Grow Your Practice. Delight Your Clients.
Rally CRM helps consultants manage client relationships, track opportunities, and build a sustainable practice—without the admin overhead.
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Built for Consulting Professionals
Rally CRM has the features you need to manage and grow your consulting practice.
Client Management
Keep all client information, contracts, and communications in one organized place. Build stronger relationships.
Opportunity Pipeline
Track consulting engagements from initial inquiry to signed contract. Visualize your sales pipeline.
Proposal Tracking
Track proposals sent, follow up at the right time, and know exactly where each opportunity stands.
Email Integration
Sync with Gmail and Outlook. Every client email is automatically logged and searchable.
Project Revenue Tracking
Track project values, retainer amounts, and forecast future revenue from your pipeline.
Activity Timeline
See every meeting, call, and email with a client. Full context at your fingertips.
Perfect for All Types of Consultants
Management Consultants
Track strategic engagements and client relationships
IT Consultants
Manage projects, SOWs, and technical requirements
Marketing Consultants
Track campaigns, retainers, and client results
HR Consultants
Manage recruiting projects and client communications
Financial Advisors
Track prospects, AUM, and client touchpoints
Legal Consultants
Manage matters, billables, and client history
Business Coaches
Track coaching clients and session history
Design Consultants
Manage creative projects and client feedback
Trusted by Consultants Worldwide
"Rally helped us scale from 5 to 20 clients without adding admin staff. Everything is organized now."
"I used to spend Fridays catching up on follow-ups. Now Rally handles it automatically."
Ready to Grow Your Practice?
Join 300+ consulting firms that trust Rally CRM to manage their client relationships.