All-in-one CRM for consultants

Whether you charge a recurring fee, collect an initial deposit, or want to bill clients on set dates, our consultant invoice templates have what you need.

Use a template, apply your branding, and customize it for any of your clients instead of starting from scratch every time. Our consultant invoice templates allow you to provide a professional invoice where your clients will view your itemized services, packages, or any other combination of your pricing. Templates make your clientflow as professional and consistent as possible

Protect yourself with contracts made for consultants. Start from a contract template created by attorney to quickly create legally binding contracts that clients can fill and sign from any device.

Within your template you can add existing legal language that applies to your consulting business and services. Our smart fields help you quickly fill out contracts with existing job-specific details so you save tons of time and get your contracts out asap! We always recommend reviewing your consultant contract with your attorney to make sure you’re completely covered.

Showcase your consulting packages, add-ons, and other services to prospective clients with brochure templates for consultants. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, worksheets, and more.

Essentially, a consultant brochure template allows you to present information, including images, to clients and capture a response from them, whether it be a service selection, answering questions, or requesting more information.

Convert leads into booked clients with proposal templates for consultants. Proposals combine invoice, contract, and payment into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Creating a customized proposal is easy — just start from a template and pull in the specific services your client is receiving from you and your preferred consultant contract template to create proposals in a snap. You can customize all your consultant templates per your clients needs, before sending them off. Once you send your online proposal, your clients can review, sign the contract, and pay!

Every client’s needs are different, so use one of our consultant questionnaire templates to learn more about them and collect feedback. If you like to send all your clients a list of the same set of questions, all you’ll have to do is start from your questionnaire template, adjust anything you’d like for a particular client or job, and send.

Consultant questionnaire templates help you ask the right questions and get the information you need to meet your clients’ needs and collect feedback. No matter what stage of the project you’re in, there’s a questionnaire template to guide your consulting services. You can save as many questionnaire templates as you’d like!