CRM for UK consultants and fractional execs.
Boutique consultancies and fractional execs lose deals in the gap between a discovery call and the proposal landing. Conversations live in three places: WhatsApp on the personal phone, the work email thread, and a Notion doc nobody updated after the last meeting. By the time the proposal goes out the prospect has gone quiet, and there is no record of who said what.
Built for the way consultants work.
- 01
Every WhatsApp, email, and call note attached to one client record, with the timeline visible to anyone covering the account.
- 02
Proposal pipeline with stages you set (intro, discovery, scoped, sent, signed), so the half-finished proposals are visible before they go stale.
- 03
AI follow-up drafts after a discovery call, written from the call transcript and your past wins, ready to edit and send.
- 04
Invoicing built in, so the signed proposal becomes a Stripe-payable invoice without leaving the CRM.
- 05
Calling with Whisper transcript and Claude summary, so the post-call note writes itself and you can search a year of calls by topic.
One consultant operator on NuvenarHub.
A two-person product strategy consultancy in Manchester runs every prospect through a four-stage pipeline. WhatsApp goes through one NuvenarHub number both partners can see. After each discovery call, Claude writes the follow-up from the Whisper transcript, the lead partner edits it in 90 seconds, and it goes out the same hour. Proposal-to-signature is down from 18 days to 7.
Questions we get from this vertical.
If the answer is not here, send the question to [email protected]. Replies inside one working day.
Yes. Starter at £60 / month + VAT covers one WhatsApp number, the full CRM, and the AI auto-reply. Most solo consultants run on Starter for the first year and upgrade to Pro when a second team member joins.
Yes. Create a pipeline with the stages you sell against (intro, discovery, scoped, sent, signed, lost) and move deals through it. Each card carries the linked WhatsApp thread, the email thread, the call recordings, and any uploaded docs.
Run client conversations on a NuvenarHub WhatsApp number that lives in the platform. Forward your personal number to it during business hours. Your phone stays your phone, and every client message lands on the team timeline.
Set a renewal date on the deal record. NuvenarHub fires a workflow 30 days before the date: an internal task for you, a templated WhatsApp or email draft to the client, and a follow-up sequence if there is no reply within five working days.
Yes. Pro includes invoicing with Stripe payment links, recurring invoices for retainers, and a simple ledger. For accounting, export to Xero or QuickBooks as CSV.
Most consultants are live in under an hour: import contacts from CSV, set up one pipeline, connect a WhatsApp number, and turn on the AI reply. Email [email protected] if you want a senior engineer on a 30-minute call to do it with you.
7 days. Full Pro. Card on file.
Most operators in consultants earn the subscription back in the first month from recovered bookings or faster proposals. If it does not, cancel from the dashboard, no email required.