Management consulting
Long cycles. Referral-led consulting. One owner carrying every relationship.
Klipy is the AI CRO, the agentic CRM for consultants that keeps every engagement and referral warm without adding admin to your week.
Trusted by the best rainmakers and sellers
Built for the practice one person carries.
If new business arrives through people who trust you, not a funnel, this is built for you.
- The founding partner who's also the entire BD team.
- The principal running five mandates, each needing its own cadence.
- The consultant whose pipeline is really a referral network.
Klipy keeps those relationships moving in the background while you do the billable work.
How the agentic CRM for consultants shows up daily.
The scoping call, remembered word for word.
- Recap of scope, budget, and sign-off chain
- Full record when the SOW finally lands
- Nothing rebuilt from a vague memory
The recap waits for your review before anything goes out.
Meridian Health - Q2 Migration Review
Thanks for joining, everyone. Let's jump right in. Sarah, can you walk us through where the compliance review stands?
Sure. Legal needs the SOC 2 report and GDPR documentation before the board meeting on June 12. That's the hard deadline.
And from the ops side, we need to confirm zero-downtime migration. Last year's Salesforce rollout set us back three weeks.
Understood. I'll have the compliance docs over by Friday and we can run the migration in parallel, no downtime on your end.
The proposal stuck in "under review" stays on your radar.
- Every channel they use, one inbox
- Follow-up drafted in your voice
- You review, you send, nothing auto-fires
Re: Confirming agenda items for Q2 review call
Re: Oakridge Financial: Annual Licensing Agreement
Re: [Apex Solutions] Data Room Access & Security Review
Re: BrightPath: Collaboration on Enterprise Rollout
The referral and the renewal both stay on your radar.
- Every client conversation on one timeline
- Every mandate's next step, one view
- Renewal date surfaced before it slips
Good afternoon, Alex
In 42 minutes
Quarterly review: Marrow Health
3 guests
Intro Call - Bright Labs
3 guests
Call summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP - Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
Klipy is unique in that they've embraced the unified inbox for team selling and understand that B2B prospect communication can happen in a variety of ways, not just email or phone.
Frequently asked questions
Common questions about Klipy for Management Consulting.
Is this built for high-volume sales or relationship-led practices?
It's built for your shape of business: a small number of deep relationships, not a funnel of hundreds of leads. Every scoping history, proposal thread, and renewal date stays attached to the relationship, never flattened into a generic pipeline.
Can it track my referral network specifically?
Yes. Every conversation with a referral source, across email, LinkedIn, WhatsApp, or Telegram, sits in one inbox, and Klipy's contact roles separate a referral source from a decision-maker so you see who's actually driving new work.
What happens to a conversation after an engagement ends?
Nothing is deleted without your explicit confirmation. The full history, calls, emails, and every promise made, stays on record, so a second mandate or a referral picks up with the context intact.
Does it replace the relationship, or just the admin?
Just the admin. This agentic CRM for consultants drafts, logs, and reminds; every message under your name still waits for your approval first. Nothing sends without your click. The relationship stays entirely yours.
Is there a free plan for a solo consulting practice?
Yes. Free is $0 a month with 200 actions, up to two inboxes, and one seat, no credit card, built for trying Klipy on a live mandate. Paid seats start at $39 a seat a month with unlimited inboxes across email, LinkedIn, and WhatsApp.
What's the difference between this and a traditional CRM?
A traditional CRM is a place you update by hand after each call. Klipy captures the conversation and drafts the follow-up, scoping note, or referral update itself, so the record stays current on its own.
See how Klipy fits the rest of your workflow.
The ten jobs it does
Capture, drafts, tasks, and the CRM underneath it all.
Unibox
Every channel a client or referral source uses, in one inbox with full deal context.
AI sales agent
See the AI sales agent that runs the whole sales motion, start to finish.
Pricing
Free forever, pay only for approved sends, from $39/seat/mo.
Every engagement current. Every referral remembered. The agentic CRM for consultants.
Every draft still waits on your click before it reaches a client.
Klipy for Management Consulting
Management Consulting is a solution page on Klipy.ai for consulting practices that sell through long, referral-led relationships rather than a high-volume funnel. It covers three scenarios: capturing full engagement-scoping calls with a meeting notetaker so the conversation history survives a slow-moving statement-of-work cycle (Meeting Intelligence), keeping proposal follow-ups current across email, LinkedIn, WhatsApp, and Telegram with drafts written in the consultant's own voice (Unibox, Follow-up Drafts), and tracking referral sources and renewal contacts by their actual role (economic buyer, champion, executive sponsor, coach) with a daily brief that surfaces what's overdue across every live engagement (Sales CRM, Plan and Execute). Every AI-generated draft requires human approval before sending. Klipy is CASA Tier 2 compliant and GDPR-aligned. Data is never used to train models.
Built for: Management consultants / consulting practices
Related: The ten jobs it does, Unibox, AI sales agent, Pricing
Is this built for high-volume sales or relationship-led practices?
It's built for your shape of business: a small number of deep relationships, not a funnel of hundreds of leads. Every scoping history, proposal thread, and renewal date stays attached to the relationship, never flattened into a generic pipeline.
Can it track my referral network specifically?
Yes. Every conversation with a referral source, across email, LinkedIn, WhatsApp, or Telegram, sits in one inbox, and Klipy's contact roles separate a referral source from a decision-maker so you see who's actually driving new work.
What happens to a conversation after an engagement ends?
Nothing is deleted without your explicit confirmation. The full history, calls, emails, and every promise made, stays on record, so a second mandate or a referral picks up with the context intact.
Does it replace the relationship, or just the admin?
Just the admin. This agentic CRM for consultants drafts, logs, and reminds; every message under your name still waits for your approval first. Nothing sends without your click. The relationship stays entirely yours.
Is there a free plan for a solo consulting practice?
Yes. Free is $0 a month with 200 actions, up to two inboxes, and one seat, no credit card, built for trying Klipy on a live mandate. Paid seats start at $39 a seat a month with unlimited inboxes across email, LinkedIn, and WhatsApp.
What's the difference between this and a traditional CRM?
A traditional CRM is a place you update by hand after each call. Klipy captures the conversation and drafts the follow-up, scoping note, or referral update itself, so the record stays current on its own.
Website: https://klipy.ai/solutions/management-consulting