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Solutions for Professional Services

CRM for Consultants, Accountants & Law Firms

Manage clients, matters, billable hours, and compliance in one secure, GDPR-compliant platform.

Built for Professional Services

Track client relationships, manage confidential documents, bill by the hour—all with bank-level security.

Matter & Case Management

Track client matters, projects, or cases with custom statuses, deadlines, and document libraries.

Time Tracking & Billing

Log billable hours, track utilization, and generate invoices. Integrates with Xero and QuickBooks.

Secure Document Management

Store confidential documents with role-based access controls and audit trails.

Appointment Scheduling

Let clients book consultations online. Sync with Google Calendar, automated reminders via email & SMS.

Compliance & Reporting

Generate compliance reports, track regulatory requirements, and maintain audit-ready records.

Client Portal & Communication

Secure client portal for document sharing, messaging, and status updates. GDPR-compliant.

Security & Compliance You Can Trust

Your clients expect confidentiality. We deliver.

GDPR Compliant

UK data centers, right to erasure, data portability.

Encrypted at Rest & In Transit

AES-256 encryption, SSL/TLS, zero-knowledge architecture.

Full Audit Logs

Track who accessed what, when. Perfect for compliance.

"

We needed a CRM that understood professional services. Thrustora handles our client matters, time tracking, and invoicing seamlessly. It's been a game-changer for our practice.

RP
Rachel Patel
Managing Partner, Sterling Consultants

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