Industry · Consultancy
A simple CRM for consultants and small consultancies
Your work comes from relationships, and relationships go quiet if nobody keeps them up. Gather360 keeps every client, every conversation and every next step in one place.
30-day free trial · no card · £12.99 + VAT per person a month after
The short answer
An independent consultant or small consultancy needs a CRM that remembers who you know at each client, what you discussed, which proposals are out and when to get back in touch. Gather360 does that with clients, contacts, dated notes, follow-ups and documents for £12.99 + VAT per user a month, and works fine for one person. It does not send proposals, record time or invoice.
Your week
Delivery fills the week. Pipeline is what slips.
When you are busy on a project, the proposal you sent in the spring goes unchased, and the former client who said “call me in September” does not get a call. Then the project ends and the diary is empty.
Gather360 is built for that list. Every proposal to chase and every “get back in touch” is a follow-up with a date. Open it on Monday morning and the overdue ones are at the top.
- Proposal chases and check-in calls as dated follow-ups
- Former clients kept on file, archived when they are truly done
- Works with one user; add colleagues later if you grow
Pick up a conversation from a year ago
Good consultants remember the detail: the restructure they were planning, the new finance director, the budget that was frozen until the next financial year.
Write it as a note on the client. Notes are dated and stay in order, so a year later you can read back before the call and start where you left off. Add the people you deal with as contacts, including the ones who moved on, so you know who introduced you.
How consultants tend to set it up
The demo is set up as an HR consultancy; it works the same way for any consulting practice.
Tags for the stage
Proposal out, Live engagement, Past client, Introducer. Your words, kept consistent.
Sectors
The industries you work in, so you can see who you know in each.
Documents
Signed proposals, letters of engagement and final reports, filed per client and stored privately.
Search
Find a client or contact by name in a second, from any device.
Plainly: what it is and is not for a consultant
Gather360 does
- Clients, contacts and introducers
- Dated notes on every conversation
- Follow-ups for proposals and check-ins
- Proposals and reports filed per client
Gather360 does not
- Write or send proposals
- Record time or raise invoices
- Sync with your email or calendar
- Track deal values or forecast revenue
Write down who you should be talking to
Add your past clients and set one follow-up for each. That list is the start of next quarter’s work.
30-day free trial · no card · £12.99 + VAT per person a month after
Questions people ask
Is it worth it for a one-person consultancy?
It can be, if you have more relationships than you can keep in your head. Our guide to a simple CRM for sole traders helps you decide.
Can I track proposal values?
There are no deal values or pipeline stages. Many consultants note the figure on the client and tag it Proposal out with a follow-up to chase.
Does it sync with Outlook or Gmail?
No. There is no email or calendar sync. You add notes and follow-ups yourself, which keeps it simple.
Can I add an associate later?
Yes. Invite them by email and they get a seat. Billing follows the team automatically, pro rata.
How much does it cost?
£12.99 + VAT per user a month, or £129.90 + VAT per user a year. 30-day free trial, no card.
Keep your relationships warm between projects
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after