Features

Everything you need, nothing you don't

A focused CRM for consultants — with proposals, e-signatures, invoicing, and calendar scheduling included.

Visualize every stage from lead to closed deal in one clear pipeline.

Keep client history, notes, and conversations organized in one place.

Create proposals from templates and send them for e-signature — track draft, sent, signed, and paid.

Create and send invoices, collect payment with Stripe, and see what is outstanding at a glance.

Schedule calls and meetings in AdviseCRM, with Google Calendar or Microsoft 365 sync when connected.

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.

Projects pipeline

Move work from Lead through Discovery, Proposal, Active, and Complete — just like your real consulting flow.

Clients & prospects

Search, filter, and manage contacts with company details, tags, and lifetime value — built for consultants, not sales quotas.

Proposals & e-signatures

Build from templates, send for e-signature, and track every step — draft, sent, awaiting signature, signed, and paid — without leaving AdviseCRM.

Invoicing & payments

Create invoices, send them for payment via Stripe, and see open, paid, and draft status in one place — so cash flow stays as clear as your pipeline.

Calendar scheduling

Book discovery calls and client meetings in AdviseCRM, then sync to Google Calendar or Microsoft 365 with Meet or Teams links when connected.

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