SupaBook is a CRM built for consultants managing engagements, retainers, proposals, and invoices in one workspace, with AI call answering for inbound inquiries.
A drag-and-drop kanban pipeline tracks engagements from discovery call through signed contract, and both project-based work and ongoing retainers are supported without forcing every engagement into the same shape.
Send a proposal for a scoped project or a retainer, collect a signature, and invoice on whatever cadence fits: one-time, milestone-based, or recurring monthly. Everything stays linked to the same client record.
A new engagement inquiry often arrives while you are mid-delivery on an existing client. SupaBook's AI answers, captures what the caller needs and their timeline, and logs the lead so nothing depends on you being free to pick up.
It tracks engagements from discovery through signed contract, keeps every stakeholder contact on one record, and handles both project work and retainers.
Yes. The pipeline covers the full engagement lifecycle with custom stages.
Yes. Both billing models are supported, including recurring invoicing for retainers.
Yes. Multiple team members can share client and engagement visibility.
The AI receptionist answers, captures the inquiry and timeline, and logs a lead automatically.
Related: CRM for agencies, Proposal software, Invoice software, AI answering service, Pricing.
Canonical page: CRM for Consultants canonical page