minutes. The partners ran strategic client reviews with real data instead of gut feel.
Pattern B
The 85-consultant ServiceNow and Microsoft practice.
An 85-consultant ServiceNow and Microsoft SI practice ran Dynamics 365 for CRM plus Kantata for PSA with constant sync friction. Monthly spend on CRM plus PSA plus implementation partner retainer ran about $18,000. Strkr onboarding ran a 32-business-day migration consolidating CRM, resource planning, and project management on Strkr. Monthly spend dropped to $5,100 for seats. The sales and delivery teams ran on one platform with the engagement history preserved.
Pattern C
The 180-consultant multi-vendor consultancy.
A 180-consultant consultancy ran Microsoft, AWS, Salesforce, Workday, and ServiceNow practices across industry verticals. The practice-level pipeline and the vendor partner relationships required cross-visibility that the existing Salesforce setup could not provide. Strkr onboarding ran a 48-business-day migration preserving practice segmentation, vendor partner relationships, and the industry-vertical reporting lens. The CEO got a cross-practice cockpit with vendor contribution attribution clear.
Run an SI practice on a CRM shaped for engagement work.
Book a 30 minute call. We will walk through the engagement schema, the resource planning, and the utilization tracking with your practice mix.
Does Strkr replace Kantata, Workday PSA, FinancialForce, or OpenAir?
For most SI firms Strkr covers the base PSA scope (engagement management, resource allocation, utilization tracking, SOW workflow, change order management, time tracker integration) inside the CRM. For firms with 20 to 400 consultants Strkr typically covers the full scope and retires the dedicated PSA tool. For firms with 500-plus consultants running enterprise-grade PSA requirements (complex revenue recognition, deep subcontractor management, extensive project accounting) the dedicated PSA tool may still fit better.
How does Strkr integrate with time trackers?
Through the standard webhook spec with HMAC signing and the published OpenAPI spec. Harvest, Toggl, Clockify, QuickBooks Time, Replicon, Deltek, and the common time trackers integrate for billable hour sync, project time entry, and utilization calculation. The time tracker stays as the production system for time entry. Strkr becomes the utilization dashboard and the resource planning layer on top of the time tracker data.
Can Strkr handle vendor partner relationships (Microsoft, AWS, Salesforce)?
Yes through the vendor partner object. Each vendor partner relationship ties to the SI firm with partner tier at the vendor, team certifications, co-sell relationship with the vendor sales team, deal registration portal integration, and MDF program enrollment. For SIs running multiple vendor relationships (Microsoft, AWS, Salesforce, ServiceNow, Workday) the vendor partner object manages the full ecosystem alongside the client engagement. Vendor-sourced pipeline attribution runs through the engagement object.
What does Strkr cost compared to Salesforce plus Kantata for SIs?
Strkr runs flat per seat at $29 Starter, $59 Pro, $119 Scale per user per month with a 14-day trial. For an 85-consultant SI on Scale the monthly spend runs $10,115 for seats plus $49 for AI Enhancement. Salesforce at $150 per seat plus Kantata at $45 to $89 per user plus implementation partner retainer typically lands at $25,000 to $42,000 per month for the equivalent configuration. The compound 36-month saving is often 1 to 2 million dollars for a mid-size SI.
How does utilization tracking work for different roles?
Target utilization varies by role (consultant 75 to 85 percent target, senior consultant 70 to 80 percent, manager 50 to 60 percent, partner 40 to 50 percent). The utilization dashboard shows actual versus target by role, by practice, and by individual with trending. Bench cost (idle consultant time) rolls up to the practice level with recommendation for staffing adjustments. The leadership team sees the business economics live.
What is the compliance posture for an SI running Strkr?
Strkr is HIPAA compliant with a BAA available on request (relevant for SIs serving healthcare clients), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a 2026-Q4 target. For SIs with government clients (CMMC, FedRAMP, StateRAMP) the compliance posture ships with the audit log retention tuned to the regulatory ceiling. The audit log captures record read and write with 90-day default retention tunable per tenant up to seven years. SSO (SAML and OIDC) is live on Scale tier.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
