Never lose track of a lead again
See every conversation, booking, and opportunity in one place. Follow up at the right time, track deal progress, and close more clients without the spreadsheet chaos.
Spreadsheets aren't cutting it
Why your current system is costing you clients
Leads disappear
Someone expresses interest, you get busy, and by the time you follow up, they've hired someone else. Sound familiar?
No single source of truth
Conversations in email, notes in docs, contacts in spreadsheets. You waste time hunting for context before every call.
No pipeline visibility
You can't answer "how much revenue is in my pipeline?" without manual counting and guessing.
CRM built for how consultants work
Enterprise CRMs are overkill. Spreadsheets aren't enough. We built something in between—powerful enough to manage your pipeline, simple enough to actually use.
- Every lead captured automatically from bookings
- Full history of conversations and interactions
- Visual pipeline to track deal progress
- Smart follow-up reminders so nothing slips
Deal Pipeline
Everything you need to close more deals
CRM features designed for independent consultants
Automatic Lead Capture
Every booking creates a contact. Blog readers who book calls automatically become leads with full context.
Conversation History
See every message, meeting, and interaction in one timeline. Never ask "remind me what we discussed" again.
Visual Pipeline
Drag-and-drop deals through stages. See at a glance what's progressing and what needs attention.
Follow-Up Reminders
Set reminders to follow up. Get notified when it's time to reach out so opportunities don't go cold.
Tags & Segments
Organize contacts by type, industry, or status. Filter to find exactly who you're looking for.
Pipeline Analytics
Know your numbers. Pipeline value, win rate, average deal size—data to grow your practice.
Spreadsheet vs. CRM vs. Consult Now
| Capability | Spreadsheet | Enterprise CRM | Consult Now |
|---|---|---|---|
| Contact management | Manual | ||
| Auto-capture from bookings | Requires integration | ||
| Deal pipeline | Manual | ||
| Integrated booking | Extra cost | ||
| Profile page | |||
| Blog publishing | |||
| Setup time | Hours | Days/weeks | Minutes |
| Cost | Free | $50-150+/mo | $29-49/mo |
How consultants use the CRM
Lead comes in
Someone books a discovery call from your profile. They're automatically added to your CRM.
Review context
Before the call, see everything: where they came from, what they need, previous interactions.
Move through stages
After the call, move them to "Proposal Sent" or "Negotiating." Track progress visually.
Close the deal
Mark as won, record the value. Your pipeline analytics update automatically.
Ready to stop losing leads?
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