For Consultants & Agencies
Client & Project Tracking
Without the Overhead.
A simple CRM for consultants, small agencies, and service businesses.
Manage clients, track proposals through the pipeline, send invoices, and get shared visibility across your team — without the complexity of Salesforce or the weekly bill of enterprise tools.
The Problems You're Actually Dealing With.
Every consultant tracks their own pipeline differently
One keeps a spreadsheet, another uses sticky notes, a third swears by their Gmail stars. Leadership has no shared view.
Proposals live in Word, invoices live in QuickBooks
Your proposal has scope and price. Your invoice has the same scope and price. You type them in twice, minimum.
Handoffs between sales and delivery are manual
The account lead closes a deal. The project manager finds out via Slack. Client context from sales calls never makes it to the team.
You need team performance visibility but can't justify enterprise CRM costs
Salesforce or HubSpot Team starts at $50+/user/month. For a 5-person agency, that's a car payment every month.
What DealKillr Gives You.
Everything you need to manage clients and close deals. Nothing you don't.
Shared Client Database
Everyone on the team sees every client. Full contact and company records with complete interaction history across all reps.
Pipeline Visibility per Rep
See who's working which deals, what stage they're at, and total pipeline value per team member. Weekly sales meetings in one screen.
Proposal to Invoice Workflow
Build proposals as line-item invoices marked 'Proposal'. Client accepts, flip to Invoice, send payment link. One document flows through both phases.
Team Performance Reports
Per-rep win rates, deal velocity, and activity levels. Know what's working and who needs support before quarter-end.
Custom Fields for Project Details
Capture whatever your niche requires: retainer size, scope type, contract terms, renewal dates. Built-in custom fields handle it.
Email Logging for Context
Gmail and Outlook sync captures every client email thread. When a PM opens an account, they see the full sales history — no handoff loss.
How It Fits Your Day.
A new lead comes in from the website
Capture the contact, assign to the right consultant, add a discovery-call task. Nothing falls into a shared inbox that no one owns.
The weekly pipeline review meeting
Open the pipeline kanban. Filter by rep. Talk through every deal in the Proposal stage. Meeting done in 20 minutes, not an hour.
A consultant leaves the company
Reassign their deals and contacts to another rep in two clicks. All activity history and notes stay intact — no lost context.
Quarterly client review
Filter active clients by last-activity or deal value. Identify at-risk accounts. Reach out before they churn.