Process audit₹4,50,000
#ENG-1182
Northwind Traders
Rahul S
For consultants & agencies
Six-month sales cycles. Zero forgotten follow-ups.
Getlead keeps every proposal, referral and nurture touchpoint for your consulting firm or agency on one pipeline — so deals that take months to close don't depend on anyone's memory.
No credit card required·Set up in minutes·Cancel anytime
Scoping9
Proposal sent7
ERP selection₹12,00,000
#ENG-1174
Skyline Systems
Priya M
Negotiation5
Growth retainer₹90,000 / mo
#ENG-1166
Vertex Analytics
Aman K
Compliance review₹2,80,000
#ENG-1160
Gulf Logistics
Neha R
Won4
Data migration₹7,20,000
#ENG-1149
Acme Corp
Kiran V
At a glance
What is a consulting CRM?
A consulting CRM tracks relationships and deals across the long sales cycles consulting firms and agencies live with. Getlead keeps every proposal, referral and conversation on one pipeline: enquiries are captured with their source, proposals move through named stages, and follow-up tasks fire on schedule — even when the next touchpoint is three months away. Between projects, nurture campaigns keep past clients warm, so the next engagement starts from a conversation already in progress.
| Category | Sales CRM for professional services |
|---|---|
| Best for | Consulting firms, agencies & advisories |
| Built for | Long cycles, proposals, referrals, nurture |
| Pricing | ₹599–899 / user / month |
| Free trial | 7 days, no credit card |
| Platforms | Web · Android · iOS |
Where consulting deals die
Three jobs a billable team never has time for
When everyone is delivering client work, business development happens in the gaps. Getlead makes the gaps productive.
Use case
Proposal & deal tracking
Every pursuit sits on one pipeline with its stage, value and owner. You can see which proposals are waiting on the client — and which are quietly waiting on you.
Use case
Referral source tracking
Tag every lead with where it came from — referral, past client, website or ads. Over a year, you learn which relationships actually bring revenue, with numbers to prove it.
Use case
Nurture between projects
Engagements end; relationships shouldn't. Scheduled follow-ups and campaigns keep past clients warm until the next project surfaces — without anyone keeping a list in their head.
Deals & pipeline
A pipeline built for the long game
Consulting deals stall, restart and stretch across quarters. Getlead captures every enquiry with its source into one lead queue, then keeps each pursuit visible — stage, value, owner, last touch — with idle-deal alerts that surface opportunities going quiet before they go cold.
- Stages that match how you sell — discovery, proposal sent, negotiation, won
- Deal value & probability rolled up to a live forecast
- Referral source on every record so you can thank the right people
EngagementValueStageIn stage
Process audit₹4,50,000Scoping11 days
ERP selection₹12,00,000Proposal sent24 days
Growth retainer₹90,000 / moNegotiation46 days
Compliance review₹2,80,000Negotiation9 days
Data migration₹7,20,000Won—
Tasks & campaigns
Follow-ups that survive a three-month gap
When a prospect says "come back next quarter", that promise becomes a dated follow-up task — not a sticky note. Between projects, call campaigns keep your firm in front of past clients and referrers.
- Follow-ups scheduled weeks or months ahead, surfaced on the day they're due
- Overdue flags and escalation when a promised call slips
- Nurture campaigns to past clients, segmented by industry or engagement type
Follow-upClientDueStatus
Check in after board meetingSkyline SystemsToday 3pmOpen
Proposal chase — no replyVertex AnalyticsYesterdayOverdue
Budget cycle reopensNorthwind Traders1 OctOpen
Retainer renewalAcme Corp15 NovOpen
Post-project reviewGulf Logistics8 AugDone
FAQ
Questions from consulting teams
How does Getlead CRM handle long consulting sales cycles?
Every proposal sits on a visual pipeline with its stage, value and owner, and follow-up tasks can be scheduled as far ahead as the deal needs — next week or next quarter. When a follow-up comes due it appears in the owner's task list, so months-long pursuits never depend on memory.
Can Getlead CRM track where my referrals come from?
Yes. Every lead is captured with its source — referral, past client, website, ads or calls — so you can see which relationships and channels actually bring engagements, and report on conversions by source.
Is Getlead CRM suitable for a small consulting firm?
Yes. Getlead CRM is priced per user — ₹599 per month billed yearly or ₹899 billed monthly — with every feature included, so a two-person practice gets the same product as a fifty-person agency. Every account starts with a 7-day free trial, no credit card required.
Can Getlead CRM track proposals and their status?
Yes. Proposals live as deals with your own stages — scoping, proposal sent, negotiation, won — each with a value, an owner and a next action. The board shows which proposals have gone quiet, so a follow-up happens while the conversation is still warm.
How does Getlead CRM help with repeat and referral clients?
Every conversation, call and task stays on the client record, so the context behind a past engagement is there when the client comes back. Because each enquiry keeps its source, you can also see how much of your work actually arrives through referrals rather than assuming it.
Can I see how much revenue is sitting in my pipeline?
Yes. Each deal carries a value and a stage, and reports roll those up into a live forecast by stage, owner and period. That turns a long consulting sales cycle into something you can plan capacity against rather than a list of open conversations.
Does Getlead CRM work on mobile for consultants who travel?
Yes. Native Android and iOS apps are included in the same ₹599 per user per month yearly price as the web app. A consultant can log a meeting outcome, move a deal and clear a follow-up between client visits, so nothing waits for a laptop.
The fastest reply usually wins the deal
Reply in 30 seconds,
not 30 minutes.
Getlead catches the enquiry, alerts the right rep, and keeps every follow-up on track — so speed stops being luck.
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