Consultant CRM
From first enquiry to delivered project — manage every client relationship
Overview
The Consultant CRM is built for professionals who sell expertise. Manage leads and prospects, create and track proposals, plan engagements with milestones and deliverables, record billable time, and maintain a complete history of every client relationship. Whether you are a solo consultant or a multi-partner firm, this CRM helps you win more work, deliver better, and get paid on time.
Who is it for?
- Management consultants managing multiple client engagements
- IT consultants tracking projects, deliverables, and billable hours
- HR and recruitment consultants managing candidate and client relationships
- Financial advisors tracking client portfolios and advisory mandates
Quick Facts
- Best for
- Independent consultants, advisory firms, and professional service providers
- Purchase model
- Once-off payment
- Workspace
- Private, isolated per company
- Users
- Unlimited team members
Features
Everything included in the Consultant CRM
Client & Prospect Management
Track every client and prospect with detailed profiles, interaction history, and engagement status. Know where every relationship stands.
Lead Tracking & Proposal Records
Capture new leads, qualify them, and create proposals. Track proposal status — sent, reviewed, accepted, or declined.
Client Engagements & Milestones
Structure each engagement with clear milestones, timelines, and expected outcomes. Track progress against the plan.
Deliverables & Task Assignments
Define deliverables for each engagement and break them into tasks. Assign tasks to team members with due dates.
Billable-Time References
Log time against clients and engagements. Generate time reports for invoicing and project costing.
Meeting Records & Follow-ups
Record meeting notes, action items, and decisions. Schedule follow-ups to keep engagements moving forward.
Document Management
Store proposals, contracts, deliverables, and correspondence organised by client and engagement.
Business Dashboards & Reports
See your pipeline, active engagements, revenue, and utilisation at a glance. Identify where to focus for growth.
Why Choose Consultant CRM?
Win More Work
Structured lead tracking and proposal management help you convert more prospects into paying clients.
Deliver On Time
Milestones, tasks, and reminders keep every engagement on track and every deliverable accounted for.
Get Paid Accurately
Time tracking and engagement records make invoicing transparent and dispute-free.
Client Relationships
A complete history of every interaction helps you nurture long-term client relationships.
Real-World Use Cases
See how businesses like yours use the Consultant CRM
A management consultant managing 8 active client engagements
An IT consulting firm tracking projects, developers, and billable hours
A recruitment agency managing client contracts and candidate placements
A financial advisor tracking client portfolios and meeting schedules
Frequently Asked Questions
Ready for Consultant CRM?
Get a proposal today. Your own private workspace, ready in minutes.