The CRM built for consultants who close
Stop juggling spreadsheets, emails, and sticky notes. Lead16 gives you a single command center for every client, proposal, and invoice.
The old way vs. the Lead16 way
Scattered client data
Contacts in Gmail, notes in Notion, deals in a spreadsheet. Nothing connects.
Proposals take hours
Copying and pasting from old documents, reformatting every time, hoping you didn't miss a zero.
Time tracking is an afterthought
You reconstruct hours from memory at the end of the month and inevitably under-bill.
Invoicing is a separate tool
Yet another login, another monthly fee, and no link between the work done and the bill sent.
Clients feel out of the loop
They email asking for updates you already sent. Status calls eat into billable hours.
One unified client view
Every email, note, proposal, and invoice tied to a single client record. Instant context.
Proposals in minutes
Templates with smart fields, automatic pricing, and one-click PDF export. Send it before the meeting ends.
Built-in time tracking
One-click timers on any project. Logged hours flow directly into invoices. Never under-bill again.
Invoicing built right in
Generate invoices from logged time, send them with Stripe, and track payment status in one place.
Client portal included
Clients see project status, shared docs, and upcoming meetings. No more “just checking in” emails.
Client Pipeline
Visualize every engagement from first call to final delivery. Drag-and-drop cards across custom stages so nothing slips through the cracks.
Proposal Builder
Create polished, professional proposals in minutes. Use templates, add scope items with pricing, and send as a branded PDF your clients will love.
Proposal for Acme Corp
Digital Transformation Strategy — Prepared by Sarah K.
- Current-state assessment & stakeholder interviews
- Technology roadmap & vendor evaluation
- Implementation plan with milestones
- Change management framework
Phase 1: Discovery (Weeks 1–3) • Phase 2: Strategy (Weeks 4–8) • Phase 3: Roadmap Delivery (Weeks 9–12)
Time Logging
Start a timer with one click or log hours manually. See weekly totals per project and turn tracked time into invoices instantly.
| Project | Mon | Tue | Wed | Thu | Fri | Total |
|---|---|---|---|---|---|---|
| Acme Corp | 3.0 | 4.5 | 2.0 | 5.0 | 3.5 | 18.0 |
| Zenith Co. | 1.5 | 2.0 | 3.0 | 1.0 | 2.5 | 10.0 |
| NovaTech | 2.0 | 1.5 | 2.5 | 2.0 | 0.0 | 8.0 |
| Weekly Total | 6.5 | 8.0 | 7.5 | 8.0 | 6.0 | 36.0 |
Built-in Invoicing
Generate invoices from tracked time or fixed-fee projects. Add line items, apply taxes, and send directly to clients with integrated payment links.
Retainer Management
Track monthly retainer hours, see usage at a glance, and auto-generate invoices when the billing cycle rolls around. No more manual tallying.
Next billing date: April 1, 2026
Monthly rate: $8,000
Client Portal
Give clients a branded portal where they can check project status, download shared documents, and see upcoming meetings — without a single “just checking in” email.
- Discovery Report v2.pdf
- Competitive Analysis.xlsx
- Workshop Meeting Notes.docx
Built for every type of consulting
Whether you advise on strategy or implement systems, Lead16 adapts to your practice.
Management Consulting
Organize complex multi-phase engagements with pipeline stages tailored to advisory workflows.
IT Consulting
Track tech implementations, vendor evaluations, and system integrations from kickoff to go-live.
Strategy Consulting
Map high-level strategy engagements, track deliverables, and present polished roadmaps to C-suite clients.
Financial Consulting
Manage audits, financial planning engagements, and compliance projects with built-in time tracking.
Marketing Consulting
Run campaigns, track creative deliverables, and tie client results directly to your pipeline metrics.
HR Consulting
Manage talent assessments, org design projects, and training program rollouts in one workspace.
“Before Lead16 I was spending 10 hours a week on admin — chasing invoices, updating spreadsheets, rewriting proposals. Now I spend that time on billable work. My revenue went up 34% in the first two quarters.”
Plans that grow with your practice
Start free, upgrade when you're ready. No surprises, no hidden fees.
- Unlimited contacts
- Visual deal pipeline
- Basic time tracking
- 3 invoices per month
- Community support
- Everything in Free
- Proposal builder & templates
- Unlimited invoicing
- Retainer management
- Client portal
- Priority support
Lead16 vs. the alternatives
See why consultants choose Lead16 over bloated enterprise CRMs and makeshift workarounds.
| Feature | Lead16 | HubSpot | Salesforce | Spreadsheets |
|---|---|---|---|---|
| Client pipeline | ✓ | ✓ | ✓ | — |
| Proposal builder | ✓ | — | — | — |
| Built-in time tracking | ✓ | — | — | — |
| Invoicing | ✓ | — | — | — |
| Retainer management | ✓ | — | — | — |
| Client portal | ✓ | — | ✓ | — |
| Email integration | ✓ | ✓ | ✓ | — |
| Free plan | ✓ | ✓ | — | ✓ |
Lead16
HubSpot
Salesforce
Spreadsheets
Start closing deals today
Join thousands of consultants already using Lead16 to manage clients, win engagements, and grow their practice.