Build a CRM for Consultants Using AI in Minutes
Describe your Consultants CRM in plain English and create a production-ready build, from design and development to deployment, in minutes. No code needed.
Trusted by Builders Worldwide
Active Builders Worldwide
Apps Successfully Created
Countries Globally Reached
The CRM builder for consultants that works the way you do
No hunting for plugins or add-ons. Everything a consultants team needs to build, launch, and run its CRM is included from the start.
Consulting Client & Engagement Management
Capture and organize prospects, clients, and engagement records with custom fields, views, and complete history. Describe what your team tracks and the screens are generated to match.
Discovery-to-Signed-Engagement Pipeline
Track leads through discovery calls to signed proposals stage by stage, exactly the way your team works. Explain the steps and the builder creates the stages and rules.
Proposal and SOW Pipelines
Track every proposal with scope, pricing, and follow-up cadence until signature. All generated from a plain-language prompt.
Proposal Follow-Up Automation
Describe when proposal nudges, check-ins, and renewal conversations should go out and the reminders, tasks, and assignments fire on their own.
Consulting Tool Integrations
Link email, calendars, and document tools so records stay current across systems. Tell the builder what talks to what and the connections are configured.
Consulting Data Import
Bring in the prospects, clients, and engagement records you already track in spreadsheets or an old CRM. Describe the columns and the builder maps them into structured records.
One CRM for consultants that runs everything from first meeting to annual review
Full context before every conversation
Keep goals, history, and notes in one place so every meeting starts informed. A CRM you shape around your own process that gives your whole team the same picture.
window.awbMockup = { clientManagement: "Build a CRM for consultants that keeps every client, goal, and meeting note in one place.", pipelineOnboarding: "Build an onboarding pipeline that moves prospects from first call to signed client.", reviewsCheckIns: "Build a review scheduler that triggers annual reviews and check-ins automatically.", practiceReporting: "Build a practice dashboard that shows new clients, referrals, and revenue by service." };
Move prospects to signed clients
Track each prospect through discovery, proposal, and onboarding. When you build a CRM for consultants with AI, follow-ups and documents stay attached to the relationship.
window.awbMockup = { clientManagement: "Build a CRM for consultants that keeps every client, goal, and meeting note in one place.", pipelineOnboarding: "Build an onboarding pipeline that moves prospects from first call to signed client.", reviewsCheckIns: "Build a review scheduler that triggers annual reviews and check-ins automatically.", practiceReporting: "Build a practice dashboard that shows new clients, referrals, and revenue by service." };
Never miss a review or renewal
Automate annual review reminders and periodic check-ins inside the CRM you create, so client care stays proactive.
window.awbMockup = { clientManagement: "Build a CRM for consultants that keeps every client, goal, and meeting note in one place.", pipelineOnboarding: "Build an onboarding pipeline that moves prospects from first call to signed client.", reviewsCheckIns: "Build a review scheduler that triggers annual reviews and check-ins automatically.", practiceReporting: "Build a practice dashboard that shows new clients, referrals, and revenue by service." };
Understand what grows the practice
See new clients, referral sources, and revenue by service in real time.
window.awbMockup = { clientManagement: "Build a CRM for consultants that keeps every client, goal, and meeting note in one place.", pipelineOnboarding: "Build an onboarding pipeline that moves prospects from first call to signed client.", reviewsCheckIns: "Build a review scheduler that triggers annual reviews and check-ins automatically.", practiceReporting: "Build a practice dashboard that shows new clients, referrals, and revenue by service." };
How to Build a CRM for Consultants Using AI
Skip the templates and setup. Explain your clients, service types, pipeline stages, and review schedules in plain language, and everything from UI to database to automations is generated, and it is live the same day.
Explain your clients, service types, pipeline stages, and review schedules in plain language. No technical spec required.
In minutes you get a working CRM, with the clients, engagements, reviews, and referrals you described already connected on screen.
Review it and refine conversationally. Every tweak to the fields, views, and rules your consultants work needs takes seconds.
Invite teammates, plug in your tools, and put it to work. It keeps up as your client base grows.
More things you can build
with Emergent
AI Website Builder
Build and publish responsive websites with AI from landing pages to complete websites.
AI App Builder
Create and launch mobile apps with AI, without the complexity of traditional app development.
AI Web App Builder
Build and ship fully functional web apps with custom interfaces, logic, and workflows.
AI Dashboard Builder
Create interactive dashboards to visualize data, track KPIs, and manage business operations.
AI SaaS Builder
Build complete SaaS products with user accounts, subscriptions, dashboards, and core product workflows.
AI CRM Builder
Build custom CRMs for managing contacts, leads, pipelines, campaigns, and automated workflows.
AI Agent Builder
Create AI agents that can understand tasks, use tools, automate workflows, and work across your business.
Build Your Own
Start with any idea and build exactly what you need with AI no templates or limits.
Why Choose Emergent for Building a CRM for Consultants?
Build a CRM for consultants around your unique workflows, with the flexibility to customize, scale, and adapt as your business grows.
| Other Tools |  | |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front-end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface-level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
Pick the Pricing Plan That Works for You
Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.
No credit card required*
Find the Right CRM for
Your Business
Frequently Asked Questions
Your Questions, Answered
Don't change this element unless you know what you are doing
on Emergent today
