Built for how you actually work
Not another bloated CRM. Just the tools you need, working together.
Your clients log in with one click
Magic link authentication means no passwords to remember. Clients see their documents, appointments, and messages in one place.
Client Portal preview
Automate the busywork
Visual workflow builder lets you automate follow-ups, reminders, and client journeys. No coding required.
Workflow Automation preview
Invoices that actually get paid
Create invoices, accept payments via Stripe, and track everything automatically. Payment links your clients actually use.
Payments & Invoicing preview
Text. Email. Done.
Send SMS reminders, email campaigns, and in-app messages. All from one place, all tracked automatically.
SMS & Email preview
Every conversation, tracked
Track every interaction, manage your pipeline, and convert leads into clients with custom fields and stages.
CRM & Leads preview
See what's working
Real-time dashboards show revenue, client engagement, and workflow performance. Make data-driven decisions.
Reports & Dashboards preview
Plus everything else you need
Built-in features that other platforms charge extra for.
Mobile-First PWA
Works offline, installs like an app. Your clients and team can access everything from any device.
Enterprise Security
Row-level security, encrypted data, HIPAA-ready infrastructure. Your data is protected.
Magic Link Auth
No passwords for clients to forget. One-click login via email for frictionless access.
Real-Time Sync
Changes sync instantly across all devices. Everyone always sees the latest information.
Why choose Consoli?
- Client portal included at every tier
- Visual workflow builder (not just email sequences)
- Custom objects like Salesforce (not locked to templates)
- PWA with offline support (works on mobile)
- Self-service signup (no sales call required)
Stop managing tools. Start managing your business.
Free for 30 days. No credit card. No sales calls.
Setup takes 5 minutes. Seriously.