Professional services

$64,200 in unbilled work, sitting still.

The dashboard crue builds for professional services firms, from the tools you already use.

Engagements that stopped moving

Updated 6 minutes ago
QuickBooksGmailCalendarHubSpot

Unbilled work in progress

$64,200

across 12 clients

Stalled 21+ days

5

engagements

Deadlines in 14 days

8

2 unstaffed

Billed this month

$118,000

 

Select any engagement to see what the four systems say about it.

Needs you Watch Fine
Illustrative example

Built in your first month of Concierge, from the systems you already use. It updates itself. You do not maintain it.

This dashboard watches every open engagement for the day it stops moving. It reads QuickBooks for what's billed against what's been done, Gmail for the last reply, Calendar for what's scheduled, and HubSpot for the relationship history.

What it replaces is the partner meeting that opens with 'where are we on this one' and nobody has looked since the document request went unanswered.

What stays human is the phone call to the client who's gone quiet. crue drafts the document chase and flags the account for a call instead of a fifth unanswered email. You decide whether to send it, and you make the call.

crue Concierge.

$1,500 a month.

This is the system crue builds first inside Concierge: done with you, month to month, cancel any month. How the money works →

Let's talk

One call is where we find out.

Four fields, then pick a time that works. Twenty-five minutes later you know where AI pays off first in your business, and what to do about it, whatever you decide about us. If the fit isn't there, we say so first.

You'll meet Ryan Christensen, crue co-founder. 20 years in enterprise operations.

Prefer email? contact@gocrue.com works too.

Start here

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