CRM for consultants that turns hours into invoices

Tribe is a CRM for professional services firms of 10 to 50 people. Sales, projects, logged hours and invoices sit together, and invoices sync with the accounting software you already use, such as Exact Online, Moneybird and SnelStart. Your data is hosted in the EU, and onboarding support grows with your plan.

✦ Milestone budgets ✦ Chamber of Commerce integration ✦ ISO 27001 certified

Tribe is a CRM for professional services firms of 10 to 50 people. Sales, projects, logged hours and invoices sit together, and invoices sync with the accounting software you already use, such as Exact Online, Moneybird and SnelStart. Your data is hosted in the EU, and onboarding support grows with your plan.

✦ Milestone budgets
✦ Chamber of Commerce integration
✦ ISO 27001 certified

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Consultancies that run their projects in Tribe CRM

Three things that slow consultancies down

Many professional services firms run sales, projects, hours and invoicing in separate tools. The gaps between them cost time each week and margin each month.

How many tools does one deal need?

The deal, hours and invoice all sit in separate tools, so your team keeps retyping the same details.

Are you getting paid for every hour you work?

Late timesheet hours can miss the invoice, and a project over budget tends to show up at month end.

Who in your team has time for the next project?

Holidays, sick days and project hours sit apart, so planning who does what becomes guesswork.

“In Tribe CRM you immediately see who we’re in conversation with and what the next step is. That gives overview and calm.”

Larissa van der Velden • Co-Founder at InTheArena

How Tribe works as your professional services CRM

As a CRM for professional services, Tribe follows the steps your firm already takes, from the first conversation with a client to the paid invoice.

Every client conversation in one place

Emails, quotes and notes from colleagues sit with the client they belong to. When a consultant moves on, their client history stays with the firm.

Tribe prepares a short brief before each client call, so you walk in ready
Clients sign quotes online, and the deal updates as soon as they do
AI builds your ideal client profile and suggests new prospects that fit your firm

client overview in Tribe with emails, quotes and notes in one place

Deliver the work, get paid for it

When you win a deal, you open the project in one click with everything you sold already in it, and Tribe turns the hours your team logs into the invoice.

Tribe tracks hours with a timer or afterwards, so billable work reaches the invoice
Clients see the hours behind each invoice, which means fewer questions
Tribe syncs invoices with Moneybird or SnelStart, so your books stay up to date

professional services CRM showing logged hours ready to invoice

Plan the work, keep projects on track

Tribe shows who has time next to how each project is doing, so you can plan new work and keep running projects within budget.

Tribe shows who has room for the next project, based on their working hours
Track the budget for each milestone, so an overrun shows while you can still act
Ask Tribe about any project and get the answer from your data

Professional services CRM showing team availability and project budgets

CRM software for professional services, priced per seat

Essentials

Lead management, sales and invoicing, contextual AI assistant, plus an AI-assisted ideal client profile and competitive landscape analysis.

€

39

* Per seat/month, billed annually.

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Advanced

Everything in Essential, plus projects, support and events.

€

69

* Per seat/month, billed annually.

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Ultimate

Everything in Advanced, plus multi-organisation admin, a custom portal in your own branding and a dedicated account manager.

€

79

* Per seat/month, billed annually.

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Your price depends on the people in your team who use Tribe, and your client database can grow as large as your firm needs.

Frequently asked questions about CRM for consultants

What is the best CRM for consultants?

The best CRM for consultants keeps sales, projects, logged hours and invoices together, and it connects to the accounting package you already use. Clear project budgets, a client portal and onboarding support also matter. Tribe covers each of these, with Exact Online sync and EU data hosting.

Does Tribe work with Exact Online?

Yes. Tribe keeps clients, suppliers, products and invoices aligned with Exact Online in both directions, and each invoice shows whether it has reached Exact. The integration works with Dutch and Belgian Exact administrations and needs the Tribe Sales pack. Tribe also connects with SnelStart, Moneybird, Twinfield and Microsoft Business Central.

Can Tribe keep records of freelance assignments?

Yes. Each project in Tribe holds its scope, milestones, the people involved and the hours they log, all linked to the client. That gives you a clear record of every assignment, including work by freelancers. Your firm remains responsible for how assignments are set up under the Wet DBA.

Can clients sign quotes and see their invoices online?

Yes. Clients review and sign quotes online through a secure link, and the deal updates once they sign. Clients can also log in to a portal to see their quotes, invoices and support tickets. On Ultimate, our team can also help you build a client portal of your own, with your branding and your own web address.

What does onboarding look like, and can we import data from our CRM?

Onboarding support grows with your plan. On Essential, you get started with the Tribe knowledge base and live chat in your own language. On Advanced, a remote account manager can guide your setup, depending on your contract. On Ultimate, a dedicated account manager works with you from the start. On every plan, you can bring your clients and contacts across from Excel or any CRM you use today.

Where is our data stored, and is Tribe GDPR-compliant?

Your client and project data is protected by teams and roles that decide who sees what. efficy, the company behind Tribe, holds ISO 27001 and ISO 27701, the international standards for information security and privacy, and they cover every efficy product. The standard data processing agreement meets the GDPR’s requirements for processors, and efficy Nederland is based in Utrecht. Your data is hosted in the EU, and two-factor authentication and single sign-on are available.

We looked at Tribe before. What has changed?

Tribe’s navigation, record screens and layout were redesigned in 2026, so the system looks and works differently from earlier versions. The quickest way to see the changes is a demo built around one of your own projects.

Bring one of your own projects to the demo

We’ll show you how Tribe works as a CRM for consultants, using your own hours, budgets and invoices.

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CRM for consultants that turns hours into invoices