CRM for consultants — contacts, deals, and follow-ups in one place
The relationship layer for consulting firms: organize client contacts, track deal stages, log follow-ups, and keep messages associated with the right engagement — then hand off won work to delivery without re-entering context.
For the full practice workflow (time, invoicing, finances), see consulting practice management.
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Why consultants need CRM that connects to delivery
Generic CRMs store contacts well but often stop at the closed-won moment. Consultant CRM should answer: who is the decision-maker, what did we last discuss, when is the next follow-up, and how does this relationship become a structured engagement?
Contact and client organization
- ✓Clients and contacts linked to deals and projects
- ✓Custom fields for engagement type, industry, or fee model
- ✓Notes and history stay on the client record
Deal pipeline and follow-ups
- ✓Visual kanban for consulting opportunities
- ✓Deal value, stage, and owner visible at a glance
- ✓Next-action discipline before proposals go stale
Communication on the record
- ✓Reply from the CRM inbox when email is connected
- ✓Messages associated with the client or deal context
- ✓Internal notes separate from client-visible portal chat
From won deal to delivery project
- →You create the project when the deal closes — manual handoff, same client record
- ✓Tasks, time, and invoices inherit project/client context
- ✓No re-typing scope into a separate PM tool
Not a heavyweight sales CRM: Corcava does not provide automated proposal generation, e-signatures, contract lifecycle management, or marketing-automation sequences. It gives consultants a practical operating CRM tied to how they actually deliver and bill work. See the full CRM feature or CRM + project management solution.
CRM-specific questions
How is consultant CRM different from the main consulting page?
This page covers the relationship layer: contacts, deals, follow-ups, and handoff to projects. The consulting practice page covers the full workflow including time, invoicing, and project finances.
Does winning a deal automatically create a project?
No. You trigger project creation when the engagement is ready. The client and deal context carry forward so delivery starts without re-entry.
Can I connect email to the CRM?
Yes. Connect Gmail or Outlook to reply from the CRM inbox and keep correspondence associated with clients and deals.
Is this the same as CRM for agencies?
The CRM feature is shared. This page focuses on consultant relationship patterns: fewer concurrent deals, longer sales cycles, and handoff to fixed-fee or hourly engagements rather than retainer-heavy agency delivery.