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CRM for Consultants Win More Clients. Bill Every Hour.
From the first discovery call to the renewed retainer, Tranquil CRM ONE keeps your proposals, meetings, billable hours and client conversations in one place, so you can spend more time advising.
Your Client Details Are Orbiting Six Different Apps
Your practice runs on relationships, but the details end up everywhere: follow-ups in email, contacts in your phone, deals in a spreadsheet and the rest in your head. That’s how a proposal goes quiet for two weeks without anyone noticing. A CRM for consultants pulls every client, lead, meeting and conversation into one place.
- Needs Tax advisory
- Last meeting 12 Sep
- Proposal Sent
- Next step Call Fri
From First Hello to Signed Engagement
Capture service leads from every source, manage consultations with meeting reminders, and automate callbacks and proposal follow-ups so the next step is never forgotten.
New lead
Captured from your website, referral or LinkedIn and qualified.
Lead source loggedConsultation
Booked on your calendar with a reminder before the meeting.
Meeting notes savedProposal
Scope and fees shared, with an automatic follow-up scheduled.
Follow-up in 3 daysNegotiation
Every call and email about terms kept in one history.
Call log updatedClosing
Engagement won and the client profile ready for delivery.
Deal wonA Practice Management Desk in One Screen
Client & prospect database
Profiles with service needs, preferences and meeting history.
Kavya RaoHR policy reviewClient
Imran SheikhMarket-entry studyProspect
Vikram JoshiRetainer renewalClientAppointment calendar
Consultations and client meetings.
Sales pipeline & deals
An organised opportunity funnel from lead to close.
"Proposal to Mehta & Co. has been waiting 5 days. Follow up?"
Daily task list
Reminders for every follow-up.
Call log
Every conversation recorded.
Analytics reports
Lead sources and client retention rates at a glance.
Client feedback
Suggestions tracked and acted on.
Any browser or mobile
Your practice goes wherever you do.
Marketing consultants
Capture project and opportunity details, and run your calendar of client meetings.
Financial consultants
Track each client's needs and schedule regular reviews.
Legal consultants
Organise meetings and communication on every client matter.
HR consultants
Communicate with clients and handle their service requests.
Business consultants
Manage opportunities, projects and consultations in one place.
Spend Your Hours on Clients, Not Admin
Without a CRM, you’re the one remembering every follow-up, and past conversations get buried in your inbox. With Tranquil CRM ONE, client details and conversations live in one place, reminders handle the follow-ups, and meeting notes are saved as you go. It works just as well for a solo consultant as for a firm with several partners.
CRM for Consultants and Consulting Firms
Consultants sell their time. Tranquil's CRM for consultants keeps proposals, meetings, billable hours and client conversations in one place, so no follow-up or billable hour slips.
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Client management
Every client's history, contacts and conversations on one profile. See customer management.
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Proposal tracking
Track each proposal from draft to signed in your pipeline.
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Meetings and billable hours
Log meetings and hours so every hour gets billed.
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Follow-up reminders
Stay top of mind with prospects through timely follow-ups.
Frequently Asked Questions
What consultants usually ask before choosing a CRM for consultants like Tranquil CRM ONE.
It’s one place where a consultant or consulting firm keeps every client, prospect, meeting, proposal and conversation, so nothing lives only in your inbox or your head.
It keeps track of who you’re talking to, what you’ve proposed and what’s due next, and reminds you before anything slips.
Management, finance and tax, marketing, HR, legal and IT consultants, from solo practitioners to consulting firms with several partners.
Yes. Consultations and client meetings sit on one calendar, with a reminder before each one.
Yes. Leads from your website, referrals and LinkedIn are captured, qualified and tracked all the way to a signed engagement.
Yes. Proposal follow-ups, callbacks and client updates are scheduled for you, so the next step is never forgotten.