VIV-Z · Consulting CRM
Discovery calls, proposals, and retained engagements tracked automatically — in one CRM, built free into your VIV-Z website with a live preview in 24 hours.
Free
CRM included
24h
avg preview time
4
pipeline stages tracked
★★★★★
5-star reviews
What most consultants are still doing
Most independent and boutique consultants run their whole pipeline across Gmail, a calendar, and whatever they can remember about who owes who a reply. It works — until a busy week means a warm lead goes cold, or a retainer lapses because nobody flagged the renewal date.
A proposal sitting in Sent Mail with no follow-up is a deal you've quietly lost. Without a system tracking status, nobody notices until the prospect signs with someone else.
Manual scheduling by email loses momentum. Every extra step between "interested" and "booked" is a chance for the prospect to lose interest or find someone faster to respond.
Without a renewal reminder tied to the account, a retained client review date slips past unnoticed — and the relationship ends without either side deciding it should.
VIV-Z fixes all three with a single pipeline that runs the follow-up and renewal steps automatically — see the consulting website it comes bundled with.
One pipeline, lead to retainer
An enquiry from your site, a referral form, or a LinkedIn message lands in the pipeline the moment it arrives — tagged by specialism so it reaches the right person, not a shared inbox.
The prospect books straight into your calendar. No email back-and-forth, no double-booking, and a reminder sequence runs automatically so fewer calls get missed.
Scope, fee, and terms go out from the same record the call notes live in, so nothing gets rewritten from memory — and you can see exactly how long a proposal has been sitting unanswered.
Once signed, the engagement moves into a delivery view with milestones and invoicing dates attached — visible to anyone on your team covering the account, not just you.
Built for how consultants actually work
A solo advisor closing a handful of engagements a year needs something different from a boutique firm running several proposals at once — but the underlying need is the same: stop losing deals to an inbox with no automation behind it.
VIV-Z bundles the CRM into a full business management suite — pipeline, booking, and reporting configured around how you actually sell.
Long sales cycles with multiple stakeholders — the CRM tracks every contact at a client, not just the one who first replied, so nothing depends on one inbox.
One person doing the selling and the delivery. Automated follow-ups and reminders do the admin a full-time ops person would otherwise handle.
Multiple clients on rolling retainers — the pipeline shows renewal dates and check-in cadence per account so a retainer never lapses unnoticed.
What's included
Prospects book directly from your site into your live calendar — no Calendly subscription, no manual confirmation emails.
See every proposal sent, its status, and how long it's been outstanding, instead of digging through Sent Mail to remember who owes you a reply.
Prospects who go quiet get a scheduled follow-up automatically — the single highest-leverage habit most independent consultants don't have time to keep up.
Ongoing engagements are flagged ahead of their renewal or review date, so a lapsed retainer is a decision you made, not one that happened by accident.
Active clients can view milestones, share documents, and pay invoices in one place — cutting the admin overhead on engagements you're already delivering.
Service and FAQ schema built into every page, so Google and AI assistants like ChatGPT and Perplexity can surface you when someone asks who to hire.
Built for how consultants search
“CRM for consultants”
The core commercial search — won by naming the discovery-call-to-retainer pipeline explicitly rather than describing generic "contact management".
“client management software for consultants”
Research-stage search from consultants comparing dedicated tools against a spreadsheet they've outgrown.
“pipeline software for independent consultants”
Solo and fractional consultants specifically looking for something lighter than enterprise sales CRMs built for teams.
“best CRM for small consulting firms”
Comparison-stage intent, usually against HubSpot, Pipedrive, or Copper — won by leading with price and simplicity.
Cost comparison
General-purpose CRMs like HubSpot and Pipedrive typically run £15–£90 per user per month once you add the pipeline, automation, and reporting features consultants actually need, and Copper sits in a similar range for Google Workspace users. VIV-Z includes the CRM, discovery call booking, and proposal tracking in your free website build — no separate software subscription.
FREE
CRM included with your consulting website build
Then pay hosting to keep it live
Hosting · SSL · domain · CRM · booking · no per-user fees
No card required until you love it
How it works
01
Your specialism, typical engagement type, and how discovery calls and proposals currently get handled.
02
Your website, discovery call booking, and the full pipeline — lead through retainer — are built and connected together.
03
See a live preview within 24 hours. Test the booking flow and the pipeline before anything goes live.
04
Your site goes live and the CRM starts logging leads, chasing quiet proposals, and flagging renewal dates automatically.
FAQ
It tracks the full lifecycle of a client relationship: the enquiry the moment it lands, the discovery call once it's booked, the proposal and fee once sent, and the engagement itself once signed — including renewal dates for retained work. The difference from a generic CRM is that it's structured around a consulting sales cycle specifically, not a product sales pipeline that doesn't map to how advisory work actually gets sold.
It's built for both, but the value is arguably higher for a solo consultant — you're doing the selling and the delivery yourself, so the automated follow-ups and renewal reminders replace admin work you'd otherwise have to remember to do manually, on top of billable client work.
Yes. Prospects book directly from your website into your live calendar, with automated reminders sent before the call. There's no separate Calendly or scheduling tool subscription required — it's part of the same system as your proposal and engagement tracking.
General-purpose CRMs like HubSpot and Pipedrive typically run £15–£90 per user per month once you add the pipeline, automation, and reporting features consultants actually need, and Copper sits in a similar range for a Google Workspace-native option. VIV-Z includes the CRM, discovery call booking, and proposal tracking as part of your free website build — no separate software subscription.
The CRM is built as part of your VIV-Z website — the discovery call booking form, proposal tracking, and client portal all feed the same pipeline, which is why it works best as a full site build rather than a bolt-on to an existing site. If you already have a site you like, mention it during the build brief and we can discuss moving your domain across without losing existing search rankings.
Every VIV-Z consulting website ships with Service and FAQ schema, plus clean semantic content — the same structured data Google's algorithm and AI assistants like ChatGPT, Claude, and Perplexity read when someone asks "who's a good consultant for [specialism]" or "CRM I can recommend for a small consultancy". Tracked engagements and reviews inside the CRM also feed a more current trust signal than a static homepage.
Ready?
Tell us how you sell and we'll build your site and CRM today. Live preview within 24 hours — no card, no commitment.
No card required · Pay for hosting only if you love it
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