Lead sources, honestly
Form, referral, campaign or ad — visible on the record without a spreadsheet.
CRM for consultants
The CRM for consultants
Discovery that ends in numbers: the assessment surfaces the KPIs, matched strategies shape the scope, and proposals move to invoices without leaving the CRM.
New inquiry3
AH
Amelia Hart
New inquiry
TO
Tomas Oliveira
New inquiry
EW
Emma Walsh
New inquiry
Consultation booked2
SM
Sofia Marchetti
Consultation booked
LB
Liam Bennett
Consultation booked
Follow-up due2
PR
Priya Raman
Follow-up due
NC
Noah Clarke
Follow-up due
Active client2
HK
Hannah Kim
Active client
JR
James Reid
Active client
How it works
A consultants workflow, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
Discovery asks the right questions
The AI assessment pulls KPI discovery out of the conversation — chat, quiz or voice — and keeps it on the record.
- 2
Strategies frame the scope
Matched strategies from a library come with projected impact — labelled as projections, so expectations stay honest.
- 3
Proposal to invoice to payment
Scope goes out as a proposal, the invoice carries a pay page, and Stripe checkout does the rest.
- 4
Nothing sits forgotten
Between engagements, stages and tasks keep the relationship warm — the next move is always on the record.
What you get
Built for how you actually work.
Email follow-up on rules
A new inquiry or a stage change starts the sequence; you approve the tone once.
One record per engagement
Notes, emails and calls on the same timeline your team can pick up.
A dashboard of the practice
Pipeline health, active clients and where inquiries come from — in one view.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for consultants.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.