Professional Services
From enquiry to proposal to signed engagement.
Consultancies and agencies win work through conversations and timely follow-up. Xoaro keeps enquiries, proposals, pipeline and payment schedules connected.
How the workflow runs in Xoaro
- 01
Enquiry arrives
Referrals, website enquiries and campaigns captured in one workspace.
- 02
Qualified and owned
Assigned to the right person, with source and context recorded.
- 03
Conversation
WhatsApp, email and calls all on the same client record.
- 04
Proposal stage
Track the opportunity through your own stages as the proposal progresses.
- 05
Engagement won
Capture the agreed value and the reasons behind wins and losses.
- 06
Payment schedule
Instalment plans and outstanding balances tracked against the engagement.
Why teams like yours use it
Relationship-led selling
Full conversation history so context is never lost between partners or account leads.
Proposal tracking
Configure stages that mirror how proposals actually move in your firm.
Staged payments
Instalment schedules with outstanding balances tracked against the engagement.
Referral attribution
See which referral sources produce the engagements worth having.
Follow-up discipline
Overdue follow-ups surfaced so a warm prospect is never forgotten.
Team visibility
Pipeline and performance reporting across everyone who sells.
Xoaro covers the commercial side — enquiries, pipeline, conversations and payment tracking. It does not include project delivery, timesheets or resource planning.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.