Finally a purpose built CRM for Professional Services firms. An easy to use solution that supports the way you work. No more compromises.
Introducing revisio360
Built around how Partners and Fee-Earners actually work. Only capture what matters, only when it matters.
One place to see whether your accounts, proposals, and commercial activity will actually deliver your firm's plan.
Every account plan, proposal, and idea has actions with a named owner. Nothing falls through the gap between a good conversation and a closed engagement.
What's inside
Set your annual financial targets and strategic objectives in one place.
So every Partner knows what the firm is trying to achieve — and can see whether their activity is actually going to deliver it.
Build structured plans for your most important clients and lighter-touch plans for the rest.
So your most valuable relationships are actively managed, not just recorded in a contact list.
Capture every commercial offer and link it to the account and firm goal it's meant to deliver.
So you don't commit the firm to proposals you can't deliver, can't price properly, or shouldn't be pursuing in the first place.
Log early signals and opportunities before they become formal proposals.
So nothing promising falls through the gap between a good conversation and a committed opportunity.
Assign next steps to everything — with a named owner and a due date.
So good intentions become actual momentum, and nothing waits for the next Partners meeting to move forward.
Where we fit
Replacing your legacy CRM, we work smoothly with your established applications; calendars, email and marketing solutions. Dramatically reducing the time needed for your colleagues to learn new software.
And as your systems change in the future we have you covered. Architected today to support the AI agents of tomorrow, is just one way we protect your investment and continue to minimise disruption.
Who this is for
If business development happens through people rather than pipelines, revisio360 is built for you.
Business Development partner relationship led, and often invisible to the firm. revisio360 makes that activity visible — without asking partners to behave like salespeople.
Growth comes from cross-selling across service lines and deepening existing relationships. revisio360 maps complex client relationships so you see the opportunities.
A small number of senior relationships account for most of your revenue. revisio360 ensures those accounts are actively managed, not just assumed.
revisio360 is not a CRM for sales teams or transactional businesses. If you need pipeline automation and lead scoring, there are better tools for that.
We are offering a limited number of firms early access to revisio360, along with priority insight and input into upcoming capabilities and releases. Reserve a place to receive an invitation to the Founding Firm Programme.