CRM for Consultants & Independent Professionals
Stop juggling clients in Notes, Excel, and your head. Manage proposals, track follow-ups, and close more deals — all in one simple place.
Challenges Independent Professionals Face
Clients scattered across Notes and Excel
You have prospects in Apple Notes, follow-ups in your calendar, and client history in a spreadsheet. Nothing is connected and things slip through the cracks.
Forgetting to follow up on proposals
You send a proposal on Monday, get busy with client work, and forget to follow up until it is too late. That one missed call could have been a ₹50,000 deal.
No system as your business grows
When you had 5 clients, you could manage in your head. Now you have 20+ prospects at various stages and no visibility into what needs attention today.
How Salesvora Helps Your Practice
Simple Client Pipeline
See every prospect from enquiry to proposal to signed deal on a single visual board. Know exactly where each opportunity stands.
Learn more →Follow-Up Reminders
Schedule a follow-up with one click after sending a proposal. Get reminded when it is time to nudge — so no deal goes cold because you were busy.
Learn more →Conversion Insights
See how many prospects convert to paying clients, which sources bring the best leads, and where your pipeline leaks.
Learn more →Website Enquiry Form
Add a contact form to your personal website. Every enquiry goes straight into your CRM — no manual data entry.
Learn more →“We had a notepad on the front desk where clients would leave their numbers. Half those enquiries never got called back. Now every client goes straight into Salesvora and gets a follow-up scheduled before we close for the day.”
Amit Deshmukh
Founder, UrbanNest Interiors
Frequently Asked Questions
Is Salesvora too complex for a solo consultant?
Not at all. Salesvora is designed to be the simplest CRM you have ever used. Most solo consultants set it up in under 5 minutes and start using it the same day.
Can I use it just for tracking proposals?
Yes. Many consultants use Salesvora primarily as a proposal tracker — adding prospects, setting pipeline stages like Proposal Sent and Negotiation, and scheduling follow-ups.
What if I grow and hire a team later?
Start free as a solo consultant. When you hire, upgrade to Pro at ₹5/month for up to 15 team members. Your data, pipeline, and client history carry over seamlessly.
How is this better than a spreadsheet?
A spreadsheet does not remind you to follow up. It does not show you a visual pipeline. It does not notify you when a task is overdue. Salesvora does all of this — and it is free.
Is my client data safe?
Yes. All data is encrypted in transit and at rest. Salesvora runs on secure cloud infrastructure with HTTPS enforced. Only you can access your data.
Start managing your clients professionally
Free forever for solo consultants. No credit card. Set up in 5 minutes.