Consultants
CRM and booking software for consultants and coaches
When you are the product, admin comes straight out of billable time. The aim is not more tooling — it is fewer emails between an enquiry and a booked session.
- 14-day free trial
- No credit card required
- Advisory
- Coaching
- Independent specialists
Product interface shown with sample data
The problem
Every enquiry costs you unbillable hours
Scheduling one discovery call can take five emails. Multiply that across a month of enquiries and the admin becomes a second job.
Scheduling eats the week
Proposing times, re-proposing times and confirming them is pure overhead on every single enquiry.
Leads cool between conversations
Gaps between sessions are where interest fades, and manual follow-up is the first thing to slip.
No-shows cost real money
An unpaid slot that nobody turns up to is an hour you cannot resell.
The solution
Less admin between interest and a booked session
One link handles scheduling, sequences handle the nurture, and deposits make bookings stick.
- One booking link — Clients pick from real availability in their own time zone, with buffers already applied.
- Take deposits upfront — Integrated payment processing collects payment at booking, so slots are committed.
- Keep enquiries warm — Automated email and SMS sequences maintain contact without manual chasing.
- Remember every conversation — The unified inbox keeps each contact’s full history on their record.
How InvoiceSpider helps
Built around how consultants actually run
Each of these links through to the feature that does the work.
One booking link
Clients pick from real availability in their own time zone, with buffers already applied.
Learn moreTake deposits upfront
Integrated payment processing collects payment at booking, so slots are committed.
Learn moreKeep enquiries warm
Automated email and SMS sequences maintain contact without manual chasing.
Learn moreRemember every conversation
The unified inbox keeps each contact’s full history on their record.
Learn moreExample workflow
From enquiry to paid session
The path a prospective client takes, with almost none of it needing your attention.
- 1
Enquiry
A form or social message creates a scored lead automatically.
- 2
Nurture
An automated sequence keeps the conversation going across email and SMS.
- 3
Book
They choose a slot from your live availability, in their own time zone.
- 4
Pay
A deposit is collected at the point of booking and confirmation goes out.
- 5
Deliver
The session runs, with the full history on the client record for next time.
Benefits
What you get out of it
The outcomes teams in this segment care about most.
-
Hours back each week
Scheduling stops consuming time that should be billable.
-
Fewer no-shows
A deposit at booking turns a tentative slot into a commitment.
-
Warm pipeline
Sequences keep interest alive between conversations.
-
Works across time zones
Remote clients see times that need no conversion.
FAQ
Consultants questions
What teams in this segment ask before they start.
Does it work if my clients are in other countries?
Yes. Time-zone intelligence means clients always see slots in their own local time, which removes the most common source of missed calls for remote work.
Can I charge for a session at the point of booking?
Yes. Integrated payment processing collects a deposit as part of the booking step, and the client receives instant confirmation.
Can I have different session types?
Yes. Custom appointment types let a free intro call and a paid strategy session have different durations and buffers on the same calendar.
Is this overkill for a solo consultant?
The Basic plan is aimed at a single operator getting organised. See the pricing page for what each plan includes before deciding.
Built for consultants
Start a free trial and set it up around your own workflow, or book a walkthrough with the team.
- 14-day free trial
- No credit card required
- Cancel anytime