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What is revisio360?

It’s a Client Relationship Management (CRM) for Professional Services Firms that do not employ sales people. It is the go-to place to quickly discover everything about your clients, potential revenue, and your firms capacity to deliver.

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Why it exists

There are countless CRM systems. They mostly assume you have a sales team, focus on “sales funnels” and obsess over “accelerating deal closing”. But if you are practitioner that is responsible for Business Development alongside delivering for clients, the world does not look like that to you. revisio360 is built for the world you live in

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How it works

revisio360 is the place you go to quickly record stuff that might relate to Business Development. We say “might” because:
  • store introductions (from that networking event)
  • jot down ideas to ponder over (you read something that might…)
  • make a quick note (so you don’t forget that the client mention a new M&A project in 9 months time…)
Then if these ideas turn into something more concrete, seamlessly convert it into a Proposal… When your are ready to make one.
  • Now you can start adding actions and allocating them across your practice. Bid management just became less painful.
  • Add anticipated revenue, resource requirements, key dates (like when the client wants the work doing!)
  • And as much more as YOU feel is needed.
Of course you can also add Contacts, and Organisation details which tie into your Proposals and Actions. But we will talk about those later…

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Who it’s for

Practitioners in Professional Service Organisations who are responsible for Business Development as well as delivery.
  • Law Firms - who work Business to Business and develop long term relationships. Did we mention that we even cover Conflict of Interest?
  • Accountancy Practices - we work with then natural cadence of your world… Annual Audits, Payroll, Taxation whilst not missing those one off’s like M&A.
  • Consultancies - the client trusts you because of your hard earned reputation. We help you ensure it stays that way by giving you capacity insights and resource planning at the Proposal stage. So you don’t over commit and disappoint.
  • Creative Agencies - we have some imaginative ways to help you too… We get that often delivery is a collaboration fo internal resources, freelancers, external partners. Referals are part of your DNA. We make collaborating beyond your internal team easy. And we help you remember to always say thank you… Just like your Mum taught you!

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Common Use Cases

  • Briefings: Get an up to date internal and external perspective before you speak to the client
  • Bids and Proposals: Understand the full context when preparing your proposals; your capacity, prior precedents and see where your strengths are
  • Internal Planing: Understand your two year business horizon as a foundational input to support your budgeting and strategic planning

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Ready when you are

We believe that context is everything. Software shouldn’t be a generic box; it has to understand the business world it supports—from your specific vocabulary to the unique processes and “what matters” in your practice.
Our industry does not respect tradition—it only respects innovation. But we also need to ground that innovation in the context of the customers we serve.
Satya Nadella, CEO of Microsoft
We took that philosophy to heart. We didn’t just build a CRM; we built a way for you to ground your daily data in the reality of your goals. It is a simple path to getting insights into what matters, exactly when you need it. Meet revisio360: innovation in your context. The software practitioners want to use.