Platform — Professional Services CPQ & Engagement Management | Servantium
The Professional Services OS, explained.

Stop rebuilding every
engagement from scratch.

Scope, price, staff, and deliver with a system that actually remembers what worked. Four stages. One feedback loop. Every engagement makes the next one smarter.

How Servantium Works

"Your best consultant just won a new deal. She's now 45 minutes into Slack search and three email threads trying to figure out if your team has done anything like this before. You have. Nobody remembered where."

Scope with confidence

She opens Similar Engagements. Four comparable projects surface in seconds. Pricing, delivery outcomes, what went wrong last time. All there.

KVWN, Initial Discovery
Salesforce CRM 60 users Q3 2026
3 similar engagements found. Avg. 14 weeks, 92% estimate accuracy.
Engagement workspace Notes write themselves Similar engagement matching Service catalog
Explore features ↓

"The proposal is due Friday. Someone found last year's SOW and is copying the line items into a new spreadsheet. Nobody is sure if the rates are current. Nobody is sure if the scope is right. Nobody wants to be the one who prices it wrong."

Price with precision

The quote builder pulls from your learning catalog. Real costs from real projects. AI generates a complete structure from your notes and history.

Grouped estimate builder Margin analysis AI generation Learning catalog
Explore features ↓
Item Type Item Name Qty Cost Markup Total
Discovery & Requirements $24,000 35% $32,400
Resource Sr. Business Analyst 120h $12,000 35% $16,200
Resource Solutions Architect 80h $12,000 35% $16,200
$167,450

"Your utilization spreadsheet says 72%. Your Slack says your three best people are underwater. Those two numbers cannot both be right, and a new engagement just closed."

KVWN, Salesforce CRM
Resource Apr May Jun Jul
R. Burgundy
Lead 72% 88% 65% 40%
B. Fantana
Architect 60% 75% 90% 105%
B. Tamland
Developer 50% 70% 85% 75%

Staff with clarity

The resource planner shows real-time capacity across every engagement. Assign the right people based on skills, availability, and track record.

Resource plans Utilization tracking Capacity forecasting Skill matching Historical accuracy benchmarks
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"Your most experienced consultant gave two weeks' notice this morning. She owns four client relationships, knows why three past projects ran over, and has five years of pricing intuition your quotes have never recovered. None of it is written down."

Learn and improve

Every engagement feeds the institutional memory. Notes become embeddings. Quotes become catalog items. Outcomes become benchmarks. Your team's best work shouldn't live in one person's head.

Automated institutional memory Context recall Prices that update themselves Search by semantic meaning
Explore features ↓
KVWN, Post-Delivery Analysis
94% estimate accuracy 8% under budget 17 weeks actual vs planned
Patterns Detected
Discovery phases for CRM implementations consistently run 15% under estimate when led by senior analysts. Recommend adjusting catalog effort drivers.
Feeding insights into Service Catalog

Connect the tools you already use.

Your CRM knows the deal. Your PSA knows the hours. Servantium connects the scoping, pricing, and delivery context that lives between them. REST API and MCP-ready — new integrations take hours.

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Bi-directional syncREST API readyMCP-compatible

Connect the tools you already use.

Your CRM knows the deal. Your PSA knows the hours. Servantium connects the scoping, pricing, and delivery context that lives between them. REST API and MCP-ready — new integrations take hours.

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Bi-directional syncREST API readyMCP-compatible

Simple, Transparent Pricing

One plan. Every feature. No surprises. Monthly and annual options available.

$500 /mo

Includes 5 users. Every feature.

$100/user effective

1 5 users 50
Capability Included
Engagement Intelligence
Engagement Workspace✓
Automated Context Capture✓
Similar Engagement Matching✓
Self-healing Service Catalog✓
Evidence-based Scoping✓
Templates & Tags✓
Quoting & Proposals
Quote Builder & AI Generation✓
Margin Calculator✓
Learning Catalog✓
Document Generation✓
Delivery & Staffing
Resource Planning✓
Capacity Forecasting✓
Utilization Tracking✓
Historical Accuracy Benchmarks✓
Intelligence
Institutional Memory✓
Note Embeddings & Vector Search✓
Speech-to-Text Capture✓
SSO / SAML✓
Integrations
Salesforce✓
CSV & Custom Integrations✓
REST API Access✓
Knowledge Ingestion API✓
Unlimited engagements on every plan. Monthly and annual billing available.

See it in action.

15 minutes. No slides. Just the platform, live.