The Central Brain of Your Revenue Operation.
Most professional services firms run their pipeline on spreadsheets, chase clients through email threads, and lose deals to disorganisation. DeliHub is the CRM built specifically for accountants, consultants, brokers, and agencies — pre-configured, fully managed, and ready in 48 hours.
- Pre-built pipelines for professional services
- Two-way email & SMS — every conversation logged automatically
- Calendar booking built in — no separate Calendly needed
- White-label ready for agencies
- Connects to every other Deli Suite tool
Why Professional Services Firms Struggle With CRM
Most CRM software is built for enterprise sales teams with dedicated RevOps staff. Accountants, consultants, and brokers need something different — and until now, they have had to make do.
of professional services firms still use spreadsheets as their primary pipeline tool
Spreadsheet chaos
Your pipeline lives in a Google Sheet that nobody updates consistently. Deals get lost. Follow-ups get missed. Revenue leaks silently every month.
separate tools the average professional services firm uses to manage their pipeline
Fragmented tools
Your calendar booking is in Calendly. Your email is in Gmail. Your contacts are in a CRM that does not sync to either. You are the glue holding it together — manually.
of CRM implementations fail or are abandoned within 12 months of purchase
Wrong CRM for your business
HubSpot is built for SaaS companies. Salesforce is built for enterprise. Pipedrive is bare-bones. None come pre-configured for how professional services firms actually sell.
What a CRM for Accountants Actually Needs
An accountant does not need a CRM with 300 features, a complex onboarding process, and a dedicated admin to run it. They need a system that tracks who their prospects are, where each relationship is in the pipeline, when to follow up, and what was last discussed — without requiring an hour a week of data entry to keep it accurate. DeliHub is the CRM for accountants that does exactly this, pre-configured for the professional services sales cycle from day one.
Why Consultants Need a Different CRM
Consulting pipeline management is different from product sales. Deals take longer, relationships matter more, and the buying process often involves multiple stakeholders over months. A generic CRM treats every deal the same. DeliHub for consultants is built around relationship stages, long nurture sequences, and multi-contact account management — giving you visibility into where every opportunity stands without the overhead of a full enterprise CRM implementation.
Everything Your Business Needs In One Platform
DeliHub is not just a CRM. It is the central operating system for your entire revenue operation — connecting your pipeline, communications, calendar, and reporting into one clean dashboard.
Visual Pipeline Built for Your Sales Process
Drag-and-drop deals through custom stages. See exactly where every opportunity stands — and what needs to happen next to close it.
Two-Way Email & SMS
Connect Gmail or Outlook and every email thread with every contact logs automatically in DeliHub. Add two-way SMS and your entire communication history — email and text — lives in one place. No more switching between apps to piece together a conversation.
"Finally a CRM where I can see the full picture of every client relationship without logging into three different apps."
Follow-Up Sequences That Run Themselves
Set triggers once. DeliHub sends the follow-up, moves the deal stage, and notifies you when human input is needed — and only then.
Calendar Booking Built In
DeliHub has a native booking page — no Calendly subscription required. Prospects book directly from your pipeline emails, your website, or your email signature. Every booking creates a contact record automatically and drops into your pipeline at the right stage.
Reviews, Reputation & Client Portal
Automate review requests, manage your online reputation, and give clients a branded portal to track their projects.
Client Reporting Portal
Give clients a branded dashboard showing exactly what is happening with their account — without the back-and-forth emails asking for updates. Reduce admin time and increase perceived value simultaneously.
What DeliHub Replaces
The average professional services firm pays for — and poorly uses — four or more separate tools to manage their pipeline. DeliHub consolidates all of them.
Monthly Tool Cost: Fragmented vs DeliHub
Average spend for a professional services firm with 1–10 staff
Admin Hours Saved Per Week
Time reclaimed by switching from fragmented tools to DeliHub
Built For Professionals, Not Enterprise Sales Teams
DeliHub is the CRM for professional services — pre-configured for the way accountants, consultants, and brokers actually run their business.
Accountants & Bookkeepers
Track every prospect from first inquiry to signed engagement letter. Automate onboarding sequences, manage recurring client reviews, and never miss a follow-up again. DeliHub is the CRM for accountants that understands your sales cycle — referral-heavy, relationship-driven, and fee-sensitive.
Financial Advisers & Insurance Brokers
Manage complex, multi-touchpoint relationships with compliance in mind. DeliHub logs every interaction, automates follow-up cadences, and keeps your pipeline clean — so you spend more time advising and less time administering.
Management Consultants
Consulting deals are won over months, not days. DeliHub for consultants is built around long nurture cycles, multi-stakeholder accounts, and relationship stages — giving you a clear view of every opportunity without the admin overhead of a traditional CRM.
Agencies & White-Label Resellers
Deploy DeliHub under your own brand and offer it as part of your client retainer. Full white-label, custom domain, and your logo throughout. Add a recurring revenue stream while giving clients a CRM that actually helps them grow.
DeliHub Is the Hub Everything Feeds Into
Every tool in the Deli Suite connects directly to DeliHub. Every conversation, email, LinkedIn connection, and phone call logs automatically — giving you a complete picture of every prospect and client without manual data entry.
Website conversations and booked meetings log to DeliHub contacts automatically.
Cold email campaigns create and update contact records as prospects engage.
LinkedIn connections and messages sync to your DeliHub pipeline in real time.
Every inbound and outbound call is logged with a transcript in the contact record.
One dashboard. Every touchpoint. Zero gaps.
Stop piecing together your pipeline from five different tools. DeliHub brings it all together — so you always know exactly where every deal stands and what to do next.
Straightforward Pricing, No Hidden Costs
DeliHub is available as part of the Deligatr managed service — with plans built for professional services firms at every stage of growth. Full pricing details on our pricing page.
No setup fees. No long-term contracts on monthly billing. No hidden costs for integrations. Just a clean, all-in-one platform that does the work of four separate tools — fully managed by a team that knows professional services inside out.
Frequently Asked Questions
Everything you need to know about DeliHub before getting started.
How long does DeliHub take to set up?
Is DeliHub hard to use?
Does DeliHub work with my existing email?
Is DeliHub a GoHighLevel alternative?
Can DeliHub replace our spreadsheets?
Does DeliHub work with the other Deli Suite tools?
Is DeliHub white-labelled for agencies?
Stop Managing Tools. Start Closing Deals.
Book a free 30-minute call and we will show you exactly how DeliHub would work for your firm — live demo, your pipeline, your use case.
Book a Free ConsultationNo commitment. No sales pressure. Just a demo.