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A CRM for consultants
Consulting runs on relationships and long sales cycles. Keep track of who you spoke to, what you proposed and when to follow up, in a tool that opens instantly.
Relationships first
- Every person and company with their full history: deals, tasks and notes on one page.
- Several emails and phone numbers per contact, labeled work, mobile or home.
- Search everyone you know as you type, from anywhere, with /.
Measured on 10,000 contacts with a slowed processor. How we measure
Long sales cycles, nothing forgotten
A proposal can sit for weeks. Put a task with a due date on the deal and it shows up when it’s time to call. The pipeline shows what’s open, at which stage, and what it’s worth.
Your week at a glance
Calls and meetings sit in a week calendar. Drag one to another day or time, or drag its bottom edge to make it longer. Tick it off when it’s done, and it asks for the deal’s next step.
Solo or a small firm
$5 a month for one consultant, billed yearly. Invite colleagues when the practice grows. Pricing
Questions
Does it do invoicing or time tracking?
No. It’s a CRM: relationships, deals and follow-ups. Keep your invoicing and time tools for the work itself.
Where is client data stored?
On our servers in Germany, never sold or shared, and exportable whenever you like. Security and privacy
Feel it for yourself
Start your free trial today, or try the live demo first.
Start free trial Try the live demo
7 days free, no card. Then $5 per user a month, billed yearly.