Professional Services

Run your professional services firm without six subscriptions

You're a consultant, accountant, or agency owner spending $500+/month on a CRM, project tool, email platform, website builder, proposal software, and invoicing. BCRM replaces all of them.

Free forever · 2-minute setup · No credit card

The problem
Challenges Professional Services businesses face every day

Proposals take hours to create and send

You copy-paste from old proposals, format in Word, export to PDF, email it, then follow up manually. Meanwhile the prospect is evaluating two other firms.

Client communication scattered across tools

Project updates in Slack, contracts in DocuSign, invoices in QuickBooks, notes in a CRM. No single view of a client relationship.

No professional web presence that generates leads

Your website is a static brochure from 2019. It doesn't capture leads, showcase case studies, or help prospects self-qualify.

Per-seat pricing punishes growing teams

Every new hire adds $25-100/month across CRM, email, and project tools. Growing from 5 to 15 people triples your software cost.

The solution
Everything your Professional Services business needs

Proposal and engagement letter engine

Create branded proposals with scope, pricing, timelines, and terms. Clients review and sign electronically. Track views and follow up at the right time.

Client relationship CRM

Track every client from prospect to long-term relationship. See engagement history, proposal status, revenue, and all communication in one timeline.

Professional firm website

Build a credibility-driven website with team bios, service pages, case studies, and lead capture. Optimized for AI agents and search engines.

Professional email via Pulse

[email protected] email with calendar, contacts, and file sharing. Present a professional image from day one.

Lead mining for B2B prospecting

Use B-Credits to find decision-makers at target companies. Filter by industry, company size, title, and location.

Social media and content marketing

Publish thought leadership across LinkedIn, X, and your blog from one dashboard. Build authority and attract inbound leads.

AI-agent discovery
Your business, discoverable by AI
AI agent query

“Find a fractional CFO or accounting consultant in Chicago who works with SaaS startups”

BCRM-powered response

Your business surfaces with accurate details — services, pricing, location, hours, and a direct link. No ads, no competitors alongside you.

Every BCRM site is automatically discoverable by AI assistants like ChatGPT, Claude, and Google AI. Your structured data means AI agents can recommend your business with confidence.

Why switch
BCRM vs. the alternatives

BCRM

  • All-in-one: CRM, website, email, proposals, marketing
  • AI-discoverable out of the box
  • Starts at $0/month — free forever tier
  • No per-seat, per-unit, or per-transaction fees
  • Professional email hosting included
  • Lead mining and B2B prospecting built in

HubSpot

Powerful CRM but pricing scales aggressively. Marketing Hub alone is $800/month for Pro. No proposal engine, no email hosting.

Salesforce

Industry standard but requires an admin to maintain, per-seat costs start at $25 and balloon fast, and it has no website builder or email hosting.

PandaDoc

Excellent proposal tool but it's only proposals. No CRM, no website, no email hosting, no lead generation. Another single-purpose subscription.

FAQ
Common questions

Coming soon
Professional Services features are on the way
Be the first to know when Professional Services tools launch. Join the waitlist and we'll notify you.
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