Updated
Consulting firm CRM software
Consulting firm CRM software for the hours nobody writes down. Time logs against the engagement as it happens, scope changes are documented when they occur, and invoices follow the cadence the contract sets.
16
7
$148,000
74%
Apex Manufacturing
Operations Strategy Engagement
Redline Financial
Market Entry Analysis
Brightpath Education
Organizational Restructuring
Meridian Health Systems
Digital Transformation Advisory
Consulting software for billing, time tracking and scheduling
You bill hours, fixed fees and retainers, and scope tends to drift. This CRM for consultants logs your time on the engagement, gets changes signed and bills on the agreed cycle.
Consulting scheduling software
Each engagement sits on the calendar with its consultant and deadline, colored by person across the month.
Consulting billing software
Monthly retainers take recurring payments from the client's saved card on the agreed cycle, each charge with its own invoice.
Consulting invoicing software
Fixed fees and milestones go out as invoices with a pay link, and business clients can pay by ACH.
Calls, reviews and your consulting website in one account
Consulting call tracking
Prospects call two or three firms. You see where every call came from, and a missed caller hears back by text within moments.
Reviews and Google Business Profile
A review request at the end of an engagement builds the profile prospects check before a discovery call.
Website and lead follow-ups
Discovery call requests from your website reach the calendar, and proposals still unsigned get a reminder sequence.
Consulting CRM plans that grow with your practice
All plans include a 14-day free trial. No credit card required.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Three consulting firm problems Smarfle fixes
Hours nobody writes down
Consultants log minutes on the engagement with a billable flag, and their own rate prices them on the invoice.
Scope changes argued later
Write added scope as a new estimate the client signs online, so the change is agreed before the work.
Expenses lost on receipts
Travel and outside costs post to the engagement at unit cost, beside what the client pays.
Four ways to answer consulting calls
Pick how your number behaves during workshops and calls, and every inbound call is logged on the client, answered or not.
Plain forwarding
$0.04/min
Rings your phone, and every call is logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone; calls are recorded, transcribed and saved to the customer.
Busy message and text-back
~$0.05/call
Plays your message, then texts the caller. Replies land in your Inbox.
AI receptionist
$0.25/min
The AI answers, qualifies the caller and books the job, day or night.
Spam screening comes with every mode. Unknown callers press a key before the call connects, and screened calls cost nothing. How spam screening works
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a consulting engagement flows through Smarfle
An engagement, followed from discovery to invoice.
- 1
Discovery call
Calls, texts and website inquiries become a client with the discovery call already booked.
- 2
Statement of work signed
The client signs the statement of work online and pays the retainer.
- 3
Engagement scheduled
The engagement gets a consultant, a deadline and a checklist from its service.
- 4
Hours and expenses logged
Hours and expenses are logged against the engagement as the work happens.
- 5
Engagement invoiced
The invoice goes out with a payment link on the agreed cycle, and a review request follows the close.
Consulting firms Smarfle fits
Independent consultants and boutique firms charging by the hour, by the project or on retainer.
A good fit if
Probably not a fit if
Everything in this CRM for consultants
A client page without a password
Clients open one link with invoices, receipts and the documents you share, and pay without creating an account.
Profit on every consulting engagement
Hours at each rate and expenses sit beside what the client paid, with the margin worked out per engagement.
Follow-up tasks with owners
Add tasks on the client, like send the deck Friday, with a due date and owner on their dashboard.
Consulting CRM features for a boutique firm
Boutique firms live on billable time and clear records. Statements for finance teams, private deliverables, associate limits and quick answers from your own data support both.
Statements for finance teams
Each client's statement lists every invoice and payment, ready to send when their finance team asks.
Deliverables kept private
Upload decks and reports to the client's private folder, and share one file on a link that expires.
Associates kept away from rates
Consultants with a limited login see only their assigned engagements and those clients, never rates or invoices.
Your numbers, in plain words
Ask Smarfle answers questions about engagements and invoices from your own records, and proposes changes for you to confirm.
Get more clients for your consulting firm
Consulting lead generation
One engagement can be worth a quarter of your revenue. Smarfle finds the businesses searching for help in your area of practice and sends what they are trying to fix, so the first call is scoping rather than explaining what you do.
Flat pricing per accepted lead
Consulting leads run about $40 each. You see the job and ZIP first, then accept or pass free, with no lead budget or bidding.
When leads start
Google needs time to rank the pages we add around you, so plan for up to two months. You pay per lead, never for waiting.
Requests arrive pre-qualified
Each request comes with the customer's answers to “Where do you need help?” and “What size is your business?”, so your callback quotes the job instead of interviewing.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed for a wallet refund.
Consultants ask this before choosing a consultant CRM
Related industries
Other professional service firms with a similar workflow.
Marketing agency CRM
Retainers and project fees for client companies.
Recruiting & staffing CRM
Placement fees billed to client companies.
Coworking CRM
Monthly memberships charged to saved cards.
Switching to Smarfle from other consulting software?
Your clients, services and past engagements are imported for you, after which every consultant receives a login.
- Comes across
- Clients, services with prices, and past projects with their dates and prices.
- Set up fresh
- Recurring plans and saved cards, since card numbers never move between systems.
- Stays in your old system
- Past invoices, so export them as a file before you cancel.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Try Smarfle free for 14 days
No credit card. Import your clients and book the next discovery call today.
14 days free · No credit card · Cancel anytime