Prospects go quiet after meetings
Track every next action and proposal follow-up.
CRM for Consultants
CRM for Consultants
Manage prospects, proposals, client projects, tasks, invoices and support in one connected client workspace.
- Lead ownership
- Know who follows up
- Customer history
- Keep context together
- Delivery visibility
- Projects & tasks
- Start free
- No credit card required
Why a CRM matters
When client work outgrows informal follow-up
ReltiGrow turns the customer journey into a visible team process.
Client delivery is separated from sales
Carry relationship context into projects and tasks.
Invoices are disconnected from the client record
Keep commercial history close to ongoing work.
Your workflow
From first enquiry to ongoing customer
A simple stage model gives the team the same view of what happens next.
- 1
Prospect
Capture referral or inbound opportunity
- 2
Discovery
Record need, scope and next action
- 3
Proposal
Track commercial decision
- 4
Deliver
Create project and client tasks
- 5
Grow
Invoices, support and repeat work
Connected customer operations
Keep sales and customer work in the same operating view
Use ReltiGrow to manage the relationship before and after conversion, without forcing the team to reconstruct context in separate spreadsheets.
- Consistent proposal follow-up
- One client history
- Connected project delivery
- Clear billing context
What you can run in ReltiGrow
Core CRM capabilities for a growing team
Every plan runs on the same connected customer record. Compare plans and limits.
Leads & deals
Capture, assign and progress opportunities.
Customers
Keep account, contact and activity history organised.
Projects & tasks
Move won work into delivery with clear ownership.
Invoices
Keep billing context close to customer records.
Support
Track customer requests and service history.
Reports
Review pipeline and activity without status-sheet chasing.
Automation
Reduce repetitive reminders and supported tasks.
Integrations
Connect supported tools and optional ReltiGrow WhatsApp.
Questions
Before you choose a CRM
Is ReltiGrow suitable for small consulting teams?
Yes. You can start on the permanent Free plan and move to paid plans as users and volume grow.
Can I manage work after a deal closes?
Projects and tasks help move from sales into delivery without creating a separate customer record elsewhere.
Can I track invoices?
Yes. ReltiGrow includes invoice and billing context connected to customers.
Which plan fits our team size?
Choose by staff count first: the permanent Free plan covers 1 user, Starter up to 5 staff, Growth up to 10 and Business up to 20. Enterprise sets custom limits. Paid plans can be billed monthly or yearly.
Can we try it before paying?
Yes. Start on the permanent Free plan with one user, or open the live demo account to explore the workflow first.
See CRM for Consultants in action
Bring your current lead-to-customer process to the demo. We will focus the walkthrough on how your team actually works.