CRM for Consultants
and Consulting Firms
Maintaining a perfect overview of all ongoing projects without forgetting promised deadlines takes real effort. Raynet guides you through the entire deal lifecycle—from the initial proposal to the signed contract—so you can shed tedious administrative work and dedicate more time to serving your clients.
These companies are already using Raynet
Consultants, independent experts, and consulting agencies from various fields successfully grow their practice and manage projects with Raynet.
3 typical situations slowing
down a consulting firm.
Do you recognize them?
Inquiries nobody handles
Time-consuming document preparation
No overview of project profitability
We've been using Raynet for 5 years now, and it has come a long way—many new features and improvements have been added. Working with Raynet is simple, intuitive, and flexible—it adapts to every company like a yogi.
Eva Pustelník
Property Insurance Specialist, Mortgage Advisory Center, s.r.o.
Raynet delivers everything consulting demands
Clear order history
See all opportunities and ongoing projects in a unified space; every email, meeting note, or call automatically attaches to the client record. Even after six months, you immediately recall what was agreed upon or when to follow up.
Contract templates and online signing
Prepare proposals, NDAs, or contracts in minutes as the system automatically populates client details and the agreed scope of services. The client signs using a finger on their mobile screen, and the completed document saves automatically and securely.
Project deadlines under control
Let CRM handle tracking tasks, key milestones, and project stages directly, allowing you to turn off extra reminders. The system alerts you in advance when it's time for a plan review or contract renewal.
Profitability under control
Identify your most lucrative lead sources—whether LinkedIn, industry conferences, or direct referrals. Know where invested time delivers maximum ROI and which leads to decline promptly.
Solutions for solo consultants and teams
No IT department or tedious installations required. Independent experts can set up everything within an hour, while teams can immediately share calendars and client data using clearly configured access permissions.
Live support that has your back
Our videos and detailed online tutorials make getting started easy. For everything else, we offer live customer support that we take immense pride in. We won't leave you stranded with a chatbot. We are happy to help via email, chat, or phone—with a smile, and on business days from 8:00 AM to 4:00 PM.
Growing a consulting practice without unnecessary paperwork
As a consulting firm or independent advisor, you likely use Excel and email. Here are a few reasons to adopt a dedicated CRM:
A tool tailored to consulting
See beyond Outlook emails
Get started easily and immediately
Try Raynet for Consulting
Keep client projects under control and finalize deals through digital signatures without excess paperwork. Spend less time
on administration and more on delivering value to clients. Launch in a few hours, pre-configured consulting template,
fully commitment-free trial with no credit card required.
Frequently Asked Questions about Raynet for Consulting
Record every inquiry as a deal with its assigned value, current phase, and next step. A single dashboard provides an instant overview of active projects and ongoing tasks. Raynet sends timely reminders for scheduled follow-ups or tasks so nothing falls through the cracks, allowing you to manage your practice as a structured portfolio rather than relying on memory.
Set up a template for contracts, proposals, or NDAs with dynamic fields once, and Raynet will auto-fill the client details. Clients sign digitally using a mobile touch screen or computer, eliminating printing and scanning. This digital signature fully complies with European eIDAS regulation and is 100% legally binding.
Yes, Raynet offers direct integration with Gmail and Outlook. Client emails automatically log to the corresponding contact cards without manual copying. Similarly, Google or Microsoft calendars sync all appointments and tasks with the CRM, keeping all communications in one place.
The system is favored by freelance consultants as well as consulting agencies with dozens of team members. Independent experts can set up everything within a few hours without developer assistance. For teams, detailed access permissions allow individual experts to focus on their assigned deals while managers monitor overall company performance.
Access a full timeline for each client—including past projects, emails, meetings, and signed agreements. Raynet alerts you when it's time to send follow-up reminders or offer service renewals. Quickly identify returning clients who generate steady revenue; consulting thrives on long-term relationships, and Raynet helps nurture them.
Raynet costs between 16 € and 41 € per user per month. Try it completely free for the first 30 days without entering a credit card. There are no implementation fees or locked-in annual contracts. Everything can be easily set up using the pre-configured consulting template, supported by Czech customer service.
All data is stored on secure Amazon Web Services (AWS) servers in Frankfurt—strictly within the EU and fully compliant with GDPR legislation. Raynet maintains ISO 27001 security certification, automatically backs up data every 24 hours, and retains backups for at least 90 days. Furthermore, data is insured against damage, theft, or leaks with Colonnade Insurance up to 196 000 €. Fine-grained access rights allow solo consultants or project experts to view only their assigned clients and deals, while managing partners maintain full visibility into firm-wide metrics.
A system that grows with you
Raynet perfectly suits consultants and advisory firms while offering structure across other sectors. Financial advisors, marketing agencies, and real estate brokers actively leverage our specialized solutions with local backing and full support.