Stop tracking clients in spreadsheets. See your leads, audits, active engagements, and revenue in a pipeline built for solo consultants.
Open PipelinePurpose-built for consultants who manage many clients.
Kanban-style board with Lead, Audit, Active, and Completed stages. Drag clients through your funnel.
See active monthly retainers, pipeline value from prospects, and total client count at a glance.
Instantly find any client by name, website, or email. Filter by stage to focus on what matters now.