A CRM for independent consultants that you own
Track prospects, proposals, and engagements in a CRM you buy once. No per-seat subscription for a one-person practice, no bloat you will never use, and your client relationships stay yours.
The daily friction.
- Paying a monthly per-seat subscription for a one-person practice is pure overhead on every invoice.
- Enterprise sales CRMs are built for teams and quotas, not a consultant managing a handful of deep relationships.
- Your referral network and client history are the practice, and you do not want them living in a vendor's cloud.
How consultants run it day to day.
Manage a focused prospect pipeline
Track the handful of conversations that matter (referral, scoping call, proposal sent, signed) without a heavyweight sales process.
Follow proposals and engagements
Move an opportunity from proposal to active engagement to wrap-up, with notes and documents attached to the client record.
Nurture a referral network
Tag who referred whom and schedule periodic check-ins, so the relationships that feed your practice stay warm between projects.
Keep a clean client history
Past engagements, scope, and outcomes stay on the record, so a returning client or a similar new one starts from real context.
Then bend it to exactly how you work.
The role setup is a head start, not a cage. Rename pipeline stages, add the fields your team actually fills in, build the views you check every morning, and wire up automations for the busywork. You own the source, so nothing is off-limits.
- Custom fields and record types
- Rename or add pipeline stages
- Saved views, filters, and automations
Questions, answered.
- Not when you only run what you need. You can keep it to a single pipeline and a contact list, and because you own the source, nothing forces team features on you.
- A $399 one-time license means no recurring charge eating into a solo practice's margins. There is no seat to pay for and nothing renews.
- Completely. The data lives in your own Postgres database on infrastructure you control. Your referral network never sits in a shared vendor cloud.
- No. There are no AI features at all, so nothing is sending your confidential client conversations to a third party or padding your bill.
Is a full CRM too much for a solo consultant?
Why buy once instead of subscribing?
Do my client relationships stay private to me?
Is there AI summarizing my client notes?
A solo practice should not pay team prices
A consultant's relationship list is small but irreplaceable. You might be tracking a dozen live conversations, a handful of active engagements, and a referral network you've spent years building. That doesn't justify a sales CRM designed for a quota-carrying team, with its forecasting dashboards, lead-routing rules, and per-seat price tag that assumes you'll add people you'll never add. As a practice of one, every monthly subscription is overhead that comes straight out of the margin on your own billable time.
Nanobox CRM is a one-time $399 purchase. There's no seat to pay for, nothing renews, and you run only the pieces you actually need: a single pipeline and a clean contact list is a perfectly good place to start. Because you own the full source, the tool stays as lightweight as your practice is, rather than constantly nudging you toward features built for sales orgs.
Your network is the practice, so own it
For a consultant, the asset isn't a product; it's trust and relationships. Who referred you, why an engagement went well, what a past client cared about, when you last checked in: that history is the engine of repeat work and referrals. Nanobox keeps all of it in a Postgres database you own and control, not in a vendor's cloud you're renting access to. You can tag referral sources, schedule periodic check-ins so relationships stay warm between projects, and keep each engagement's scope and outcome on the record so a returning client starts from real context. And with no AI features anywhere, nothing is quietly reading your confidential client notes. If you'd rather not run a server, Hosted is a flat $29/month, never a per-seat charge for a practice of one.
See the full Nanobox CRM overview and our one-time pricing. Work in a specific field? Browse industry presets for real estate, clinics, and field service teams.
Own the CRM your role deserves.
Start from a setup built for consultants and shape it to your workflow. One-time price, no per-seat fees, full source.