Access essential Sales tools to strengthen your consulting sales process. Capture and organize client data, track leads and opportunities, generate actionable insights, and ensure every engagement is pipeline-ready from first contact through renewal.
Live snapshot across Clients, Opportunities, Activities, and Next Asks & Reminders.
Track the status of your leads or client engagements through multiple pipeline stages.
Capture every touchpoint (calls, emails, meetings, notes) and keep a clear timeline per client. Activities are saved locally per user.
Newest first. Edit inline, then press Update.
Capture the next asks you owe clients and time-boxed reminders. Items are saved locally per user and can be exported or added to your calendar.
Newest first. Edit inline and click Update. Use Complete or Snooze to move the timeline.