The AI CRM built for consultants
Win more engagements and keep clients for years. Simple CRM AI remembers every conversation, drafts follow-ups for you, and turns relationships into repeat revenue — without the busywork.
14 day free trial · No credit card required · Live in a day
What slows consultants down today
Notes scattered everywhere
Client context lives in inboxes, docs, and your head — and gets lost between projects.
Follow-ups slip
You mean to check in with past clients, but the next deadline always wins.
Repeat business left on the table
Renewals and referrals fade because no one is nurturing them.
Generic CRMs feel heavy
Sales-team tools are built for SDRs, not relationship-led advisory work.
Writing every email from scratch
Personalized follow-ups eat into billable hours.
No clear view of the pipeline
Hard to see which engagements will land and when.
How Simple CRM AI makes consulting effortless
An AI assistant for every client
It summarizes calls, drafts proposals and follow-ups in your voice, and tells you exactly who to re-engage.
Relationship memory that compounds
Every touchpoint, preference, and signal stays in one timeline — so years-long relationships never reset.
Renewals and referrals on autopilot
Smart reminders surface past clients ready for a check-in, turning one project into many.
Pipeline you can actually read
See proposals, active engagements, and forecast revenue at a glance.
Outcomes you can measure
From first call to renewed retainer
- A discovery call ends — AI summarizes it and drafts a tailored proposal follow-up.
- The engagement lands and every conversation files itself to the client timeline.
- AI flags when a past client is due for a check-in or upsell.
- You see forecasted revenue and at-risk renewals on one dashboard.
Why Simple CRM AI feels different
An assistant lives inside every workflow — drafting, summarizing, suggesting.
Memory of every touchpoint, sentiment, and signal.
Live revenue, health, and risk without a setup project.
One flat per-seat price. No upsells, modules, or add-ons.
What consultants say
It feels like a junior associate who remembers every client. My follow-ups go out same-day now.
Maya T., Strategy Consultant
Renewals used to slip through. The AI nudges me before clients go cold — repeat revenue is up.
Devon P., Independent Advisor
Finally a CRM that fits advisory work instead of a sales floor. Live in an afternoon.
Priya N., Boutique Firm Owner
Questions, answered
Why is Simple CRM AI the best CRM for consultants?
Consulting runs on relationships and repeat business. Simple CRM AI remembers every client touchpoint, drafts follow-ups in your voice, and shows pipeline and renewals at a glance — so you bill more time and chase less admin.
Is it too complex for a solo consultant or small firm?
No. It is ready in a day with free onboarding and a calm, focused interface — no admin, no implementation project. It scales from a solo practice to a small partnership.
Can it handle proposals and repeat engagements?
Yes. Track proposals, scope, renewals, and referrals in one timeline, with AI reminding you when to follow up or re-engage past clients.
How much does it cost?
One flat per-seat price with CRM, pipeline, and AI included — no add-ons or per-feature upsells, so it stays predictable as you grow.
Can I move my existing client list over?
Yes. Import contacts and notes from a spreadsheet or another CRM in minutes with guided field mapping.
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Turn relationships into recurring revenue
The AI CRM that helps consultants win more, follow up faster, and keep clients for years.