Lead follow-up stays tied to the work
Keep opportunities, notes, discovery details, and next actions connected before and after the sale.
Track consulting leads, scoped work, delivery, invoices, and payments in one CRM
TotalDeal gives consultants a cleaner system for pipeline management, proposal documents, client approvals, project tracking, invoicing, and payment follow-through without splitting work across multiple tools.
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Scoped consulting work
Project delivery visibility
Proposal to payment
Consulting workflow view
Product screenshot will appear here once
screenshot.png is available.Why consultants need more than a basic CRM
A contact database alone does not help once the engagement starts. Consultants need a system that handles follow-up, scoped work, client-facing documents, delivery visibility, invoices, and payment collection.
Proposals and documents stay organized
Store scope documents, related files, and client-facing materials in the same workspace as the customer record.
Project delivery does not disappear after close
Track milestones, owners, and active work so the sales handoff to consulting delivery is cleaner.
Billing stays inside the same workflow
Move from approved work into invoices, payment requests, and collection without relying on disconnected tools.
What TotalDeal includes for consultants
CRM and pipeline management
Track active opportunities, follow-up, meeting context, and open revenue in one place.
Document management and approvals
Manage proposals, documents, revisions, and approval-related activity without losing context.
Project tracking and workflows
Run client delivery with clearer next steps, ownership, and progress visibility after the deal closes.
Invoices, pay links, and payments
Use integrated billing workflows to turn completed consulting work into collected revenue faster.
CRM for consultants FAQs
What should a CRM for consultants include?
A consulting CRM should handle lead follow-up, proposal documents, scoped work visibility, client approvals, invoices, and payments in one connected workflow.
Can solo consultants use TotalDeal?
Yes. It works for solo consultants who want a simple lead-to-payment system as well as boutique firms that need more structure.
Does TotalDeal support project-based consulting and retainers?
Yes. The platform supports deal tracking, documents, project workflows, invoicing, and payment collection for both one-time and ongoing consulting engagements.
Related pages
Client Approval Software
Explore approval workflows for client-facing deliverables and signoff.
Proposal Software
See how consulting proposals and approvals can stay connected to delivery.
CRM with Project Management
See how sales handoff and active delivery can stay in one platform.
CRM with Document Management
See how proposals, files, and customer records stay connected.
Consulting Project Tracking
See the consulting delivery side of the same workflow in more detail.
CRM for Small Business
View the broader buyer page for small teams replacing multiple tools.
Resources / Compare workflows
Compare the most relevant consulting paths if you are evaluating lead tracking, proposals, delivery, approvals, and billing in one system.
All Features
See the complete system across CRM, projects, documents, approvals, AI, and payments.
Proposal Software
Compare consulting proposal flow, approvals, and accepted-work handoff.
Consulting Project Tracking
See the milestone and delivery side of the consulting workflow.
CRM with Proposals and Invoices
Explore the sell-to-bill path in one connected system.
Client Onboarding Workflow
See what happens after the consulting proposal is accepted.
Run consulting work with fewer handoff gaps
Start the free trial if you want to test the consulting workflow hands-on. Book a live demo if you want help mapping your delivery process first.