CRM Built for Consultants
Manage clients, track opportunities, send professional invoices, and automate follow-ups—all in one place. Start free, no credit card required.
Stop Juggling Multiple Tools
As a consultant, you don't need complexity. You need one simple tool that does everything.
❌ The Old Way
- • Excel spreadsheet for tracking leads
- • Gmail for email communication
- • QuickBooks or Xero for invoicing ($30-50/mo)
- • Calendar for meetings
- • Another spreadsheet for revenue tracking
- • Manually following up with prospects
Result: Wasted time, missed opportunities
✅ The Lead16 Way
- All leads tracked in visual pipeline
- Gmail integration for email sync
- Professional invoicing built-in (saves $30-50/mo)
- Activity tracking & reminders
- Revenue analytics dashboard
- Automated follow-up emails
Result: More clients, less admin work
Everything You Need as a Consultant
Client Pipeline
Track every prospect from initial contact to signed contract. See exactly where each opportunity stands.
Email Tracking
Connect Gmail to automatically log all client emails. Never lose track of a conversation again.
Professional Invoicing
Send invoices directly from your CRM. Set up recurring billing for retainer clients.
Automated Follow-ups
Set up automatic email sequences when prospects move through your pipeline. Never forget to follow up.
Revenue Analytics
See your pipeline value, invoice status, and revenue trends at a glance. Track MRR for retainer work.
Mobile Ready
Update deals and send invoices on the go. Mobile app coming soon for iOS and Android.
📖 Real Consulting Workflow with Lead16
New Lead Comes In
Someone reaches out via email or contact form. You add them as a lead in Lead16 with project details and potential value.
Discovery Call
After your call, you move them to "Qualified" stage. All email history is automatically synced from Gmail.
Send Proposal
Move to "Proposal" stage, and Lead16 automatically sends a follow-up email you've pre-configured.
Win the Project
They say yes! Move to "Won" stage and immediately send your first invoice from the same platform.
Ongoing Retainer
Set up recurring monthly invoices. Track MRR. Keep all client communication and invoices in one place.
"As a solo consultant, I don't have time for complicated software. Lead16 gives me everything I need—CRM, invoicing, email automation—without the bloat. I'm saving $50/month from dropping QuickBooks."
Pricing That Makes Sense
Starter
For consultants just starting out
- ✓ Up to 50 leads
- ✓ 10 invoices/month
- ✓ Basic automation
- ✓ Gmail integration
Professional
For established consultants
- ✓ Unlimited leads
- ✓ Unlimited invoices
- ✓ Advanced automation
- ✓ Recurring billing
- ✓ MRR tracking
- ✓ Priority support
Team
For consulting teams
- ✓ Everything in Pro
- ✓ Up to 10 team members
- ✓ Role-based permissions
- ✓ Custom branding
- ✓ Dedicated support
Ready to simplify your consulting business?
Join consultants who have replaced 3-4 tools with one simple platform. Start free, no credit card required.