Context that travels
Notes, emails and calls on one timeline — whoever picks up the work starts warm.
For consultants & advisors
The CRM for consultants & advisors
Discovery that ends in numbers, proposals that move to invoices, and follow-up that runs on rules — an advisory practice without the admin stack.
SM
Sofia Marchetti
Consultation bookedExecutive
Website form
Coach
Follow-up call
Activity historyAll
- New inquiry received
- Intro email sent
- Consultation booked
- Reminder SMS scheduled
- Follow-up call task
SM
How it works
From discovery to engagement, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
Discovery captures the numbers
The assessment asks about the KPIs that matter to the business in front of it and keeps the answers on the record.
- 2
Scope as a proposal
Matched strategies frame the work, and the proposal goes out from the same record the discovery sits on.
- 3
Invoice with a pay page
The invoice carries a pay link, Stripe checkout handles payment, and the portal holds every document.
- 4
Between engagements
Stages and tasks keep relationships warm — the next conversation starts from the record, not a spreadsheet.
What you get
Built for how you actually work.
Sequences on stage changes
Email and SMS follow-up triggered by what actually happened — you approve the tone once.
Tasks with due dates
The next move sits on the record — visible, owned and dated.
The practice, one view
Pipeline health, active clients and where inquiries come from — read together.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for consultants & advisors.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.