CRM for Consultants
Manage client engagements from first call to follow-up
A consultant CRM tracks client contact information, meeting history, engagement status, notes, and invoices. SchedulingKit includes CRM features alongside scheduling, payment processing, and automated follow-ups — giving consultants one platform for client management.
Consultants manage complex, multi-touchpoint client relationships. From the initial discovery call through project delivery and follow-up, every interaction matters. SchedulingKit gives independent consultants and small firms a CRM that tracks the full client lifecycle — without the complexity or cost of enterprise tools like Salesforce. Your scheduling system becomes your client management system, with every meeting automatically logged and every client interaction in one timeline.
Client Management Challenges for Consultants
Client details scattered across email, calendar, and notes apps
No single view of all interactions with a prospect or client
Manually tracking follow-ups and proposal deadlines
Forgetting context from previous meetings when engagements span months
Enterprise CRMs (Salesforce, HubSpot) are overkill and overpriced for solo consultants
Time spent on scheduling coordination instead of billable work
How SchedulingKit CRM Helps Consultants
Full client timeline — every meeting, note, and payment in one place
See context from previous sessions before each call
Automated follow-up reminders so prospects don't go cold
Track engagement status from prospect to active to completed
Payment collection at booking reduces invoicing overhead
Professional booking page that builds credibility with prospects
CRM Features for Consultants
Client Timeline
Chronological record of every meeting, note, and payment per client.
Engagement Tracking
Tag clients by stage: prospect, active engagement, completed, follow-up.
Meeting Notes
Add post-meeting notes with action items and discussion summaries.
Revenue Tracking
View total revenue, outstanding invoices, and payment history per client.
Automated Follow-ups
Send scheduled follow-up emails after meetings or when engagements wrap up.
Intake Forms
Collect project briefs, budgets, and goals before discovery calls.
Popular CRM Use Cases for Consultants
“I ditched HubSpot for SchedulingKit. As a solo consultant, I don't need a pipeline with 47 stages. I need to see my client history, collect payments, and stop double-booking myself.”
SchedulingKit User
Independent Strategy Consultant
Also Included with SchedulingKit
Frequently Asked Questions
Is SchedulingKit's CRM enough for a solo consultant?
Yes. If your workflow is meetings-based — discovery calls, strategy sessions, project check-ins — SchedulingKit gives you everything you need: client profiles, meeting history, notes, and payment tracking. It replaces the need for a separate CRM.
Can I collect project details before a meeting?
Yes. Custom intake forms let you collect project scope, budget range, goals, and any other details before the first call. Responses are attached to the client's profile.
How does payment tracking work?
SchedulingKit connects to Stripe and PayPal. You can collect deposits or full payment at booking time, and all transactions are logged on the client's profile.
Further Reading
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