CRM
Simple CRM for Consultants & AdvisorsĀ
Manage client inquiries, track follow-ups, and close more engagements ā without spreadsheets or complicated tools.
Client inquiries from calls, WhatsApp, referrals, and emailĀ Ā
Follow-ups missed after first meetingsĀ Ā
No single place to track proposals and discussionsĀ Ā
Relying on memory to manage multiple clientsĀ
ProblemĀ
Why Lite CRMĀ
Built for consultants who sell through conversationsĀ Ā
Simple setup with no trainingĀ Ā
Follow-up reminders so no client is forgottenĀ Ā
One clear view of every lead, client, and engagementĀ
Key FeaturesĀ
- Lead & contact managementĀ Ā
- Follow-up remindersĀ Ā
- Simple deal pipeline for proposalsĀ Ā
- Activity timelineĀ Ā
- Mobile appĀ
Before Vs After
Before: Scattered notes
Before: Scattered notes
Before: Missed follow-ups
After: Timely remindersĀ Ā
Before: No proposal visibility
After: Clear pipelineĀ
Stay organised and never miss a client follow-upĀ
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