AI-Powered Client & Delivery Management
Spreadsheets lose deals. Generic CRMs lose delivery.
Every signal and interaction turned into one relationship - leads, proposals, engagements, consultants, invoices and renewals unified in a single platform.
Every Deal. Every Deliverable.
CRM 360 · pipeline & renewals
LivePipeline this quarter
0%
Consultant utilisation
0
Days avg. scope-to-quote
Renewal ladder
- 90daysMetro Payments Pvt LtdPCI DSS v4.0
- 60daysArcadia HealthISO 27001
- 30daysNexa FintechSOC 2 Type II
Staged reminders fire at 90, 60 and 30 days, then escalate if unanswered.
Focus
A CRM built around delivery, not just deals
Sales systems stop at the signature. CRM 360 carries the client through scoping, staffing, fieldwork, deliverables, invoicing and renewal - so the promise made in the proposal is the work that gets delivered.
Relationship
Contacts, emails, meetings and documents in one timeline
Every contact, conversation and document against one client record.
- Contacts, roles and decision makers
- Meetings, calls and email history
- Documents attached to the account
Pipeline
Stage, owner, value and expected close date
Leads to proposals to signed orders, with owners and forecast dates.
- Stage, owner and next action
- Weighted value and close date
- Ageing and stalled-deal alerts
Delivery
Scope carried straight into the engagement plan
Engagements, consultants, milestones and deliverables in one plan.
- Milestones and consultant allocation
- Fieldwork status and blockers
- Deliverables with client sign-off
Renewal
Expiry dates tracked from the day of sign-off
Certificate and contract expiry tracked long before it lapses.
- Certificate and contract expiry
- Re-audit and retest cycles
- Reminder ladder with an owner
The difference
Spreadsheets lose deals. Generic CRMs lose delivery.
Without a purpose-built CRM
The problem today
Enquiries sit in inboxes, scopes live in spreadsheets, consultant availability is a WhatsApp thread and renewals are remembered late.
- Enquiries lost in inboxes
- Availability tracked on chat
Forecast built on optimism
Without real stages and dates, the number leadership sees is a guess.
- Stages inconsistent
- Client value invisible
Delivery disconnected from sales
The scope that was sold is not the scope the consultant receives.
- Re-keying between systems
- Promises lost at handover
Revenue leaks quietly
With Threatsys CRM 360
What changes with CRM 360
One pipeline, one scoping standard, one capacity view and an automatic renewal calendar with owners and dates.
- One pipeline, one scoping standard
- Renewals on a calendar
For the business
Forecast built on real stages and dates, not optimism - and a clear view of what each client is worth.
- Forecast built on real stages
- Client value visible at a glance
For delivery
Consultants see their week, clients see their progress, and every deliverable is versioned and traceable.
- Consultants see their week
- Clients see their progress
Nothing falls through · fewer surprises
The operating model
Capture · Win · Deliver · Renew
From the first enquiry to the renewal conversation, every stage lives in one system with one owner, one timeline and one set of numbers.
Capture
Every enquiry lands in one queue with a source, an owner and a next action.
- Single intake queue
- Source and service recorded
- Response clock starts
Owner and next action set
Win
Scope, quote, approve and convert - with the signed scope carried forward.
- Scope agreed and priced
- Approvals captured
- Order value confirmed
Signed scope on record
Deliver
Staff the engagement, run the fieldwork, publish deliverables and sign off.
- Consultants and dates locked
- Status reviewed weekly
- Deliverable published
Evidence and sign-off captured
Renew
Track expiry and re-audit dates, then reopen the conversation on time.
- Expiry tracked from day one
- Owner alerted in advance
- Next scope drafted early
Next engagement opened
Module landscape
The complete CRM 360 module landscape
Four groups - relationship, revenue, delivery and assurance - working from the same client record.
Clients & contacts
Accounts, contacts, entities, group structures and relationship owners.
- Group structures supported
- Relationship owner named
Leads & pipeline
Sources, stages, activities, reminders and weighted forecast.
- Sources and campaigns tracked
- Reminders on every deal
Quotes & proposals
Scoping templates, effort and pricing, versions and approvals.
- Rate cards and discounts
- Version history retained
Engagements
Projects, phases, milestones, dependencies and status.
- Phases and dependencies
- Status reviewed weekly
Resourcing
Consultant skills, availability, allocation and utilisation.
- Skills and certifications held
- Bench and leave visible
Deliverables
Reports, evidence, versions, review and client sign-off.
- Internal review before issue
- Client acceptance captured
Billing
Milestone invoices, receivables, ageing and payment status.
- Schedules per engagement
- Ageing and reminders
Renewals
Certificate expiry, re-audit cycles, reminders and owners.
- Expiry by client and standard
- Owner alerted in advance
Leads & pipeline
Every enquiry owned, staged and followed up
Capture · Qualify · Progress · Prioritise · Convert · Learn.
Capture
Web enquiries, email, referrals, events and campaign responses land in a single queue.
- Duplicate check on entry
- Response clock starts
Qualify
Requirement, framework, scope size and timeline captured against a standard checklist.
- Framework and scope size
- Budget and timeline noted
Progress
Defined stages with an activity log, next action and expected close date on every deal.
- Next action on every deal
- Expected close date held
Prioritise
Weighted value, ageing and stalled-deal alerts surface where attention is needed.
- Weighted value ranking
- Stalled deals surfaced
Convert
A won deal becomes an engagement with the scope, value and contacts already attached.
- Scope and contacts carried over
- Delivery notified automatically
Learn
Win and loss reasons recorded and reported by service line and segment.
- Win and loss reasons
- Reported by service line
Scoping, quotes & proposals
From requirement to signed scope, without the guesswork
Service-specific templates so two teams scope the same job the same way.
Standard scoping
Templates for VAPT, audit, compliance and managed services.
- Templates per service
- Consistent assumptions
Effort & pricing
Effort in person-days, rate cards, discounts and margin visible before the quote goes out.
- Person-days and rate cards
- Margin checked before issue
Versions & approvals
Every revision kept, with who approved which version and when.
- Every revision retained
- Approver and date recorded
Conversion
The approved scope becomes the delivery plan - milestones, effort and deliverables pre-filled.
- Milestones pre-filled
- Effort carried into the plan
Consultants & capacity
Know who is free, who is stretched and what it costs
Skills, availability, allocation, timesheets, utilisation and forecasting on one resourcing layer.
Skills register
Certifications, specialisations and clearance held against each consultant.
- Certifications and clearance
- Specialisation by service
Availability
A calendar view of allocations, leave and bench across the team.
- Allocations, leave and bench
- Calendar view per team
Allocation
Assign to engagements with effort booked against the milestone.
- Effort booked to milestones
- Conflicts flagged early
Timesheets
Time logged against engagement and task, approved by the delivery lead.
- Time against engagement task
- Approved by the delivery lead
Utilisation
Billable versus non-billable by person, team and month.
- Billable versus non-billable
- By person, team and month
Forecasting
Pipeline demand compared with available capacity before you commit.
- Demand versus capacity
- Hiring signals early
Client collaboration
One place for the client to see progress and respond
Shared status, evidence requests, secure documents and formal sign-off - instead of loose email attachments.
Shared status
Engagement progress, upcoming milestones and what is pending from whom.
- Progress against milestones
- Upcoming dates and visits
Evidence requests
Document and evidence requests tracked with owners and due dates.
- Request list with due dates
- Automatic reminders on delay
Secure documents
Reports and evidence exchanged in the platform, versioned and access-controlled.
- Versioned reports
- Download activity logged
Sign-off
Formal acceptance captured against the deliverable with a timestamp.
- Formal acceptance per deliverable
- Closes the milestone for billing
Renewals & compliance calendar
The renewal conversation starts before the certificate expires
Expiry registers, re-audit cycles and a staged reminder ladder at 90, 60 and 30 days.
Expiry register
Certificate and report validity tracked per client and per standard.
- Validity per standard
- Client-wise renewal list
Re-audit cycles
Annual audits, quarterly scans and periodic retests scheduled ahead.
- Annual audits scheduled
- Quarterly scans planned
Reminder ladder
Staged reminders to the owner at 90, 60 and 30 days.
- 90, 60 and 30-day nudges
- Escalation if unanswered
Upsell signals
Adjacent services suggested from what the client already buys.
- Adjacent services suggested
- Based on current scope
Renewal forecast
Expected renewal value by month, with risk flagged early.
- Expected value by month
- Risk flagged early
Security & data protection
A CRM that holds audit data must behave like one
Access control, audit trail, residency, encryption and secure sharing - assessed with AppSec 360 on our own platform.
Access control
Role and tenant-based permissions down to record and field level.
- Role and tenant permissions
- Field-level restrictions
Audit trail
Every create, change and export logged with user, time and reason.
- User, time and reason logged
- Exports recorded
Data residency
Hosted in India with DPDP-aligned retention and deletion rules.
- Hosted in India
- Retention and deletion rules
Encryption
Data encrypted in transit and at rest, with key management controls.
- In transit and at rest
- Key management controls
Secure sharing
Time-bound, access-controlled document links instead of email attachments.
- Time-bound document links
- Access revoked on close
Tested continuously
Assessed with AppSec 360 - SAST, DAST and manual VAPT on our own platform.
- We eat our own cooking
Automation, AI & integrations
The routine work handled for you
Stage changes, reminders, approvals and handovers triggered automatically - with the AI assistant drafting what it can.
Workflow automation
Stage changes, reminders, approvals and handovers triggered automatically.
- Approval routing by value
- Escalation when SLAs slip
Fewer dropped handovers
AI assistant
Drafts follow-ups, summarises an account history and flags stalled deals.
- Drafts follow-up emails
- Summarises account history
- Flags deals going quiet
Minutes saved per review
Notifications
Email and in-app alerts to the right owner at the right moment.
- Email and in-app alerts
- Digest or real-time per user
Right person, right time
Integrations
Email, calendar, accounting and the wider Threatsys suite.
- Email and calendar sync
- Accounting and invoicing
- GRC 360, DPDP 360, AppSec 360
One record across the suite
Rollout & value
Rollout phases and client value
A practical path from onboarding to a programme that runs continuously.
Foundation
Tenant setup, users and roles, client and contact migration, service catalogue and rate cards.
- Users, roles and permissions
- Clients and contacts migrated
Operate
Pipeline and scoping live, engagements planned and staffed, timesheets and deliverables in use.
- Pipeline and scoping live
- Timesheets in daily use
Assure
Billing and renewals automated, dashboards adopted by leadership, integrations switched on.
- Billing and renewals automated
- Dashboards adopted by leadership
Nothing missed
Owner on every enquiry
Faster scoping
Templates, not blank pages
Higher utilisation
Capacity you can see
Renewals secured
Calendar, not memory
8
Core modules
Relationship, revenue, delivery and assurance working from the same client record.
90/60/30
Day renewal ladder
Staged reminders to the owner, with escalation if unanswered.
One
Client record
Enquiry to renewal on a single tenant-aware, audit-trailed record.
India
Data residency
Hosted in India with DPDP-aligned retention and deletion rules.
Recommended demo flow
How we walk you through CRM 360
Six steps, roughly thirty minutes, run on a live console rather than a slide deck.
What to watch for
Use a real account end to end - one client carried from enquiry to renewal explains the platform faster than a feature tour.
Log a new enquiry and assign an owner in the live console.
The response clock starts the moment it lands.
Scope it from a service template and generate the quotation.
Two teams scope the same job the same way.
Approve, convert to an engagement and staff the consultants.
The signed scope becomes the delivery plan with no re-keying.
Show fieldwork status, deliverable versions and client sign-off.
Acceptance is timestamped against the deliverable.
Raise the milestone invoice and show receivables ageing.
No invoice without a signed milestone.
Open the renewal calendar and show what is due next quarter.
Renewals on a calendar, not in someone’s memory.
Better together
CRM 360 sharpens when the rest of the suite is on
One platform, one login, one intelligence layer - evidence and context flow between consoles instead of being re-collected.
Talk to us
See CRM 360 on your own environment.
Every signal and interaction turned into one relationship - leads, proposals, engagements, consultants, invoices and renewals unified in a single platform.
support@threatsys.co.in