The Only End-To-End Business Development Platform For Professional Services Firms
Our next generation business development solution
addresses decades-long pain points experienced by professional service practitioners, and incorporates business development in their natural daily activities.
Designed and built for professional service practitioners by practitioners.
What IndexBoard Enables You to Do?
REAL-TIME DATA
Capture relevant market opportunities consistently and real-time
LEVERAGE TEAM
Engage every professional in business development and leverage their network, resources and insight
BUSINESS CONTINUITY
Preserve and transfer institutional knowledge
WORKFLOW AND RELATIONSHIP MANAGEMENT
Manage business development from the initial contact to proposal within a single application
CONNECT DISPARATE DATA SETS
Surface unique insights and key relationships by converging meaningful deep data and proprietary information
IndexBoard Offers
- No more spreadsheets, emails and overwhelming manual work
- Clean and intuitive interface
- Real-time deep data from direct and authoritative sources
- The best from the synergy of Business Intelligence, Deep Data, CRM and Workflow Management
- Unique business development capabilities at an unbeatable value

