Customer Engagement
Keep all customer conversations in one place. Manage WhatsApp, calls, messages, and follow-ups easily without switching between apps.
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CRM FOR CONSULTANTS
CRM for consultants to manage client relationships, proposals, follow-ups, and billing. Built with Cleomitra
Keep bookings, billing, and marketing in one CRM. Cleomitra helps front-desk teams stay coordinated while owners get real-time insights into clients.
One CRM Platform for Consultants Teams, Operations, and Customer Engagement
Operations & Admin
Simplify internal work with better team management. Track tasks, manage staff activity, and keep operations organized and transparent.
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Marketing
Run both B2B and B2C marketing campaigns from one system. Reach customers and partners through WhatsApp, SMS, email, and social media.
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Communication
Send messages, schedule follow-ups, and run campaigns without missing any customer. Stay connected at every step of the customer journey.
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Everything You Need to Manage Your Consultants in One CRM
PLATFORM
Send automated reminders, confirmations, and marketing messages directly to your clients' favorite app to boost engagement.
Seamlessly connect your Instagram DMs to your booking system, turning inquiries into confirmed appointments instantly.
Calls
Make and receive high-quality business calls with integrated client history, ensuring you always have the full context.
Keep your clients informed with professional email campaigns, newsletters, and automated transactional updates.
Scheduling
Simplify your calendar with drag-and-drop booking, team management, and real-time availability sync.
Billing
Generate professional invoices, track payment status, and streamline your financial operations effortlessly.
Dashboard
Visualize your business health with real-time metrics on revenue, bookings, and customer retention.
TOOLS
Campaigns
Create and launch targeted marketing campaigns to re-engage dormant clients and attract new ones.
Contacts & Follow-ups
Organize client details and automate follow-up tasks to ensure no lead ever falls through the cracks.
Offers & Coupons
Drive sales and reward loyalty with customizable discount codes, seasonal offers, and gift cards.
Reports & Analytics
Gain deep insights into staff performance, service popularity, and overall financial trends.
Integrations
Connect with your favorite tools and payment gateways to create a unified and efficient workflow.
Roles & Permissions
Secure your data by assigning specific access levels and permissions to different staff members.
Notifications
Stay on top of your business with instant alerts for new bookings, cancellations, and payments.
Why Consultantss Need a CRM
Consultants build their business on relationships — but managing proposals, meeting schedules, retainer billing, and client follow-ups across multiple engagements without a dedicated CRM means things inevitably slip through the cracks. Missed follow-ups, delayed invoices, and poor pipeline visibility directly impact revenue.
Cleomitra's consultant CRM organises your entire client base in one place. Track proposals through a pipeline, set automated meeting reminder messages, manage retainer billing, monitor client communication history, and send WhatsApp updates — so you can focus on delivering great consulting work instead of managing admin.
A Consultants CRM helps you:
- Client proposal and follow-up management
- Automated meeting reminders via WhatsApp
- Retainer and billing management
- Client pipeline and revenue reports
- WhatsApp client communication and updates
Benefits of Consultants CRM
Better Appointment Management
Avoid double bookings and manage clients schedules easily with automated reminders.
Improved Clients Retention
Send automated reminders, offers, and follow-ups to keep clients engaged and coming back.
Centralized Customer Data
Store complete clients profiles including service history, preferences, and communication logs.
Marketing Automation
Promote packages, events, and seasonal offers through automated WhatsApp and email campaigns.
Business Insights
Track bookings, revenue, and clients engagement with real-time analytics and reports.
AI-Powered Automation
Let AI handle repetitive tasks — auto-replies, follow-ups, and smart reminders — so your team can focus on service.
Who Can Use Cleomitra Consultants CRM?
Cleomitra is designed for any consultants business that wants to automate operations, retain clients, and grow faster.
- businesses dealing with difficulty — tracking client proposals and follow-ups
- No automated reminder system for client meetings
- businesses dealing with manual — billing and retainer tracking
- businesses dealing with poor — visibility into client pipeline and revenue
- No WhatsApp communication for client updates
Why Cleomitra
Challenges Faced by Consultantss
Here's what most consultantss struggle with — and how Cleomitra solves each one.
Common Challenges
- Difficulty tracking client proposals and follow-ups
- No automated reminder system for client meetings
- Manual billing and retainer tracking
- Poor visibility into client pipeline and revenue
- No WhatsApp communication for client updates
How Cleomitra Helps
- Client proposal and follow-up management
- Automated meeting reminders via WhatsApp
- Retainer and billing management
- Client pipeline and revenue reports
- WhatsApp client communication and updates
Frequently Asked Questions about Consultants CRM
Cleomitra is an excellent CRM for consultants, offering client proposal tracking, automated meeting reminders, retainer billing, client pipeline reports, and WhatsApp communication — all in one easy-to-use platform.
Cleomitra tracks every proposal in a visual pipeline, showing stage, value, and last activity. Automated WhatsApp follow-ups are sent at set intervals after each proposal — maintaining client engagement without manual chasing.
Yes. Cleomitra sends automated WhatsApp meeting reminders to clients before scheduled calls or meetings — reducing no-shows and ensuring both parties are prepared for productive sessions.
Yes. Cleomitra tracks retainer agreements, generates monthly invoices, sends automated payment reminders via WhatsApp, and maintains a complete billing history for each client — keeping your revenue stream predictable and organised.
Cleomitra plans start at ₹999/month for WhatsApp automation and a shared inbox (Engage Starter, up to 5,000 customers a month), with Engage Growth and Engage Pro at ₹1,499–₹2,499/month adding CRM, unlimited automation, reports and extra channels. Service OS plans add appointments, billing and inventory, starting at ₹2,799/month. Custom pricing for consulting firms.
Integration
All Your Business Tools,
Perfectly Connected
Cleomitra integrates with the platforms you already use — messaging, calling, and email — to keep every interaction unified in one connected omni-channel system.
Smooth-running Integrations
Your favorite tools, working together
Integrations
Why Choose Cleomitra CRM?
After using our client management software, our customers agree:
Higher customer return rate
80%80%
Increase in lead-to-sales conversion
90%90%
Faster customer engagement
75%75%