Aivyro for Consulting

Your best consultant left. Took 200 relationships in their head.

In consulting, the relationship IS the product. But it lives in personal email, phone calls, and the consultant's memory. When someone leaves, the client feels it. Aivyro documents every interaction, preserves context, and ensures the relationship belongs to the firm, not the person.

Consulting Firms
context lost0
history preserved100%
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Industry challenges

1

The relationship lives in the consultant's head, not the system

Each consultant holds years of client context in personal email, scattered notes, and memory. When they leave, the next consultant starts from scratch. The client notices and trust erodes.

2

Project pipeline is a color-coded spreadsheet

Active proposals, ongoing projects, and renewals live in colorful spreadsheets nobody updates. Nobody truly knows next quarter's revenue forecast.

3

Consultant handoffs lose half the context

When a consultant changes accounts or leaves the firm, the client gets someone who knows nothing about the history. The result: rework, repeated questions, and lost credibility.

4

Meetings become generic notes nobody reads

Client calls produce shallow notes that miss the important details. Decisions, objections, and commitments stay in the memory of whoever attended.

How Aivyro solves it

1

Every relationship documented in a timeline

Every interaction with each client is recorded automatically in a timeline. Emails, calls, meetings, notes. When a consultant leaves, the next one opens the timeline and has everything.

2

Project pipeline with scoring and real forecast

Proposals, active projects, and renewals in a visual pipeline with revenue forecasting based on real data. No spreadsheet, no guesswork.

3

Meetings analyzed automatically

Calls transcribed with automatic extraction of decisions, objections, and next steps. The consultant who did not attend reads the summary in 2 minutes.

Forecast based on real data

Project pipeline with predictability

Proposals, active projects, and renewals in a visual pipeline with stages that reflect your real sales cycle. Forecast based on data, not gut feeling. The partner knows exactly what to expect for the quarter.

Sales Pipeline
Deal pipeline Stellan AI
PipelineDashboardLeads
Qualified 4
$187k
VT
Vertex Technologies
High$55,000
SE
Solar Energy Co
Medium$42,000
PD
Plux Digital
High$28,000
Schedule discovery call
NS
Nexo Services
High$62,000
Proposal 3
$320k
QL
Quantic Labs
High$210,000
Send commercial proposal
VC
Virtus Capital
Medium$85,000
M
MedFlow
Low$25,000
Negotiation 2
$410k
OH
Orion Health
High$340,000
IN
Integra Networks
Medium$70,000
Total: $917kWeighted: $584k
+18% vs last month
Zero context lost in handoff

Complete history per client and project

Every interaction with each client in a timeline. Emails, calls, meetings, documents, notes. When a consultant leaves or changes accounts, the next one opens the timeline and has full context. Zero rework.

Rafael Costa
RC
Rafael CostaVP Sales · Acme Corp
Score 82
A
SDR Ana
J
Closer João
Handoff completed · Full context preserved
First contact: interest in sales automation
2 days ago
Proposal sent: Growth plan, $8.5k/yr
1 day ago
Discovery call: 25min, budget confirmed
1 day ago
Objection detected: pricing vs Salesforce
today
SDR Ana handed off to Closer João
today
João sent personalized follow-up with ROI calc
today
Stellan AIHot lead. 3 buying signals detected. Suggestion: schedule technical demo with CTO.
2 min to absorb an entire meeting

Automatic meeting intelligence

Calls transcribed with automatic extraction of decisions, objections, commitments, and next steps. The consultant who did not attend reads the summary in 2 minutes. Nothing gets lost between meetings.

Call Analysis: Acme Corp Discovery
04:12 / 12:07
RepLead
Transcript
Key Moments
Action Items
SC
Sarah00:42
What are the biggest challenges your team faces today?
JO
James01:15
We spend way too much time on manual follow-ups...
SC
Sarah02:03
Got it. What's the revenue impact of that?
JO
James02:28
We estimate about $200k/month in lost deals.
SC
Sarah03:45
With Aivyro, we automate 80% of follow-ups.
87
Call Score
vs avg: +14
Talk Time
Rep 38%Lead 62%
Discovery92/71
Objections65/58
Next Steps88/72
Talk Ratio42/55

In consulting, the relationship is the product

Losing the context means losing the client. Aivyro ensures every interaction, every decision, and every commitment stays documented and accessible to any consultant in the firm. The relationship belongs to the company.

The ideal CRM for consulting firms

15-minute demo with your real data. No commitment. No credit card.

Frequently asked questions

It works for any size. Whether you have 3 consultants or 300, the problem is the same: the relationship cannot depend on one person's memory. Aivyro scales with you, from your first project to your hundredth.

Yes. The pipeline can be filtered by responsible consultant, client sector, stage, and period. The partner gets a consolidated view, the consultant sees only their accounts.

Aivyro transcribes calls automatically and extracts decisions, objections, commitments, and next steps. The summary lives in the client timeline. Any consultant can read it in 2 minutes and join the conversation without losing context.

Aivyro connects with Gmail, Outlook, and LinkedIn. The consultant keeps replying normally, but every message is recorded in the client timeline inside Aivyro. When someone leaves, the history stays.

Most consulting firms are up and running in under a week. Contact and history import is assisted. No need for a 3-month implementation project.

CRM for Consulting Firms | Relationships that stay with the firm | Aivyro