The best CRM for consulting firms
Consulting sells method and expert hours. Sellio unites prospecting, the proposal, project management, time tracking and billing, so you deliver with organization and prove the value created, all without paying per seat.
What jams the day-to-day and lets business slip away.
- Project proposals are slow and go out without a standard.
- Project delivery gets lost between spreadsheets and email.
- Expert hours are not measured and the margin disappears.
- The client lacks visibility into progress and results.
Every pain in your industry has a real product feature behind it, with no empty promise.
✓Quotes and CPQ
Build the scope, phases and price proposal with reusable items in minutes, keeping a standard and a version history.
✓Projects and blueprint
Each project becomes a phase board with owners and deadlines, following your method, so delivery does not depend on anyone remembering.
✓Timesheet and time tracking
Consultants log hours per client and per phase, and you see the real margin of each project, not just the sold value.
✓Client portals
The client follows progress, documents and deliverables in a portal, cutting status-only meetings.
✓E-signature
The consulting proposal and contract go out for digital signature, shortening the time between the yes and the project start.
✓AI notetaker and copilot
AI transcribes and summarizes meetings and logs the next steps on the right project, so nothing agreed gets lost.
From proposal to result with margin in view
Sale, project, hours and invoice in one place show the real profitability of each engagement. You find out early which project is eating more hours than it was sold for and correct it before it turns into a loss.
Method and results the client can see
The portal and project boards give the client transparency into what is being delivered. Showing organization and progress up close is what renews the contract and generates referrals.
Free for what serves everyone: you pay only for infrastructure usage above US$20 a month, never per seat.
All included: CRM, marketing, support, projects, AI and no-code in one system, with no stacked subscriptions.
Real no-code: build objects, fields, automations and screens your way, without depending on IT.
Trilingual (Portuguese, English and Spanish) and ready to operate in any country.
Real estate
From the first contact to the signed contract, without losing a single lead.
Construction
From the estimate to the delivered project, with costs and commissions under control.
Architecture and engineering
From the fee proposal to the final deliverable, with every phase and every hour under control.