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.
Evaluate the wider workflow.
Keep the first exercise bounded, then check the handoffs needed for a broader process.
Client workflows for consulting firms
Consulting work crosses enquiry, meeting and document review. Keep the relationship in CRM, use Calendar for booking and agree which documents need review or a signature.
Retain the enquiry
Record the client context and the next commercial action in CRM.
Prepare the meeting
Choose a suitable appointment type and retain the questions the discussion should resolve.
Review the document
Use Compose for the draft and agree the supported export and signing steps before sending it.
Before expanding
Confirm confidentiality, reviewer access and the actual document handoff with one redacted engagement.
Bring a real example to the conversation.
Use these questions to explain your current process and agree what a useful evaluation would need to show.
Walk me through the last enquiry from arrival to your next action. Show where you kept the context.
Consider this against a recent example from your own process.
In the last two weeks, how often did you look for an enquiry detail or miss a follow-up? What happened?
Consider this against a recent example from your own process.
Which three details must be visible before you can act, and how long does retrieval take today?
Consider this against a recent example from your own process.
What existing CRM or spreadsheet already does this well? What makes you keep using it?
Consider this against a recent example from your own process.
Who can authorize a small redacted-data trial and who would decide on an ongoing software purchase?
Consider this against a recent example from your own process.
Would five enquiries and two timed retrieval sessions represent the real work? What result would make the trial useful?
Consider this against a recent example from your own process.
Agree the result before the pilot.
These are proposed checks to tailor with the people doing the work. They describe an evaluation, not results already achieved.
Contact persistence
Five distinct contacts can be saved and read back with the intended identifying fields.
Context and next action
Each contact has a saved note containing enquiry context, next action and proposed due date. Reopen all five and compare.
Retrieval value
Repeat five matched retrieval tasks in the existing method and CRM. Meet the operator’s agreed minimum time saving without losing required context.
Repeat use
The operator performs two later retrieval/update sessions without facilitator rescue and records any missing information.
Decision
Budget owner reviews results, names remaining blockers and decides whether to run a longer trial.
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.
Compose
Business documents, saved versions and an assigned review.
Calendar
Appointment types, availability and a clear booking experience.
Roadmap
Projects, delivery items and the dependencies behind the plan.
Contracts
Supported mutual NDA reviews with source-linked findings and tracked changes.
Books
Double-entry records, invoices, bills and controlled accounting periods.
Before 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.
Read the CRM reference
See the available capabilities and how they work.
Browse related solutions
Find another starting point for your business or role.
Check plans and pricing
Review current plan terms and the apps your workflow needs.
Book a demo
Talk through the process and requirements you want to evaluate.
Put your next client conversation on firmer ground.
Explore CRM, or book a demo around the way your consultancy wins and delivers work.