Professional Services
Business Consultants
The all-in-one platform to manage client engagements, meeting notes, retainers, and time-based billing. Spend less time on admin and more time doing what you love.
Get started freeIndependent consulting is sold on judgement and delivered in meetings, which makes the record of what was discussed and agreed the actual deliverable between sessions. Retainers make it recurring; the notes make it defensible. Clienteka keeps engagements, meetings and invoices on one client without a CRM you have to configure for a fortnight.
Also known as: business consultant Β· management consultant Β· independent consultant Β· strategy consultant Β· consulting practice Β· freelance consultant
How Business Consultants use Clienteka
Keep meeting notes across a long engagement
Invoice retainers and one-off work in one place
See which clients have gone quiet
Everything your Business Consultants business needs
Client Management
Keep detailed profiles for every Business Consultants client. Track preferences, visit history, and notes all in one place.
Appointment Scheduling
Manage all your Business Consultants appointments in one calendar. Avoid double bookings and reduce no-shows β you stay in control of the schedule.
Invoicing & Payments
Create professional invoices for your Business Consultants business. Track payments, issue credit notes, and stay tax-compliant.
Notes & History
Keep detailed notes for every Business Consultants client. Record preferences, history, and important details that matter.
Common questions
Can I keep notes across a long engagement?
Yes. Notes attach to each meeting and stay on the client profile in order, so an engagement running for months reads as a sequence.
Can I bill a retainer as well as one-off work?
Yes. A retainer is a service invoiced on your own cycle, and additional work is invoiced separately, both on the same client.
Can I see which clients have gone quiet?
Yes. Each profile shows when you last met, so a client who has not been seen for two months is visible in the client list.
Does it work for remote meetings?
Yes. A meeting is a booking with a time and duration regardless of where it happens, and notes and invoicing work identically.
Is there a free plan for a solo consultant?
Yes. Up to 10 clients and 10 appointments a month, with no time limit and no team setup, so a solo consultant can run on the free plan indefinitely rather than as a trial.
Start managing your Business Consultants business today
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