Follow-up dies during delivery
When the team is heads-down on an engagement, new leads wait. By the time someone replies, the prospect has signed with the firm that responded first.
CRM for small consulting firms: proposals, engagements, and billing.
Workspace369 is a CRM for a small consulting firm: it connects consulting client records, proposals, engagement projects and invoices. Independent consultants can start with Cadet at $29/month in USD for one seat. Time tracking for hourly engagements is on every plan, while Specialist adds expenses and online booking.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Inboxemail on every plan; texts, calls and voicemail from Voyager
Engagementsproposals, projects, files, and a client portal
Revenueinvoices, payment plans, and profitability reporting
The same client-work process supports a growing consulting team: five people pay $104 a month on Voyager (2 seats included, 3 extra at $10 each), or $149 on Specialist for up to 10 seats.
Key facts
Consulting firm software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every lead in one inbox" to "review engagement billing".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Consulting firm software compared
Which CRM a small consulting firm needs depends on whether it plans capacity. Without it, Workspace369 covers client records, public-link proposals, retainers, recurring invoices and billable time from $29 a month, or $104 for five people. HubSpot or Pipedrive suit a pipeline-only CRM; Scoro, Productive and Accelo add planning at higher or quoted prices.
| Tool | Price shown | Proposals | Retainers and time | Main limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29, $74 or $149 a month (1, 2, 10 seats) | By public link, all plans | Retainers, recurring invoices, billable time | No utilization planning; team workload view on Commander | 14 days, card required |
| Bonsai | $9 to $49 per user a month, billed yearly | Essentials and up | Time tracking on all plans | No utilization reporting named | 7 days, card to continue |
| Productive | $10 per user (Essential, yearly); $25 Professional | Proposal PDF export for deals; no contracts or e-signature named | Budgets, time, resource planning; invoices on all plans | 3-seat minimum | 14 days, no card |
| Scoro | From 15 euros per user a month | Quote builder in Quote to Cash | Retainers and utilization in higher plans | 5-user minimum | 14 days, no card |
| Accelo | Quote only | Not described | Retainers and capacity planning | No price or trial | Not stated |
| HoneyBook | $29 to $109 a month, billed yearly | All plans | Time and retainers not stated | No utilization reporting | 30 days, no card |
Prices and limits from each vendor's official pricing page, checked October 15, 2026 (Productive re-checked October 19, 2026), in USD unless marked in euros. Prices change, so confirm before you buy. HubSpot and Pipedrive are compared in the linked guide. Compare the best CRMs for consultants and small consulting firms.
What breaks inside a consulting firm
Proposals take evenings instead of minutes
Scopes and pricing get copy-pasted from the last engagement and adjusted in a rush. Proposal turnaround stretches, and momentum dies.
Engagement health is invisible
Scope, files, and communication scatter across email and drives. The firm learns an engagement went sideways when the client escalates — or when the invoice is late.
See the workspace your clients feel.
01
Review the work, then invoice
Prepare the client invoice with line items, payment terms and the agreed amount. Review it before sending and track its payment status.
02
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How Workspace369 runs a consulting firm
01
Catch every lead in one inbox
Email, texts, calls and voicemail land beside the client record, so every referral gets a fast, informed response. Email works on every plan; texts, calls and voicemail start on Voyager, and AI call summaries on Specialist.
02
Send proposals in minutes
Proposals and quotes go out from the client record, and follow-up automations keep prospects moving while the team delivers.
03
Run engagements as projects
Tasks, files, and notes keep every engagement organized, and the client portal keeps clients aligned without extra status meetings.
04
Review engagement billing
Prepare the invoice from the agreed scope, service period and completed work. Review approved extras and prior payments before sending. Keep recurring invoices separate from any prepaid usage ledger.
Consulting firm coverage
- It connects leads to signed proposals: shared inbox, quotes, and automated follow-up in one record.
- Projects, files, and the client portal keep engagements and client communication organized without extra admin.
- Review scope, work records, invoice balances and payments together before billing the engagement.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
Founding offer: $444 for your first year, billed yearly
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
Founding offer: $894 for your first year, billed yearly
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
Founding offer: $1,794 for your first year, billed yearly
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial Book a demo
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Questions about consulting firm software
What is the best CRM for an independent consultant?
It depends on whether you need capacity planning. Without it, Workspace369 is the simpler fit: client records, proposals signed by link, retainers, recurring invoices and billable time from $29 a month (Cadet), and a team of up to 10 for $149 (Specialist). With it, Scoro (from 15 euros per user, 5-user minimum), Productive (per user, with resource planning) and Accelo (quote only) go further at a higher or quoted price; Bonsai prices per user from $9 billed yearly. Prices checked on official pricing pages on October 15, 2026.
Which Workspace369 plan suits a solo consultant?
Cadet costs $29/month in USD for one seat and includes client records, proposals, proposal signing, deposits on proposal acceptance, projects, tasks and invoices. Voyager costs $74/month for two seats and adds the shared inbox, SMS and calls; time tracking, timesheets and time-to-invoice come with every plan. Specialist costs $149/month for ten seats and adds expense tracking and online booking. These are workspace prices billed monthly, not per-seat prices.
Can clients sign consulting proposals and pay invoices?
Clients can review, accept and sign proposals, view and pay invoices, and open shared files through public links on every plan. Invoice payment links do not require a client account. These individual links are different from a client portal that brings several records together; review the access you want a client to have before sharing.
Can I manage fixed-fee and hourly consulting engagements?
Yes. Record the agreed scope, fee or rate and service period with the engagement. Fixed-fee invoices are available on Cadet; tracked billable hours and time-to-invoice are included on every plan. Review approved extras and prior payments before sending the invoice.
Is recurring consulting billing the same as a prepaid retainer ledger?
No. A recurring invoice records the charge for a service period. A prepaid retainer ledger also needs usage, remaining balance and any rollover rules. Define which workflow you need and verify it separately; do not assume a payment schedule tracks consumed hours.
Can Workspace369 support a consulting firm as it grows?
Yes. The same client-work system supports independent consultants and firms with multiple teams. Cadet includes one seat, Voyager two, Specialist ten, Commander twenty and Enterprise fifty. Review larger-plan permissions and reporting in the current pricing matrix.
Does a small consulting firm need a CRM with invoicing?
Not always. If you already invoice in an accounting tool, a sales CRM is enough. If retyping accepted scope into invoices and chasing retainers is the pain, choose a tool where proposals, recurring invoices and billable time share the client record.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
