Coretime CRM for Professional Services

Coretime CRM Software for Professional Services centralises client communication, automates sales and project workflows, and aligns your sales, project, and finance teams, providing a single source of truth for customer interactions, project history, and billing data. Our platform helps improve time tracking, project profitability, and consultant efficiency.

coretime CRM dashboard displaying sales comparison report with July won sales and opportunities overview.

Empower your team with an efficient CRM system.

Why Choose Coretime CRM Software?

Fully Integrated CRM Platform

Coretime CRM seamlessly links with your timesheets, projects, expenses, and invoicing modules, eliminating data silos and giving you one unified view of client relationships and business activity.

Unlimited User Access

Every team member can use Coretime CRM without per‑seat fees. This encourages cross‑team collaboration, improves adoption rates, and reduces administrative barriers for growing professional services firms.

Exceptional Value

Get enterprise-grade customer relationship management capabilities at a fraction of typical CRM software costs. No hidden fees, no per-seat charges just comprehensive functionality for your whole team.

Explore our transparent pricing and see how Coretime CRM delivers full-featured functionality without breaking the budget.

Sales Pipeline Management Features

Coretime CRM’s sales pipeline management tools help professional services firms forecast revenue, prioritize opportunities, and ensure no leads fall through the cracks, while supporting time tracking, project management, and billing efficiency across your organisation.

Custom Sales Stages

Tailor your pipeline to match your firm’s unique sales process. With Coretime CRM, you can define multiple stages for each opportunity, track progress, and forecast revenue accurately.

Opportunity Value Tracking

Monitor the potential value of every opportunity in your pipeline. This helps professional services teams prioritise high-value clients, manage resources, and maximise revenue.

Interactive Pipeline Dashboard

Gain real-time insights with an intuitive dashboard. See where opportunities are, identify bottlenecks, and make data-driven decisions to improve sales outcomes.

Sales Performance Analytics

Analyse team performance over time. Coretime CRM provides reporting on conversion rates, average deal value, and sales cycle length, helping you refine strategy and boost profitability.

Communication & Task Management

Coretime CRM enhances client communication, task management, and project workflows, ensuring your team never misses a follow-up, action item, or key conversation. It supports professional services teams with time tracking, project management, and billing accuracy.

Follow-up Reminders

Set reminders to ensure timely follow-up on all enquiries and opportunities.

Personal Task Management

My Tasks‘ screen displays outstanding tasks in both list and calendar view.

Team Oversight

Team Tasks‘ feature allows managers to monitor team workload and priorities.

Multi-level Communication Tracking

Record communications at contact, project, or client level for complete relationship visibility.

Cross-team Collaboration Tools

Create action items for other users, such as invoice generation or client call-backs.

Complete Audit Trail

View full communication history with contacts, projects, and clients see when you last engaged and what was discussed.

Key Features of Coretime CRM

Coretime CRM also delivers multiple benefits for professional services teams, improving project workflows, billing accuracy, WIP tracking, and reporting to give you full visibility and control over client projects and financial performance.

Document & Email Management

  • Document Filing System: Store and categorise documents with custom types and statuses perfect for project-related materials.
  • Email Integration: Outlook plugins enable seamless email filing with attachments, all displayed in the Communication tab.
  • Organised Access: Keep all customer-related documents, emails, and communications in one centralised location.
  • Version Control: Maintain accurate document history with tracked revisions and the ability to review or restore previous versions when needed.
  • Secure Sharing & Permissions: Assign access levels and control document visibility, ensuring only authorised users can view, edit, or share sensitive information.

Contact Management & Marketing Integration

  • Enhanced Contact Records: Comprehensive contact profiles with GDPR opt-in tracking for compliance.
  • Contact Analysis Tools: Group and segment contacts for targeted engagement.
  • Marketing Campaign Support: Export contact groups for use in third-party marketing platforms like Mailchimp.
  • Data Protection: Built-in GDPR compliance features to protect customer data and maintain trust.
  • User Permissions: Control CRM function accessibility through employee profile settings.
  • Role-based Access: Ensure team members see only the information relevant to their role.
  • Secure Data Management: Maintain data integrity and confidentiality across your organisation.

What’s next?

Get in touch with us. Only by getting a good understanding of your business requirements can we recommend a solution.

Book a Call
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Latest resources

View all our resources
  • Blog

06 May 2026

The Power of Integrated Time Tracking and CRM for Professional Services

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  • Blog

21 Apr 2026

Best Top 5 Consulting Software for 2026

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  • Blog

13 Apr 2026

The Hidden Cost of Manual Expense Management in Professional Services

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  • Blog

08 Apr 2026

Fixed Fee vs Hourly Billing: Which Makes You More Money? (A Practical Guide)

Compare fixed fee vs hourly billing to see which model drives better project profitability, improves cash flow, and supports stronger client satisfaction.

Read more
  • Blog

02 Apr 2026

The Silent Profit Killers Behind “Good Enough” Time Tracking

Many consulting firms rely on memory, spreadsheets, or basic timers, treating time tracking for consulting firms…

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  • Download

19 Mar 2026

The Coretime Quick Info Pack

If you’re new to Coretime this handy quick information pack from our expert team is the…

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  • Blog

04 Mar 2026

Why Coretime Is Truly Different: A Powerful SaaS Built on Real Partnership

Coretime is more than a timesheet, CRM and project management platform. Discover why our UK-based SaaS focuses on partnerships, customer relationships, and growing alongside the businesses we support.

Read more
  • Blog

01 Mar 2026

Top 5 Time Tracking Challenges (and How to Fix Them With a Time Tracking System)

This article explores the top five time tracking challenges businesses face and shows how a modern time tracking system can reduce write-offs, improve billing accuracy, and turn time data into a genuine strategic

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  • Blog

28 Feb 2026

Why Resource Utilisation Really Matters: Maximise Your Team’s Potential

Learn how to measure efficiency, balance workloads, and make informed decisions to keep projects on track with practical tips and insights for maximising your team’s productivity.

Read more

You’re in good company

Join the growing number of businesses transforming their operations with Coretime, starting from just £20/€25 per user per month. Our customers are strengthening client relationships, gaining real-time project visibility, and driving measurable growth.

Explore their success stories below and see how Coretime can deliver powerful results for your organisation at a price that makes sense.

Aircraft Leasing & Management

We have recently purchased Coretime through Onesys and were impressed with their responsiveness to our original enquiry and to our subsequent questions. The process for understanding what the software could do for us was efficient and straightforward, as was the administration involved in setting-up the account and finalising the agreement.

Aircraft Leasing & Management Logo

Nicola Plummer

Aircraft Leasing & Management

AJA Architects

For us, the main benefit is that our system is now more user-friendly in terms of project managers being able to access information, such as seeing how a project is performing against budget. They can analyse how time is being spent and what proportion of it is earning fees – it’s easy to translate.

AJA Architects Logo

Matt Simpson

AJA Architects

Callisto Consulting

Since purchasing Coretime our time spent on administrative tasks, especially around invoicing has greatly reduced. We can also now respond to Client queries much more efficiently and with a more accurate, trusted response.

Overall the processes that we undertake using Coretime are much quicker and simpler and along with the benefits we’re now receiving in how we can report on our Project data using different parameters, we expect to see a return on investment within a year based on administration time saved.

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Paul Bunyan

Callisto Consulting

R.G. Parkins & Partners

The Coretime system is easy to use, accurate, and has helped to increase our efficiencies, we would absolutely recommend it to other companies in that we find it invaluable.

R G Parkins & Partners Logo

David Heron

R.G. Parkins & Partners

GWP Engineering Consultants

Coretime are a real business partner, I find them very helpful, and if I have any questions or queries the support team is there to help me instantly. In short, we’re delighted.

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Amanda Godwin

GWP Engineering Consultants

Caulmert

With staff based at different office locations and sometimes different parts of the world, having Coretime has brought us all together using one easily accessible web based system.

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Donna Milne

Caulmert

JNP Group

Coretime is one of the most important packages within the business and is based on an annual subscription with full cloud access. This is a truly fantastic system and very affordable for a company of our size, it’s a fraction of the cost of some systems such as Autodesk and Microsoft.

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Jamie Seabrook

JNP Group

Deaton Lysaght

Coretime is simply the easiest, yet the most economically advantageous programme that does so much more than just time management. The overall impact of Coretime has improved both productivity and efficiency.

Elizabeth Churchard

Deaton Lysaght

Pete Stead – P+HS Architects

A huge positive for us is the reduction of double entry of information, not having to manipulate information and enter it somewhere else has made such a drastic difference to how we run our business, we can’t imagine not having Coretime now!

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Pete Stead – P+HS Architects

Spark Architects

We will be able to easily track non-billable work such as fee proposals and revisions, track outstanding invoices versus paid, and understand budget versus actuals and profitability at both project level and RIBA stages.

Spark Architects

Wildfowl & Wetlands Trust

It’s cut the time spent on routine administrative tasks and enabled us to be more efficient, which means we can focus more on the actual projects. We can have around 20 live projects on the go at any one time and if a client wants a breakdown of where the time is going, we need to respond almost instantly.

WWT Logo

Monica

Wildfowl & Wetlands Trust

What’s next?

Get in touch with us. Only by getting a good understanding of your business requirements can we recommend a solution.

Book a free demo