CRM for consultants — clients, projects and hours in one place
Manage all your projects, clients and hours in one place — simple, professional and efficient
The challenges of running a consultancy
We understand the difficulties of managing independent work
Work-hours tracking
Difficulty logging work hours per project and client, lost income due to unrecorded hours
Scattered project management
Working with multiple clients at once, difficulty tracking task progress
Manual invoices
Preparing invoices at month's end takes hours, difficulty calculating hours accurately
Payment tracking
Difficulty tracking clients who owe payment, lack of clarity about expected income
How BaseCRM solves it
Tailored solutions for managing professional consulting work
Projects by work stage
All projects in one list, with the work stage, priority, due date and client of each. Filter by status, stage or priority and see at a glance what is in progress, on hold or about to finish.
- A work stage for every project
- Organized by projects and clients
- Set due dates and priorities
Automatic time tracking New
A live timer in the top bar, available from any screen in the system — start with one click, keep going across pages, and switch projects without losing time. You can also add retroactive time entries. Every project has a "work hours" card showing total logged hours, budgeted vs. actual hours and an hourly rate — so you can see in real time whether the project is on budget.
- Live timer in the top bar, from any screen
- Hours per project vs. hours budget
- Hourly rate per project + manual entry
Automatic invoices from your hours
Issuing Digital invoices Professional invoices in one click, straight from the hours you logged. The system automatically calculates the amount by hourly rate, adds VAT and emails it to the client.
- Automatic calculation from the hourly rate
- Automatic sending by email
- Tracking payments and balances
Centralized customer management
All your customer information in one place. Contact details, active projects, invoice history, payments and correspondence. Quick access to every relevant detail during a call or meeting.
- Detailed customer profile
- Project and payment history
- Logging communications and meetings
Key features for consultants
Everything you need to run a professional consulting practice
Automatic receipt scanning New
Snap a photo of a receipt — and the system automatically fills in the amount, date, supplier and expense description. Saves manual entry of expenses.
Landing page for your business New
Built-in landing page builder — slogan, gallery, testimonials, and a lead form. A short URL to share on WhatsApp and social.
AI summaries and insights New
A weekly AI summary of activity, clients and revenue forecast — with practical recommendations for improving your client portfolio.
Saved service catalog New
Define a fixed list of services (a consulting hour, a monthly package, a project) with a price and VAT — pick one quickly when issuing an invoice instead of retyping it every time.
Invoice and receipt in English New
For customers abroad — an English copy of the invoice and receipt with the same number, and you can also issue the document in dollars or euros at the Bank of Israel's representative rate.
Connection to monday.com New
Import your client list from an existing monday board once, and from then on the system updates the board by itself whenever a client changes or a document is issued to them — a one-way connection.
Projects by work stage
All projects and tasks, with a work stage and a due date
Accurate time tracking
Built-in timer and flexible time logging
Customer management
A detailed card for every client with all the information
Smart invoices
Automatic generation from your logged hours
Calendar and meetings
Meeting scheduling and automatic reminders
Documents and quotes
Create and send professional documents
Reports and insights
Analysis of revenue, projects and clients
Payment tracking
Managing pending invoices and balances
Access from mobile devices
Work from any device, anytime
Integrations and Webhooks
Connect to external tools and real-time automations
Digital quotes
Create, send and convert to an invoice
The recommended plan for consultants
Professional management at a price everyone can afford
One plan for the whole business
For businesses joining by 31.10.2026. When the free period ends: ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business.
No credit card, no commitment
No hidden costs • cancel anytime
- Expanded quota for clients and projects
- A work stage for every project
- Automatic time tracking
- Smart invoices from logged hours
- Calendar and reminders
- Document and quote management
- Detailed reports and insights
- Support in Hebrew and English
No credit card required
How do you get started?
Sign up free
Sign up for a free account in under a minute, no credit card required
Import clients
Import your existing client list or add clients manually
Project management
Create projects, define tasks and track work hours
Invoices and reports
Issue tax invoices and quotes, and get business insights
Why are consultants switching to a CRM?
A comparison of common methods for managing clients and projects
| Feature | BaseCRM | Excel / Google Sheets | WhatsApp + notes |
|---|---|---|---|
| Customer & lead management | ✓ Full client card + history | ✓ Basic spreadsheet | ✗ Scattered across chats |
| Projects & tasks | ✓ Work stages + deadlines | ✓ Manual | ✗ Not centralized |
| Work-hours tracking | ✓ Built-in timer + reports | ✓ Manual | ✗ Not available |
| Issuing invoices and quotes | ✓ Software registered with the Israeli Tax Authority | ✗ Not available | ✗ Not available |
| Sales pipeline | ✓ Visual + automatic | ✓ Very manual | ✗ Not available |
| Reminders and follow-up | ✓ Automatic | ✗ Not available | ✗ Manual only |
| Reports and business insights | ✓ Built in | ✓ Requires a lot of effort | ✗ Not available |
| Integrations & API | ✓ Webhooks + Make / Zapier / n8n | ✗ Not available | ✗ Not available |
| Hebrew interface | ✓ Full Hebrew RTL | ✓ Partial | ✓ |
Frequently asked questions
What is a CRM for consultants?
Why does a business consultant need a CRM?
Is BaseCRM a good fit for business consultants?
How much does a CRM for consultants cost?
How do you manage client projects with a CRM?
Guides for business consultants
Professional content for running a successful consulting business
A consulting meeting recorded and transcribed — everything agreed, on the appointment
Record a full meeting, up to 90 minutes, and get a neat transcript — the decisions, the tasks and who is responsible for what, without summarising during the conversation.
- A management meeting or strategy workshop
- A requirements meeting with a new client
- Tracking decisions and tasks from one meeting to the next
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Consent before anything else
Before recording, the participants confirm the meeting is being recorded. Without that confirmation, recording does not start.
-
Record up to 90 minutes
On the appointment, choose “Record the meeting + transcript”, from the phone or the computer. The recording uploads in parts during the meeting.
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The transcript arrives on the appointment
Usually within a few minutes of the end, with a notification. Copy it or add it to the appointment description with one click.
- The recording is transcribed on BaseCRM’s transcription server. It is not sent to external AI services.
- The audio is deleted right after transcription. The transcript is stored encrypted, and everyone authorised to see the appointment can read it.
- The transcription engine was trained on spoken Hebrew.
The transcript usually appears within a few minutes after the recording ends, and a notification is sent when it is ready. If the transcription server is offline at that time, the recording waits for it; a recording not transcribed within 7 days is deleted.
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