CRM for Consultants

The CRM for Consultants & Coaches

Win more clients and stay on top of every engagement. WebifyGO tracks leads, proposals, and invoicing in one platform.

Free 14-day trial · No credit card required

Sound familiar?

Prospects and proposals tracked in your inbox.
Follow-up is inconsistent between client work.
Invoicing lives in yet another tool.
The CRM for Consultants & Coaches

Everything you need in one CRM

Lead & Proposal Pipeline

Track prospects and proposals from first call to signed engagement.

Activities & Tasks

Log calls, meetings, and follow-ups against every client.

Invoicing & Payments

Send proposals and invoices and collect payment with Stripe.

Automated Follow-Ups

Never let a warm prospect go cold with automated reminders.

Run it all from a single dashboard

Contacts, pipeline, invoicing, campaigns, and support in one place — so nothing slips through the cracks and your whole team works from the same live data.

Free 14-day trial, no credit card
Set up in minutes, import your data via CSV
Flat monthly pricing, cancel anytime
Start Free Trial
WebifyGO CRM dashboard

Frequently asked questions

Still have questions? Talk to our team.

Yes. It handles leads, proposals, follow-ups, and invoicing in one place, and scales as you grow.

Yes, with online payment via Stripe, all linked to the client record.

Yes, a 14-day free trial with no credit card required.

Ready to get started?

Start your free trial today — your own WebifyGO instance is ready in minutes.