The Problem How It Works Product About Blog Book a Demo Log In
The Operating System for Professional Services

One system of record.
Every engagement.

Services businesses operate across fragmented workflows. Pricing lives in spreadsheets, delivery knowledge is tribal, and lessons learned never feed back into sales. Servantium changes that.

The
Engagement
Discover
Estimate
Propose
Contract
Deliver
Learn
SCORE: 0

GAME OVER

Click sun to play again

Press Esc to exit
THRUST

The Problem

Services businesses are fundamentally disadvantaged because their offerings are implicit, tribal, and fragmented—rather than encoded in systems that remember and improve. Let's fix that.

68.9%
Billable Utilization
Below the 75% threshold needed for healthy margins
1 in 4
Projects Delivered Late
On-time delivery has fallen to 73.4%, the lowest in five years
20%
Hit Profit Margin Targets
Only 1 in 5 firms consistently achieve their project profit goals
-4.6%
Revenue Growth Decline
Year-over-year revenue growth has turned negative

Engagement Management for Professional Services

Everything in Servantium revolves around an Engagement—a living object that evolves from first conversation through delivery and into organizational memory.

1
Discovery
Discovery

Discovery

Understand client needs, pain points, and desired outcomes. Capture context that will inform every downstream decision.

2
Estimation
Estimation

Estimation

Transform discovery insights into structured scope and pricing. Draw from encoded service definitions and historical data.

3
Proposal
Proposal

Proposal

Generate proposals that reflect your actual service architecture. Scope, pricing, and deliverables flow from your estimation work.

4
Contract
Contract

Contract

Move from proposal to binding agreement with terms that match your scoped work. Contract structures reflect your service definitions.

5
Delivery
Delivery

Delivery

Execute against the engagement scope with real-time visibility into progress, utilization, and margin.

6
Learning
Learning

Learning

Capture what actually happened. This intelligence feeds back into how you price and scope future work.

Tap circles to explore
Continuous learning cycle

Built for How You Work

Every plan includes the full engagement platform. Scale your workspace and support as your team grows.

Features IndividualSingle user TeamsShared workspace EnterpriseDedicated tenant
Core Platform
Engagement Templates
Service CatalogReusable line items
Contract GenerationPDF & DOCX
Client Management
AI-Generated Estimates
Custom Document TemplatesFull design control
Collaboration & History
Version History & Audit Trail
Team Workspace
Role-Based Permissions Roadmap Roadmap
Approval Workflows Roadmap Roadmap
Project Management Coming Soon
Resource Forecasting Coming Soon Coming Soon
Project Tracking Roadmap Roadmap
Project Status Tracking Roadmap Roadmap
AI Health Score Roadmap Roadmap
Platform & Integrations
Multi-Organization Support
CRM Integrations Roadmap Roadmap
API Access Roadmap Roadmap
Security & Compliance
Dedicated Tenant
SSO (SAML/OIDC) Roadmap
SOC 2 / ISO 27001 / GDPR Roadmap
Get Started Book a Demo Contact Sales

Frequently Asked Questions

Everything you need to know about Servantium and how it transforms professional services operations.

Servantium is an operating system for professional services businesses. It's a unified platform that formalizes how services are defined, priced, sold, contracted, and delivered—creating a single system of record for every engagement.

Unlike traditional PSA (Professional Services Automation) tools that focus on time tracking and billing, Servantium captures the complete engagement lifecycle from initial discovery through delivery and learning, ensuring that knowledge compounds across your organization.

Traditional PSA software typically bolts project management onto sales tools. Servantium takes a fundamentally different approach:

  • Not a generic CRM — Purpose-built for services, not adapted from sales software
  • Not a spreadsheet replacement — Structure that turns implicit knowledge into explicit, compounding primitives
  • Not a static proposal generator — Living documents connected to your service definitions
  • Not PSA bolted onto sales — An integrated system where sales, delivery, and learning share context

CPQ stands for Configure, Price, Quote—a system that helps businesses create accurate quotes quickly. While CPQ is common in product sales, professional services have traditionally relied on spreadsheets and tribal knowledge for pricing.

Servantium brings CPQ discipline to services: define your service catalog, encode pricing logic, and generate consistent proposals that reflect your actual delivery capabilities. This eliminates the margin leakage that happens when every deal is priced from scratch.

Servantium is built for professional services firms that deliver repeatable (but customizable) engagements. This includes:

  • Consulting firms and advisory practices
  • Implementation and systems integration teams
  • Managed services providers
  • Creative and digital agencies
  • Technical services and engineering firms

If your business sells expertise and time, and you want to stop reinventing every engagement from scratch, Servantium is designed for you.

We believe structure precedes automation. AI in Servantium isn't magic—it earns its place by learning from your encoded patterns and providing value from day one.

Our approach: Human judgment remains sovereign. Technology amplifies expertise, but doesn't replace the relationships and context that make services businesses work. Clarity over cleverness—if you can't explain what the system is doing, you can't trust it.

Day-one usability is non-negotiable for us. Most teams are up and running within days, not months. You can start by encoding your most common service offerings and expand from there.

We offer guided onboarding for Teams plans and custom implementation support for Enterprise customers who need deeper integration with existing systems.

Servantium is built API-first—every feature in Servantium has a corresponding API. We're actively testing these private APIs and using them to build and extend third-party integrations.

API access will be available on Teams and Enterprise plans, allowing you to connect with your existing CRM, accounting systems, and other business tools. We'll provide customer access to developer endpoints in a future release, but customers can contact us for early previews.

Yes. We take security seriously. Your engagement data, pricing information, and client details are encrypted at rest and in transit. Enterprise customers can discuss additional security requirements including data residency and compliance needs.


Ready to Encode Your Services?

We're working with a small number of services firms who believe their operational knowledge deserves better than spreadsheets and tribal memory.

Schedule a Demo

Book an intro call to see Servantium in action

Send a Message

Prefer to write? We'll get back to you within 24 hours