AdviseCRM

Contact us

Questions about AdviseCRM, your account, or your clients data? Write to the right inbox below — someone who knows the product will reply, usually within one business day.

Customer support

Replies within one business day

Stuck on a proposal, an invoice, a payment, or a calendar sync? Tell us what happened and we'll help you sort it out.

Already a customer?
Write from your account email so we can find you faster.
Email support

Security & privacy

Acknowledged within two business days

Answering a client's security questionnaire, or want to know how your data is handled? Ask us directly.

Found a vulnerability?
Email security

How to report a vulnerability

Consultants trust AdviseCRM with their clients details, proposals, and invoices. If you think you've found a vulnerability, please tell us privately first so we can fix it quickly.

  1. Email security@advisecrm.com with a clear description, steps to reproduce, and the impact you observed.
  2. We acknowledge every report within two business days.
  3. We keep you posted and let you know once the issue is fixed.

While you test, please:

  • Only use accounts you own
  • Never access or change other customers' data
  • Avoid tests that disrupt the service
  • Give us reasonable time before any public write-up
Email a report

Quick answers

What consultants ask us most — you may not need to write at all.

What is AdviseCRM, in short?

AdviseCRM is client relationship software for independent consultants and small firms. It keeps relationships, opportunities, proposals, invoices, and meetings in one place — without the complexity of an enterprise CRM.

  • Track prospects and opportunities in a clear pipeline
  • Keep client notes, conversations, and history together
  • Send proposals from templates for e-signature
  • Invoice clients and collect payment with Stripe
  • Run ongoing work as projects and retainers
  • Schedule calls with optional Google or Microsoft sync
Can my clients see their proposals and invoices?

Yes. Each client gets a private portal link where they can review their proposals and invoices and download PDFs — no account or password needed on their side.

How can I try it?

Start a 7-day free trial — no credit card required. You get full access so you can see whether it fits how you work. When you are ready, choose Solo or Small Firm. There are no long-term contracts, and you can cancel anytime.

What does it cost after the trial?

Solo is $29/month for independent consultants. Small Firm is $79/month and adds multiple users, a shared pipeline, and shared client relationships for your team.

How quickly will I hear back?

Every email is read by a person on our team. We reply within one business day, Monday to Friday — usually sooner. Security reports are acknowledged within two business days.

Is it a fit for my kind of practice?

AdviseCRM is built for consultants and small professional-service firms — independent consultants, boutique firms, fractional executives, and advisors. If you sell your expertise to a handful of clients at a time, it was made for you.

Can I move my existing clients over?

Yes. Add clients and prospects during your trial. If you have a longer list, email support@advisecrm.com and we'll help you bring it over.

Free for 7 days

Rather see it for yourself?

Add a client, send a proposal for signature, and invoice it — you'll know within a week whether it fits your practice.

Start your free trial

No credit card required · Cancel anytime