CRM for Solo Consultants — Not a Friends-and-Family Address Book
People searching “personal CRM” often mean two different things: networking apps for birthdays, or one-person businesses that need client records, deals, time, and invoices in one place. Corcava is built for the second.
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What Corcava is / isn’t
Built for
- Business contacts and client companies
- Deal pipeline and proposal follow-up
- Projects, tasks, and billable time
- Client invoicing and payment tracking
Not built for
- Personal network birthday reminders
- Friends-and-family relationship scoring
- Social graph apps separate from client work
The solo consultant problem
You bill five to fifteen clients, not five hundred relatives. Leads sit in email, active work in a PM tool, hours in a timer, and invoices in yet another app. When a retainer renews, nobody remembers the rate you quoted six months ago.
Corcava keeps one business record per client from first inquiry through delivery and payment.
Worked example: solo designer, eight retainers
Alex runs a one-person design studio — eight retainer clients, no employees. Before Corcava: Notion for clients, Toggl for hours, Wave for invoices. Retainer #6 under-billed two months because hours lived in the wrong project name.
After: Each retainer is a client + project with a fixed monthly hour cap. Time on tasks daily; invoice from approved hours on the 1st. Pipeline deals for two prospects sit on the same CRM as active clients — no duplicate spreadsheets.
Follow the full path: lead-to-invoice workflow guide.