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CRM for Professional Services and Consulting

Those that stay dynamic and customer orientated are those that stay and keep ahead.

Dynamic and customer orientated businesses are those that keep ahead in today’s professional services sector. Better service and more responsive customer engagement win trust and ultimately, win new business.

Understanding and reacting to your customers’ needs is now more vital than ever. That means having oversight of all your customer information and being able to extract insight at individual customer level as well as across the board.

The Microsoft Dynamics CRM solution offers a compelling proposition, by delivering full organisation-wide visibility, from first contact through the entire customer lifecycle. Using our six step process, we can help you bring together your practices, acquired businesses and multi-geography staff, with one data source and one reliable, immediate means to find, update and make use of information.

Our Professional Services and Consulting clients are in Accounting, Consultancy, IT Services, Management Consultancy, Architecture and Engineering, Marketing, Advertising and Design Studios as well as Legal and Business Services.

CRM Solutions for Professional Services:

CRM for Construction, Architecture & Engineering

CRM for Marketing & Media Agencies


“Touchstone have been incredibly flexible. They have changed the working relationship to do what works for us”

Chris Greaves

CRM Project Manager, ESRI UK



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