Built for individual consultants and micro-practices
The CRM that treats a solo practice like a serious business, not a side project.
A solo consultant or 1-5 person practice does serious client work and needs serious CRM infrastructure. Generic free CRMs cut off at feature cliffs. Enterprise CRMs cost too much and ship too much. Strkr sits in between with flat per-seat pricing and the professional infrastructure a consultant actually needs.
A solo consultant or micro-practice consulting shop sits in an awkward CRM market gap. The free tiers from HubSpot and Zoho hit feature cliffs at 2,000 contacts, 10 users, or no automation. The enterprise CRMs cost $150 per user per month and ship 400 features the solo consultant will never use. The pain points below are what Strkr onboarding hears from solo consultants, 2-3 person boutique practices, and micro-firm partners.
Everything in head space
The pipeline lives in email, LinkedIn, and the calendar.
A solo consultant tracks pipeline in their email inbox, LinkedIn messages, and the calendar. The pipeline is their head space. The cost is losing deals that fall off the radar and losing time rebuilding context before every client call. Strkr ships a single pipeline surface that pulls email, calendar, and LinkedIn signals into one view with no setup cost.
Proposal cycle takes forever
A proposal eats four hours and three iterations.
A consulting proposal typically runs 6 to 12 pages with scope paragraph, deliverable list, pricing, timeline, and references. Each proposal takes 3 to 5 hours of writing. Strkr AI drafts the proposal from the client intake notes, prior similar engagements, and the consultant's capability library. The consultant tunes two or three sections before sending.
Retainer tracking is manual
The 40-hour monthly retainer that overran at hour 68.
A consultant on a monthly retainer at a hour commitment overran by 70 percent and never billed for the overage because the tracking was manual. Strkr ships a Retainer object with monthly hour budget, time tracker integration, scope-change log, and burn alerts at 95 percent that catch the overage before it happens.
Referral network goes dormant
The former clients who would refer, but nobody has asked.
A consultant has 40 to 180 former clients and former colleagues who could refer new business if asked. Most of that network goes dormant because the consultant does not have time to maintain quarterly touch cadence. Strkr ships a Referral Source object with warmth scoring, last-touch date, and AI-drafted quarterly check-in cadence that preserves the network.
Admin eats 10 hours per week
The administrative work that steals billable time.
A solo consultant can spend 10 to 14 hours per week on administrative work (proposals, invoicing, scheduling, follow-ups, status updates). That is 25 to 35 percent of a working week spent not billing. Strkr AI drafting and automation can compress this to 4 to 6 hours per week, which converts to 6 to 10 additional billable hours per week at $200 to $400 per hour.
Starting over for every new client
The intake conversation that recovers the same context.
A consultant has a intake conversation flow that pulls client goals, decision criteria, scope boundaries, timeline, and budget. Running this ad-hoc for each new prospect means the quality varies and the intake notes get buried in email. Strkr ships a standard intake template with structured capture that drives the proposal draft and the engagement history.
The consultant schema
Objects shaped like consulting work.
The default CRM schema fits general B2B sales. For consulting work the shape is slightly different. Strkr ships a tunable schema with Client, Opportunity, Proposal, Engagement, Retainer, Deliverable, Invoice, and Referral Source as first-class objects.
Client object
Organization, decision maker, relationship.
A Client in Strkr carries the organization, the decision maker, past engagement history, relationship warmth, communication preferences, and referral attribution. The schema distinguishes the organization from the individual relationship for cases where the person moves but the relationship continues.
Opportunity object
Scope, fee, timeline, stage.
An Opportunity captures the engagement scope being discussed, estimated fee, estimated timeline, decision stage, next-step detail, and competitive context. The schema drives the pipeline view for the consultant to see what is active and what needs follow-up this week.
Proposal object
Scope paragraph, deliverables, fee.
A Proposal captures the scope paragraph, deliverable list, pricing structure, timeline, references, and acceptance status. Strkr AI drafts the proposal from the intake notes and prior similar engagements. The consultant tunes and sends.
Engagement object
Project, deliverables, hours, status.
An Engagement ties to the Client and the Proposal. It captures the engagement scope, deliverable schedule, hours tracked, project status (planning, delivering, delivered, closed), and payment status. The schema drives the active-work view and the time tracker integration.
Retainer object
Monthly hours, scope, renewal, burn.
A Retainer captures monthly hour commitment, scope paragraph, renewal date, fee structure, and running hour burn. Burn alerts fire at 85 percent and 95 percent of monthly commitment. The consultant sees the burn status without manually tallying hours each week.
Deliverable object
Type, due date, status, client acceptance.
A Deliverable ties to the Engagement and captures type (strategy document, workshop, report, implementation plan, training session, assessment), due date, current status, and client acceptance. The schema drives the project tracking view for the consultant.
Referral source object
Warmth, last-touch, quarterly cadence.
A Referral Source captures the relationship (former client, former colleague, industry contact, friend), warmth score, last-touch date, and quarterly cadence trigger. Strkr AI drafts the quarterly check-in with specific personal context so the touchpoint feels genuine rather than templated.
How Strkr AI drafts for solo consultants
The AI jobs that fit a solo practice.
A solo consultant benefits most from AI drafting because every hour saved on administrative work converts to billable time. Strkr AI drafts in the consultant's voice (learned from the first 20 approved emails) with the intake and engagement context.
Intake summary
The post-call recap for the prospect.
After an intake call Strkr AI drafts the post-call summary with the client situation, key goals, scope framing, fee quote range, next-step detail, and the proposal draft timeline. The consultant tunes and sends same day. The prospect sees the consultant as thoughtful and specific.
Proposal draft
The full proposal from intake notes.
Strkr AI drafts the full proposal from intake notes, prior similar engagements, and the consultant's capability library. The consultant tunes the scope paragraph (usually two or three sentences), confirms the pricing, and sends. The 4-hour proposal drops to 30 minutes of effective work.
Weekly client update
The status touchpoint on active engagements.
For active engagements Strkr AI drafts the weekly client update with the past-week work summary, upcoming deliverables, open client decisions, and current hour burn. The consultant approves and sends. The client sees proactive communication which supports retention and referrals.
Follow-up on stalled proposal
The polite nudge when a proposal goes quiet.
When a proposal has been out for 10 days without response Strkr AI drafts the polite follow-up with the proposal reference, a question that invites response, and a soft close. The consultant approves and sends. Stalled proposals close at a higher rate because the follow-up happens on cadence.
Quarterly referral check-in
The warm touchpoint to the referral network.
Strkr AI drafts the quarterly check-in to each referral source with a personal hook (recent work the consultant shipped, a question about the referral source's current work, a note on an industry event). The consultant approves and sends. The referral network stays warm with specific context.
Engagement wrap-up
The close-out summary and continuing-engagement ask.
At engagement close Strkr AI drafts the wrap-up with the deliverable summary, outcomes achieved, strategic observations, and continuing engagement pathway. The consultant tunes and sends. Repeat engagement rates lift because the wrap-up is grounded in actual delivery.
Invoice narrative
The plain-English line description.
For monthly invoices Strkr AI drafts the plain-English line descriptions from the internal time entries. The client sees clarity on what was delivered rather than the raw time-tracker export. The consultant reviews and the invoice ships through the accounting integration.
The solo consultant cockpit
The weekly view that replaces 10 hours of admin.
A solo consultant runs a weekly cadence. Strkr ships a cockpit that compresses the weekly admin from 10 hours to roughly 4. The cards below are what shows up on the Monday morning view.
Active pipeline
Opportunities in flight ranked by close date.
The pipeline section shows every active opportunity with scope, fee, close date, and next-step. The consultant sees the five opportunities that need outreach this week.
Proposal queue
Proposals out versus proposals needed.
The proposal section shows proposals currently out for client decision, proposals needed this week, and stalled proposals requiring follow-up. The consultant works the queue to keep the sales motion moving.
Active engagements
This-week work across clients.
The engagement section shows every active engagement with current deliverable status, hour burn, and upcoming client checkpoints. The consultant plans the week work allocation from the view.
Retainer burn
Hours used versus budget on retainers.
The retainer section shows every active retainer with month-to-date hours drawn, forecast month-end run rate, and burn status. Retainers at 85 percent flag before overrun becomes an issue.
Follow-up queue
Clients and prospects needing a touch.
The follow-up section surfaces clients, prospects, and referral sources needing a touchpoint this week with AI-drafted outreach ready for review. The consultant works the queue in a batch.
Billing status
Invoices sent, outstanding, paid.
The billing section shows invoices sent in the current month, invoices outstanding past due, and invoices paid. The consultant sees the AR picture without diving into the accounting tool.
Head-to-head
Strkr vs HubSpot free, Dubsado, or Honeybook for a solo consultant.
The comparison below is Strkr's solo consultant posture versus the typical tools consultants reach for.
Feature
Strkr
Typical solo-consultant tool
Pricing at 1 to 5 users
$29 to $59 per user per month.
$0 to $45 per user per month.
Proposal drafting
AI draft from intake notes.
Template fill-in.
Retainer tracking with burn alerts
First-class with time integration.
Separate tool.
Referral network cadence
Quarterly with AI drafting.
Manual.
AI drafting across workflow
Intake, proposal, update, follow-up.
Partial or none.
Custom objects
Available at every tier.
Enterprise upgrade.
API access
Every tier.
Paid tier.
Email and calendar sync
Bi-directional, every tier.
Varies.
Scaling beyond solo
Clean path to 5 to 20 users.
Varies.
How teams use Strkr
Four solo consultant playbooks.
The playbooks below are patterns Strkr onboarding sees across solo consultant and micro-practice deployments.
Pattern A
The strategy consultant running on a hyper-manual stack.
A solo strategy consultant ran a $420,000 per year practice on Gmail, Google Calendar, Google Sheets, and a Harvest time tracker. The consultant spent 14 hours per week on administrative work (proposals, invoicing, scheduling, follow-ups). Strkr onboarding ran a 6-business-day migration. Within four weeks the administrative work dropped to about 5 hours per week. The reclaimed 9 hours per week converted to about 32 additional billable hours per month at $350 per hour, which added about $11,000 per month in capacity.
Pattern B
The 3-person boutique practice.
A 3-person boutique management consulting practice ran a mix of HubSpot free (which had hit contact and automation cliffs), Dubsado for proposals, and QuickBooks for billing. The managing partner wanted everything on one surface. Strkr onboarding ran a 10-business-day migration. The practice landed on Pro tier at $59 per user, replacing HubSpot free and Dubsado with a single surface. Monthly spend went from $0 plus Dubsado ($40) to $177 for Strkr. The time saved was worth 20x the subscription delta.
Pattern C
The former-executive solo consultant with a strong network.
A former executive turned consultant had an 240-contact referral network from 24 years in a industry. The network was going dormant because the consultant had no cadence tool. Strkr onboarding configured the Referral Source object with quarterly cadence and AI-drafted touchpoints. In the first full year the consultant generated 11 referred engagements worth about $320,000 which paid back the Strkr subscription about 180x.
Pattern D
The 2-partner specialty practice on retainers.
A 2-partner specialty consulting practice ran 8 active monthly retainers at 32 to 80 hours per month per client. The partners had drifted into chronic retainer over-burn without billing for the overage. Strkr onboarding configured the Retainer object with 85 and 95 percent burn alerts. In the first full year the practice captured about $42,000 in previously unbilled overage, roughly 2x the Strkr subscription cost.
Run the solo practice on a CRM shaped for serious consulting work.
Book a 30 minute call or start the free trial. Strkr Starter at $29 per month covers the solo consultant workflow without feature cliffs.
Yes. Strkr has no minimum seat count. A solo consultant pays for one seat at $29 Starter or $59 Pro. The 14-day trial covers Pro so the consultant can evaluate AI drafting, retainer tracking, and the automation surface before committing. There is no implementation partner retainer and no seat-count minimum.
How does Strkr handle time tracking integration for retainer burn?
Strkr integrates with Harvest, Toggl, Clockify, QuickBooks Time, and most time tracking tools through the webhook spec with HMAC signing. Time entries from the tracker tie to the engagement or retainer. Retainer burn calculations run in real time with alerts at 85 percent and 95 percent of monthly commitment. For consultants who want time tracking native to the CRM Strkr ships a basic time entry workflow in the Pro tier.
What does the proposal drafting workflow look like?
After an intake call the consultant captures intake notes into the Opportunity record (either manually or by uploading a call recording for AI summarization). Strkr AI drafts the proposal from the intake notes, prior similar engagements in the capability library, and the consultant's standard pricing template. The consultant tunes the scope paragraph, confirms pricing, and sends. The 3 to 5 hour proposal drafting drops to 30 to 60 minutes of effective work.
Can Strkr help maintain my referral network between engagements?
Yes. The Referral Source object captures each relationship with warmth score, last-touch date, and quarterly cadence trigger. Strkr AI drafts the quarterly check-in with specific personal context (recent work the consultant shipped, a question about the referral source's current project, a note on an industry event the referral source likely attended). The consultant approves 20 to 40 touchpoints per quarter in a batch. The network stays warm with context-rich outreach.
What does Strkr cost compared to Dubsado, Honeybook, or HubSpot Starter?
Strkr Starter at $29 per user per month is competitive with HubSpot Sales Hub Starter ($45 per user), Dubsado ($40 per month flat), and Honeybook ($39 per month flat). Strkr Pro at $59 per user adds AI drafting, retainer tracking, and advanced automation that Dubsado and Honeybook do not match. For a 2 to 3 person practice the per-seat Strkr pricing comes in similar to the flat-rate competitors with meaningfully more capability. For a solo consultant the Starter tier is sufficient for most workflows.
What happens if the solo practice grows to 5 or 10 people?
Strkr scales cleanly from 1 to 5 to 20 to 50 users without a tier migration or data model change. The flat per-seat pricing adds predictability as the team grows. Capability layering follows the tier model (Starter for CRM core, Pro for AI and retainers, Scale for SSO and advanced permissions). A solo consultant growing a practice can start on Starter, move to Pro around 2 to 4 users as AI drafting becomes core to the workflow, and move to Scale around 15 to 25 users for SSO and enterprise-grade admin controls.
What is the compliance posture for a solo consultant handling client-confidential work?
Strkr is HIPAA compliant with BAA on request (relevant for healthcare consulting), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a target of 2026-Q4. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager. The audit log captures every record read, record write, and AI call with 90-day default retention. MFA with TOTP plus text-based verification is live across all tiers. For consultants serving regulated industries (financial services, healthcare, government) the compliance posture supports the typical vendor-review expectations.
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