Custom Software for Professional Services
Custom Software for Professional Services
DigaWork helps professional service businesses connect sales, onboarding, projects, documents, communication, recurring workflows, and reporting around one clearer client journey.
Instead of rebuilding client information after every handoff, we design systems around the way your firm actually works.
Onboarding
Everything earlier in the lifecycle stays attached to the same client record.
The professional services software problem
The client relationship becomes harder when sales and delivery live in separate systems.
Many professional service firms rely on a mix of CRM software, project tools, email, cloud documents, accounting systems, and spreadsheets.
Each tool may work well individually while the overall client experience remains fragmented.
Harbor & Co.
One client · eight places to look
CRM
Lead & contacts
Proposal tool
Scope & pricing
Onboarding thread
Asana / Monday.com
Project tasks
Drive / Microsoft 365
Agreements & files
Accounting
Billing status
Inboxes & notes
Client history
Spreadsheet
Management report
From lead to client
Give business development a process that matches the way your firm sells.
A custom CRM can reflect the actual sales process instead of forcing every opportunity into generic stages.
| Company | Primary Contact | Service Interest | Opportunity Value | Owner | Next Action | Proposal Status |
|---|---|---|---|---|---|---|
| Harbor & Co. | Dana Ruiz | Strategy engagement | $28,000 | Priya | Send revised scope | Proposal Sent |
| Fieldstone LLC | Mark Owens | Monthly retainer | $4,500/mo | Leo | Consultation Thu | Consultation Scheduled |
| Brightline | Ana Silva | Design project | $16,000 | Priya | Draft proposal | Proposal in Progress |
| Corbel Group | Tom Hale | Advisory | $12,000 | Sam | Kickoff scheduled | Won |
Sample data · Last activity and fields shaped around your firm
Do not rebuild the client after the sale
The information collected during sales should follow the client into delivery.
A connected handoff reduces repeated data entry and gives the delivery team the context they need from the beginning.
Business development knows
Delivery receives
Client Record
Project
Scope
Team
Milestones
Documents
Kickoff Tasks
Key Dates
Start the relationship consistently
Every new client should not require rebuilding the onboarding process from scratch.
Standardizing the repeatable parts of onboarding helps the team stay consistent while still allowing for client-specific needs.
- 1Client Won
- 2Create Client Record
- 3Generate Onboarding Checklist
- 4Request Required Information
- 5Assign Team
- 6Create Project
- 7Schedule Kickoff
- 8Send Next Steps
From onboarding to completion
Connect the client relationship to the work being delivered.
Tasks
- Interview stakeholders · Priya · Done
- Draft findings · Leo · Due Apr 12 · High
- Prepare review deck · Sam · Due Apr 19
Client Requirements
- Scope: 3 workstreams
- Preferences: weekly updates
- Approvals: CFO sign-off
- Dependency: data access
Files
- Proposal
- Agreement
- Working Files
- Final Deliverables
Activity
- Meeting · Apr 3 status call
- Update · Draft shared
- Request · Add appendix
- Internal note · Confirm budget
Keep client context together
Important documents should not disappear into email threads and folder structures.
Documents may remain in platforms like Google Drive, Microsoft 365, or another document system while still being referenced or surfaced inside the client workflow.
Client record
Harbor & Co.
A clearer client experience
Give clients a better way to see progress, provide information, and request what they need.
A client portal can reduce unnecessary back-and-forth when customers repeatedly need the same information.
Not every firm needs a portal — sometimes clearer updates and shared requests are enough.
Project Status
Growth Strategy · Review stage
Documents
Requests
Deliverables
Assigned Contact: Priya
Reduce repeat administration
The system can handle the repeatable work around every client and project.
Automation supports repeatable administration while the team remains responsible for strategy, judgment, and client relationships.
WhenProposal accepted
WhenNew client
WhenProject reaches review
WhenProject completed
WhenRecurring client work
Manage the ongoing relationship
Not every client journey ends when one project is complete.
A connected client record can make it easier to understand the full relationship rather than treating every project like a new customer.
Initial Project
Delivery
Follow-Up
Recurring Work
New Request
Renewal / Expansion
See client work across the firm
Give leadership a clearer view without rebuilding reports every week.
Reporting should reflect the information your business actually needs, not generic dashboards that do not match your workflow.
Illustrative layout · no real data
Your current tools may still have a role
The goal is a better workflow, not replacing software for the sake of it.
Keep
When a tool does its job well.
Connect
When information needs to move between systems.
Replace
When overlapping software or spreadsheets create unnecessary work.
Platforms we may work around include HubSpot, Pipedrive, Asana, Monday.com, Google Workspace, Microsoft 365, and QuickBooks. Integration options depend on the capabilities of the platforms involved.
Explore IntegrationsWhat a connected system could look like
One client record. Different workspaces for different parts of the firm.
Business Development
Leads · Opportunities · Consultations · Proposals
Clients
Contacts · Agreements · History · Documents
Client Record
Projects
Scope · Milestones · Tasks · Deliverables
Client Experience
Status · Requests · Documents · Approvals
Management
Pipeline · Active work · Deadlines · Workload · Reporting
This is an example of what a connected professional services system could include. Actual systems are scoped around each business.
Built around the firm
A consulting firm may not operate like an agency or engineering company.
The software should adapt to the firm's workflow rather than forcing every professional service business into the same template.
Consulting
Agency
Design / Engineering
Accounting / Business Services
Does this sound familiar?
Your client workflow may need a better system if…
Sales and delivery use separate client records
Onboarding is recreated manually
Project information is disconnected from the CRM
Documents are hard to find
Spreadsheets track important client information
Employees search email for project history
Reporting requires multiple exports
Recurring client work is managed manually
Customers repeatedly ask for status
Your current software almost fits, but not quite
If your existing systems already support the client lifecycle well, a custom system may not be necessary.
Our approach
We map the client relationship before designing the system.
01
Discover
Understand sales, onboarding, delivery, recurring work, and client communication.
02
Map
Document the people, information, tools, and handoffs involved.
03
Design
Determine what should be kept, connected, automated, or custom-built.
04
Build
Create the CRM, project workflows, portal, automation, or custom software needed.
05
Launch
Test the process with the team and refine around real use.
What we can build
Your client workflow may combine several DigaWork services.
Custom CRM Development
Leads, consultations, proposals
Custom Business Software
A broader client operations system
Operations Software
Projects, tasks, delivery
Client Portals & Internal Tools
Client status, requests, approvals
Workflow Automation
Onboarding, closeout, recurring work
Integrations
Connect CRM, projects, documents, billing
Starting points
The right scope depends on how much of the client lifecycle needs to change.
Sales / CRM
Implementation starting at
$1,500
Ongoing from $199/month
Connected CRM + Delivery
Implementation starting at
$3,000
Ongoing from $399/month
Broader Client Operations System
Custom software projects starting at
$5,000
Ongoing support based on scope
Final scope depends on workflow complexity, integrations, data migration, number of users, and custom functionality.
Professional services software FAQ
Questions firms ask before getting started.
It can, when a custom CRM fits your sales process better. We first look at what your current CRM does well — sometimes connecting or extending it is the better choice.
Your client relationship should stay connected from the first conversation through delivery.
Show us how your firm manages leads, onboarding, projects, documents, communication, and recurring client work today. We’ll help you identify where the workflow could become simpler and more connected.
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