Discovery context gets lost.
The proposal says what you will do. The reasons, constraints and client expectations are somewhere in yesterday's notes.
Solutions ConsultantsFor independent consultants & advisory teams
Keep every engagement organised, from discovery call to delivery.
Spend less effort piecing an engagement together. Keep discovery notes, client context, deliverables, documents and billable work in a workspace built for the way small consulting teams operate.
- No card required
- 30 days of Premium included
- Free plan to keep
Real ToolsPad interface Demonstration workspace
One account. A more connected way to work.
21 focused apps
Unlimited human teammates
Free plan limits apply Less scattered workYou have enough to manage.
You have enough to manage.
Keep the moving parts together.
Advice needs follow-through.
A good meeting can still end with actions that have no owner or date.
Administration eats the margin.
Chasing documents and rebuilding timesheets uses attention you would rather spend on client work.
From the first step
to the next useful outcome.
Start with what matters to consultants. Keep the work and its context in the same workspace.
Make room for discovery
Offer a booking page for the right conversation and keep the prospective client in CRM.
- 02 Notes
Preserve the real brief
Write down goals, constraints and decisions in Notes; organise supporting files in Documents & Media.
- 03 Tasks
Make delivery explicit
Create deliverables as tasks with owners and dates. Keep working detail and discussion beside each task.
Record the work you delivered
Track engagement time, review the entries and prepare an invoice with the payment method you use.
A working process, not an automatic setup. Choose the apps you need and organise them around your business.
Start focused.
Keep more within reach.
Each app has a clear job. Together, they give consultants room to work without juggling a separate account for every task.
Appointment Scheduling
Give prospects a straightforward way to book a discovery conversation.
Explore Appointment SchedulingCRM
Keep people, companies and follow-up context ready for the next call.
Explore CRMNotes
Capture objectives, assumptions, decisions and meeting outcomes.
Explore NotesTasks
Turn agreed deliverables into owned work with clear dates.
Explore TasksDocuments & Media
Organise supporting documents and reusable engagement assets.
Explore Documents & MediaTime Tracking
Record project time while the work is fresh, not at month end.
Explore Time TrackingInvoice Maker
Issue clear invoices with your payment instructions and recorded status.
Explore Invoice MakerAll included in one account, within your plan’s limits. Use one app today and add another when the work calls for it.
Space for the people behind the workOne business home.
One business home.
Room for your whole team.
Keep the people, apps and records for each business in a dedicated workspace. Bring your teammates into the work without a per-seat bill.
Find the plan that fitsInvite the people who do the work
Every plan, including Free, supports unlimited human teammates. Resource and feature limits still depend on your plan.
Keep separate businesses separate
A workspace is a dedicated home for one business. Switch between your workspaces from the same account.
Keep access intentional
Use workspace roles and app permissions to manage who can see and work with business records.
Your first useful step
Organise the next engagement—not your entire history.
Choose a live piece of work and keep its context useful from the next meeting onward.
Start in CRM. Shape the workspace around your own work.- 01
Add the client and record the engagement objectives.
- 02
Create the first deliverables with owners and dates.
- 03
Track your work and keep the supporting documents nearby.
Make a confident
first move.
What consultants should know before getting started.
See pricing and plan limitsCan I use ToolsPad as a solo consultant?
Yes. Start with the apps that solve today's problem. If collaborators join later, invite them into the appropriate workspace; human teammates are unlimited on every plan.
Can a small advisory team use it together?
Yes. Shared workspace records, assigned tasks, notes and time tracking help colleagues work from the same engagement context, with permissions appropriate to their role.
Does it include proposal e-signatures?
No e-signature promise is made here. Estimates & Quotes can help you prepare pricing documents, while your existing signing or acceptance process can remain in place.
Will it combine Gmail and Outlook for me?
No. ToolsPad CRM is not a unified mailbox. Record useful customer context and use supported app connections, while keeping your existing email workflow.
How are client invoices paid?
Invoice Maker includes your payment instructions. The client pays through that method, and you record the status. It does not collect or automatically reconcile the money.
Can I start free and bring my team?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features. See Pricing for current limits.
One account. 21 connected apps.
Start with what matters to you.Discover the rest of ToolsPad.
Your engagement workspace can grow with the work: capture enquiries, publish an offer, collect feedback or map a complex idea without opening another account.
Appointment Scheduling
Give prospects a straightforward way to book a discovery conversation.
CRM
Keep people, companies and follow-up context ready for the next call.
Notes
Capture objectives, assumptions, decisions and meeting outcomes.
Tasks
Turn agreed deliverables into owned work with clear dates.
Documents & Media
Organise supporting documents and reusable engagement assets.
Time Tracking
Record project time while the work is fresh, not at month end.
Invoice Maker
Issue clear invoices with your payment instructions and recorded status.
Whiteboards
Map ideas alongside the work they belong to.
Lead Forms
Turn website enquiries into organized leads.
Surveys
Ask better questions. Learn from every response.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Subscription Tracker
See what renews before you pay again.
Estimates & Quotes
Turn your proposal into a clear, professional quote.
Testimonial Collector
Collect customer stories and publish your best proof.
Business Calculators
Work through pricing, margins and business scenarios.
Smart Links
Route visitors and compare campaign results.
Opportunities
Keep promising deals moving toward a decision.
QR Code Generator
Create branded QR codes and review their reach.
Dashboards
Bring useful business signals into one view.
Blogs
Give your expertise a place to grow.
More tools. One free account.Scroll to explore, or use the arrows.
A simpler next step
Make your next engagement easier to run.
Keep the client's context, your deliverables and the next action together. Start free, with no full-business migration required.
Create your free account No card required. Start free.
Choose a paid plan only when you need it.
Choose a paid plan only when you need it.