Free CRM for consultants.
Proposals followed up.
A consulting pipeline is short, slow and expensive. Twenty conversations can be a year of revenue, which means one forgotten follow-up is not a rounding error, it is a quarter.
No credit card. One seat, yours for as long as you use it.
Dashboard
Everything the workers did while you were away
RunningContacts
24,180
+412 today
Pending approvals
12
waiting on you
Scheduled
372
next 7 days
Replies
214
last 24 hours
He asked to close the trial out and the stage is already lost, so nothing goes to him.
Replied to the welcome email this morning, so the onboarding check-in goes out Friday.
Asked for no more calls but left the door open, so she drops to email only.
He solved the setup question himself before we got there, so the check-in moves to Monday.
She is asking for a discount, and that is not mine to answer. It is in your queue.
Last 24 hours
Revenue
+12.4%$184,600
monthly recurring, from Stripe
The pipeline stops the week the work starts
You win a project and disappear into it. Business development pauses, because there is only one of you and the client comes first. Six weeks later the engagement ends, and the pipeline you left behind has gone cold: the prospect who asked for a proposal in spring, the past client whose budget resets, the referral you never followed up.
That cycle is not a discipline problem. A free CRM for consultants is worth having only if it keeps the next conversation moving while you are billing, and if the message that goes out still sounds like a person who knows their business.
What a free consulting CRM has to do
The volume is low and the value per contact is high, which inverts most of what CRM software optimises for. Four things matter.
Hold the whole relationship, not a row
The scoping call, the proposal, the contract, the invoice and the two years of email have to sit on one page, because in consulting the context is the asset.
Keep business development running while you deliver
Follow-up has to leave on a schedule you set once, so the six weeks inside a project do not empty the pipeline behind it.
Sound like you, from your own address
A partner-level buyer can tell a mail merge from a message. It has to send from your mailbox, into the thread you were already in.
Cost nothing during the quiet months
Consulting revenue is lumpy. A free plan with no clock survives the gap between engagements, which is exactly when you need the follow-up most.
The proposal, the call and the invoice on one contact.
Connect the mailbox and the whole thread files itself, in and out. Attach the proposal and the scope document to the contact, add custom fields for practice area, day rate or renewal date, and connect Stripe so payments appear next to the conversation that produced them.
A sequence for past clients and dormant proposals.
Everyone who asked for a proposal and went quiet, and every client whose project ended more than a year ago, sits in a sequence you write once: a check-in, something genuinely useful, a note when their situation changes. It stops the moment they answer.
Which approach produces conversations.
Opens, clicks and replies per campaign and per contact, with reply rate by job title, so you can see whether the work comes from referrals, from the newsletter list or from the twelve people you wrote to by hand.
Reply rate by role
HR managers reply five times more often than CEOs. Build the next list accordingly.
Three ways contacts get in
Uploading and pasting are part of the free plan. The two that go looking for people on your behalf spend AI credits, and you get 50 of those to try them.
Discovery
Describe who you want to reach and it finds matching people across millions of profiles.
Spends credits
Company domains
Paste a list of company domains and it finds the right titles inside each one.
Spends credits
Import your own
CSV upload, paste or manual entry, with duplicate detection and custom fields picked up automatically.
Free plan
What changes in a consulting practice
Each of these comes out of something the free plan does on its own, without an implementation project.
Delivery weeks stop emptying the pipeline
The follow-up that would have gone out if you had the time goes out anyway, on the dates you chose before the project started.
Proposals get chased without feeling chased
Two or three spaced messages from your own address, in the existing thread, is what turns a silent proposal into either a signature or a clear no.
Past clients become the cheapest pipeline you have
The people who already paid you are the shortest sale in consulting, and they are the ones a busy practice forgets first.
You arrive at the call with the history
Two years of email, the last scope and the invoices are on one page, so you are not reconstructing the relationship from memory ten minutes before a call.
Referrals stop leaking
An introduction that arrives on a Friday becomes a contact with a next step instead of an email that slides down the inbox.
No software cost between engagements
One seat, no card, no expiry. The quiet quarter does not come with a subscription you have to justify.
The same engagement, before and after
| What happens | Without a CRM | On the free plan |
|---|---|---|
| A referral arrives | An email you mean to answer properly | A contact with the introduction and a dated next step |
| The proposal goes out | Silence, and a note to chase it | A three-step follow-up in the same thread |
| The project runs for six weeks | Business development stops | Sequences keep running on their own schedule |
| The engagement ends | The relationship goes quiet | A check-in already scheduled for the right month |
| A past client replies | You search the inbox for the old scope | The proposal, the invoices and the history are on the record |
Setting up your free consulting CRM
About twenty minutes, and nothing about it needs configuring afterwards.
- 1
Connect the mailbox
Sign in with Google or Microsoft. Past and future email files itself against the right contact, in both directions, and anything you send from the CRM leaves from your own address and lands in your sent folder.
- 2
Bring the contacts you already have
Import a spreadsheet, paste a list of company domains, or pull them from HubSpot, Pipedrive, Salesforce or ActiveCampaign. Add custom fields for whatever the spreadsheet was holding.
- 3
Set the sending rules once
A daily cap per mailbox, the hours you want messages to leave and the recipient's time zone. Everything you send afterwards respects them, on one shared ledger.
- 4
Write the first sequence
Three or four steps with your own words and your own spacing. Enrol the people it applies to, and a reply cancels the rest for that contact and their colleagues.
What it does not do
It does not write proposals, take signatures, track billable time or raise invoices, and it is not a project management tool. Keep your proposal software, your time tracker and your accounting where they are. This holds the relationships around them, which is the half that usually lives in an inbox and a memory.
Everything in the free planThe free plan, in full
- Seats
- 1
- Contacts
- 2,000
- Emails
- 300 / month
- Price
- $0, forever
Plus 50 AI credits, once, to see what the paid half does on your own pipeline.
When the free plan stops being enough
Two moments decide it in a consulting practice. The first is an associate or a partner who needs their own seat, because the free plan is one. The second is the one that costs more: the delivery month when writing each follow-up yourself is the thing that does not happen, which is precisely the failure the CRM was bought to prevent.
The paid plan keeps every record and sequence you built, and takes over the writing.
- Follow-ups written from the thread, the proposal and the last call, not from a template
- Replies read and sorted, so a budget conversation is not buried under scheduling email
- Buying intent scored on every contact, so the short list of who to call is already made
- Missing titles and details filled in before you write to a new introduction
- Meeting notes taken and written onto the record while you move to the next call