The CRM for consultants
who bill by the hour.
Every hour on CRM admin is an hour you cannot invoice. Track proposals, retainers, and renewals from the inbox your clients already write to.
Sell the next engagement
while delivering this one.
Client emails link to deals automatically. When delivery reveals new opportunities, one click turns the thread into a pipeline card.
- Deals from client threads in one click
- Custom fields: day rate, scope, contract end
- Calendly bookings become deals via Zapier
- Growth campaigns for staying top of mind
"Works perfectly for my use cases. Other CRMs on the market are complex and have too many features I do not need."
The consulting sales motion
Build a consulting pipeline around decisions, not admin.
Track the information that helps you qualify the opportunity, prepare the proposal, and start the next conversation on time.
Engagement stage
Inquiry, discovery, proposal, negotiation, signed, active retainer, or renewal.
Service line
Advisory, implementation, workshop, audit, training, or another offer you sell.
Commercial value
Expected value, pricing model, day rate, retainer amount, and probability.
Decision dates
Proposal deadline, expected close, contract start, and renewal date.
Buying group
Sponsor, decision maker, procurement contact, and delivery stakeholders.
Source
Referral partner, past client, event, outbound, website, or another channel.
Start with stages that describe a real decision.
The exact names can change. The important part is that everyone understands what must be true before a deal moves forward.
| Stage | What happens here |
|---|---|
| New inquiry | Confirm the problem, urgency, fit, and decision process. |
| Discovery | Understand scope, stakeholders, budget, and desired outcome. |
| Proposal | Send the commercial offer and schedule the next decision point. |
| Negotiation | Resolve scope, pricing, legal, and procurement questions. |
| Won / delivery handoff | Confirm start date, owner, and the transition into delivery. |
| Renewal / expansion | Track the next review, extension, or follow-on opportunity. |
Keep sales and delivery connected
Use Teamopipe to win and renew work, then hand the agreed scope and relationship context to your delivery, invoicing, and project tools.
Starter includes the core consulting CRM, 3 automations, Zapier and 2,500 active deals per workspace. Choose Growth for campaigns, sequences and reporting.
Common questions
Start your 14-day Teamopipe trial.
Full access in Gmail or in your browser. No credit card required.