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CRM FOR FREELANCE CONSULTANTS

The CRM for freelance consultants.
Next month's work.

Not a name you can't quite place — a pipeline you actually remember, with AI-drafted follow-ups so warm contacts never go cold.

Freelance consultants and independent advisors rarely lack for conversations — the challenge is remembering which ones matter six months later. RGS simpleCRM is a lightweight CRM built for solo consultants who need a proper pipeline without the overhead of enterprise sales software: log every meeting and call, see a contact's full relationship history at a glance, and get an AI-drafted follow-up email in seconds when it's time to reconnect.

Because it's free for solo use, there's nothing to lose by trying it on your very next coffee chat — start logging today, and in a few months you'll have a real record of every relationship you're building, not just the ones you happened to remember.

Sound familiar?

You meet a lot of people. Most consultants lose track of most of them.

WITHOUT RGS simpleCRM
Meeting people but forgetting who's a real lead
No system for nurturing contacts over months
Follow-up emails take too long to write from scratch
Personal and business contacts jumbled together
Warm leads go cold before you reconnect
WITH RGS simpleCRM
Every contact's relationship history at a glance
Log a meeting once, remember it forever
AI drafts a warm follow-up email in seconds
A dedicated pipeline, separate from personal contacts
Reminders nudge you to reconnect before it's too late

Built for relationship-led work

AI relationship summaries
Ask for an instant summary of where things stand with any contact — no scrolling through old emails.
Every meeting logged
Log a call or coffee chat in seconds — even months later, the context is still there.
AI-drafted follow-ups
Draft a warm, personalised follow-up email in seconds, grounded in your real history together.
Reminders
Set a reminder to reconnect and RGS simpleCRM will nudge you before a lead goes cold.

Frequently asked questions

Is this suitable for a solo freelancer, or do I need a team?

It's built for solo use first — free forever for a single user, with no minimum team size.

Can it help me follow up with contacts automatically?

RGS simpleCRM won't send emails on its own, but it will remind you when a follow-up is due, and its AI assistant can draft a personalised follow-up email in seconds, grounded in your real history with that contact.

Does it work for coaching or advisory businesses, not just consulting?

Yes — any relationship-led, one-to-one business works the same way: log the people you talk to, the conversations you have, and let reminders carry the follow-up forward.

What does it cost?

RGS simpleCRM is free forever for solo users, with no card required to get started.

Who runs on RGS

Micro-businesses of every stripe.