The CRM for consultants who would rather be consulting
Independent consultants and advisory firms sell expertise, so the admin around it — proposals, engagement terms, time records and fee invoices — has to be fast and professional. Frostwood CRM handles the whole engagement, from the first conversation to the paid invoice.
- Proposals and estimates clients approve online
- Time logged per engagement
- Fee invoices in any currency
Free to use · Every feature included · No credit card required · See all features
Where consulting admin breaks down
Slow sign-off on scope
Engagements stall while a proposal waits in someone’s inbox.
Time that goes unrecorded
Advisory hours are hard to reconstruct at the end of the month.
Awkward payment follow-ups
Chasing fees after delivering advice strains the relationship.
Client records in too many places
Notes, documents and invoices live in different tools.
How consultants run on Frostwood CRM
Scope and propose
Send an estimate or proposal the client reviews and accepts online.
Agree the terms
Share engagement contracts for online signature in the client portal .
Track the engagement
Run each engagement as a project and log time against its tasks.
Bill and collect
Issue fee invoices in any currency and send payment confirmations with statements automatically.
A CRM for freelancers and small teams
You do not need a sales department to need a CRM. Lead tracking, estimates, invoicing and customer records are free, so a freelancer or two-person practice can look as organized as a large firm from day one.
Business management software for consulting firms
Larger advisory firms can add accounting, purchasing and HR and payroll, with role-based permissions so partners, consultants and finance each see the right records.
Frequently asked questions
Is Frostwood suitable for a solo consultant or freelancer?
Yes. Lead management, estimates and invoicing are free, and the rest of the platform is there as the practice grows.
Can I send engagement contracts for signature?
Yes. Contracts can be shared in the client portal and signed online.
Can I invoice in USD, GBP or EUR?
Yes. Each invoice can have its own currency and exchange rate.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.