The CRM built for
business coaches & consultants.
Retainers, hourly billing, project work, and call notes — without juggling QuickBooks, Calendly, and Dropbox. Built for solo consultants and small advisory firms.
Free forever · No credit card · Setup in 5 minutes
Sound familiar?
Untracked retainer hours
Burning through a $5K monthly retainer with no running total.
Mixed scope & overage chaos
Out-of-scope work goes unbilled because nobody flagged it.
Pre-call prep gaps
Walking into the call without their last 3 weeks of context.
What you get
Built around your day, not a sales pipeline.
Monthly retainer billing
Auto-bill the retainer; track hours used vs included.
Discovery intake forms
Pre-engagement intake captures goals, KPIs, and constraints.
Per-call notes & action items
Notes attach to the client; action items track to completion.
Hourly overage line items
Out-of-scope hours bill at the agreed overage rate, automatically.
Unlock the revenue features.
Five Pro-tier features built to lock in recurring revenue and stop no-shows — built for business coaches.
Memberships & recurring billing
Sell monthly or annual plans that auto-charge clients on a schedule. Includes paused/canceled state, dunning, and member-only pricing.
Predictable monthly revenue without re-quoting every visit.
Custom intake forms
Collect health questions, allergies, goals, photo references, or signed waivers before the appointment. Per-vertical templates included.
Walk into every session prepared. No paperwork at the chair.
Deposits & no-show protection
Require a deposit (fixed $ or %) before the booking confirms. Auto-charge a no-show fee if the client doesn't cancel in time.
Cuts no-shows and protects your time slots.
Prepaid packages
Sell bundles (5 sessions, 10 visits, 3-month plan) that clients prepay and redeem over time. Tracks remaining balance automatically.
Bigger upfront cash, locked-in clients, fewer one-off bookings.
Auto rebooking reminders
Send branded reminders on a per-service cadence (every 2 weeks, monthly, seasonal). Email today; SMS-ready when you're ready.
Brings dormant clients back without lifting a finger.
How it flows
A day in the chair (or on the road).
- 1
Lead books a discovery; intake fires automatically
- 2
Send proposal + retainer agreement; collect first month
- 3
Bi-weekly calls scheduled, notes saved per call
- 4
Out-of-scope hours logged and added to next invoice
- 5
Monthly: client gets statement of hours used
Common questions
Multi-consultant firm?+
Pro supports up to 3 consultants; Business adds unlimited team.
Project-based pricing?+
Yes — fixed-price projects with milestones and partial invoices.
Document delivery?+
Attach decks, reports, and roadmaps to each engagement.
Bill the retainer. Keep the scope honest.
Free forever for solo consultants. Pro unlocks retainers and team.