Land clients without a sales team or a tool stack.
Autocloz for consultants and coaches is the version for a team of one: personal outreach across email, LinkedIn, call, SMS and WhatsApp, with every conversation kept in a free-forever CRM so a follow-up is never dropped because it lived in someone's inbox. There is no CRM fee for a small practice and no five-tool stack to maintain while you are also delivering the work.
When you are the business, a five-tool stack or a per-seat CRM is hard to justify. Autocloz gives you personal outreach across email, LinkedIn, call, SMS and WhatsApp plus a free-forever CRM, so every lead gets followed up.
Where do a consultant's clients actually come from?
For most independent consultants and coaches, new work comes from people who already know them: past clients, former colleagues, referrals and people who heard them speak. The problem is rarely finding names. It is remembering to follow up with the forty people who said "let's talk next quarter" while you are busy delivering for current clients.
Autocloz keeps those people in a CRM with a note of where each conversation stands. You add them by hand after a call, import a list from a spreadsheet, or capture them from a booking page or form on your site. Each contact then sits in a pipeline stage such as conversation, proposal sent or signed, so you can see at a glance who needs a nudge.
How do you follow up without sounding automated?
Write fewer, better messages. A personal sequence for a consultant is often three touches over three weeks: a short email that refers to the last conversation, a LinkedIn message a week later, and a final note offering a specific time. Merge fields pull real details from the contact record, and if you connect an AI key, the AI reply assistant can draft a response you edit before sending.
The sequence pauses the moment the person replies on any channel, which is what keeps it from feeling like a drip campaign. You never send a scheduled "just checking in" to someone who answered yesterday.
What does it cost to run a one-person practice on Autocloz?
Nothing, for most people. The free plan covers up to 3 users, 10 mailboxes and 100,000 contacts, with daily limits on each channel that a one-person practice rarely reaches. AI runs on your own key, so you pay the AI provider only for what you use. The free CRM page lists exactly what the free plan includes.
You would upgrade if you hire an assistant team larger than five or start running volume outreach. The founders page covers the same product for people building a company rather than a practice.
What Autocloz does not do here
- No invoicing, contracts or client portal; it covers winning the work, not delivering it.
- No built-in content or newsletter tool for your audience.
- AI drafting needs your own AI key or purchased credits.
- Phone calls run through a voice carrier you connect, and WhatsApp through your own WhatsApp Business number.
The pain stack
What teams in this shape stop tolerating once they switch.
Follow-ups fall through the cracks
Juggling clients and delivery means warm leads go cold because nobody followed up.
Enterprise tools are overkill and overpriced
You do not need a $5,000/month stack to manage a few dozen relationships well.
Outreach feels impersonal at scale
Generic templates do not win high-trust consulting work, and personalising every message by hand takes hours.
What you get on day one
Each capability links to its dedicated feature page if you want to drill in.
Personal multichannel sequences
A few personal touches across email, LinkedIn and a call, paused as soon as someone replies.
See the featureFree CRM for every relationship
Leads, clients, notes and a simple pipeline, free forever for up to 3 users.
See the featureUnified inbox
Email replies in one inbox, with per-channel views for SMS, WhatsApp and LinkedIn.
See the featureOnboarding timeline
What the first weeks look like for a team in this shape.
From a referral, a form, or a list import.
A few thoughtful touches across channels, paced for trust.
Respond from the lead's record; the sequence pauses automatically.
Move the lead through your pipeline to a signed engagement.
Frequently asked
Is it really free for a solo consultant?
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Yes. The CRM, email and calling are free forever for up to 3 users. You upgrade to add SMS and WhatsApp (Growth) or LinkedIn (Scale), raise per-channel daily limits or add users, which most solo practitioners do not need early on.
Will outreach feel personal?
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It can. Sequences merge real details from each contact, optional BYOK AI helps tailor each message, and everything pauses when someone replies.
Do I need technical setup?
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Connect a mailbox and you can send the same day. Calling, SMS and WhatsApp are optional and need your own carrier or WhatsApp Business account when you want them.
Ready for the consultants, playbook?
Free workspace, no card required. Most teams send their first sequence inside an hour.