Features
A focused CRM for consultants — plus proposals, invoicing, e-signatures, and scheduling when you need them.
Visualize every stage from lead to closed deal in one clear pipeline.
Keep client history, notes, and conversations organized in one place.
Set reminders and never let an important touchpoint slip through.
Get started in minutes — no enterprise setup or training required.
Dashboard
Revenue, proposals, and payments on one screen — plus next actions so you know what to do today.
Welcome back, Alex
Monthly Retainer Revenue
$12,400
From 4 active retainers
Proposals
6
$48,200 total value
Payments Collected
$8,150
This month
Next actions
Projects pipeline
Move work from Lead through Discovery, Proposal, Active, and Complete — just like your real consulting flow.
Open projects pipeline →5 projects · $62,400 pipeline value
Website audit
$12,000 · Due Apr 12
Strategy call
$12,000 · Due Apr 12
Ops review
$12,000 · Due Apr 12
Q2 retainer
$12,000 · Due Apr 12
Workshop
$12,000 · Due Apr 12
Advisory — Acme
$12,000 · Due Apr 12
Clients & prospects
Search, filter, and manage contacts with company details, tags, and lifetime value — built for consultants, not sales quotas.
Open clients →Manage your client relationships
Proposals
Create from templates, send for e-signature, and see status at a glance — draft, sent, viewed, signed, and paid.
Open proposals →Create, send, and track proposals
Q2 Advisory Retainer
Acme Advisory
Discovery Workshop
Summit Partners
Operations Review
Northbridge LLC
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