Run your practice from one connected place.
Premier gives independent professionals a structured way to manage clients, projects and follow-up without unnecessary team configuration.
Guided evaluation and rollout planning for your team.
- Client review · Northwind
- Draft proposal · Vertex
- Invoice · Contoso
Use one workspace for the customer and the work before adding more process.
Independent professionals, consultants, advisors, accountants, architects, coaches, carry the whole business themselves: winning work, delivering it, invoicing it and keeping clients informed. The tooling usually ends up as a calendar, an inbox and a folder of documents.
Client details spread across email, spreadsheets and notes apps.
Losing track of follow-up when you're focused on delivery.
Reinventing the same project structure for every new client.
Sharing status updates and files manually.
A workflow that can grow with the team.
Independent professionals, consultants, advisors, accountants, architects, coaches, carry the whole business themselves: winning work, delivering it, invoicing it and keeping clients informed. The tooling usually ends up as a calendar, an inbox and a folder of documents.
Use the parts of Premier this workflow needs.
Bring the relevant Premier modules together around the workflow your team needs to run.
A clearer operating day for professionals.
Client context is spread across email, a calendar and a documents folder.
One client record with engagement, files, tasks and history.
Follow-up depends on remembering.
Next steps are scheduled tasks with due dates.
Clients email for updates and documents.
A portal gives them status and files on demand.
Questions about Premier for professionals.
Is Premier too much for one person?
Start with CRM, projects and files only. The rest of the platform stays available but out of the way until you need it.
Can I bring a subcontractor in for one project?
Yes, give them access scoped to that project, and revoke it when the work ends.
Will I have to migrate again as I grow?
No. Adding staff, requests, approvals or reporting is a configuration change, not a new system.
Can clients see anything they shouldn't?
Portal users only see what you publish for their engagement; internal notes and other clients are never visible.
Let’s talk about how your team works.
Show us where your CRM and operations need to connect. We’ll help you work through the setup, migration and next steps.