CRM for
Consultants
You are the sales team, the delivery team and accounts receivable. Get a system that does two of those.
Live in minutes · No per-seat charges · Cancel anytime
Why consultants
need a CRM
Solo consultants lose revenue in two places: the pipeline that goes cold while you're delivering, and the invoices that go out late because you're selling. The work itself is never the problem — the switching is.
Origin CRM handles the switching for you. Follow-ups send themselves while you're heads-down, retainers bill themselves on schedule, and when you surface for air, one board shows exactly who to talk to next.
The three leaks Origin CRM plugs first
The pipeline dies while you deliver
Queue follow-ups when a conversation starts; they send on schedule during your delivery weeks and cancel if the prospect replies.
Invoicing gets postponed
Retainers become recurring invoices with auto-send; project invoices are a branded PDF away, from the same client record.
Admin sprawls across five apps
Contacts, pipeline, email, calendar, quotes and invoices in one workspace — with a Cmd+K palette so nothing takes more than a keystroke to file.
Built for the way
consultants work
Follow-ups while you work
Reply-aware scheduled emails from your own mailbox keep prospects warm during delivery sprints.
Retainers that bill themselves
Recurring invoices with auto-send turn monthly retainers into a non-event.
Keyboard-fast capture
Cmd+K creates a contact, task or deal in seconds — capture the lead mid-call and get back to the conversation.
One honest agenda
Deadlines, follow-ups and reminders in one place, with overdue items rolling forward until you deal with them.
Plus everything else in Origin CRM — contacts and companies with full history, a command palette, real-time team sync, daily backups and your own private subdomain. See the full feature comparison →
Origin CRM vs.
the usual suspects
For a business of one, per-seat pricing sounds fine — until you realize the features you need sit two tiers up. Flat-rate pricing with everything included is built for exactly this situation.
vs. HubSpot
HubSpot's free CRM tier is real, but the tools a consultancy of one actually leans on day to day — automated follow-up sequences, quoting, sales automation — sit in the paid Sales Hub, priced per seat, so the bill grows every time your team does. Origin CRM includes follow-ups, quotes and invoicing in one flat monthly price.
vs. Salesforce
Salesforce is built for enterprise sales organizations: per-user licensing and enough configuration that many companies hire a consultant just to get started. A consultancy of one rarely needs any of that. Origin CRM is self-serve — sign up and your workspace is live the same day.
vs. Pipedrive
Pipedrive does pipelines well, but it's priced per seat and leans on add-ons and third-party integrations for invoicing and email automation. Origin CRM ships a visual pipeline, branded invoicing and reply-aware follow-ups built in, for one flat price.
Competitor packaging and pricing models are summarized from their public materials and may change; check each vendor for current details. HubSpot, Salesforce and Pipedrive are trademarks of their respective owners.
One flat price: $99/mo
Whole team included, every feature included, cancel anytime. Prefer bank transfer? Prepay 3, 6 or 12 months at a discount.
Consultants ask us
Isn't a CRM overkill for one person?
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A heavyweight suite is. Origin CRM is one flat price with self-serve setup, and it earns its keep the first time an automatic follow-up revives a deal you'd forgotten during a delivery sprint.
Can I bill a monthly retainer automatically?
+
Yes. Set the retainer up once as a recurring invoice and it sends itself as a branded PDF each period — you'll see unpaid vs. overdue at a glance.
What happens if I bring on a subcontractor or assistant?
+
Add them — the price doesn't change. Tasks support collaborators and @mentions, and everything syncs live between you.