For consultants
CRM for consultants
A CRM for consultants: run client relationships, send quotes and proposals, get them e-signed, and hand off to a delivery project — all on one record.
KudosCRM is a relationship-and-proposal CRM for consultants that keeps every client, prospect, and referral on one trusted record — then carries that context all the way through a signed quote into a delivery project. Instead of a contacts list in one tool, proposals in a Word file, and delivery in a third app, you build a quote from your service catalog, send it for online e-signature, and turn the accepted work into a client project without re-keying a thing. To be straight about scope: KudosCRM runs the relationship-to-delivery spine of a consulting practice, not PSA time-billing — there are no timesheets or hourly invoicing, and budgets track against what you've invoiced rather than logged hours.
The daily grind
What slows consultants down.
Problem
Your practice runs on relationships — repeat clients, warm intros, referrals — but the context lives in your inbox, your head, and a spreadsheet that drifts out of date. When a past client comes back or a referral lands, you're rebuilding history from scratch.
How KudosCRM helps
Every person and firm you work with lives on one API-backed record with a full 360 view: past engagements, emails, meetings, notes, tasks, and the activity timeline in one place. Tag clients by service line or referral source, save the views you reuse, and pick up any relationship without asking around. Learn more →
Problem
Proposals are your bottleneck. Each one is a hand-built Word doc, you email a PDF and then chase for a status you can't see, and half the time the signature never comes back — so the engagement stalls before it starts.
How KudosCRM helps
Build a proposal from your service catalog with per-line and order discounts and tax, generate a branded PDF, and send a no-login link. You see the moment it's viewed, the client accepts online with a type-to-sign e-signature (name, IP, and timestamp captured as an audit trail), and big discounts hold for approval so nothing goes out under-priced. Learn more →
Problem
The handoff from 'signed' to 'delivering' is where things fall through — scope, budget, and files get re-keyed into a separate project tool that's disconnected from the client relationship and the number you agreed.
How KudosCRM helps
Turn an accepted quote into a client delivery project in one click. The project links back to the deal and company, seeds its budget from the order total, runs on a board with automatic health scoring, and can share a read-only client portal — so delivery starts from the sales context, not a blank page. Learn more →
What's in the box
Everything consultants need, in one place.
Client & referral system of record
One API-backed record per person and firm, with a 360 view pulling deals, meetings, tasks, and timeline. Tag by service line or referral source, save reusable views, run bulk actions, and import your existing clients by CSV.
Proposals & quotes from your service catalog
Assemble a proposal from reusable service/product lines, apply per-line and order-level discounts and tax with live totals, and generate a branded PDF. Every revision of a sent quote is snapshotted for a clean audit.
Online acceptance with e-signature
Send a tokenized no-login link; the client reviews and accepts with a type-to-sign signature captured with their name, IP, and a timestamp. The signed version is locked, and acceptance converts straight to an order.
Discount approval guardrails
Set a discount threshold (20% by default). When a proposal crosses it, the quote holds for a manager's approve/reject with a reason — and editing an approved quote re-opens approval automatically.
Signed work becomes a client project
Convert an accepted quote to a delivery project in one click (or via a deal-won workflow). Budget seeds from the order total, health scores itself from overdue/blocked/slip signals, and milestones can flag billing points.
Read-only client portal
Share a password-protected, expiring link so clients watch the sections you choose — progress, files, milestones — without an extra login, and without seeing your internal budget or team emails.
Booking links for discovery & check-ins
Share one link so prospects self-schedule into your real availability; round-robin routes across a team or pins to you. Every booked meeting lands on the client's timeline and open deal, with automated reminders to cut no-shows.
Time tracking & timesheets
SoonLogging billable hours against a project and invoicing by time is not part of KudosCRM today — budgets track against what you've invoiced, not logged hours. On the roadmap.
Invoicing & getting paid
SoonMilestone completion can raise a draft invoice via a workflow, but hourly billing and payment collection are not the focus here — this is the relationship-to-delivery spine, not a billing engine.
Built for you
The features consultants reach for.
What changes
What good looks like.
Every client, prospect, and referral sits on one record — so a returning client or a warm intro starts with full history, not a blank page
Proposals go out as branded PDFs built from your service catalog, and you can see the moment a client opens and accepts one
Clients accept and sign online from a no-login link, with name, IP, and timestamp captured as an audit trail — no print-sign-scan
Signed engagements become client delivery projects in one click, with budget and context carried over instead of re-keyed
Discovery calls and check-ins self-schedule into your real availability and land on the client's timeline automatically
Discounts stay under control with an approval threshold, so no proposal goes out under-priced by accident
Keep exploring
Related solutions
FAQ
Frequently asked
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