Pipeline & proposals
Track opportunities, prepare reusable proposals and carry accepted deliverables into the project.
How can it help
my business?
Your customers. Your people. Your work. Your money.
See how they come together for the business you run.
Shared business tools plus the specialist workflows of your profile — and a bespoke edition, tailored completely to your business, when the profile isn’t enough.
CONSULTANCY & AGENCIES / THE CONNECTED DAY
From a promising conversation to a profitable project.
Keep proposals, delivery, client decisions and money in the same picture, whether you work alone or bring a specialist team together.
Designed for consultants, designers, marketing teams and professional services.
- 01Qualify & propose
- 02Plan resources
- 03Deliver & approve
- 04Bill & review
The details that make it yours.
Specialist featuresMilestones & workload
Schedule project stages, allocate responsibilities and balance capacity across the team.
Client feedback & approval
Send a deliverable as a link the client can open. They approve it — their name, the date and the exact words they agreed to are kept — or send a question, which lands in your list of actions.
Time & project margin
Compare budgets with recorded time, subcontractor costs and expenses.
Scope changes
Capture additional requests and agree their fee and deadline impact before delivery.
Retainers & recurring work
Plan monthly allowances, recurring tasks, renewal dates and retainer invoices.
Knowledge & reusable work
A reference library for briefs, playbooks, templates and research, tagged and with a review date, kept at agency level and never mixed with a client’s own files.
Cash flow & account review
Connect invoices, overdue balances and bank records to the client relationship.
EVERY PROFILE / ONE CONNECTED FOUNDATIONA complete view.
A complete view.
From work to money.
The specialist details sit alongside the everyday business essentials. A client record connects to the work, its documents, its costs and its payment history.
Relationships
Clients, contacts, communication history and follow-up tasks.
Work & people
Projects, responsibilities, calendars and team access.
Documents & knowledge
Files connected to their work, searchable resources and controlled sharing.
Money & records
Quotes, invoices, expenses, bank reconciliation and financial reporting.
Help from Lila
Assistance with finding information and preparing work, with your review before action.
At work & at home
A separate Personal book at half price with any paid business tier.
SAME FOUNDATION. YOUR WAY OF WORKING.Your business shouldn’t have
Your business shouldn’t have
to fit someone else’s day.
Choose Solo or Business for your team size and allowances. A business profile shapes the workflows and language around your work; it does not create a separate subscription. Need more than a profile? Bespoke tailors LilaCRM completely to your business — price on application.
Find your planWhat would make it complete for you?
Tell us about a task you repeat, a document you rely on or a handover that gets lost. Help make the consultancy & agencies profile complete for you.
Tell us about your business Opens your email app. Send the message when you’re ready.