ProfessionalCRM is a complete Client Relationship Management (CRM) solution, providing the foundation your firm needs to maintain a clear picture of your clients and contacts. Included in the base applications are the functionality to support business development and marketing efforts, client teams and matter management, in addition to rich and powerful access to the all-important Relationship Intelligence data (traditional “Who Knows Whom”, supported by visualization and Social Network data.) ProfessionalCRM delivers a fast, flexible, and affordable solution that enables closer relationships with clients, drives business process improvement, and helps your firm achieve new levels of CRM success.


Usability is the critical
foundation for successful
CRM System Adoption!!!

Uniquely designed, ProfessionalCRM was developed to drive CRM utilization at the professional and staff levels, while providing deep functionality to the marketing and business development teams to support their on-going efforts. The result is a tool the firm will use.

Built directly into Microsoft Office and Outlook, the core applications professionals and firm staff work in everyday,

  • ProfessionalCRM makes it simple for everyone in the firm to contribute and maintain client/contact information, discover important relationship links, and manage business development opportunities to build and nurture relationships with clients and contacts.
  • ProfessionalCRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every related business process.
  • ProfessionalCRM supports the Business Development Marketing Resource Management continuum, from basic needs to the most complex professional services sales process. ProfessionalCRM’s technical infrastructure can scale to support any chosen methodology along that spectrum with easy-to-use features and capabilities to help improve the way marketing departments target new and existing clients, manage marketing campaigns, event execution, and support other promotional activities.

For a Professional Service firm wanting to grow and succeed, few things matter more than connecting with clients and prospects, ProfessionalCRM virtually eliminates issues with CRM adoption, and with full CRM access directly in Outlook, doesn’t force users to change their work routines. In short, ProfessionalCRM works the way your Professionals do.



Their deep experience in Microsoft CRM and our industry helped shepherd us to success.

Jennifer RousCIOWhiteford Taylor & Preston

The C4CRM team delivered significant value...We highly recommend them as a business partner.

John HarrisonSenior VP Sales and MarketingConcord Technologies

When it comes to implementing CRM, the first name I hand out as a referral is Michael.

Heather MorseDirector of MarketingBarger & Wolen LLP

Honest and totally frank about how to get your project done...

Mark LavenderSales DirectorCCS Mobile

Dedicated, focused, and client-orientated team...

Joolz LewisManaging DirectorThe Corporate Hippy

First-class project management, with real attention to detail and a genuine commitment to ensuring on-time on-budget delivery.

David WoodheadPractice LeadSocial CRM, CSC