Overbase for consulting firms
Consulting firms have a large network of natural partners—technology vendors, other practice areas within your own firm whose clients have adjacent needs, and private equity firms that refer portfolio companies
These partnerships drive growth, but many opportunities never surface because everyone's data is trapped in separate systems
Connect sales data
Both you and your partners securely connect sales data from wherever it lives. You stay in full control of who accesses what data
Overbase reads your accounts, pipeline and closed deals straight from your CRM — nothing changes in how your team works
Receive opportunities by text message
Your team receives text messages with actionable revenue opportunities. No new dashboard or tools to learn
Overbase turns what your network knows into winning pitches. We bring together the institutional knowledge from your colleagues and from alliance partners. All by text message
Grow your practice
When a technology vendor, a private equity firm, or an adjacent practice area spots a client need, that engagement comes to you first
You open new accounts and expand current ones without prospecting, and referrals flow both ways. Your alliances become a reliable source of new project revenue
Your practice
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