SmartContact for consultants

A simple CRM for consultants and professional services firms

Keep a simple pipeline of proposals, remember every conversation with every contact, and stop good opportunities going cold while you deliver client work.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • When you're busy delivering, business development stops, and the pipeline dries up three months later.
  • Relationships span years and move between companies with the people.
  • Proposals sit in email with no follow-up date.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for consultants:

  1. Conversation
  2. Needs agreed
  3. Proposal sent
  4. Negotiation
  5. Client (Account)
  6. Lost

Lead sources worth tracking: Referral, Former client, Speaking / event, LinkedIn, Website.

Custom fields to add

  • Practice area: which service line the work belongs to
  • Day rate / fee: value the pipeline
  • Introduced by: thank and track your referrers
  • Next review date: for retained clients

How consultants use SmartContact

Tasks that come to you

Every proposal gets a follow-up task with a date; reminders arrive in the app and by email, so nothing goes cold while you're on a client site.

Contacts who move on

Keep notes on the person as well as the company, and the history is there when they reappear at their next employer.

Your assistant does the admin

Connect Claude, Gemini or Copilot and ask it to log the call or set the follow-up from your notes.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Who haven't I spoken to in 60 days among my best past clients?"
  • "Log today's call with Priya at Northwind: wants a proposal for a two-day workshop, chase next Thursday."
  • "Which proposals have been out for more than two weeks?"

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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