CRM for Consultants
Manage projects, track time, and invoice clients. Built specifically for consulting businesses - not sales teams.
Stop juggling tools for your consulting business
Most CRMs are built for sales teams. Consultants need something different - project management, time tracking, and invoicing that all work together.
The Problem
- •Sales-focused CRMs don't match consultant workflows
- •Time tracking and invoicing are separate tools
- •No way to manage scope changes with clients
- •Manual data entry between systems
The Solution
- ✓Project-based workflows built for consultants
- ✓Time tracking that converts to invoices
- ✓Client portal for collaboration and approvals
- ✓Everything connected - no manual entry
Built for your workflow
Features designed specifically for your industry
Project-Based Workflows
Unlike sales-focused CRMs, SoloCRM is built around projects. Perfect for consultants who work on client engagements, not just leads.
- Convert leads to projects with one click
- Track project budgets and timelines
- Monitor project health scores
- Manage scope changes with client approval
Time Tracking & Invoicing
Log billable hours directly on projects. Convert tracked time to invoices automatically. No manual data entry required.
- Track time on specific project tasks
- Set hourly rates per project
- Generate invoices from time entries
- See profitability at a glance
Client Collaboration
Give clients access to their projects through the client portal. Share updates, get approvals, and maintain transparency.
- Client portal for project visibility
- Scope change requests and approvals
- Invoice viewing and payment
- Secure, branded portal access
Proposal Generation
Create professional proposals quickly. Use templates or generate custom proposals that convert to projects when accepted.
- AI-powered proposal generation
- Customizable proposal templates
- Convert proposals to projects
- Track proposal status and acceptance
Your data flows automatically
No copy-pasting. Everything connects automatically.
Lead
Project
Time
Invoice
Turn a lead into a project. Log time on that project. Invoice from that time. It all flows together.
Simple pricing for consultants
Start free with 25 leads, 25 contacts, and 5 projects. Upgrade to Service Pro for unlimited everything at £14.99/month.
View pricingQuestions?
Yes. Unlike traditional CRMs focused on sales pipelines, SoloCRM is built around projects. This matches how consultants work - you have leads that become projects, you track time on those projects, and you invoice for that time. Everything flows together naturally.
Absolutely. Log time directly on project tasks, set hourly rates per project, and generate invoices from your time entries with one click. You can see profitability in real-time and never lose track of billable hours.
No. You can invite clients to the portal via email. They get secure access to view their projects, approve scope changes, and see invoices without needing to create an account themselves.
SoloCRM includes built-in scope change management. Request changes, document the impact on hours and cost, and get client approval - all tracked in one place. This protects you from scope creep.
Yes. The free plan includes 25 leads, 25 contacts, and 5 projects - perfect for getting started. No credit card required, and you can use it forever if it works for you.
Most CRMs are built for sales teams. SoloCRM is built for service businesses like consulting. That means project-focused workflows, time tracking that connects to invoicing, and features like scope change management that consultants actually need.
Ready to get started?
No credit card needed. Just sign up and start using it.
30-day money-back guarantee • Cancel anytime • No setup fees