A CRM for consultants that keeps your pipeline moving while you're busy delivering.
Most consultants sell in bursts: busy on a project, then scrambling when it ends. Alcreo gives you a credible website, screened discovery calls, proposals that follow up politely and a simple way to stay in touch with past clients, so new work keeps coming in while you're deep in the current engagement.
Delivery is rarely the problem. Finding the next engagement while you deliver is.
Business development tends to stop when a project starts. A few patterns show up in almost every practice:
Feast or famine
Selling pauses during delivery, so each engagement ends with a push to find the next one.
Calls that weren't a fit
Your calendar fills with people who aren't ready or can't afford the work, while serious prospects wait for a slot.
Proposals that go quiet
You send a thoughtful proposal and hear nothing. Following up feels pushy, so it slips.
Referrals by luck
Past clients liked your work, but they think of you only when something reminds them.
A website that describes, but doesn't sell
It says what you do, but not how engagements work or how to start a conversation.
Admin that eats billable time
Scheduling, contracts, deposits and invoices take hours each month that should go to clients.
A simple sales system for a consulting practice
Nothing here requires a sales team. It's set up so the routine steps happen on time and you step in for the conversations.
A website built around the problems you solve
Service and industry pages that explain outcomes and how engagements work, with case study sections and a clear way to book a call.
A short application before the call
Prospects answer a few questions about company size, the problem and timing. Poor fits can be sent to a resource page instead of your calendar.
A pipeline with deal values
See each opportunity by stage and value, so you know what's likely to close and when you'll need more.
Proposals and contracts by e-signature
Send proposals and agreements, and move signed clients straight to kickoff.
Follow-up that stays polite
Check-ins go out on a schedule you set and stop the moment the prospect replies or signs.
Deposits, retainers and milestones
Collect a deposit on signing, bill retainers monthly and send milestone invoices with a pay link.
A newsletter from the same system
Share your thinking with your list on a regular schedule, so past prospects remember you when timing improves.
Past-client check-ins
A few months after an engagement ends, a personal check-in goes out. It's often how the next project starts.
Testimonials with permission
At the end of a project, clients get a simple request for feedback you can use with their approval.
From a LinkedIn post to a signed engagement
A COO reads your post, visits your site and wants to talk. Here's how the next few weeks could go.
Proposals that don't close move to a quarterly check-in list instead of disappearing.
This is an illustration of how the system can work, not a specific customer's results.
- Day 1ApplicationThey answer questions about company size, the problem and timing before seeing your calendar.
- Day 1Call bookedThey pick a slot. Pre-call questions and reminders go out.
- Day 4Discovery callYou run the call with their answers in front of you.
- Day 5Proposal sentThe proposal goes out for e-signature and a polite follow-up sequence starts.
- Day 12Budget questionThey reply that the CFO needs to weigh in. Follow-up pauses so you can respond personally and schedule a second call.
- Day 21SignedThey sign and pay the deposit online. A kickoff call is booked.
Set up for how you engage clients
Project work, retainers and coaching each need a different rhythm.
Project-based consulting
Scoped work with a clear start and finish.
- Application and discovery booking
- Proposal and contract e-signature
- Deposit and milestone invoices
- Post-project check-in and referral ask
Retainers and fractional roles
Ongoing relationships billed monthly.
- Recurring retainer billing
- Monthly check-in scheduling
- Renewal reminders before term ends
- Scope-change proposals
Coaching and training
Programs, cohorts and workshops.
- Enrollment pages and checkout
- Session booking with reminders
- Course and community hosting
- Alumni follow-up
Fewer subscriptions, and they talk to each other
Many consultants run on a scheduling link, a proposal tool, an invoicing app, a newsletter tool and a spreadsheet. Each costs money, and none of them share information.
In Alcreo, a signed proposal can trigger the deposit invoice, the kickoff booking and the onboarding email without you copying anything. Funnels and landing pages are there too, with templates and support if you want to build your own.
Keep the delivery tools you like for the work itself. During setup we import your contacts and past clients so your newsletter and check-ins start right away.
Is Alcreo a good fit for your practice?
It suits independent consultants and firms of up to a few dozen people who sell through conversations and proposals.
A good fit if
- Your pipeline drops off when you're busy delivering
- You send proposals and struggle to follow up consistently
- You want past clients to hear from you between projects
- You're paying for several tools that don't connect
Probably not the right tool if
- You need project management, resourcing or time tracking
- Your firm already runs an enterprise CRM with a sales team
- You sell entirely through a platform or marketplace
Outreach that doesn't feel like spam
Consulting runs on relationships, so the guardrails matter as much as the messages.
Consent on every form
Forms include clear, unchecked consent language for texts, with links to your privacy policy and terms.
Unsubscribes honored
Emails include an unsubscribe link and texts honor STOP right away, so people who opt out stay opted out.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Policies that stay current
Growth includes an auto-updating privacy policy, terms and cookie consent for your website. On Launch it's a $20/month add-on.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your consulting business website could look like
A credible site that explains the problems you solve and makes booking a call simple.
Service and industry pages help you show up for searches like "operations consultant for manufacturers." Case studies, a clear engagement model and real testimonials help prospects decide before the call.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your consulting business works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for consultants
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page website with service pages
- ✓CRM, deal pipeline and follow-up
- ✓Booking with screening questions, email and texting
- ✓Proposals, e-signature, deposits and invoices
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with service, industry and insight pages
- ✓Newsletter and past-client campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
Consultants usually get the most from AI in the writing around a sale: first drafts of follow-ups, recap emails after a discovery call and newsletter outlines. You keep the judgment and the voice.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when a proposal is sent, email on day 3, text on day 7 and give me a call task on day 10 unless they reply" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from consultants
Don't see yours? Book a 15-minute call and ask us directly.
Can I screen prospects before they book?+
Yes. Prospects answer a few questions before they see your calendar, and you can route poor fits to a resource page or waitlist.
Can I send proposals and collect a deposit?+
Yes. Send proposals and contracts for e-signature, collect a deposit when they sign and start onboarding automatically.
Can I bill retainers automatically?+
Yes. Retainer clients can be billed monthly by card or ACH, and milestones can be invoiced with a pay link.
Will it replace my scheduling and invoicing apps?+
For many consultants, yes. Booking, proposals, e-signature, invoicing, email and CRM live in one place. Keep your project tools for delivery.
Can I host a course or community?+
Yes. Courses, memberships and communities can live in the same account, which works well for coaching and training programs.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Funnels · Scheduling · Automations · Websites · Alcreo Payments
A steadier pipeline, even in a busy quarter.
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