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 add data source modal showing supported data source categories.

Design a custom email format

Design a custom email format that perfectly matches your unique business. Your team keeps working how they currently work

Overbase generated opportunity email preview.

Receive opportunities by email

Your team receives emails with actionable revenue opportunities right in their inbox. No new dashboard or tools to learn

Gmail opportunity email showing an attached report from Overbase.
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