Run your consulting practice—without letting it run you
ClientPulse gives independent consultants one connected operating system for finding prospects, winning engagements, delivering the work, billing clients and building the next opportunity.
Not another CRM. Not simply project management. The operating system behind your entire consulting practice.
Built for the firm you are becoming — a two-minute look at how one consultant runs an entire practice in ClientPulse.
The reality of working independently
When you are the firm, everything depends on you
You are the rainmaker, consultant, project leader, account manager and business owner.
Your expertise may win the engagement—but you still have to remember every commitment, manage every deadline, protect every client relationship and make sure the work remains profitable.
ClientPulse quietly connects those responsibilities so you can spend more time advising clients and less time managing administrative fragments.
Finding the right prospects
Turning conversations into engagements
Keeping client commitments from being lost
Delivering work without losing control of scope
Billing accurately and protecting profitability
One connected consulting workflow
From first connection to next engagement
- 1Professional connection
- 2Qualified prospect
- 3Personalized outreach
- 4Opportunity
- 5Engagement
- 6Client meeting
- 7Approved work
- 8Deliverable
- 9Time and expense
- 10Invoice
- 11Profitability
- 12Next engagement
ClientPulse preserves the connection between how an opportunity began, what the client requested, what you agreed to deliver, what work was completed and what should be billed.
Nothing important has to disappear into email, meeting notes or another spreadsheet.
Intelligent CRM
Turn professional connections into real opportunities
Bring selected professional contacts into ClientPulse and identify the people whose responsibilities, industries and likely business issues best match your expertise.
ClientPulse helps you understand why a prospect may be relevant and prepares personalized, evidence-supported outreach for your review.
- Contact and company intelligence
- Prospect qualification and prioritization
- Responsibility and business-issue matching
- Consulting-capability matching
- Relevant project-evidence selection
- Personalized outreach sequences
- Human review before outreach
- Opportunity and follow-up tracking
You choose which contacts to bring in, and every outreach draft waits for your approval. ClientPulse does not send messages on your behalf inside third-party professional networks.
Meetings become managed work
Nothing important gets lost after the meeting
Record what was discussed, decided and promised. ClientPulse can identify proposed tasks, risks, client actions, milestones and deliverables—with supporting meeting evidence attached.
You decide what enters the engagement plan.
AI proposes. You approve.
- Meeting records and notes
- Decisions and commitments
- AI-generated work proposals
- Verbatim supporting evidence
- Proposed tasks and client actions
- Proposed risks, issues and decisions
- Proposed milestones and deliverables
- Individual or bulk approval
- Complete source-meeting traceability
Project command center
See the whole engagement—without building another spreadsheet
Manage phases, tasks, milestones, risks, client actions and deliverables from one engagement view.
ClientPulse shows both calculated completion and any authorized official override, giving you a more credible picture of progress than simply counting completed tasks.
- Engagement dashboard
- Weighted calculated completion
- Official completion with documented overrides
- Phase and milestone tracking
- Tasks and client actions
- RAID management
- Deliverable approval lifecycle
- Engagement health
- Activity and decision history
Financial control
Know whether the engagement is profitable—before it ends
Track approved time and expenses, compare budget burn with actual progress, create invoices from approved source records and see the financial condition of the engagement while there is still time to act.
- Time and expense entry
- Approval workflow
- Budget hours and cost
- Rate cards and historical rate snapshots
- Revenue recognition
- Cost incurred
- Gross margin
- Budget burn versus calculated progress
- Outstanding cash
- Deterministic draft invoices
- Invoice lines tied to source records
- Forward revenue, cost and margin forecasting
No guessed rates. No unexplained invoice lines. No waiting until the engagement ends to discover the margin.
Built for one; ready for more
Start with the practice you have. Build the firm you want.
ClientPulse works for the independent consultant managing everything personally—and remains useful when you add contractors, associates, project leaders or additional practices.
Your operating discipline does not need to be rebuilt every time your firm grows.
Today
One consultant with one connected system.
Next
Contractors and collaborators working from approved engagement records.
Future
A growing consulting firm with defined access, accountability, financial control and repeatable delivery.
What ClientPulse replaces or connects
Fewer disconnected tools. More control.
Without ClientPulse
- Contact spreadsheet
- Separate CRM
- Generic email tool
- Meeting notes
- Task application
- Project spreadsheet
- Time tracker
- Invoice builder
- Financial forecast spreadsheet
With ClientPulse
One connected consulting operating system.
Prospecting, outreach, opportunities, meetings, engagement delivery, deliverables, time, expenses, invoicing and margin — in one record set, with one history. ClientPulse works alongside your accounting software rather than replacing it.
ClientPulse Consulting Launch Pricing
Serious operating capability—priced for an independent practice
For a limited 120-day enrollment period, independent consultants and qualifying consulting firms can subscribe to the complete ClientPulse consulting growth, delivery and intelligence platform at Launch Pricing.
Enrollment closes January 5, 2027.
Featured plan
Independent
1 user
$149/month
- Prospect Intelligence and governed outreach
- Consulting CRM and opportunity management
- Engagement Command Center and delivery control
- Projects, phases, tasks, milestones and RAID
- Capacity, utilization and margin intelligence
- AI Project Intelligence with human approval
Every plan includes the same consulting capabilities. Plans differ only by the number of people who can use ClientPulse.
Growing beyond yourself?
Move up when more people need ClientPulse. Nothing else changes.
The one optional addition
See every plan and the full capability list on the full consulting pricing page.
You do not need a large staff to operate like a serious consulting firm
ClientPulse gives you the structure, intelligence and control to manage your practice professionally—without putting more technology between you and your clients.
You should provide the expertise, judgment and trusted client relationship.
ClientPulse Consulting. Run the firm you are becoming.