# Professional Services | BM CRM | United Kingdom

> CRM for consultants and firms: enquiries qualified with company and urgency, consultations booked same-day, and a pipeline that holds long deals without leaks.

- Pricing: https://www.bmcrm.ai/en-gb/pricing
- Get started: https://www.bmcrm.ai/signup

## Enquiries become consultations, with the context attached

Clients choose the firm that responds like it wants the work. BM CRM answers in seconds, captures what the engagement is about, books the consultation, and hands your experts a briefed, scheduled prospect.

## What you get

- **Service questions answered.** Practice areas, process and fees answered from your knowledge base, accurately and confidentially.
- **The matter, scoped.** The AI captures what the client needs, urgency and budget expectations as structured context for your team.
- **Consultations in the calendar.** Slots offered in chat, booked with reminders, your experts meet prepared prospects.
- **Nothing falls through.** Every enquiry has an owner, a stage and a next action; follow-ups run until the client responds.
- **A record you can trust.** Full conversation history on every contact, with clear labels for what the AI did versus your team.

## How it works

1. **Connect WhatsApp & ads.** Business number plus your campaigns, official logins.
2. **AI scopes and books.** What, when, how urgent, then a consultation slot with reminders.
3. **Experts advise.** Your professionals start from a briefed conversation, not a cold call.

## Frequently asked questions

### Is it appropriate for sensitive matters?

The AI answers general service questions and hands anything sensitive to your team immediately, with the full thread attached.

### Can it quote fees?

Only from the fee structure you load, it never invents a number, and it flags fee questions to your team when you prefer.

### How do partners see what is happening?

Pipeline, reports and team views show enquiries, consultations and outcomes by person and campaign.

### Can we keep records of conversations?

Every conversation stays on the contact with full history and clear attribution of who said what.

### Does it answer while our people are in meetings?

Yes, in seconds, from your own material on practice areas, process and fees.

### Does the matter arrive scoped?

Yes — what the client needs, the urgency and the budget expectation as structured fields, so the consultation starts prepared.

### Does it give advice?

No. It handles the enquiry, the scheduling and the conversation; professional judgement stays with your professionals.

### Is the record defensible?

Yes. Every message and change is attributed to a person, the AI or the system, with a timestamp, and it exports whenever you ask.

---

[BM CRM](https://www.bmcrm.ai), https://www.bmcrm.ai/en-gb/solutions/professional-services