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Rodok for consultants

CRM for consultants: manage leads, scoping and retainers

Keep every lead, scoping call and past client in one place, so the next engagement is already in motion when the current one ends.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Keep every lead, scoping call and past client in one place, so the next engagement is already in motion when the current one ends. Built around how consultants actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages consultants actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for consultants

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Leads, proposals and past clients in one pipeline
  • Re-engage tasks after each project
  • Email and calendar next to the record
  • Reports on win rate and cycle length

Not what Rodok is for

  • Time tracking
  • Invoicing
  • Proposal and contract writing

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for consultants tracks the companies and people who might hire you, from first conversation to a signed statement of work, and keeps your past clients visible for the next engagement. It is not project software and it does not send invoices. What it fixes is the gap between projects, when no one is following up because everyone is busy delivering.

How selling works for a consultant

A consultant sells expertise, so trust decides most deals. The buyer is usually a senior person with a problem and a budget: a founder, a department head or a VP. Work comes from referrals, past clients who come back, speaking, writing, partnerships with other firms and direct outreach.

The cycle is short for a small advisory project and longer for a large engagement that needs a procurement review. Because each client is large relative to your total revenue, a single lost follow-up costs real money.

Stages that fit most consulting practices:

StageWhat it meansNext step to log
LeadSomeone asked or was introducedReply and propose an intro call
Intro callYou talked about the problemOffer a scoping session
ScopingYou are defining the workSend the written scope
ProposalFee and terms are outFollow up in 3 to 5 days
Statement of work signedThe engagement is agreedSet a kickoff and a check-in date

Add a task for the day the engagement ends: "Ask how it went and what comes next." Many consulting deals are repeat work.

What to look for in a CRM

  • Past clients stay in the list. A finished engagement should turn into a re-engage task, not a record nobody opens.
  • A referral source on each contact. Know which former client or partner introduced the lead, and send them a note when the deal closes.
  • Notes you can search. What a founder said about the board's priorities in January matters in June.
  • Email and calendar on the record. Scoping calls are booked by email. A booking link also saves several rounds of messages.
  • Light reporting. You need win rate, average deal size and time from first call to signature to price your proposals. See the win rate calculator and sales velocity.

Signals worth watching

Public events that often come before a company hires outside help. Each tracker is a sentence you type into Rodok Pro. Rodok sees LinkedIn posts, job changes, hiring and company news.

  • A new leader starts in the function you advise. Tracker: "VPs and heads of (your function) who started a new role in the last 90 days at companies with 50 to 1,000 employees". New leaders often bring in outside help early. See new executive.
  • A company reorganizes. Tracker: "companies announcing a reorganization or leadership change in (your industry)". See leadership change.
  • A funding round or a new market. Tracker: "companies announcing a funding round or a launch into (your market)". See funding round.
  • A post describing your problem. Tracker: "posts from (your buyer title) about struggling with (the problem you solve)". See pain point posts.
  • A company hires for the role that would do your job. Tracker: "companies hiring a (role related to your work) in (your region)". A company that cannot hire fast may borrow a consultant. See hiring for your job.

A first message example

An example, with made-up names:

Subject: Your new role at Larkspur Hi Hana, congratulations on joining Larkspur Foods as head of supply chain. I advise food manufacturers on planning cycles and have worked with teams in the first six months of a role like yours. If useful, I can send a one-page note on the three questions I would ask in a first review. No call needed.

See new role outreach.

Where Rodok fits and where it does not

Rodok Starter is a sales CRM: companies, people, deals, tasks, notes, files, Gmail and Outlook sync on every record, calendar sync, booking links, reports and forecasting, and team chat. Pro adds LinkedIn signals, a lead database, sequences with email steps and LinkedIn steps as tasks, a replies inbox and AI. Pro costs $79 a month for 3 seats, and Starter $29.

It does not track time, create invoices, write proposals or contracts, or run project plans. If you deliver as a team of several people, Rodok's roles and shared records help. If you are alone, the benefit is the habit of never leaving a lead without a next step.

Frequently asked questions

Does a solo consultant need a CRM?

If you have more than a handful of leads and past clients, yes. A solo practice often has fewer deals but longer gaps, which makes it easy to forget someone who said "come back in the spring."

How do I track retainers and repeat work?

Create one deal for the first engagement and another for each renewal or follow-on, linked to the same company. That way you can see how much work came from existing clients compared with new ones.

What should I write in the next step field?

Write what you will do and when, such as "send scope draft on Thursday." A next step that names an action and a date is a promise to yourself that a reminder can enforce.

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