AI CRM for Consultants and Coaches

From discovery call to signed program.

Track every client from discovery call to signed program, and let Claude or ChatGPT log calls, draft proposals and remind you who to follow up with. A CRM for solopreneurs, freelancers, the self-employed, independent consultants and coaches who do not want a sales team's CRM.

Start free Connect to Claude

Coaches & Consultants template
Built for solopreneurs
Proposal follow-ups
Free up to 300 records

Free up to 300 records and 1 user, no credit card. Unlimited records with All-Access, $9/mo.

PIPELINE · COACHES & CONSULTANTS11 OPEN OPPORTUNITIES

New lead

Maria SilvaLinkedIn · ops review

J. ParkReferral from Anna

Discovery call

Fern LogisticsCall Wed 14:00

Proposal sent

Coastline HR3-month advisory · moved by Claude

Decision pending

D. Okafor1:1 coaching · 6 months

Signed

Brightside LtdWorkshop · starts 1 Nov

FIELDSProgramDiscovery callLength (months)Program fee

// how your AI helps

Log the call, skip the admin.

After a call, tell your AI what happened. It updates the client, moves the stage and sets the next follow-up.

CLAUDEKMS CONNECTOR

› just had the discovery call with Coastline HR: 3-month advisory, 2,500 a month, they want a proposal by Thursday

Moved Coastline HR to Proposal sent, Program Monthly advisory, Length 3, fee 7,500. Reminder set for Thursday. Want a proposal outline from your call notes?

CHATGPTKMS CONNECTOR

› who have I not followed up with since sending a proposal?

2 clients: D. Okafor (proposal 8 days ago) and Fern Logistics (6 days). Want a short check-in for each?

// use cases

What consultants track in it

01

Discovery calls

Every lead with the call date, main goal and program they are interested in.

02

Proposals

A reminder when a proposal has been sitting without an answer for too long.

03

Signed programs

Program type, length and fee for each client, so you can see what is booked.

04

Delivery

KMS AI CRM also has a Projects & tasks mode for tracking client work after the deal is signed.

// make it yours

Fit it to how you sell.

Start from the Coaches & Consultants template, then ask your AI to add a stage for a paid workshop, a field for the referral source or a reminder for proposals that go quiet. Every change is saved as a version you can roll back.

Add, rename or remove stages
Add fields that fit your work
Set reminder timers per stage
Start from an industry template
Every change saved as a version
Roll back in one step

HISTORYVERSIONED

Added field "Referral source"by your AI · just now
Set 5-day reminder on Proposal sentby your AI · yesterday
Applied the Coaches & Consultants templateby you · last week

› remove the field I just added

// pricing

Start free. Grow when you need to.

FREE

$0

Up to 300 records and 1 user. Browser and AI connector included.

Start free →

ALL-ACCESS

$9/month

Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.

See All-Access →

TEAM

$29/month

5 seats on the same CRM and the full skills library.

See Team →

// faq

Questions from consultants

Is there a template for consultants and coaches?

Yes. The Coaches & Consultants template has stages New lead, Discovery call, Proposal sent, Decision pending, Signed and Lost, with fields for program, discovery call, length, main goal and program start. Change any of it later, by hand or by asking your AI.

Is it a good CRM for freelancers and solopreneurs?

Yes. It is built for one person running their own pipeline: the free plan covers 300 records and 1 user, which fits most solo practices, and your AI does the data entry. Freelancers often use the Coaches & Consultants template, or the Agency or Photographers & Creatives one.

Does it handle scheduling, contracts or payments?

No. There is no booking page, e-signature or invoicing. Keep your calendar and payment tools and use the CRM for the pipeline and follow-ups. You can paste call notes or emails into your AI chat and it will update the CRM.

How does Claude or ChatGPT change the CRM?

Through the KissMySkills MCP connector, the same one that loads your AI skills. Once it is connected, your AI can add and update records, move stages, and change stages, fields and reminders. Every change is saved as a version you can roll back. More on the main KMS AI CRM page.

How much does it cost?

Free up to 300 records and 1 user, no credit card, and your AI can do everything over MCP on Free too. All-Access is $9 a month for unlimited records plus 2,500+ AI skills, prompts and agents. Team is $29 a month for 5 seats.

What is the best CRM for freelancers and the self-employed?

The one you will actually keep updated. If you want a light pipeline with follow-up reminders and would rather tell Claude or ChatGPT what happened than fill in forms, KMS AI CRM fits. If you need invoicing, time tracking or a booking page in the same tool, pick a freelancer suite that includes them; we do not.