Track every client engagement, project milestone, and retainer renewal. Never let a hot prospect go cold or miss a key deliverable deadline.
You send a detailed proposal, wait a week, then forget to follow up. The client chooses a competitor who followed up.
You planned to do a monthly progress call with the client, but got busy with deliverables and forgot.
A great client's monthly retainer was due for renewal — you forgot to discuss it and they moved on.
Notes in emails, WhatsApp, and Notion — no single view of all client conversations and pending actions.
LeadWisp gives consultants one organized dashboard to track every client, every engagement stage, and every follow-up action — without the complexity of heavyweight CRM tools.
Track all sent proposals and set follow-up reminders for 2, 7, or 30 days.
Schedule proactive client progress calls. Never let a client feel neglected.
Get alerted 30 days before a retainer contract ends so you can discuss renewal proactively.
Store company name, contact person, engagement type, value, and start date for every client.
Track engagement stages — proposal, contract, onboarding, delivery, review, renewal.
Set deliverable deadlines and get reminded 2–7 days before each milestone.
Track monthly, quarterly, and annual retainer dates. Never miss a renewal conversation.
See all active, pending, and upcoming engagements at a glance.
Send personalized WhatsApp messages to clients directly from the app with one tap.
Enter client company, contact, engagement type, and retainer value. Done in 2 minutes.
Record engagement start date, deliverables, and key milestones.
Configure monthly check-in reminders, milestone alerts, and retainer renewal reminders.
Daily digest of follow-up actions. Stay proactive with every client.
Proactive renewal discussions before clients lapse. Retain more monthly revenue.
Regular check-in reminders show clients you care. They stay loyal and refer others.
Timely follow-ups on proposals increase your conversion rate significantly.
Check your client pipeline between meetings from your phone.
Join 2,500+ Indian consultants who use LeadWisp to grow their practice. Free to start — no credit card required.
Start Using LeadWisp Today →"I consult for 12 companies simultaneously. LeadWisp helps me track each engagement's milestones and follow-ups without missing a beat."
"Client retention improved 30% after I started using LeadWisp. The automated check-in reminders make clients feel valued and supported."
"Sending proposal follow-ups used to slip through the cracks. Now I get reminded on WhatsApp and can respond in seconds. Game changer for my practice."
Purpose-built follow-up and reminder workflows for 13+ professions across India