Salesforce built for the way service firms actually work

From consulting to law to accounting, proessional services firms run on relationships, billable time, and trust. Artichoke builds Salesforce systems that fit your business — not the other way around. 

WHO WE SERVE

Consulting Firms

IT, management, and strategy consultancies managing complex multi-phase engagements, subcontractors, and client reporting.

Law Firms

Practices tracking matters, client intake, referral relationships, and billing — all in one place without firm-specific friction.

CPA & Accounting Firms

Tax season pressure, recurring client work, and advisory services — streamlined into predictable, scalable workflows.

Marketing & DIgital Agencies

Client pipelines, project scoping, retainer tracking, and campaign performance — connected end to end in Salesforce.

Staffing Agencies

Candidate pipelines, client job orders, placement tracking, and contractor compliance — built for high-volume teams.

SOLUTIONS FOR PROFESSIONAL SERVICES

Full-lifecycle CRM

Client Management

From first conversation to ongoing account expansion — unified contact, opportunity, and relationship management.

Quote-to-cash for services

Revenue operations

Proposal generation, contract tracking, and invoicing workflows that eliminate the gap between winning work and getting paid.

Engagement & project tracking

Project delivery

Manage engagements, track milestones, and monitor team capacity — with real-time visibility across all active client work.

Client & partner portals

Self-service portals

Give clients a branded portal to check project status, submit requests, and access documents — reducing inbound overhead.
Candidate & placement pipeline

Talent & staffing

Custom Salesforce configuration for staffing and recruiting firms — candidate tracking, job orders, placement records.

Dashboards & reporting

Analytics

Bespoke dashboards for firm leadership — utilization rates, pipeline health, client retention, and revenue by practice area.

HOW WE WORK

The Base

Discovery & roadmapping: we learn your firm's processes, goals, and pain points before writing a line of configuration.

The Heart

Build & demo: iterative development with continuous stakeholder feedback to keep the work aligned to how your team actually works.

The Bloom

Go-live & user adoption: training, enablement support, and post-launch check-ins to ensure the platform sticks.

Ready to build Salesforce around your firm?