A professional services CRM with a calm pipeline from enquiry to engagement.
CRM and software for professional services firms: accountants, lawyers, consultants, architects and agencies. Service pages that explain what you do and are written for search, a consultation diary with intake questions, and proposals that get chased so you don't have to.
- Service pages written for search and for people
- Consultation booking with intake questions answered up front
- Proposal follow-ups, check-in emails and annual reminders
Say it once. Watch it get done.
Four professional services businesses, four everyday asks. Each one runs across the site, the diary, the CRM and the channels from a single line of chat.
Open proposals · 10+ daysThirteen hours in twenty seconds.
A sample day for a professional services business on Kahu. The feed shows what came in, what Kahu drafted, what you approved, and what booking reminders and the automations you switched on sent. The tiles add it up, and the bottom card is what is waiting for your tap.
Built for professional services businesses
Proposals and quotes get followed up on the schedule you set, in your words, once you switch the automation on.
Thu 10:00 · Priya · business saleYour intake questions are asked when the consult is booked, and the answers sit on the booking before the call.
Case study · latest houseClient questions become posts and finished work becomes case studies, drafted for your approval.
Frequently asked questions
More in the FAQ and Help centre.
Is client data confidential?+
Yes. Kahu keeps your data in your workspace, encrypted, and does not train models on it.
Can partners approve everything before it goes to a client?+
Yes for everything Kahu drafts: every post, page, campaign and reply waits in the approvals queue until an owner or admin approves it, and members can see what is waiting. Automations you switch on, and booking confirmations and reminders, go by themselves.
Does it replace my practice management or matter system?+
No. Kahu handles the front of the practice: enquiries, consultations, marketing and client conversations. It sits beside Xero, Actionstep or your practice software.
We are a two-person firm. Is it too much?+
Kahu is built for small firms. You set up the site, diary and follow-ups by asking, one at a time, and nothing goes out until you approve it, except the automations you switch on.
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