Consulting inquiry received
Create the record, capture the need and source, and assign qualification.
Send a discovery link if the prospect fits your scope.
CRM for consultants: qualification, proposals and engagement follow-up
Ocliq fits consultants who want to track each prospect from initial inquiry to proposal, coordinate conversations and keep a next action visible. Pipelines and automation support the transition from prospect to client.
Who it is for
Independent consultants, consulting firms and professional-service teams with discovery, proposal and decision stages.
The follow-up problems to solve
- Retain context across decision-makers and meetings.
- Identify unanswered proposals and the next follow-up date.
- Stop sequences after a reply or rejection.
- Prepare handover from sales to engagement kickoff.
An example pipeline to configure
These stages are a starting blueprint, not a claim about an existing customer deployment. Adapt them to your sales process.
- 1Inquiry
- 2Qualification
- 3Discovery
- 4Proposal sent
- 5Follow-up
- 6Won
- 7Kickoff
- 8Active engagement
- 9Renewal
Useful fields
Automation recipes with stop conditions
Proposal marked sent
Record the expected decision date and schedule a task and follow-up.
The trigger is a CRM status; it does not presume automatic tracking of an external document.
Reply or decision received
Update the status and assign the next action.
Stop proposal reminders when they are no longer relevant.
Engagement won
Start a kickoff checklist with tasks, notifications and appointments.
Delivery, accounting and time tracking must be defined with your business tools.
These examples use documented CRM, task, calendar and communication capabilities. Messages require configured channels, permissions and agreed timing. They are not activated by viewing this page or downloading the template.
Download the pipeline and automation templateCheck the scope before choosing
This configuration covers sales and communications. Firms primarily needing accounting, billable time or detailed resource planning should compare specialized professional-service management tools.
What to test in your demo
- Create two consulting opportunities with different decision dates.
- Record a proposal decision and verify follow-ups stop.
- Trigger the kickoff checklist on a won opportunity.
Ask your AI assistant about this workflow
Connect ChatGPT or Claude to Ocliq and ask it to help with your daily work. Available actions depend on the access you grant.
« Show opportunities in the proposal stage of my consulting pipeline and summarize the next actions present. »
A proposal stage does not establish external document opens or signatures.
« Summarize accessible conversations with this consulting prospect and prepare questions for the next meeting. »
Specify the contact and analyze accessible messages only.
« Prepare a proposal follow-up task for the selected contact. Ask me for the due date and get approval of the summary before creating it. »
Do not infer the contact, due date or owner.
Pricing and onboarding
CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq.
We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
- Map your sales process, data and tools.
- Configure fields, pipelines, permissions and connections in the agreed scope.
- Test with sample records, train your team and confirm support arrangements.
Communication usage, AI options, custom work and integrations are specified in your offer. A CRM configuration does not by itself replace specialist operational software.
One platform, different workflows
Ocliq is a CRM, sales automation and AI platform for service businesses. It centralizes leads, customers, pipelines, communications, appointments, marketing and follow-up. Fields, stages and automations are configured around how each industry sells and maintains client relationships. Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Explore the Ocliq platform · All industriesFrequently asked questions
Can I track consulting proposals?
Yes. An opportunity can hold a proposal status, decision date and follow-up tasks. Connections to external proposal or signing tools need separate validation.
Are follow-ups automated?
Email and SMS sequences can be triggered by a stage or action, with stop rules based on responses and permissions.
Can I find client conversation history?
Contact records bring together information and exchanges tracked through connected channels to prepare for meetings.
Does Ocliq replace accounting software?
This configuration covers CRM and sales follow-up. Specify accounting requirements and necessary connections for your environment separately.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo