A CRM for consultants who sell on relationships.
Nurture a small book of high-value clients, send proposals, schedule calls and invoice — all from one calm, uncluttered app.
30-day free trial · No card required · Cancel any time
The usual headache.
Relationships need follow-through
A quiet quarter shouldn’t mean a lost client — you need reminders and history.
Proposals are bespoke
Every engagement is tailored, and retyping proposals burns billable time.
You bill your time
Admin is the enemy; the tool has to save hours, not add them.
Cheaper, simpler, all in one place.
Live in an afternoon
No onboarding fee, no required demo call, no admin to hire. Sign up, import a CSV and you’re working the same day.
One login, not six tabs
CRM, outreach, support, scheduling, forms and finance in one app — so nothing falls between the tools you used to stitch together.
Priced so it pays for itself
One flat plan from £39/mo with everything included — no per-feature add-ons and no surprise bill when you grow.
What you get on day one.
No add-ons to buy, no modules to unlock. The features that matter for consultants are in the box.
- A clean contact timeline with notes and reminders
- Reusable quotes and proposals with e-sign
- A booking page tied to the contact record
- Invoices and a simple finance view
- Sequences for staying top-of-mind, sent like a human
CRM for consultants — common questions.
Give it 30 days, free.
The whole platform, no credit card, no demo call. Set it up this afternoon and see for yourself.