Consultant CRM

A consultant CRM — bookings and client management in one place

Consulting starts with a booking and grows into trust. Take the booking, record the session, tie it to a proposal and contract, and schedule the next one — when that flow breaks, clients drift away. BOTN manages from booking to follow-up proposal in one place, turning a one-off session into a lasting relationship.

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  • Public booking link
  • Records & AI summary
  • Auto follow-up proposals

Key features

Booking link

Take session bookings via a public link.

Session records

Record sessions with notes and voice per client.

AI summary & draft

Summarize long histories and draft follow-up messages.

Follow-up proposals

Organize re-consult and package timing as tasks.

Consultation note AI

From recorded, transcribed consultations, AI organizes follow-up tasks and draft quotes for you.

Follow-up workflows

Automate quote and contract delivery and post-booking follow-up with multi-step workflows.

How it works

  1. 1

    Step 1 · Take sessions via a booking link

    Share a public booking link on your blog, Instagram, or email and clients schedule sessions themselves. The booking ties to the client and schedule, so you manage booked clients and follow-ups in today's tasks. The back-and-forth of scheduling disappears.

  2. 2

    Step 2 · Record sessions

    Jot session notes or record by voice. History stacks per client as a timeline, and BOTN AI summarizes long histories to help you prep. Send quotes and contracts straight from the session and track their status.

  3. 3

    Step 3 · Carry forward with follow-up proposals

    Instead of ending at one session, organize re-consult and package timing as follow-up tasks. AI drafts a fitting message, so review and send turns a one-off into regular advisory or a package.

When booking and records live apart

When bookings come by chat or phone, session notes in a notebook, and quotes elsewhere, one client's flow breaks. You re-find what was discussed last session, and missing the follow-up window ends it as a one-off.

Solo consultants do it all alone

Doing booking, prep, records, quotes, and follow-up alone shrinks the time for what matters — session quality. Buried in admin, you lose clients again and again.

How to run a consulting business with BOTN

Take sessions via a booking link, record them with notes and voice, and tie quotes, contracts, and follow-up proposals into one flow. Session history stacks per client so context is right there next time.

  • Take session bookings via a public link
  • Record sessions with notes and voice
  • Send quotes and contracts with auto status tracking
  • Organize follow-up proposals and re-consult timing as tasks

Session context stays alive

Past notes and exchanged messages organize into a timeline per client, so you don't restart each session from scratch. BOTN AI summarizes long histories and drafts follow-up messages, cutting prep time.

From one-off to lasting

Instead of ending at one session, the system handles follow-up proposals and re-consult timing. Package offers, regular reviews, and extra sessions go out on time, carrying clients into a lasting relationship.

Consultation note AI and follow-up workflows

Record consultations by voice and they're transcribed automatically, while AI drafts your follow-up tasks and quote proposals. From sending quotes and contracts to recurring outreach and post-booking follow-up, it all runs as one automated flow.

  • Record and transcribe consultations by voice, then let AI propose follow-up tasks and a draft quote.
  • Send quotes and contracts and track their view and approval status.
  • Send recurring updates and follow-ups as email and SMS campaigns.
  • Automate the post-booking follow-up flow with multi-step workflows.

How people use it

Management, tax, and HR consultants, psychology and career counselors, and coaches take sessions via a public booking link and manage records and follow-up proposals in BOTN. They tie one-off sessions into regular advisory or packages and turn satisfied clients' referrals into new sessions.

Who uses it

Solo consultant / coach

Management, tax, and HR consultants, career and psychology counselors, and coaches take sessions via a public booking link and manage records and follow-up proposals in BOTN. They cut admin time to focus on session quality and carry satisfied clients into regular advisory or referrals.

Advisory team

Multiple counselors share clients and manage per owner, while managers see all bookings and progress at a glance. Records and activity stack so context continues when owners change, and follow-up proposal timing isn't missed at the team level.

What you get

  • Kill scheduling back-and-forth with a public booking link.
  • Cut prep time with records and AI summaries.
  • The system handles follow-up proposal timing.
  • Carry one-off sessions into lasting relationships.

FAQ

Can I take session bookings?

Yes. Share a public booking link and clients schedule sessions themselves, tied to the client and schedule. Manage booked clients and follow-ups together in today's tasks.

How do I record sessions?

Jot notes or record by voice, and session history stacks per client as a timeline. BOTN AI summarizes long histories so prep for the next session is faster.

Does it handle follow-up proposal timing?

Yes. Organize re-consult and package-offer timing as follow-up tasks, with AI-drafted messages that fit the situation. Review and send, turning one-off sessions into lasting relationships.

How do I share the booking link?

Create a public booking link and share it anywhere — blog, Instagram, email signature, flyer QR. When a client schedules from the link, the booking ties to the client and schedule automatically.

Where are session notes recorded?

Notes and voice records stack per client as a timeline. BOTN AI summarizes long histories into a line so you grasp context fast before the next session.

From booking to re-consult, without a break

Start free and take your first session booking.

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