CRM for consultants and consulting firms
Consultants live in conversations. Discovery calls, scoping notes, proposals, follow-ups, renewal hints in passing comments — and most of it ends up scattered across inboxes and notebooks. A consultant's CRM has to make all of that searchable in 5 seconds, not 5 minutes.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Every client engagement has its own paper trail
Scoping notes, statements of work, milestones, change requests. Losing the thread on one client can cost you the next contract — axoCRM keeps the whole engagement history attached to the contact and company.
Proposals stall when there is no nudge system
A consultant's pipeline lives or dies by the second and third follow-up. Tasks and reminders on every open opportunity make sure no proposal goes cold.
Solo and small consultancies don't need Salesforce
Enterprise CRMs assume an SDR team and a marketing ops hire. axoCRM is built for the consultant who is also the seller, the deliverer and the bookkeeper.
How axoCRM helps
axoCRM centralises every lead, proposal and active client so a one-to-five-person consultancy can run a credible sales process without hiring an ops person to maintain the CRM.
- 1Capture inbound leads via a website form or manual entry.
- 2Move opportunities through a pipeline: Discovery → Proposal → Negotiation → Won.
- 3Attach notes, decisions and next steps to each contact.
- 4Set follow-up tasks tied to the deal so nothing goes cold.
- 5Review won/lost reports quarterly to refine pricing and positioning.
Key features
Custom proposal pipeline
Rename stages to match your sales conversation — not someone else's funnel.
Contact history at a glance
Every call, note and email logged against the contact, ready to recall before any meeting.
Companies and decision-makers
Link multiple contacts to one client organisation so renewals and referrals are obvious.
Task reminders
Follow-ups, send-by dates and check-ins live with the deal, not in a separate to-do app.
Lead capture forms
Embed a discovery form on your site to qualify enquiries before the first call.
See the full features overview for more.
Simple, annual pricing
If you're a consultant losing time to scattered notes and missed follow-ups, axoCRM is a low-overhead way to get your practice on rails. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Can I run multiple service lines through one pipeline?
- Yes — and paid workspaces support multiple pipelines if you want strategy work and retainer work tracked separately.
- Does it work for a one-person consultancy?
- Yes — the free plan is built for exactly this.
- Can I track renewals and upsells?
- Yes — set up a dedicated pipeline or use tasks tied to a renewal date.
- Will I lose data if I cancel?
- You can export contacts and companies to CSV at any time.
Ready to try axoCRM?
Start on the free plan. No credit card required.