Gmail CRM for Consultants
All your clients, contracts & communications—right inside Gmail.
Why AppEQ for Consultants
Purpose-built for independent consultants and small firms
Centralized client list
Save hours on admin by keeping all client information in one place, accessible directly from your inbox.
Auto-generate decks
Close deals faster with professional proposals and presentations generated from your templates and client data.
AI reminders & templates
Improve client satisfaction with timely follow-ups and personalized communication powered by AI assistance.
Key Features
Everything you need to manage your consulting practice from Gmail
Manage all client information, projects, and communications in one centralized workspace.
Generate professional proposals and presentations with your branding in minutes.
Never miss a follow-up with smart reminders and AI-suggested response templates.
Track client engagement and project health with visual indicators and alerts.
Seamlessly integrate with your Gmail and Google Calendar for complete visibility.
Customize your workspace with fields and tags that match your unique consulting workflow.
How It Works
Get started in minutes with three simple steps
Connect Gmail
Securely connect your Gmail account with just a few clicks.
Import clients & meetings
Import your existing clients and sync your calendar meetings.
Automate proposals & check-ins
Set up templates for proposals and automated check-in reminders.
What Consultants Say
Real results from independent consultants like you
“AppEQ's Gmail CRM has transformed how I manage client relationships. I've saved 10+ hours weekly on admin and increased my proposal win rate by 35%.”
Sarthak B
Founder & CEO, HEX Advisory Group
“As a solo consultant, I needed something lightweight but powerful. This Gmail CRM gives me everything I need without the enterprise bloat. My follow-up game is stronger than ever.”
Keyur Dave
Manager
“The proposal automation alone paid for itself in the first month. I'm closing deals faster and keeping all my client communications organized without leaving Gmail.”
Sachin A
Director, AMSInsform
Simple, Transparent Pricing
Plans that grow with your consulting practice
- 1 user
- 30 accounts
- Gmail & Calendar sync
- Client health tracking
- Track unlimited clients
- Shared team workspace
- Import contacts & KPIs from spreadsheets
- Email Templates
Need more?
We offer custom plans for consulting firms and teams with specialized needs.
Compare all plansFrequently Asked Questions
Common questions from consultants like you
Ready to streamline your consulting practice?
Get started in minutes—no credit card required.