Highgear-crm for Professional Services

The Problem

Professional services firms—law offices, accounting practices, and financial advisors—often juggle multiple tools to manage clients, cases, billing, and reputation. This creates:

Fragmented data across spreadsheets, calendars, and billing platforms

Missed revenue opportunities from poor follow-up or pipeline tracking

Client frustration from scheduling delays or missed reminders

Difficulty in proving ROI on marketing and referral channels

Limited visibility into practice area performance and revenue forecasting

CRM Features for Professional Services

  • Contact & Lead Management

    • Unified client profiles with complete history (calls, emails, documents).

    • Custom data fields for matter type, industry, or financial profile.

    • Advanced tagging to organize by practice area (e.g., corporate law, estate planning, tax prep).

  • Sales Pipeline Tracking

    • Multiple pipelines tailored to each service line (“Consultation → Proposal → Retainer Signed”).

    • Deal value + weighted forecasting to project revenue from pending cases or engagements.

  • Calendar & Scheduling

    • Integrated booking funnels for paid consultations.

    • Automated text/email reminders to reduce no-shows and wasted time.

  • Payment & Invoicing

    • Recurring retainers or subscription-based billing are built into the CRM.

    • Branded invoices with automated reminders for overdue balances.

  • Reputation Management

    • Automated review request campaigns post-case or consultation.

    • Boosts firm visibility on Google, Yelp, and industry directories.

  • Reporting & Analytics

    • Track lead sources (referrals vs. Google Ads vs. LinkedIn).

    • Pipeline conversion reports to see where deals are won or lost.

The Impact

With Highgear-CRM, Professional Services can

  • Increase billable hours by reducing admin work and no-shows

  • Improve cash flow with automated, recurring billing and retainer management

  • Build credibility through consistent review collection and online visibility

  • Make smarter business decisions with clear revenue and case forecasting

  • Deliver a smoother, more professional client experience from consultation to resolution

Save Time and Money with Highear-CRM and Marketing Services

Many businesses are using disconnected tools and services to run their marketing. These costs add up over time. What if you had a platform that provided all of the functionality of these disparate tools in one place, with valuable metrics tracking all the way down to individual customers? You could save a lot of money.

Savings At a Glance

Base

Estimated savings:

$200–$750+ per month

Pro

Estimated savings:

$600–$1,500+ per month

Autopilot

Estimated savings:

$600–$1,500+ per month

Base

All-in-one toolkit for small business growth.

  • Mailchimp / Constant Contact – Email marketing ($20–$75/mo)

  • Podium / Birdeye – SMS, reviews, chat ($99–$399/mo)

  • Hootsuite / Buffer – Social scheduling ($19–$99/mo)

  • Calendly / Acuity – Appointment booking ($12–$30/mo)

  • Typeform / Jotform – Forms & surveys ($20–$70/mo)

  • HubSpot Starter / Zoho CRM – Basic CRM ($18–$50/mo)

  • Databox / Google Data Studio setup – Reporting dashboards ($20–$50/mo)

Pro

AI-powered growth & reputation management.

  • Podium / Birdeye Advanced – Reputation suites ($300–$600/mo)

  • Drift / Intercom / ManyChat – AI chatbots ($100–$500/mo)

  • Trustpilot widgets / Social proof tools ($50–$150/mo)

  • Zapier Premium / Make Pro – Workflow automation ($50–$100/mo)

  • HubSpot Professional tier – Advanced CRM add-ons ($200–$400/mo)

Autopilot

AI-powered growth & reputation management.

  • Podium / Birdeye Advanced – Reputation suites ($300–$600/mo)

  • Drift / Intercom / ManyChat – AI chatbots ($100–$500/mo)

  • Trustpilot widgets / Social proof tools ($50–$150/mo)

  • Zapier Premium / Make Pro – Workflow automation ($50–$100/mo)

  • HubSpot Professional tier – Advanced CRM add-ons ($200–$400/mo)

Highgear-CRM Pricing

Choose Your Plan

Base

$ 25/month

Client Managed

*Usage fees apply for texting, emails, calls, and workflow executions

  • Onboarding

  • Email Marketing

  • SMS Marketing

  • Missed Call Text Back

  • Facebook Messaging

  • Social Media Planner

  • Homepage Chat Widget

  • Call Tracking

  • Google My Business Manager

  • CRM

  • Forms

  • Websites & Marketing Funnels

  • Workflows

  • Customer Surveys

  • Reporting

  • Blogs

  • Email/SMS/Funnel Templates

  • 24-hour email support

No contracts - cancel anytime

Pro

$ 250/month

Client Managed

*Usage fees apply for texting, emails, calls, and workflow executions

  • Everything in Highgear-CRM Base.

  • Reputation Management - AI analyzes context to instantly generate tailored replies to customer reviews.

  • Review Spotlights - Let AI showcase 5-star reviews with unique social posts.

  • Premium Triggers - Slack, Google Sheets, Custom Webhooks.

  • Conversational AI - Let AI handle your communications in a natural way.

No contracts - cancel anytime

Autopilot

$ Custom

Highgear Managed

*Contract-Based Tool usage fees included.

  • The Highgear team delivers a custom marketing strategy unique to the needs of your rental agency.

  • Headache-free marketing: The Highgear team manages your whole marketing suite.

  • Monthly touchpoints and in-depth reporting.