Professional services

A quieter Professional services system for Research Firm

Research Firm teams usually stall when clients ask for research firm status because there is no portal. Omni Group gives Professional services operators one source of truth for this niche — orders, files, and invoices, starting from Launch at €79 / $89 per month. Expert services for Research Firm are scoped deliverables — a portal, documents, or a live page — not a custom rebuild of the whole practice.

  • • professional services teams see that research firm proposal versions multiply across threads
  • • professional services teams see that research firm engagement notes live in email instead of one brief
  • • professional services teams see that research firm deliverables and invoices sit in different tools
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Vertical package

Ready to buy

€790/mo

Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.

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Recommended deliverables

  • Quick setupClient portal for matters, files, and invoices.€549Buy
  • Technical auditA written view of stack risk before you add more tools.€790Buy
  • Workflow designSOPs for intake, review, and delivery.€990Buy
  • Priority support€399Buy

How we deliver

  1. 1. Discover local leads

    discover

  2. 2. Score leads

    score

  3. 3. CRM capture

    create-contact

  4. 4. Outreach sequence

    sequence

  5. 5. Follow-up

    run

  6. 6. Billing

    invoice