CRM for Consultants
Run Your Consulting Practice Without the Tool Tax One platform from proposal to payment.
Independent consulting is high-leverage work — until you spend Sundays reconciling invoices across five tools. Desert Labs gives you a single home for clients, engagements, scheduling, and billing, so you can stay focused on the work clients pay you for.
We're launching soon · Join the waitlist for early access
Sound familiar?
Running a consultants business shouldn't feel like this
Client info siloed across tools
Past projects in Google Drive. Invoices in QuickBooks. Meeting notes in Notion. Nothing is one click away when a client emails.
Engagement scope creep without billing rigor
You're delivering work that wasn't in the SOW because invoicing is too painful to revisit. Margin walks out the door.
Pipeline visibility is zero
Three proposals out, two engagements in flight, one renewal coming. You know it because it lives in your head — until it doesn't.
Everything you need
Built for the way consultants actually work
Full client record per account
Engagement history, contracts, deliverables, contact people, billing terms — on one page. Switching client context takes seconds.
Replaces: Google Drive, Notion, spreadsheets
Invoice retainers, milestones, and time
Monthly retainer, milestone billing, or hourly — send it from Desert Labs and collect via Stripe. Reminders go out automatically.
Replaces: QuickBooks, FreshBooks, Wave
Scheduling that respects your real availability
Share booking links for discovery calls, working sessions, and reviews. Set buffers and per-engagement availability rules.
Replaces: Calendly, Acuity, back-and-forth email
Workflows for repeat engagement steps
Kickoff checklists, weekly status updates, end-of-engagement debriefs — automated so each client gets the same polished experience.
Replaces: Templated docs, manual follow-ups
FAQ
Questions consultants ask us
Yes. A single client account can have multiple engagements, each with its own billing model — retainer, milestones, hourly, or one-off.
You can attach proposals to client records and send invoices once accepted. Native proposal builder with e-signature is on the roadmap.
Time tracking against engagements is on the roadmap. For v1, most consultants invoice from a tracked-time spreadsheet — Desert Labs handles the billing side.
HubSpot is a sales CRM built for B2B pipelines and marketing automation. Desert Labs is a delivery CRM — built for the work after the deal closes: scheduling, invoicing, client portals, and engagement management.
Yes. Team plans include multiple users, shared client records, and role-based access.
Also built for
Consulting, minus the tool stack tax
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