CRM for Business Consultants
Manage Clients, Hours & Proposals in One Place

Business consultants live by their time, reputation, and results. Dinamic5 helps you manage everything — from first lead to final invoice — so you can focus on consulting, not administration.

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The Reality of a Business Consultant

The average business consultant juggles 10–20 clients simultaneously — meetings, time logs, proposals, and payment follow-ups. Without a structured system, billable hours slip through the cracks.

  • Manual time tracking per client and project
  • Custom proposals that take too long to produce
  • Chasing payments and retainer installments
  • Coordinating meetings and managing a packed calendar
  • Keeping in touch with prospects and new leads

Dinamic5 for Business Consultants

Every client, every project, every hour — in one place. Professional proposals in a click, automatic time tracking, and payment reminders that ensure no invoice is forgotten.

  • Client card with all projects, meetings, and documents
  • Built-in timer for time tracking per project
  • Professional proposals with digital signature
  • Payment tracking and automated billing reminders
  • Built-in WhatsApp for professional client communication

Everything You Need to Run
a Professional Consulting Practice

From client management to billing — all in one clean interface.

Client Management

A dedicated card for each client with full project history, meetings, documents, and communication — all accessible and tracked.

Time Tracking

Built-in timer per project — start working and let the system count. Time reports by client, project, and period with one click.

Quotes & Proposals

Professional proposals with custom templates, digital signature, and status tracking — sent, opened, approved, or declined.

Billing & Payments

Track retainers, milestone payments, and outstanding balances. Automatic billing reminders via WhatsApp or email — no revenue left behind.

Calendar & Meetings

Smart calendar with meeting coordination, automatic reminders, and Google Calendar sync. Clients get a WhatsApp reminder before every meeting.

Project Management

Tasks, milestones, and deadlines for every consulting engagement. A clear view of what's open, what's delayed, and what's done.

Numbers That Speak
for Themselves

+25%More billable hours captured
-80%Time to create a proposal
0Missed payments
2xMore new clients won

Consultant Control Panel

At a glance, see how many hours you've worked this week, which proposals are awaiting approval, and which clients need follow-up — all in real time.

  • Live timer with weekly and monthly summaries
  • Proposal status — pending, approved, declined
  • Billing tracker and cash flow overview
  • Upcoming meetings and urgent tasks
Time Tracking Dashboard
This Week
ACTIVE TIMER
Alpha Corp LLC — Strategic Project
02:34
HOURS THIS WEEK
Alpha Corp LLC — Strategic Consulting
8.5h
Beta Startup Inc — Business Plan
6.0h
Gamma Corp — Org Structure Review
4.5h
Total This Week 19.0h
PROPOSALS
4
Approved
2
Pending
$82K
Open Value

Ready to Manage Your Consulting Practice Differently?

Free lifetime plan. No credit card required. Upgrade when you grow. Support from day one.

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