You built the relationship for months. Then you forgot to follow up.
The Follow-Up You Forgot Is the Engagement You Lost
You win work through relationships. Track them like they matter.
You are great at what you do. The hard part is not the work. It is remembering to stay in touch with the people who give you the work. The client you helped last year, the contact who said "call me in Q3," the person who could refer you but you have not talked to in six months. Booked55 keeps all of those relationships visible so the next engagement does not slip away because life got busy.
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Who is our ideal customer?
You are a consultants that...
- You sell consulting where trusted advisors win the engagement, not RFPs
- Your average engagement is $10,000 or more
- You're billing $250K to $1M but can't seem to break through
- You've tried Pipedrive or HubSpot but they're built for transactional sales, not long-term consulting relationships
- You've hired associate consultants but they can't sell like you can
- You're in consulting where credibility closes deals, not funnels
What you've already tried
- Spent thousands on LinkedIn ads. Got discovery calls. Couldn't win the SOW.
- Cold outreach. Thought leadership posts. All of it, crickets.
- Spoke at conferences. Collected business cards. Nobody signed an engagement letter.
- Started doubting your niche. Am I even solving the right problem?
- Discounted your day rate. Offered a pilot. Still lost to the Big Four.
- Tried every lead gen playbook out there. Win rates stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more signed engagements
You're delivering great work but pipeline has dried up. You need a system that helps you close, not just track proposals.
Your CRM wasn't built for consultants
Salesforce was built for SaaS reps with SDR teams. You still don't use half of it, and customization cost a fortune.
You're paying for features you don't even understand
Enterprise seats and modules your solo practice will never touch. Hundreds every month for complexity you don't need.
You need simple, yet "powerful"
You don't need a hundred features. You need ten that help you follow up after every discovery call.
You have zero marketing budget
No demand gen team. No paid ads. You need every referral and follow-up to turn into billable work.
You don't want to hire a BD person
Adding sales headcount isn't the answer. You need to get more revenue from the relationships you already have.
Proposals slip through the cracks
Forgot to follow up on a proposal? Lost track of where an engagement stands? That's revenue walking out the door.
Why Consultants struggle with client relationships
You built the relationship, then lost the thread
You had three great conversations with a potential client over six months. Then you got busy with delivery. By the time you circled back, they had hired someone else. The relationship was there. The follow-up was not.
You do not know where your deals stand
Is that proposal still alive? Did they go with someone else? When was the last time you actually checked in? Without a simple way to see your pipeline, deals go cold and you do not notice until it is too late.
Your best business comes from referrals you cannot see
You know referrals drive your business. But you could not tell someone which three people have sent you the most work this year. That means you cannot thank them, nurture them, or ask for more.
A pipeline built for how consultants actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.