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
Software a consulting firm runs on
Smarfle logs your time against the engagement as it happens, because selling expertise by the hour and then underreporting the hours is the oldest leak in the business. Scope changes are documented the moment they occur, and invoices follow whatever cadence the contract sets. A solo consultant and a full bench use it identically.
Consulting scheduling software
When a working session gets moved twice, your engagement is already drifting and nobody can say when it started. Smarfle places every session at the point the scope is signed, so the rhythm of the work exists before the work does.
Learn moreConsulting billing software
Your retainer is only as reliable as the reminder behind it. Smarfle holds the agreement on the client with its own date and terms, so the arrangement you negotiated is the one that actually runs each month.
Learn moreConsulting invoicing software
You remember the workshop and forget the four calls around it, and those calls are the year. Smarfle logs time against the engagement as it happens and attaches travel as it is incurred, so the invoice assembles itself from what you actually did.
Learn moreThe growth side, built in
Consulting call tracking
Discovery-call requests are your pipeline. Tracked calls preserve what the prospect actually said they need, word for word, for the proposal.
Reviews and Google Business Profile
Public reviews and a maintained profile give independent consultants the institutional credibility big firms charge for.
Website and lead follow-ups
Lead magnets and discovery bookings feed the CRM, and follow-up sequences revive the proposals that stalled in procurement.
CRM plans that grow with your consulting firm
All plans include a 14-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 500 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Voice AI receptionist (usage-based)
- AI drafts + work order summaries
- GMB rank tracking + Search Console
- GBP Posts + Dashboard
- API access + webhooks
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
- 3 GB storage
- 2 branch locations
- Everything in Solo
- Website builder + AI content
- Your own domain on that website
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
- 5 branch locations
- 10 GB storage
- Everything in Starter
- Manager role (up to 2)
- 50 saved email templates
Business
Multi-location operations
- Up to 30 users
- Up to 10,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Manager role (up to 5)
- Priority support
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
What an inefficient consulting firm looks like
Consultants undercharge themselves more reliably than any client would. The hours you do not write down and the scope you quietly absorb are the same problem. It wears two hats and costs you twice.
Engagement scope expands without documentation
Clients request additional analysis, extra meetings, and revised deliverables. Without clear scope documentation tied to billing, your consultants deliver unpaid work and your margins shrink with every engagement.
Consultants underreport their billable time
Strategy sessions, preparation work, and client communications go unlogged because there is no easy system for tracking them. The result is invoices that capture only 60% of the actual time invested.
Deliverables get stuck in review cycles
A strategy document goes to the client for review, feedback trickles in over weeks, and the engagement stalls. Meanwhile your consultants are waiting for direction and your next billing milestone is delayed.
Every consulting call, handled your way
Every call attaches to the engagement it belongs to. Recording and transcription mean a conversation about scope exists in writing without you taking notes during it.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Spam screening is included in every mode
Turn it on and unknown callers hear one sentence and press a key before the call connects. Dialer software does not press keys, so it never reaches you. How screening works
- Your customers skip it. Known clients and callers on mobile numbers are never screened.
- You are not billed for it. Screened, silent, and blocked calls cost nothing.
- One blocklist. Block a number once and it stops calling and texting.
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 is scoped, delivered, and invoiced on whatever cadence the contract sets. This is the sequence.
- 1
Engagement enquiry arrives from referral
A referral or an inbound enquiry opens a client record with the industry, the function, and the type of engagement noted.
- 2
Discovery booked
Calendar slot. Custom fields capture engagement type, expected duration, and team size.
- 3
SOW signed + engagement opened
SOW via e-sign, deposit or first invoice via Stripe payment link, engagement becomes a work order with deliverable milestones.
- 4
Hours + deliverables tracked
Time tracking per consultant against billable hours, expenses logged per engagement, deliverables attached to the client record.
- 5
Final invoice + review + retainer follow-on
Final invoice via Stripe payment link, review request after engagement closes, maintenance reminders for retainer / follow-on conversation.
Same flow for every consulting business, only the terminology and details change.
The consulting firms Smarfle suits
Billable time and changing scope are the dividing line. Fixed-fee work that never moves will use less.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Everything Smarfle does for a consulting firm
Consulting is the delivery. Managing engagements, invoicing them, and keeping the pipeline full sit around it. None of those three bill themselves.
Engagement dashboard
See every active engagement with client, phase, deliverables, and assigned consultants. Filter by service line, principal, or status to manage your pipeline.
SOW and deliverable tracking
Each engagement has a defined scope with deliverables, milestones, and acceptance criteria. Track what has been delivered and what remains so nothing is missed.
Consultant utilization view
See how each consultant's time is allocated across engagements. Identify who has capacity and who needs workload adjustment before burnout sets in.
Client feedback workflow
Deliverables posted to the portal go through a review and approval process. Client feedback is captured in the engagement record so your team has clear direction.
Consulting CRM work between the meetings
A sales CRM is built to store a deal and close it. Consulting keeps the relationship long after the close, and the record that matters is a client you have not spoken to in five weeks, a proposal that needs chasing on Thursday, and a view of which consultant is genuinely free. Those are different things to hold. Here they sit on the client and on the calendar instead of in your own head.
The engagement you are not thinking about this week is usually the one that needs you, and this is what surfaces it.
Proposal chases with a date on them
Any date can hold a reminder that reaches you ahead of time, as an email or a text message. Finish a piece of work and you are asked what to be reminded about next.
Cut the client list by sector
Sector, retainer against project, dormant since the last engagement, these are divisions you already work by without writing them down. Build each as a named color on the record, and your roster reduces to whoever carries it.
See who is free before you commit
Consultant availability reads straight off a colored month or week, so an engagement start date gets promised against something real. Scheduling the session also sends the client an invite file they can accept in one tap.
Time and billing tools kept current
Most firms keep a time tracker or a resourcing board alongside the client record, and seven event types can be pushed to either one. Requests arrive with a signature the destination validates, and failures are retried on a growing delay so nothing quietly vanishes.
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 the ZIP first, then accept or pass free. No monthly lead budget, no bidding wars.
When leads start
We expand the directory around every business that joins, and Google needs time to rank new pages, so plan for up to two months before leads ramp up. You pay per lead, never for waiting. A Google Business Profile with real reviews brings them sooner.
Requests arrive pre-qualified
Every quote request already answers where do you need help and what size is your business, so your callback quotes instead of interviews.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed with a refund to your wallet.
Consultants ask this on the first call
Related industries
Other trades using Smarfle to run their book of business.
Switching to Smarfle from other consulting software?
Someone from our team runs the migration and you are never sent off to documentation. Your client list and your service menu are lifted into a CSV we build, with every consultant given an invitation of their own, so an engagement in flight keeps moving. Our company is US based.
Why businesses stay
Who you are buying from
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
Ready to run your consulting business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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