EngageSuite360 is a free CRM built for consultants and professional-services firms, with a ready-made consulting pipeline (Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active). Track prospects, proposals, and active engagements in one place: contacts, companies, deals, tasks, notes, documents, and reports. No subscription, no credit card, set up the day you sign in.
This is the exact deal pipeline the Consulting template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Clients & Engagements, with fields and terminology tuned to consulting.
Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Clients & Engagements, with fields for the work consulting teams actually do. Ready when you sign in.
The CRM has no monthly fee and no end date. Unlimited contacts and unlimited teammates. No credit card at sign-up.
We earn when a business adds AI agents, such as an AI front desk or an agent for one consulting job. Agents are never switched on for you.
An agent is only as useful as the records it works in. Agents added later work in these same clients & engagements, so nothing has to be moved.
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
The agent scores inbound leads against ideal client profiles, sends personalized follow-up sequences, maintains pipeline data in real-time, and produces weekly pipeline reports with probability-weighted forecasts.
The agent tracks client touchpoints, sends timely follow-ups and check-ins, surfaces cross-sell opportunities across the firm, and keeps the partner's network warm even during busy delivery periods.
The agent pulls data from time tracking, project boards, and communication logs to maintain a real-time status dashboard.
A paid upgrade, added when you choose. The CRM is complete without it.
Spencer knows consulting inside out and helps teams like yours get set up on EngageSuite360 in minutes. Ask anything — Spencer chats, speaks out loud, and can even talk with you live by voice, right here on the page.
Spencer also answers the phone for consulting businesses and writes every call into this CRM — add Spencer as your receptionist →
Consulting problems, one at a time — what changes when an AI agent handles them.
We’re not going to quote you a statistic about other businesses. Put in your own two numbers and do the arithmetic yourself.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Consulting template sets up your own pipeline (Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active), your records and fields in consulting terms, and all core CRM modules: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents, and reports. No credit card required.
Yes: no subscription and not a trial, with unlimited contacts and teammates. We earn when a business adds AI agents, such as an AI front desk from The Front Desk Company, which work in these same records, so nothing has to be moved when you add one.
The CRM is complete without them. When you add agents, they take the communications first: answering calls, sending reminders, following up. Then they handle the data work, writing every action to the same clients & engagements your team uses. Your people stay with the customer in front of them. Agents are a paid upgrade and are never switched on for you.
Minutes. Sign up, choose the Consulting template, and your pipeline, terminology, and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar, and reports, so handoffs happen in the CRM instead of in text threads.
Yes. Every proposal is a deal with its value, the proposal document attached, and a follow-up task; signed work moves into Engagement Active so you can see booked revenue and active client load in the reports view.
Yes — it is designed for exactly that stage. A solo consultant gets a full BD pipeline, client history, and follow-up discipline for $0, and can add AI agents later when admin work starts eating billable hours.
No subscription, unlimited teammates, no credit card.
Set up my Consulting CRM