Consultant CRM
Manage leads, opportunities, proposals, clients, engagements, consulting projects, deliverables, meetings and invoices in one CRM for consulting and advisory firms.
Start with a $199 deposit. It comes off your final price.
See it with your brand
Type your business name. The demo updates as you go. Your final build is delivered with your own branding.
Inside the system Choose a screen to open it
Built for
Ask about this software.
Features, setup, pricing or whether it fits your business. Answers come straight from the product sheet.
Before you start.
How does the build work?
Pay the $199 deposit, then send your brief. We confirm the final price in writing before we build.
What does the $599 include?
$599 is the starting price. Branding and setup are included. Extra features or integrations are quoted before we build.
How does the deposit work?
Pay $199 to start your project review. Then send your brief. The deposit comes off your final price.
Is the business in the demo real?
No. Halden & Rowe Advisory is invented, including the people, numbers and files. Your version uses your own information.
Can I try it before I pay?
Yes. The demo on this page is live. Open it full screen and check it on tablet and phone.
You might also need.
Engagement & Resource Planner
Consultant capacity, project allocation, utilisation and delivery planning.
Proposal & Retainer Manager
Scopes, proposals, retainers, approvals and recurring advisory work.
Client Portal & Deliverables
Client-facing updates, files, approvals, deliverables and project communication.
Not quite what you need?
Tell us what is different about how you work. We’ll build a version that fits.
You deal directly with Ani,the person who builds it.