The Lean CRM That Helps Consultants and Entrepreneurs Close More Clients Without Burning Out

As a consultant or entrepreneur, you are the business. You source clients, deliver the work, manage relationships, and handle the admin. Often all in the same day. Without the right systems, growth means working longer hours rather than smarter ones.

OneBizGrowth is the all-in-one platform that gives consultants and entrepreneurs the CRM, automation, and pipeline tools of a large sales team at a fraction of the cost. Without needing technical expertise to run it.

The Business Challenges Consultants & Entrepreneurs Know Too Well

01

Leads are tracked in a notebook or mental list and inevitably some get forgotten.

02

Follow-up is inconsistent because delivery work always takes priority over business development.

03

No standardized process for proposals, contracts, or onboarding new clients.

04

Feast-and-famine revenue cycles caused by stopping business development during busy delivery periods.

05

All client communication in a personal inbox with no searchable history or team visibility.

06

No system for generating referrals or repeat business from past clients.

How OneBizGrowth Works for Consultants & Entrepreneurs

Personal CRM & Lead Tracker

Replace your notebook and inbox with a proper CRM. Every lead, conversation, follow-up task, and proposal is tracked in one place. So nothing is forgotten even when delivery gets busy.

Automated Follow-Up Sequences

Set up automated follow-up sequences that run in the background while you're focused on delivery. Leads receive timely, personalized outreach without you remembering to send it manually.

Proposal & Client Pipeline

Track every potential client from first conversation to signed engagement. With deal values, next actions, and follow-up reminders visible at a glance.

Booking & Discovery Call Scheduling

Share your scheduling link for discovery calls and client check-ins. Automated reminders ensure prospects show up, and post-call follow-up sequences fire automatically.

Onboarding Landing Pages

Build a professional client onboarding page or intake form within OneBizGrowth. Collecting everything you need from a new client in one step, with automatic CRM record creation.

Referral & Testimonial Automation

Trigger automated requests for referrals and testimonials at the peak of a client engagement, when satisfaction is highest and they are most likely to advocate for you.

Frequently Asked Questions

Is OneBizGrowth too complex for a solo consultant?

Not at all. OneBizGrowth is designed to be intuitive for non-technical users. You can be fully operational with a CRM, pipeline, booking link, and automated follow-up within a day. The Start-Up plan at $99/month is built specifically for small teams and solo operators.

How does OneBizGrowth help avoid feast-and-famine revenue cycles?

By automating business development activities that typically get paused during busy delivery periods. While you're focused on a current client engagement, OneBizGrowth's automated sequences continue nurturing prospects, following up on proposals, and re-engaging past clients, keeping your pipeline moving even when you're not actively working it.

Can I use OneBizGrowth to manage both my pipeline and active client relationships?

Yes. Many consultants run two workflows in OneBizGrowth. A new business pipeline for prospects, and a client management workflow for active engagements, tracking deliverables, check-in dates, and renewal conversations alongside the sales pipeline.

Can I build a landing page for my consulting services within OneBizGrowth?

Yes. OneBizGrowth's built-in funnel and landing page builder allows you to create a professional lead capture page, discovery call booking page, or programme enrolment funnel, connected directly to your CRM and automation workflows, with no developer needed.

Is there a plan that suits a solo consultant's budget?

Yes. The Start-Up plan at $99/month includes the full CRM, pipeline management, automation workflows, forms, and email/SMS capabilities, everything a solo consultant or small entrepreneurial team needs to manage and grow their client base.

Build a Business That Runs Even When You're Busy Delivering.

Set up the systems that keep your pipeline full, your clients happy, and your revenue predictable, without adding hours to your working week.