Unlike other CRM systems that are out there, BQE CORE Pursuit was built to handle the specific needs of professional services companies just like yours. CORE Pursuit is a system for managing client relationships and pursuits for professional services companies. By adding CORE Pursuit to your existing CORE account, you manage your pursuits in the same system as your projects and accounting.
While typical CRM software can help a company manage its business development efforts, CORE Pursuit is the only one that offers features that were designed with your particular business in mind, such as:
- All the tools you need for your business, not the tools offered by one-size-fits-all CRMs that cater to any businesses
- All-in-one, fully integrated platform. As part of a fully integrated platform, CORE Pursuit shares its data with other CORE applications (i.e., project management and accounting), so there is no need to enter data twice or have a separate password
- Create proposals and quotes using templates that can be tailored for your industry, including proposals built from your firm’s own Microsoft Word templates
- End-to-end management of conversations with prospects and clients, internal communications between teams, emails, marketing campaigns, sales activities, all the way to opportunities won
- A direct connection between opportunities and projects: track the time and expenses spent pursuing an opportunity on a Pursuit Project, and carry the work into the Execution Project when you win
- User-based security that allows authorized managers to control read and write permissions on almost all the screens