Follow-ups slip between engagements
Introductions and discovery calls happen while you're delivering for someone else, and promising leads go quiet.
CRM for consultants
CRM for consultants: from first conversation to retainer invoice.
Consulting runs on relationships, scopes and billable time. Workspace369 keeps each client's conversations, proposals, engagement projects, hours and invoices on one record, so you know what you promised, what you've delivered and what's owed. Cadet covers client records, proposals with signing and invoices for $29/month; time tracking, timesheets and time-to-invoice come with every plan.
Proposalaccepted and signed online by the client
Retainersand payment schedules on every plan
Every planbillable hours turned into invoices
Key facts
CRM for consultants at Workspace369 covers 10 areas, including client records and companies, email inbox and templates, proposals with online signing.
The workflow runs in 4 steps, from "keep every relationship on a record" to "bill retainers or hours".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
Where consultants lose time and revenue
Scope lives in a document nobody rereads
When the agreed scope sits in a PDF, extra requests creep in and the engagement grows without a new price.
Hours never make it to the invoice
Time tracked in one app and billed in another means retyping, and unbilled hours are lost revenue.
The product
See the workspace your clients feel.
01
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
02
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
How consultants run clients in Workspace369
01
Keep every relationship on a record
Store contacts, companies, lead sources and custom fields, with email matched to the client. Track open opportunities as tasks with stages and owners.
02
Send a proposal the client signs
Price the engagement from your services, then let the client accept and sign online. Deposits on acceptance are on every plan; engagement tracking is included too.
03
Run the engagement as a project
Turn the signed proposal into a project with stages, tasks and deadlines, linked to the client.
04
Bill retainers or hours
Set up retainers and payment schedules on every plan, or track billable time on every plan and turn it into an invoice with a payment link.
Product coverage
Consultant CRM coverage
- Run one engagement from proposal to paid invoice in the 14-day trial.
- If you bill hourly, time tracking is included on every plan.
- If clients book calls with you directly, online booking starts at Specialist.
Client records and companies
Email inbox and templates
Proposals with online signing
Engagement projects and tasks
Retainers and payment schedules
Time tracking (every plan)
Time-to-invoice (every plan)
Online booking (Specialist)
Project profitability (Specialist)
Claude and ChatGPT access (MCP)
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
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
After signup, claim free setup in your workspace.
Selected App Store reviews
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.
Get started
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.FAQ
How to choose a CRM as a consultant
What is a CRM for consultants?
A CRM for consultants keeps each client's contacts, conversations, proposals, engagements and billing together, so an independent consultant can follow up on leads, deliver what was agreed and invoice on time. Workspace369 connects all of those on one client record.
What is the best CRM for consultants?
We put Workspace369 first for independent consultants because proposals with signing, engagement projects, retainers and time-to-invoice sit on one record, from $29/month. If you run a large sales team with forecasting needs, a sales-first CRM may fit better.
Can I bill retainers?
Yes. Retainers and payment schedules are on every plan, and recurring invoices can bill the same amount each period.
Which plan tracks billable hours?
Time tracking, timers, timesheets, billable time and time-to-invoice are included on every plan, from Cadet at $29/month.
Can clients book time with me?
Online booking starts at Specialist ($149/month for ten seats); email appointment reminders come with every plan.
Ready when you are
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.
