Built for Consultants

You built the relationship for months. Then you forgot to follow up.

The Follow-Up You Forgot Is the Engagement You Lost

You win work through relationships. Track them like they matter.

You are great at what you do. The hard part is not the work. It is remembering to stay in touch with the people who give you the work. The client you helped last year, the contact who said "call me in Q3," the person who could refer you but you have not talked to in six months. Booked55 keeps all of those relationships visible so the next engagement does not slip away because life got busy.

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Is this you?

Who is our ideal customer?

You are a consultants that...

  • You sell consulting where trusted advisors win the engagement, not RFPs
  • Your average engagement is $10,000 or more
  • You're billing $250K to $1M but can't seem to break through
  • You've tried Pipedrive or HubSpot but they're built for transactional sales, not long-term consulting relationships
  • You've hired associate consultants but they can't sell like you can
  • You're in consulting where credibility closes deals, not funnels

What you've already tried

  • Spent thousands on LinkedIn ads. Got discovery calls. Couldn't win the SOW.
  • Cold outreach. Thought leadership posts. All of it, crickets.
  • Spoke at conferences. Collected business cards. Nobody signed an engagement letter.
  • Started doubting your niche. Am I even solving the right problem?
  • Discounted your day rate. Offered a pilot. Still lost to the Big Four.
  • Tried every lead gen playbook out there. Win rates stayed exactly the same.

The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.

Sound familiar?

Who Is Booked55 For?

Anyone who wants to be the top 1% relationship builder in their industry.

  1. You want more signed engagements

    You're delivering great work but pipeline has dried up. You need a system that helps you close, not just track proposals.

  2. Your CRM wasn't built for consultants

    Salesforce was built for SaaS reps with SDR teams. You still don't use half of it, and customization cost a fortune.

  3. You're paying for features you don't even understand

    Enterprise seats and modules your solo practice will never touch. Hundreds every month for complexity you don't need.

  4. You need simple, yet "powerful"

    You don't need a hundred features. You need ten that help you follow up after every discovery call.

  5. You have zero marketing budget

    No demand gen team. No paid ads. You need every referral and follow-up to turn into billable work.

  6. You don't want to hire a BD person

    Adding sales headcount isn't the answer. You need to get more revenue from the relationships you already have.

  7. Proposals slip through the cracks

    Forgot to follow up on a proposal? Lost track of where an engagement stands? That's revenue walking out the door.

The Problem

Why Consultants struggle with client relationships

Kanban-style pipeline board showing deal stages
1

You built the relationship, then lost the thread

You had three great conversations with a potential client over six months. Then you got busy with delivery. By the time you circled back, they had hired someone else. The relationship was there. The follow-up was not.

Contact detail page with activity history
2

You do not know where your deals stand

Is that proposal still alive? Did they go with someone else? When was the last time you actually checked in? Without a simple way to see your pipeline, deals go cold and you do not notice until it is too late.

Activity tracking list with tasks and follow-ups
3

Your best business comes from referrals you cannot see

You know referrals drive your business. But you could not tell someone which three people have sent you the most work this year. That means you cannot thank them, nurture them, or ask for more.

Your Pipeline

A pipeline built for how consultants actually sell

Drag deals between stages that match your workflow. Not generic sales jargon.

Pipeline BoardLive
Warm Lead
1

Acme Corp

$42k

3d ago

Riverstone LLC

$18k

5d ago

In Conversation
2

Riverstone LLC

$18k

5d ago

Northgate Partners

$67k

2d ago

Proposal Sent
3

Northgate Partners

$67k

2d ago

Summit Group

$31k

7d ago

Negotiation
0
Active Work
0
Past Client
0
What Sets Us Apart

You Focus on People. We Handle the Rest.

Auto-enriched contacts, visual pipelines, AI-powered outreach, and referral tracking, so you spend less time on data entry and more time with the clients and contacts that drive your business.

Kanban-style pipeline board with contacts in Discover, Presentation, and Negotiation stages
1

Visual Pipeline Boards

Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.

Contact detail page showing activity history, pipeline stage, events, and relationship goal
2

Contact Management

Rich contact profiles with activity history, pipeline status, tags, social links, referral tracking, and relationship goals. Everything about a contact in one place.

Activity page showing a list of calls and emails with pipeline stages and completion status
3

Activity Tracking

AI-generated and manual tasks in one unified list. Filter by date, status, or type. Complete tasks, send emails, and reschedule, all from a single view.

Event detail page with attendance records and contacts table
4

Event Management

Create events, track attendance, and link contacts to them. See who attended, which pipeline stage they are in, and follow up directly from the event page.

Visual email builder with drag-and-drop content blocks and live preview
5

Drag & Drop Email Builder

Design beautiful email campaigns with a visual editor. Drag content blocks, add merge tags, preview on desktop and mobile, and send personalized campaigns at scale.

iOS & Android

Your CRM, In Your Pocket

Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.

Contact detail with activity

Contact Detail

Events list on mobile

Events

Your Language

Booked55 speaks your language

We built this around the terms you already use. Not generic CRM jargon you have to translate.

Engagement
SOW
Retainer
Proposal
Advisory
Practice Area
Referral
Discovery Call

Client Stories

What Our Users Say

Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.

Christian Saab, Business Owner

Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.

Got Questions?

Frequently Asked Questions

Stop Losing Track of the People Who Matter Most

Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.