A real CRM for professional services firms — that never touches your books.
Contacts, companies, tags, segments, campaigns, sequences, an activity timeline, and CSV import. Built right on top of CherryWorks Pro. Built to keep marketing data and billing data in completely separate worlds.
14-day free trial · Included in the Business plan · Pick Business at signup or upgrade any time
Marketing prospects live in physically separate database tables from your billing clients. There are no foreign keys between the two, so a marketing lead can never silently be invoiced, reported on, or paid out as a client.
No cross-contamination between marketing and billing records — by design.
Promoting a prospect into a billing client is an explicit, audited step you take. Never an automatic side effect. Never a sync job that ran at 2am.
marketing_contacts
marketing_companies
marketing_activity
clients
invoices
payouts
Promotion is the only bridge — and it’s a deliberate, audited action.
Eight surfaces. Everything you need to bring leads in and walk them to a signed engagement — included in the Business plan.
Every prospect, every interaction. Names, emails, phone numbers, custom fields, tags — and a complete history of every campaign, sequence step, and reply.
Contacts
247 prospects · 18 added this week
A lightweight company record per prospect organization. Industry, domain, notes — and every contact at that company in one view.
Companies
42 firms · 90 prospects across all accounts
Beacon Strategy Partners
beaconstrategy.com
Northwind Architects
northwind-arch.com
Lumen Studio
lumenstudio.co
Greene & Pyne LLC
greene-pyne.com
Foundry Engineering
foundryeng.io
Helix Advisory
helixadvisory.com
Combine tags, company attributes, and last-touch dates. Save the result as a segment. Send a campaign or enroll a sequence with one click.
Segments
4 saved · reuse across campaigns & sequences
Saved
MQLs by industry: Consulting
LIVEMatch all
Compose your email, pick a segment, preview the recipient count, and send. Track opens, replies, and bounces in the activity feed.
Campaigns
2,159 emails sent in April · 36% avg open
Quarterly Client Update
Subject: What service firms got wrong about Q1 forecasting →
DELIVERED
1,841
OPENS
38%
CLICKS
11%
REPLIES
23
Webinar invite: Forecasting for Service Firms
Subject: A 30-min playbook your CFO can run on Monday
Drip a series of emails over days or weeks. Sequences pause the moment a prospect replies, unsubscribes, or is promoted to a billing client.
Sequences
1 active · 412 prospects enrolled
New lead nurture (5-step)
ACTIVEStep 1 · Welcome + intro deck
Step 2 · Case study: Beacon Strategy
Step 3 · Pricing primer
Step 4 · Demo offer
Step 5 · Final check-in
Open a contact and see every email sent, every open, every reply, every tag change, every sequence step — in chronological order. No more piecing the story together.
Activity
Audited stream · last 24 hours
Reply received
9:42 AMfrom sarah@beaconstrategy.com on “Demo offer”
Email opened
9:18 AM“Pricing primer” by david@northwind-arch.com
Tag added
8:51 AMdemo-requested → james@greene-pyne.com
Sequence step sent
Yesterday 4:30 PM“Welcome + intro deck” → 12 prospects
Campaign sent
Yesterday 2:15 PM“Quarterly Client Update” → 1,847 recipients
Bulk import
Apr 2287 prospects added from consulting-leads-q2.csv
Upload a CSV, map your columns, preview the result, and run. Dedupes by email and refuses to overwrite a billing client by accident.
Import contacts
Step 2 of 4 · Map your columns
consulting-leads-q2.csv
247 rows · 6 KB · uploaded just now
Three patterns we see every week. Marketing Hub handles all of them out of the box.
Import last year’s leads, segment by tier, drip a 5-step educational sequence, and watch warm replies show up two weeks before the deadline.
Tag webinar attendees on import, send a same-day thank-you campaign, then enroll them in a discovery-call sequence that auto-stops the moment they reply.
Tag every referral, watch the activity timeline, and promote the qualified ones into billing clients with a single audited click.
The full prospect-to-client layer on top of CherryWorks Pro. Bring leads in, segment them, run campaigns and sequences, and promote them into billing clients on your terms.
Prospect / Client Separation: marketing prospects live in separate database tables from your billing clients — no foreign keys, no cross-contamination between marketing and billing records, by design.
Included in
No separate add-on charge
Pick the Business plan and Marketing Hub turns on for your whole firm from day one.
See Business plan pricing14-day free trial · Marketing Hub included on Business
Start your CherryWorks Pro free trial on the Business plan and Marketing Hub is on from day one. 14 days, full access.