Finally, a CRM That Fits the Way Consultants Actually Work
AdviseCRM helps independent consultants and small firms organize relationships, track opportunities, send proposals, invoice clients, and schedule meetings — without the complexity of enterprise CRM software.
No complicated setup. No bloated features. Just the tools consultants actually need.
Everything you need from lead to repeat business
Pipeline and relationships — plus proposals with e-signatures, invoicing, and calendar scheduling.
Track
Opportunity pipeline
See every lead, proposal, and active engagement in a clear pipeline — nothing falls through the cracks.
Explore pipeline
Relate
Client relationships
Conversations, notes, and history in one place so every client feels remembered.
Explore contacts
Deliver
Proposals, invoices & scheduling
Send proposals for e-signature, invoice clients, and book calls on a calendar that syncs with Google or Microsoft.
Explore featuresProjects pipeline
Track every opportunity by stage
Move work from Lead through Discovery, Proposal, Active, and Complete — just like your real consulting flow.
Open projects pipeline →Clients & prospects
Relationships in one organized list
Search, filter, and manage contacts with company details, tags, and lifetime value — built for consultants, not sales quotas.
Open clients →
Proposals & e-signatures
Send proposals clients can sign
Build from templates, send for e-signature, and track every step — draft, sent, awaiting signature, signed, and paid — without leaving AdviseCRM.
Open proposals →
Invoicing & payments
Bill clients and track what is owed
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.
Open invoices →
Calendar scheduling
Schedule calls and meetings where you work
Book discovery calls and client meetings in AdviseCRM, then sync to Google Calendar or Microsoft 365 with Meet or Teams links when connected.
Open calendar →
Built for consultants who value clarity
7 days
Free trial to explore everything
Minutes
To get started — not weeks of setup
2 plans
Simple pricing for solo & small firms
Most CRMs Were Built for Sales Teams. You're Not a Sales Team.
You're managing relationships, proposals, conversations, and ongoing client work — often all at once.
But most CRM systems are:
- ×Overly complicated
- ×Built for large companies
- ×Full of features you'll never use
- ×Time-consuming to maintain
AdviseCRM gives you one simple, organized place to manage your consulting business and client relationships.
Built for how you actually work
Simple Opportunity Tracking
See every lead, proposal, and active opportunity in one clear pipeline.
Relationship-Focused by Design
Track conversations, notes, follow-ups, and client history effortlessly.
Proposals, Invoices & Signatures
Send proposals for e-signature and invoice clients without bouncing between tools.
Calendar Scheduling Built In
Book calls and meetings in AdviseCRM, with optional Google or Microsoft sync.
From first contact to repeat business
AdviseCRM helps you keep every relationship moving forward so opportunities never fall through the cracks.
Lead
Discovery Call
Proposal
Active Client
Follow-Up
Repeat Business
Who it's for
Independent ConsultantsSmall Consulting FirmsFractional Executives & AdvisorsBoutique Professional Service Firms
Traditional CRM vs AdviseCRM
Traditional CRM
- Built for large sales teams
- Complex setup
- Endless customization
- Overwhelming dashboards
- Expensive enterprise pricing
AdviseCRM
- Built for consultants
- Simple onboarding
- Ready immediately
- Clean, focused interface
- Affordable for small firms
Ready to simplify your consulting business?
Start your 7-day free trial. No credit card required to explore.
No credit card required