Leads lose momentum
A discovery call happens, a next step is agreed, and then it lives only in somebody's calendar.
Nothing to wire up. You describe the business in plain language, Ifa designs and builds it, and you check the plan before any of it exists.
CRM for consultants and coaches
A CRM for consultants and coaches that keeps the discovery notes, the proposal, the sessions and the renewal on one client record.
Ifa is client management software you describe in plain words. Enquiries, discovery calls, proposals and delivery become the stages your practice already names, with the availability check and the session booking built in.
Illustrative workflow · Guided pre-launch setup
Starting workflow
- 1Lead
- 2Discovery
- 3Proposal
- 4Onboarding
- 5Sessions & tasks
- 6Renewal or referral
Most consultant CRM tools are sales pipelines. Your work starts after the deal closes.
A pipeline drops the context the moment a client is won. Delivery, sessions and renewal then live somewhere else.
Proposal status is unclear
Nobody can say which proposals are waiting on the client and which are waiting on us.
Onboarding restarts the context
Work starts, and everything agreed during the sale gets retyped into a different set of tools.
Delivery and renewal drift apart
Session notes sit in one place and renewal dates in another, so the referral conversation never gets had.
From first conversation to renewal.
One sequence, so the history and the next action survive a prospect becoming a client.
- Step 01
Lead
Capture the source, need, offer of interest, and next contact.
- Step 02
Discovery
Keep call timing, notes, fit, and agreed next step together.
- Step 03
Proposal
Track what was sent, questions, decision timing, and follow-up.
- Step 04
Onboarding
Turn the agreement into clear client information, files, and actions.
- Step 05
Sessions & tasks
Connect meetings, commitments, delivery work, and client notes.
- Step 06
Renewal or referral
Make the appropriate end-of-engagement conversation visible.
Illustrative workspace
Connect pipeline activity to client delivery.
An illustrative view built from fictional records. It shows sales and delivery information sharing one operating context.
Guided setup
Guided setup connects the offer, relationship, and delivery process.
We follow one client journey, agree the language at each stage, and go through the proposed workspace before the pilot.
Questions we map together
- What makes a lead ready for a discovery call?
- What must be visible while a proposal is open?
- Which client commitments belong beside session notes?
- When should renewal or referral conversations appear?
You see the proposed stages, fields and responsibilities, and correct them, before the pilot starts.
Who this starting workflow is (and is not) for
A practical fit for
- Business and executive coaches managing an active client pipeline
- Independent consultants connecting proposals with delivery work
- Advisory teams that need shared ownership and client context
Not designed for
- Businesses looking only for course hosting or a learning-management platform
- Large professional-services firms requiring enterprise resource planning
- Restaurant operations or clinical and regulated healthcare workflows
Compared
How Ifa compares with CRM tools for consultants and coaches
HoneyBook, Dubsado, Bonsai and HubSpot each start from a template: a pipeline, a proposal or an invoice. Ifa starts from a description of your practice.
| What matters | Ifa | Typical consultant CRM tools |
|---|---|---|
| Where the day starts | The client record, from first enquiry to renewal. | The sales pipeline or the project template. |
| Custom records and fields | Clients, engagements, sessions and proposals as your own record types with your own fields and saved views. | Fixed contact and deal objects with custom properties. |
| Proposals and contracts | Proposals are records with your fields and files attached. Electronic signature is not offered. | Templates with electronic signature, usually included. |
| Invoicing and payments | Planned. Today invoices attach to the record as files. | Usually included. |
| Session booking | Your working hours, policies per session type and a conflict check on every booking. Clients book through a booking page Ifa creates or in chat on a connected channel; reminders are a workflow you define. | A client-facing scheduler with reminders, usually included. |
| Bringing your data in | CSV, Excel and JSON exports imported with preview, checks and your approval. | A contact CSV is common. Notes and history often are not. |
| Pricing | Preview the workspace, then pay. No free tier. | Monthly plans per user. Check each vendor. |
Written by Ifa from the vendors' public pages on September 1, 2026. Features and prices change, so confirm them with each vendor before deciding.
Switching
Switching from your CRM, Notion or a spreadsheet
Export contacts and notes, import them, and approve the match before anything is written.
Google Sheets or Excel
Download the sheet as CSV or keep it as XLSX. Column names become the field names you approve.
HubSpot
Export contacts as CSV from the Contacts view.
Dubsado or HoneyBook
Export clients or contacts as CSV from the client list.
Notion or Airtable
Export the database or base as CSV.
Frequently asked questions
- What makes this a CRM for consultants rather than a sales CRM?
- The client record does not end at won. Discovery notes, the proposal, each session and the renewal date stay on the same record, so the context you gathered while winning the client survives into the work.
- Can I book discovery calls and sessions in it?
- Yes. Set your working hours and a policy per session type, check availability, and book, reschedule or cancel. Clients can book a call themselves through a booking page Ifa creates or in chat; a reminder is a scheduled workflow that sends through a channel you have connected.
- Can I import contacts from HubSpot, Notion or a spreadsheet?
- Export them as CSV, Excel or JSON and import. Ifa previews the columns, checks the values and asks you to approve the match before anything is written.
- Does it work for a solo practice?
- Yes. One workflow first, more only when the first one is earning its place.
Continue exploring
Whichever one answers your next question.
Map the way a client moves from discovery to renewal.
Join the waitlist and tell us where a client's history stops travelling with them.
We check every waitlist request against what we can actually support during pre-launch.