Pipeline
Move leads from Qualified to Proposal to Active without turning your CRM into a sales dashboard.
- Kanban stages consultants actually use
- Client notes, scope, and next step in one place
- Clear visibility into work in motion
Keep clients, delivery, tracked time, and billing in one calm workspace. Consultly is made for freelance strategy and management consultants who want structure without SaaS sprawl.
The core operations stack for solo operators: client pipeline, time tracking, and invoices that reflect the real work already done.
Move leads from Qualified to Proposal to Active without turning your CRM into a sales dashboard.
Start a timer against the right client and project, then keep the billable record tied to delivery.
Generate invoices from tracked work so billing is faster, cleaner, and less dependent on memory.
Built for strategy & management consultants — not creatives.Consultly fits operators-for-hire who manage clients, scope, hours, and invoices at the same time.
Most freelancer tools assume a creative studio. Most CRMs assume a sales team. Consultly is built for consultants managing 10 to 20 active relationships, multi-month engagements, and billable work.
Start free, then move to a flat monthly plan when you need unlimited client and project capacity.