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ConsultBase
Client portal for independent consultants with proposals, e-signatures, invoicing, booking and an AI assistant.
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Overview
About ConsultBase
ConsultBase is a client portal for solo and small consulting practices. It provides branded portals, proposals with e-signatures, Stripe invoicing, booking pages with Zoom, time and milestone tracking, and an AI assistant called Ivy.
What it does
ConsultBase gives consultants one place to share documents with clients, send proposals, track engagements and time, schedule meetings and get paid, with Ivy automating routine tasks.
Where it fits
Replaces a mix of document sharing, invoicing and scheduling tools for independent consultants.
Who it suits
Independent consultants, coaches, advisors and small consulting firms.
Editorial view
Strengths and limitations
Written by our editors to the same standard for every product.
Strengths
- Free plan with unlimited clients
- Branded client portals
- Stripe invoicing and e-signature
- White-label option for firms
Limitations
- AI assistant on paid plans
- Focused on consulting workflows
Reviews
What users say
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Company
About ConsultBase
From the vendor
Provided by the vendor and reviewed by our editors; not independently verified.
- Company
- ConsultBase
- Website
- myconsultbase.com
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