# Professional Services CRM — Bookings & Client Management

> CRM for consultants, agencies, and service businesses. Manage appointments, track timesheets, sell packages, and grow your client base.

Source: https://napnix.in/napcrm/industries/services

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## Book Appointments. Manage Clients. Grow Revenue.

**Napnix CRM for Professional Services is an industry-specific edition of Napnix CRM** — CRM for consultants, agencies, and service professionals — manage bookings, schedules, service packages, and client relationships in one place. Plans start at $49/month, and the Growth plan is the one we usually recommend for professional services teams.

### Tailored for Professional Services

Purpose-built tools that solve real problems in your industry.

#### Booking Calendar

Visual calendar for managing appointments, consultations, and service bookings with drag-and-drop scheduling.

#### Service Catalog

Define your services with categories, durations, pricing, and descriptions — clients see exactly what you offer.

#### Staff Management

Manage your team with scheduling, availability, service assignments, and workload balancing.

#### Packages & Memberships

Create bundled service packages and membership plans with defined inclusions and validity periods.

#### Timesheets

Track time spent per client, service, or project. Log hours and review team utilization reports.

#### Client Management

Full client profiles with booking history, communication logs, packages purchased, and payment records.

### Built for teams like yours

Here’s why professional services businesses trust Napnix CRM to streamline operations and accelerate growth.

#### WhatsApp Reminders

Automated booking confirmations, reminders, and follow-ups on WhatsApp — reduce no-shows without lifting a finger.

#### Service Analytics

See which services sell best, which staff members are busiest, and where your revenue actually comes from.

#### Recurring Bookings

Clients on retainer or memberships? Set up recurring appointments that auto-schedule at their preferred times.

#### Reports & CMS

Built-in reports for revenue, bookings, and client retention. Plus a CMS to manage your service landing pages.

### How we’re different

Not just another generic CRM. We understand your industry.

#### Booking-First Design

Built around appointments and service delivery — not a sales CRM with a calendar bolted on as an afterthought.

#### Packages + Memberships

Sell 10-session packages, monthly retainers, or annual memberships. Track remaining sessions automatically.

#### Staff-Aware Scheduling

Bookings respect staff availability, service durations, and break times. No double-bookings, no conflicts.

#### Full CRM Underneath

Leads, deals, email follow-ups, and WhatsApp automation come standard — you get a booking engine AND a CRM.

### Everything included

A complete set of modules designed for professional services workflows.

### Simple, Transparent Pricing

Choose the plan that fits your professional services business.

| Plan | Price / month | Leads | Team members | Storage | Recommended for professional services |
|---|---|---|---|---|---|
| Starter | $49 | 500 | 2 | 1 GB | — |
| Growth | $79 | 2,000 | 5 | 5 GB | Yes — our usual recommendation |
| Business | $99 | 10,000 | 15 | 25 GB | — |
| Enterprise | Custom | Unlimited | Unlimited | Custom | — |

#### Starter

Perfect for small businesses & startups

- **500** Leads
- **200** Customers
- **2** Team Members
- 1 GB Storage

#### Growth

Ideal for growing businesses

- **2,000** Leads
- **1,000** Customers
- **5** Team Members
- 5 GB Storage

#### Business

For established businesses

- **10,000** Leads
- **5,000** Customers
- **15** Team Members
- 25 GB Storage

#### Enterprise

For large organizations

- **Unlimited** Leads
- **Unlimited** Customers
- **Unlimited** Team Members
- Custom Storage

### Frequently Asked Questions

### Ready to transform your professional services business?

Join businesses using Napnix CRM to scale their professional services operations.

### Explore Other Industries

Napnix CRM is built for every business type.