Consultants

Keep resources off the bench. Handle time and expenses from anywhere. Track business performance.

 

TRUSTED TO DELIVER PROJECTS IN OVER 60 COUNTRIES WORLDWIDE

PPL  Consulting logo Q5 Partners logo 2020 Delivery logo Oxentia logo anderson macgyver logo essentia logo system concepts logo peru consulting logo BDRC Group logo

elixxirr logo flamingo omnicom logo true north partners logo Oakland Consulting logo good innovation logo Oaklin Consulting logo bpm-d logo intuitus logo Potential Squared logo

CMAP's CRM for Consultants integrates client management & lead management with your project planning and project accounting activities

Fully Connected CRM

With a contacts directory combined with lead and opportunity management, CMAP streamlines and simplifies your business development efforts.

Key functionality includes:

  • Companies and contacts database: names, addresses, phone numbers, etc.
  • Activities for sales-follow up etc.
  • Weighted probability-adjusted forecasting for revenue or resourcing reports.
  • Seamless lead to pipeline to project conversion workflow - no rekeying or duplication.
  • Alerts on your dashboard, in CMAP For Outlook and in CMAP Go on your smartphone.

Importantly, this is all assisted by industry-specific job costing functionality not found in standalone CRMs where the fee is just a number you punch in.

MORE ABOUT CRM

Screenshot of CMAP Software's resource planning features for Consultants

Resourcing Made Simple

CMAP's HR module enables you to capture the skills and experience of your resource pool, and use that data when making resourcing decisions.

The drag and drop Workload Schedule tool allows you to assign users to projects and make quick changes like swapping out one user for another.

What's more, your resourcing data fuels revenue projections, informs the likely end margin of the project, and helps you to track to hit the PO value.

MORE ABOUT RESOURCE PLANNING

Track billable hours with CMAP's simple timesheet and expense management software for Consultants.

Easy Timesheets & Expenses

Tracking time and expenses is the absolute core for a consulting company, but most systems make this painful and time consuming.

CMAP makes it easy because (a) it's so straightforward and (b) you can access from anywhere on desktop, tablet or mobile.

The CMAP Go smartphone app is available on iOS and Android devices and is packed with useful features such as taking photos of expense receipts and uploading them to your claim, completing your weekly timesheet, and processing sales-follow up activities.

MORE ABOUT TIMESHEETS

Screenshot of invoice creation in CMAP

Rapid Billing

CMAP brings your timesheet and personal expense data into a billing platform designed to get time and materials invoices out fast.

The project rate card and user role mapping guarantee you bill clients at the right rate - in whatever currency you like - every time.

Fixed fee billing is quicker still.

To top it all off, integrations with popular accounting packages free up the time for finance to focus on more productive activities.

MORE ABOUT BILLING
Screenshot of the budget vs actual report in CMAP's Consulting Edition

Live Performance Tracking

CMAP runs on live data, with timesheets, personal expenses and purchases invoices always visible.

This real-time awareness enables you to identify issues - such as resourcing projections exceeding the PO value - and take action before it's too late.

The Story So Far feature uses actuals to date plus future resourcing data to tell you where your project is headed and what it's likely end margin will be.

Over time, CMAP helps you to understand where you're profitable and gives you the tools to adapt and scale.

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Custom project reporting dashboards support consulting firms

Custom Dashboards

CMAP keeps users up-to-speed on the areas that matter to them, be it project workers with resourcing, project managers with performance or finance with billing.

Points of note include:

  • Personalisation. You can drag and drop to re-order your dashboard to suit your preference.
  • Custom dashboard boxes - built using CMAP BI - can be published to your dashboard so you don't need to run reports manually.
  • Dashboards are live. They take the data as it stands right now, so you can make confident decisions.
  • They're also interactive. Meaning you can simply click an item to be linked through to the relevant area to investigate or take action.

FIND OUT MORE

CMAP HR - People Profiles

Human Resources

CMAP’s HR module gives you all the tools you need to better leverage every member of your team.

Every member of staff has a People Profile that allows you to see their client and project experience by pulling in their timesheet data.

Through the use of custom data fields you can also add other market experience, as well as things such as languages and skills, so you’ll always have the best people on the job.

Documents such as appraisals and contracts can also be saved against each profile. Plus, there’s space for general files – employee handbooks and return to work forms for example - too.

MORE ABOUT HR

Learn More
CMAP for Outlook Consulting Edition screenshot

CMAP for Outlook

The add-in enables you to:

  • Complete and submit your timesheets.
  • Request and manage time off.
  • Complete CRM activities and schedule new follow-up activities.
  • View existing leads and opportunities, as well as create new ones, without having to leave Outlook.
  • Save copies of emails against contacts, as well as against specific leads and projects.
  • View company and contacts data from CMAP in Outlook and create contacts from Outlook in CMAP.

VIEW OUTLOOK PLUG-IN

Screenshot of job costing in the Consulting Edition of CMAP

Flexible Job Costing

Projects can be run as time and materials or fixed fee engagements.

Budgets can be built in a variety of ways. Quoting days against roles directly in the Fee Estimator for example, or using the Resource Schedule to resource out the project and use that data to build your budget.

Choose from centrally approved rate cards, or create project-specific ones if required, in whichever currency you'd prefer to run the project in.

Compare the cost and sell rate of time and third party costs to calculate the projected margin the job will yield.

Projects can be extended, allowing you to use different rates if required, and you can generate reports on those extensions.


VIEW JOB COSTING TOOLS

CMAP lets consultants create powerful, custom project performance reports and get real-time business intelligence

Business Intelligence

The CMAP BI module gives you the drag and drop Report Builder tool, giving you the freedom to dig deeper into your data.

Create your own custom reports, choosing the datasets, filters and calculations that will get you the answers you're looking for.

Reports can also be shared with colleagues or published straight to your dashboard, ensuring you're always switched on.

FIND OUT MORE
Revenue recognition screen in the consulting edition of cmap software

Dedicated Finance Tools

CMAP has a dedicated Finance tab with important tools for your finance team, including:

  • Managing roles and rates.
  • Currencies and FX rates.
  • Revenue recognition and month-end.
  • Accounting package integrations.

Don't worry though, access to this area is restricted to approved users with the relevant permissions. 

VIEW FINANCE TOOLS

CMAP mobile apps help consultants deliver profitable projects & stay up to date with project activities on the go

CMAP Mobile Apps

We've got two different mobile apps to keep you on top of your projects when you're out and about.

CMAP Go makes it easy for your people to stay on top of timesheets, expenses, business development activities and time off, wherever they are.

CMAP BI puts custom reports onto your smartphone, so you can access your key reports whenever you need them. 

VIEW MOBILE APPS

screenshot of CMAP's integration with XERO for consultancies

Integrate With Key Systems

CMAP provides simple, direct connections with the apps and tools your business uses every day:

  • General ledger and accounting packages including QuickBooks, Microsoft Business Central, Sage, Xero and more.
  • BI reporting tools such as Microsoft PowerBI, Tableau, and Yellowfin via our Direct Reporting Service.

VIEW INTEGRATIONS

Screenshot of editing expense categories in CMAP Software

Self-Serve With Powerful Admin Tools

We don't want to be a blocker. It's very rare you'll need to come to us to make a change in the system.

CMAP's self-serve set up combines the tailored benefits of a bespoke solution with the flexibility of the cloud.

All the crucial finance and admin tools are available for you to tweak as needed, including settings for:

  • Roles, rate cards and cost rates
  • Creating custom fields and pages
  • System currencies and FX rates
  • Security and user access
  • And many more!

TELL ME MORE

Stay Informed With Dashboards

Live

Dashboards are fuelled by live data, providing real-time performance insights, alerts and workflow triggers, all of which help your company run like a well oiled machine.

Interactive

The visual layout focuses you on the areas that require your attention. The icons are clickable, and CMAP will link you through to the relevant area for a deeper look.

Personal

Focus on the data that matters to you and your role. Whether you're a project manager, finance user or senior management, you can tailor the dashboard to suit you.

Custom

With CMAP BI, you can create custom dashboards to leverage your data, as well as share them with colleagues, and even publish them straight to your mobile phone.

CMAP interactive project dashboards help consultancies with real time project reporting

Seeing is Believing

Book your free, personal demo with a CMAP Expert to find out more.

CMAP looks and feels great. The slickness with which resources can be allocated and the ease with which timesheets can be completed is fantastic.

– Rik Bijmholt, Anderson McGyver

CMAP gives us the availability of integrated management information, which we never had before. CMAP makes sense of everything instantly.

– Robert Dodds, BDRC Group

“We’re in a period of rapid growth, so we needed a system that offered a single point of entry across our global offices. CMAP was the perfect choice; it’s incredibly intuitive, user-friendly and has the level of functionality we need to drive our plans forward.

– Daryl Edwards, Q5 Partners

“The CMAP experience has been of benefit to people across the organisation. Even those just completing timesheets are happier. CMAP gives us what we've always needed and didn't have before.

– Catherine Mulcahy, 2020 Delivery

We selected CMAP for two reasons. One: extensive technical and business knowledge. Two: the modular and flexible framework which could be customised to the exact requirements of the business.

– Bill Thomas, Managing Director, EquaTerra (now KPMG)

CMAP stood out because it is cloud-based, customisable, evolving & is specifically tailored to work for consultancies like ours.

– Jo Cribbin, Peru Consulting