Industry

Build software for professional services teams

Consultancies and firms need CRM, proposals, and delivery tracking that mirror how they sell and staff work. Evonx helps professional services teams evolve those apps in repositories clients and partners can audit.

Build industry software

Typical software needs

Client pipeline

Leads, accounts, and opportunities with activity history.

Quotes and proposals

Scoped offerings, approvals, and versioned commercial documents.

Delivery project tracking

Engagements, milestones, and utilization-friendly task boards.

Typical workflows

Qualify an inbound lead and assign a partner
Send a proposal and track acceptance
Kick off a delivery project from a won opportunity

Recommended templates

crmquote proposalproject management

Related resources

CRM templateTrack leads, accounts, and pipeline stages with activities your team can evolve in production. This template maps a B2B SaaS templateLaunch a multi-tenant product skeleton with auth, settings, and billing integration points.Admin dashboard templateCentralize configuration, user management, and monitoring for internal operators.Customer portal templateLet customers view orders, tickets, documents, and profile data without emailing your team.Inventory management templateTrack SKUs, warehouses, adjustments, and low-stock signals for fulfillment teams.Accounting templateManage invoices, vendors, and expense approvals with audit-friendly records.

FAQ

Professional services industry: Is this only for software consultancies?

No—any professional services firm that needs pipeline, proposals, and delivery tools can start from these templates and adapt entities to their practice. See recommended templates on this professional services industry page for starting points.

Professional services industry: Can partners get read-only client visibility?

Model roles in your app and evolve access rules through previews so partners see only the engagements you expose. See recommended templates on this professional services industry page for starting points.

Build production software with Evonx

Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.

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