Kordic CRM for consultants
The CRM for consultants who are done chasing invoices.
Kordic CRM tracks each client from first call to signed proposal to paid invoice. From $4.99 per user. 3 months free, no credit card.
See how it works
Free data migration · iOS and Android apps · Export your data anytime
Consulting pipeline
Sample data
Intro callMeridian Health
$18,000
Proposal sentAtlas Logistics
$24,500
SignedQuarry Partners
$12,000
InvoicedBeacon Retail
$9,600
PaidNorthgate Labs
$7,200
The problem
When you are busy delivering, sales slips
Your pipeline lives in your head.You only notice it is empty when a project ends.
Proposals and invoices get rebuilt by hand.Every engagement means retyping the same details.
Follow-ups slip.The warm intro from last month never got a second email.
Features
How Kordic CRM keeps your practice full
Pipeline per offer
Separate pipelines for retainers, projects and workshops.
Zoom, Gmail and Outlook built in
Meetings and emails sit on the client record.
Proposal to invoice
Turn a signed deal into a quote and invoice without retyping.
Know what is coming
Sales forecasting shows the revenue in your pipeline for the months ahead.
AI briefing before calls
A summary of every past touchpoint, ready before the meeting.
Pricing
Simple pricing. 3 months free on every plan.
Every plan starts with 3 months free. Sign up during the launch period and your price stays the same for as long as your subscription stays active.
FAQ
Questions consultants ask
Is it worth it if I work alone?
Starter is $4.99 a month per user, so a solo consultant pays $4.99.
Can I keep my accounting software?
Yes. Kordic CRM handles quotes, invoices and payment status. Export invoices or connect through our Open API for your books.
Does it work with Zoom?
Yes. Kordic CRM has a Zoom integration.
Can you move my contacts in?
Yes. We migrate your contacts for free, or you can import a CSV file yourself.
Keep your pipeline full while you deliver.
3 months free. No credit card.