CRM for consultants – goodbye to Excel and sticky notes
Consultants and advisors lose clients, hours and proposals because follow-up happens in the inbox. We set up a CRM that brings everything together – and reminds you of what matters.
What the CRM does for you
Complete client overview
All communication, proposals and history per client in one place. Nobody falls through the cracks.
Proposals and contracts
Create and send professional proposals directly from CRM. Clients sign digitally – no printing.
Time tracking
Log hours per project and client. Invoice accurately – never again estimates that don't add up.
Automatic follow-up
Proposal not answered after 3 days? CRM automatically sends a friendly reminder.
Pipeline and sales reports
See which opportunities are in the pipeline and what's needed to hit the budget.
Email and calendar integration
Connects to Gmail/Outlook and calendar. Everything logged automatically – no manual entry.
Ready to take control of your clients?
We set up CRM tailored to you – and train you so you're productive from day one.
Book free demo