CRM for solo consultants
ClientNest keeps freelancers out of scattered spreadsheets with a simple pipeline board and a fast way to log new prospects the moment a conversation starts.
Lead
2
$7,000 pipeline
Proposal Sent
1
$3,600 pipeline
Negotiating
1
$6,000 pipeline
Won
1
$1,500 pipeline
The problem: deals live across email threads, notes apps and memory, so it's easy to forget who's waiting on a proposal or a follow-up.
The fix: one pipeline board where every deal has a clear stage, and moving it forward takes one click instead of a re-organized spreadsheet.
Click "Move forward" on a card to advance it to the next stage.
Lead
Marlowe & Finch
Website redesign
4,200
Northgate Bakery
Brand refresh
2,800
Proposal Sent
Aster Consulting
Landing page sprint
3,600
Negotiating
Willow Studio
Ongoing retainer
6,000
Won
Fenwick Legal
Site audit
1,500
New clients start in the Lead stage automatically.
This is a fictional concept build for portfolio demonstration. Figures shown are illustrative only.