Professional Services

About

Professional services succeed by delivering expertise, but scaling depends on operations. Too often, consultants, coaches, and agencies lose time to manual onboarding, disconnected tools, repetitive tasks, and unclear reporting.

Proprium helps professional service businesses streamline their processes with workflow automation, software implementation, and ongoing support.

We bring order to your operations so you can spend less time managing tools, and more time serving clients.

What We Do For Professional Services

We address the pain points service providers struggle with:

• Client onboarding spread across emails, forms, and contracts

• Project management tools that don't match the way you work

• Time lost on repetitive admin tasks like invoicing and reminders

• No central dashboard to track client progress or results

• Systems that don't scale as the business grows

We design end-to-end solutions that make your workflows efficient, automated, and reliable.

Core Services

Consulting & Strategy

We provide process audits, workflow design, and system recommendations to help you run smarter and scale with confidence.

Digital Transformation

Implement platforms like ClickUp, SmartSuite, HubSpot, Airtable, and more to modernize your operations and improve visibility.

Operations & Automation

Automate onboarding, proposals, reporting, and client communication so you can focus on growth instead of repetitive tasks.

Maintenance & Support

Keep your tech stack optimized with proactive troubleshooting and ongoing support.

Workshops & Training

Practical learning sessions designed for teams and business owners to adopt tools effectively and stay productive.

Programs & Community

Join our Proprium Digital Network to access templates, guidesm and peer learning opportunities.

Software We Specialize In

Professional service providers often need CRM, client management, project tracking, and automation. We set up and integrate.

Creative project management, dashboards, and resource planning to keep your team aligned and projects on track.

A complete solution for CRM, proposals, and client onboarding, all in one place for smoother client management.

Manage your sales pipeline, automate marketing, and track leads from first touch to closed deal.

Flexible campaign database, content calendars, and reporting that adapt to your marketing workflows.

Automate tasks between thousands of apps, like CRMs, email platforms and project management tools without coding.

Create advanced automations with visual workflows that connect apps, streamline data, and cut down manual work.

We also support Canva, Miro, Notion, SocialPilot, Pipedrive, CloseCRM, Typeform, and more, helping you build a fully connected tool stack.

Streamlined client communication, invoicing, and portal setup to make client collaboration simple and transparent.

Case Studies

Examples of transformations relevant to legal operations.

Window Installation Company

SmartSuite + Xero

We implemented SmartSuite for CRM and project tracking, integrated Xero for finance, and automated scheduling with Google Calendar, replacing paper-based tracking with digital workflows.

Marketing Agency

ClickUp Implementation

We replaced a patchwork of tools with a single ClickUp workspace for workload tracking, dashboards, client visibility, and internal goal setting.

Tourism & Service Company

HubSpot Rollout

Built a full sales pipeline, lead forms, reporting dashboards, and vendor management inside HubSpot.