Can clients book a discovery call with me directly?

Yes. KudosCRM gives you a public booking page with no login for the prospect. They pick an event type and an open slot, the meeting lands on your Meetings calendar and their contact record, and they can reschedule or cancel themselves.

Can I send proposals from KudosCRM?

Yes. You build quotes from your products and services, send them to the client and track status through Accepted. When scope changes you issue a new version, so you keep the history of what was offered, and an accepted quote converts into an order.

How do I keep notes and files for each client?

Every contact has a Contact 360 page with a live timeline and tabs for emails, notes, files, deals, tickets and quotes. Company 360 rolls up every contact and deal at a client firm.

How do I stay in touch with past clients?

Enroll them in an email sequence with the steps and delays you choose. Each sequence tracks its own funnel, from enrolled to opened, replied and meetings booked, so you can see which check-ins lead to new work.

Does KudosCRM track billable hours?

No. There are no timesheets or hour logging today. Consultants usually price engagements as fixed-fee or phased quotes, which KudosCRM handles with versioned quotes and orders.

Which KudosCRM plan should a solo consultant choose?

Solo consultants usually start on Free, which covers up to 3 seats, or Basic at $9 per seat per month billed yearly. Consulting firms that want unlimited pipelines and 25,000 automation runs a month choose Professional at $24.

Can I try KudosCRM before paying?

Yes. You get a 14-day trial of Professional with no credit card, and there is a free plan for up to 3 seats with no time limit.

CRM for Consultants Who Sell Their Expertise

Your business runs on conversations, so KudosCRM is built around them. Prospects book a discovery call from your link, the proposal keeps every version you sent, and each client keeps one record of every email, note and file.

A public booking page for discovery calls, with no login for the prospect

Quotes from your service catalog, versioned as scope changes

One record per client with every email, note, file and quote

Email sequences that space out your check-ins between projects

Start Free Book a Demo

14-day free trial of Professional, no credit card required.

Elena Cruz Advisory

kudoscrm.com/book · no login

Intro call

20 min · video

Discovery call

30 min · video

Thu, Oct 9

9:0010:3011:001:303:004:30

New booking · Meetings

Discovery call with Daniel Brooks

Thu 10:30 · 30 min · Northgate Logistics

Added to his contact record

Quote Q-318 · Ops Review

Version 2 · Sent

Discovery workshop (2 days)$6,000

Operating model review$12,000

Total$18,000

Illustrative consultant and client.

What Is a CRM for Consultants?

A CRM for consultants keeps every prospect conversation, proposal and client relationship in one record, so you know who to follow up with and what you last promised. In KudosCRM the discovery call, the proposal and the engagement all sit on the client’s page, which matters when most new work comes from people you already know.

Conversation

logged on the record

Discovery call

booked from your link

Proposal

versioned, not overwritten

Repeat work

from the clients you kept

How Does a Consultant Run a Pipeline in KudosCRM?

Five steps from first conversation to repeat work. Each one adds to the same client record.

Capture the introduction

Add the contact and their company, with a note on who referred them and why.

Contacts

Book the discovery call

Send your booking link. The meeting lands on your calendar and on their record.

Meetings

Scope and send the proposal

Build the quote from your services and version it as the client pushes back.

Quotes

Win it and track the work

Accept the quote, turn it into an order, and track the engagement as a deal.

Orders

Keep the relationship warm

Enroll past clients in a check-in sequence so the next project starts with you.

Email Sequences

Why Do Consultants Lose Track of Prospects?

Because the pipeline lives in your inbox and your head. A promising conversation goes quiet, the follow-up slips, and three months later you find the thread again.

The Problem

The Pipeline Lives in Your Inbox

Promising prospects go quiet because nobody owned the follow-up

Scheduling a discovery call takes four emails before anyone talks

You rewrite the proposal from scratch and lose what you offered last time

Past clients forget you between projects, and the referral goes elsewhere

How KudosCRM Handles It

One Record from Intro to Engagement

Every prospect sits on a deal with its next step and owner

A booking link lets prospects pick a slot that fits your calendar

Quotes are built from your services and keep every version

Check-in sequences keep past clients and referrers in the loop

Walk into Every Client Call Knowing What Was Said Last Time

Contact 360 is one page per person. The timeline updates live, and tabs keep their emails, notes, files, deals and quotes one click apart, so two minutes before a call is enough.

One tab row for everything

Emails, notes, files, deals, tickets and quotes for the person, one click apart.

A timeline that stays live

New emails, notes and meetings appear in real time, across every browser.

The company view too

Company 360 rolls up every contact and deal at the client, for firm-level relationships.

Clean records, not duplicates

Merge duplicates and tag contacts by referral source, specialty or tier.

Explore Contacts and Companies

Daniel Brooks

COO · Northgate Logistics · referred by Sarah Kim

Illustrative

TimelineEmailsNotesFilesDealsQuotes

Quote Q-318 sent, version 2

Operating model review · $18,000

Today

Discovery call held

Outcome: wants a phased start in Q1

Oct 9

File added: current org chart.pdf

Shared by Daniel Brooks

Oct 8

Note: budget sign-off sits with the CFO

Logged by Elena Cruz

Oct 6

Intro email from Sarah Kim

Referral · filed automatically

Oct 2

Let Prospects Book Discovery Calls without the Email Back-and-Forth

Share one booking link. Prospects pick an event type and a slot your availability allows, and the meeting lands on your calendar and their record. After the call, record the outcome and the follow-ups write themselves.

Before

Share one booking link

Create event types like a 20-minute intro and a 30-minute discovery call, set your availability, and paste the link in your signature.

During

The meeting lands everywhere

Bookings appear on your Meetings calendar next to internal meetings. Prospects reschedule or cancel themselves, without emailing you.

After

Record the outcome and follow-ups

Open the meeting, note what was agreed, and spin up the follow-up tasks so the proposal goes out while the call is fresh.

Explore Meetings and Booking Pages

Send Proposals That Keep Every Version You Offered

Build the quote from your service catalog. When the client asks to trim scope, issue a new version instead of overwriting, so you always know what was offered and when.

v1Full transformation program$32,000Superseded

v2Phased: workshop + review$18,000Sent

v3Phase 1 only$6,000Draft

An accepted quote converts into an order without re-keying a line.

Explore Quotes

Stay in Touch between Engagements

Most consulting work comes from past clients and their referrals. A sequence spaces out your check-ins and shows which ones turn into meetings.

Enrolled

Opened

Replied

Meetings

Day 0How is the new process holding up?

Day 30A short note on what we are seeing in your industry

Day 75Worth a 20-minute catch-up this quarter?

Illustrative sequence and figures.

Explore Email Sequences

Pricing

What Does KudosCRM Cost for a Consultant?

Per seat, published, with a 14-day Professional trial and no card. Most consultants start on Basic, and move to Professional for unlimited pipelines, 25,000 automation runs and 8-hour priority support.

Free

Trying it solo

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Solo consultants

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Consulting firms

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Larger teams and governance

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Consulting Practice

A strategy advisor and an IT consultant sell different expertise, but the work is the same: win the conversation, scope it clearly, and stay top of mind.

Management ConsultingIT and TechnologyFinance and AccountingMarketing ConsultingHR and PeopleOperations and Supply Chain

Integrations

Works with the Tools You Already Use

Connect Gmail or Outlook so client email files itself on the right record, Zoom and Google Calendar for discovery and review calls, and Slack for alerts.

See All Integrations

FAQ

Frequently Asked Questions

Start free today

Book Your Next Discovery Call This Week

Import your contacts, share your booking link, and let the next conversation land on its own record.

Start free, no card required Book a demo