Win & manage consulting clients in one CRM
Manage enquiries, book consultations, send invoices, and stay in touch with clients — from a single, simple dashboard built for consultancies.
From enquiry to invoice
Everything a consultancy needs to turn enquiries into paying, repeat clients.
Consultation Booking
Let clients schedule consultations online and your team manage them in the CRM.
Client Profiles
Keep every client, project, and engagement history organized in one place.
Follow-Up Reminders
Never miss following up with a prospective consulting client again.
Invoicing
Raise and send invoices for your consulting services the moment you close.
Lead Reports
Track which enquiries convert into paying clients and where to focus.
Pipeline Stages
Move every opportunity through clear stages so nothing slips through.
Communicate effortlessly
Keep the conversation flowing with prospects and clients — wherever they are.
WhatsApp Chat
Message clients directly using the WhatsApp API from the CRM.
Email Follow-ups
Send proposals, follow-ups, and updates by email from the CRM.
Smart Broadcasts
Share offers and updates with the right clients in a single click.
Frequently asked questions
How can a CRM help a consultancy?
A consultancy CRM helps you manage client enquiries, schedule consultations, send invoices, and stay in touch with prospects and clients — all in one place.
Can I book consultations with MagnetCRM?
Yes. MagnetCRM includes appointment booking, so clients can schedule consultations and your team can manage them easily.
Can I send invoices to consulting clients?
Yes. You can create and send invoices for your consulting services directly from the CRM when you close a client.
Can I communicate with clients via WhatsApp?
Yes. You can contact prospects and clients directly using WhatsApp API and email from the CRM.
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