Build a useful client record
Keep the person, company and relevant notes together. Import an existing contact spreadsheet or create records as enquiries arrive.
Topolo for Consultants
Keep the client relationship moving.
From the first enquiry to the next piece of work, keep client details, deal context and follow-up together. Topolo CRM gives independent consultants and small practices a clear place to manage the commercial side of their work.
The work behind the workflow
Your expertise is the service. Remembering every conversation should not be.
A prospective client asks for a proposal. An existing client wants to extend the engagement. A useful introduction arrives between meetings. When the details live across email, a spreadsheet and your memory, even a good opportunity can lose momentum. Keep the relationship and the next step visible, so your next conversation starts with the context you already have.
How it works
From an introduction to an active engagement.
Start with CRM for the relationship. Bring in the other apps when you need to prepare the work or deliver it.
Make the next step explicit
Use deals and tasks to keep the opportunity and follow-up visible. Record what was discussed and what needs to happen before you speak again.
Prepare the work with context
Use Compose for the proposal or report and Roadmap for delivery planning. Give each part of the engagement a clear home in the suite.
The suite
The apps around your workflow.
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
CRM
Contacts, companies, opportunities and the tasks that keep a relationship moving.
OpenCompose
Business documents, saved versions and an assigned review.
OpenCalendar
Appointment types, availability and a clear booking experience.
OpenRoadmap
Projects, delivery items and the dependencies behind the plan.
OpenContracts
Supported mutual NDA reviews with source-linked findings and tracked changes.
OpenBooks
Double-entry records, invoices, bills and controlled accounting periods.
OpenBefore you get started.
Useful questions for choosing the right starting point.
Is this useful for a solo consultant?
Yes. Start with your own contact and deal records, then add colleagues as your practice grows. You can begin with CRM without organising your entire business around every app at once.
Can I bring my existing client list?
CRM supports CSV import and field mapping for contact and company records. Review the mapping before importing so the details land in the right fields.
Where do proposals and project plans belong?
Compose handles business documents and review; Roadmap handles projects, roadmaps and nested work items. The suite lets you use a focused app for each part of the engagement.
Keep exploring.
Check the product, review the details or talk through your next workflow.
Explore CRM
See the CRM workspace and its current availability.
OpenRead the CRM reference
See the available capabilities and how they work.
OpenBrowse related solutions
Find another starting point for your business or role.
OpenCheck plans and pricing
Review current plan terms and the apps your workflow needs.
OpenBook a demo
Talk through the process and requirements you want to evaluate.
OpenPut your next client conversation on firmer ground.
Explore CRM, or book a demo around the way your consultancy wins and delivers work.