Long cycles lose context
By the third call you are searching old emails to remember what the client actually asked for.
CRM for consultants
CRM for consultants and consulting firms
Consulting deals take weeks of calls and emails, and the proposal has to land while interest is still high. Keep the whole story of each prospect in one record, and let follow-ups tell you when to move.
Sound familiar?
Proposals sent too late
The moment of interest passes while the proposal waits for a free afternoon.
Engagements and invoices apart
Knowing which engagements are billed, part paid or overdue takes a spreadsheet of its own.
How WTS CRM works for consultants
Keep the whole story
Notes, stages and follow-ups for every prospect, in one record you can read in a minute.
Follow up on time
Schedule the next touchpoint the moment a call ends, with a priority for the ones that matter most.
Send the fee proposal
Build a GST quotation from the prospect’s record, share it as a link and see when it is opened.
Run and invoice the engagement
Turn a won deal into a client and a project, then bill each stage and record part payments.
What consultants use most
A record that outlasts the sale
The prospect becomes the client without re-typing, and every note from discovery is still there during delivery.
Fee proposals as quotations
Itemise the engagement with SAC codes and GST, send a link, and know the first time the client opens it.
Staged billing
Raise an invoice per stage or record instalments against one, and see the balance due on every engagement.
A calm morning list
At 9:00 you get an email of the follow-ups due, overdue and going cold, instead of rebuilding that list from your inbox.
Everything included
Most consultants start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for consultants
CRM with quotations
Create GST quotations right from your CRM
Client management software
Client management software for small businesses
CRM with project management
CRM with projects and tasks built in
Lead follow-up software
Follow-up software that never lets a lead go quiet
CRM for freelancers
A simple CRM for freelancers
WTS CRM for other teams
Questions from consultants
Can I keep detailed notes on a long sales cycle?
Yes. Every lead carries its own notes and history, so context from a call three weeks ago is still there when the next one starts.
Does it handle part payments on a large engagement?
Yes. Invoices track part payments as they arrive, so the balance due is always accurate.
Can I turn a won proposal into an ongoing client record?
Yes. Moving a lead to Won keeps it as a client you can add projects, notes and invoices to for the life of the engagement.
Which plan does a solo consultant need?
Solo (₹999 a month) for quotations, projects and invoices. Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.