Your entire book of business — first inquiry to signed retainer — in one relational workspace instead of a notes app and a spreadsheet that disagree. Clone the Consultant Pipeline CRM from Taskade Genesis and never let a warm lead go cold again.
The live app above is the real CRM. Click "Use this app" to own a running copy in minutes: a working lead-to-retainer pipeline backed by relational data, with an AI agent that scores leads and drafts follow-ups, and automations that chase every warm prospect until they reply.
The relational CRM solo consultants actually need
Generic CRMs are built for sales teams with SDRs and account managers. A consultant's pipeline is different: you own the entire relationship, proposals are custom, and context — past conversations, what they said on the intro call, which case studies resonated — is everything. This CRM is built for that reality.
Workspace DNA powers the consulting pipeline:
- Memory — every conversation, proposal draft, case study reference, and engagement history lives in a relational database. The Relationship field links contacts to their deals, deals to their proposals, proposals to the resulting engagement — one click from any record surfaces the full picture.
- Intelligence — an embedded AI agent with 34 built-in tools reads the contact's record and conversation history, scores which leads are likely to close based on engagement signals, drafts a follow-up message in your voice, and flags deals that have gone quiet.
- Execution — built-in reliable automations run the follow-up cadence: warm leads get a nudge on day 3, a check-in on day 7, and a re-engagement message on day 14 — until they reply or you mark the deal as dormant.
The full pipeline in one relational workspace
- Board view — the pipeline stages: Inquiry → Qualified → Proposal Sent → Negotiation → Signed → Active → Renewal
- Table view — the contact database with company, role, deal value, last contact date, and lead score
- Calendar view — follow-up dates, proposal deadlines, and expected close dates
- List view — per-deal action items and outstanding questions before the next touch
Share a read-only forecast view with a business partner using the 7-tier roles — they see the pipeline health and deal values, not the proposal drafts.
Built for independent consultants, fractional executives, and boutique firms
- 100+ bidirectional integrations: sync contacts from LinkedIn and Gmail, push signed deals to your project management workspace — triggers pull events in from your calendar and email, actions push data out to your delivery tools
- The Relationship field connects contacts to deals and projects so when a prospect becomes a client, the connection to their delivery engagement is immediate — pairs with the Proposal Builder & Tracker and consulting delivery templates
- Clone-and-own: the CRM and its agents belong to you — no per-seat pricing for a solo practice, no data lock-in
- 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers power the lead scoring and follow-up agent with auto model routing
Common questions
How does the AI score leads without a formal ICP definition?
You describe your ideal client in plain language to the agent — industry, company size, the signals that indicate readiness to buy. It scores each contact against those criteria and improves as you mark which leads converted and which didn't.
What happens when a deal converts to an active engagement?
The Relationship field connects the signed deal to the delivery project. An automation can trigger the creation of the client's workspace, notify the delivery team, and kick off the client onboarding workflow automatically.
Can I use this for advisory retainers and project-based work in the same pipeline?
Yes. Add an "Engagement Type" field to the Table and the Board shows both in the same pipeline. Filter to retainers only for renewal tracking, or projects only for capacity planning. Generate a custom consulting CRM from a prompt or explore examples in the Community Gallery.