A CRM for independent consultants
Track prospects, proposals, and engagements in a CRM built for a one-person practice, flat price, never per seat, cloud or self-hosted. No bloat you will never use, and your client relationships stay yours.
The daily friction.
- Paying a monthly per-seat subscription for a one-person practice is pure overhead on every invoice.
- Enterprise sales CRMs are built for teams and quotas, not a consultant managing a handful of deep relationships.
- Your referral network and client history are the practice, and you do not want them living in a vendor's cloud.
How consultants run it day to day.
Manage a focused prospect pipeline
Track the handful of conversations that matter (referral, scoping call, proposal sent, signed) without a heavyweight sales process.
Follow proposals and engagements
Move an opportunity from proposal to active engagement to wrap-up, with notes and documents attached to the client record.
Nurture a referral network
Tag who referred whom and schedule periodic check-ins, so the relationships that feed your practice stay warm between projects.
Keep a clean client history
Past engagements, scope, and outcomes stay on the record, so a returning client or a similar new one starts from real context.
Then bend it to exactly how you work.
The role setup is a head start, not a cage. Rename pipeline stages, add the fields your team actually fills in, build the views you check every morning, and wire up automations for the busywork. You own the source, so nothing is off-limits.
- Custom fields and record types
- Rename or add pipeline stages
- Saved views, filters, and automations
Questions, answered.
- Not when you only run what you need. You can keep it to a single pipeline and a contact list, whether on Cloud or self-hosted, and nothing forces team features on you.
- Either. Cloud is a flat $29/month, never per seat. Prefer to own the source outright? A one-time $399 license covers a single domain to self-host, with nothing to renew.
- Yes. Self-host it and the data lives in your own Postgres database on infrastructure you control. Prefer the cloud plan? It's still your data, hosted for you, never shared with a vendor's ad or data business.
- No. There are no AI features at all, so nothing is sending your confidential client conversations to a third party or padding your bill.
Is a full CRM too much for a solo consultant?
Is it a subscription, or can I own it outright?
Do my client relationships stay private to me?
Is there AI summarizing my client notes?
A solo practice should not pay team prices
A consultant's relationship list is small but irreplaceable. You might be tracking a dozen live conversations, a handful of active engagements, and a referral network you've spent years building. That doesn't justify a sales CRM designed for a quota-carrying team, with its forecasting dashboards, lead-routing rules, and per-seat price tag that assumes you'll add people you'll never add. As a practice of one, per-seat pricing is overhead that comes straight out of the margin on your own billable time.
Nanobox is flat-priced with no per-seat fee: cloud is $29/month, or self-host outright for a one-time $399. Either way there's no seat to pay for, and you run only the pieces you actually need: a single pipeline and a clean contact list is a perfectly good place to start. The tool stays as lightweight as your practice is, rather than constantly nudging you toward features built for sales orgs.
Your network is the practice, so keep it yours
For a consultant, the asset isn't a product; it's trust and relationships. Who referred you, why an engagement went well, what a past client cared about, when you last checked in: that history is the engine of repeat work and referrals. Nanobox keeps all of it in a Postgres database that's yours, self-host it for full control, or let us run it in the cloud without handing it to a vendor's ad or data business. You can tag referral sources, schedule periodic check-ins so relationships stay warm between projects, and keep each engagement's scope and outcome on the record so a returning client starts from real context. And with no AI features anywhere, nothing is quietly reading your confidential client notes. Cloud is a flat $29/month, never a per-seat charge for a practice of one, or self-host it outright for a one-time $399.
See the full Spodus CRM overview and our flat cloud pricing. Work in a specific field? Browse industry presets for real estate, clinics, and field service teams.
The CRM your role deserves, free to start.
Start from a setup built for consultants and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.