CRM for Consultants

CRM for consultants who want pipeline, proposals, invoicing, and collections connected

Manage discovery calls, proposals, contracts, retainers, recurring invoices, and overdue follow-up in one operating system built for service work.

Why this fit works

Built for the operating reality of crm for consultants

Consulting businesses usually break down at the handoff between selling the work and collecting the cash. Ratio is designed to keep that transition operationally tight.

This page is for consultants searching for a CRM, consulting business software, or a simpler alternative to juggling proposals, retainers, recurring invoices, and collections across separate tools.

Common friction

Problems teams usually hit

!Sales notes, proposals, signed agreements, and invoices scattered across tools
!Retainers and recurring billing handled outside the CRM
!Overdue invoices requiring manual reminders and status chasing

What Ratio gives you

The parts of the workflow that matter most

Pipeline visibility from first conversation to closed deal

Proposal and contract flow that converts directly into billable work

Recurring invoices, payment plans, and receivables visibility

Claude-powered retrieval and actions for day-to-day operations

Research the workflow from three angles

Features

See the core workflow pages

Lead management Invoicing & online payments AI-powered CRM

Docs

Read the operating detail

Lead capture and pipeline Getting paid and managing payouts Connect Claude guide

Alternatives

Compare the common options

Ratio vs HoneyBook Ratio vs Dubsado

Next step

See if Ratio matches how your business actually runs

If you need a service-business CRM that connects pipeline, approvals, billing, payments, and follow-up operations, Ratio is built for that.

Get started See pricing

Frequently asked questions

What makes Ratio a good CRM for consultants?

It keeps sales, proposals, signed scope, invoicing, retainers, and follow-up in the same operating system so work does not break between the commercial and billing handoff.

Can consultants run recurring billing and retainers in Ratio?

Yes. Ratio supports recurring invoices, autopay, payment plans, and manual or automated follow-up on overdue balances.

Does Ratio help consultants with daily operations?

Yes. Consultants can use Claude to retrieve account details, payment status, and client history without digging through multiple screens.

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