--- type: Web Page title: "More than a CRM for independent consultants — Oknola" description: "Pipeline, proposals, client knowledge and money in one folder you own, with agents that read one client's files and nothing else." resource: https://oknola.com/use-cases/consultants/ --- Independent consultants # Keep your pipeline warm while you deliver. Oknola keeps every engagement, proposal and invoice in one folder you own, so the next discovery call starts briefed, and an agent can work on one client's files without seeing another's. Join the waitlist [See it as a consultant](https://oknola.com/demo/full/#as=consultant) Sample data. - Built on a real business, not a pitch deck. - **759** notes · **118** ledger records · **73** journal pages · **27** operating maps. - Plain markdown files. Leaving is copying a folder. - An agent sees only what you point it at. ## Busy delivering. Quiet pipeline. 1. ### When the work is full, the marketing stops. Then an engagement ends and the calendar is empty. 2. ### Every proposal starts from a blank page. The framework you built for the last client lives in a deck you can't find. 3. ### Client notes are scattered. Email, the call recording, a notebook, and a renewal date nobody wrote down. The engagement letter says client data stays out of AI tools. ## One client, from first ad to paid. 1. LinkedIn or Google ad 2. Offer page 3. Intake form 4. Discovery call 5. Proposal the short options proposal 6. Signed 7. Deposit invoice 8. Paid Sample data. [Open it in the demo](https://oknola.com/demo/full/#as=consultant) - Most work still arrives by referral. The same map shows the intro, the call and the short options proposal. - A second map runs delivery: kickoff, milestones, check-ins, the referral ask, and the renewal. ## The practice, in eight numbers. - Discovery calls this month 7 - Proposals sent and won 11 won 23 sent · 48% won - Open pipeline value $86,000 across 4 proposals - Active clients, retainer and project 5 2 retainers, 3 projects - The top client's share of revenue 29% one retainer · $7,500 - Money owed and days to paid $3,500 MD-118 · 13 days past due - Where new work comes from 64% referral - Tax set-aside and months of reserve $21,000 Q3 estimate · 5 of 6 months Sample data. ## Every engagement makes the next one easier to win. Frameworks, past proposals, call notes and results stay linked to the client they came from. An agent you allow your proposals and frameworks drafts the next one from past work. An agent allowed Lone Sock Supply Co. reads that client's files and nothing else. Morning brief lists today's calls and what each client last asked for. Nothing is sent without your yes. Sample data. ## More than a CRM. Less to maintain. - ### A CRM tracks the deal. It doesn't hold what you delivered. Oknola keeps both, linked to the invoice. - ### Client portals and suites are built for firms with staff. Oknola is built for the consultant who is the firm. - ### A Notion template needs you as its admin. Here the structure is fixed and enforced, and the pass keeps it tidy. ## FAQ. ### Can I use AI without breaking client confidentiality? Scope is set by tag. An agent sees only the clients you allow, and you choose the agent. Check what each engagement letter permits. ### Does it replace my CRM? For a practice of one, the pipeline, clients, proposals and invoices live as files. Keep a CRM if you run outreach sequences. ### Does it fit fractional work? Yes. Retainers across several clients, each with its own tag, hours and renewal date. ### Does Oknola send proposals or collect signatures? No. Keep your proposal tool. Oknola keeps the proposal and follows it to signed and paid. ### What happens to my files if I leave? They stay plain markdown in a public format. Leaving is copying a folder. ### What does it cost? The Core is free, and it's not a trial. Pro and apps are priced at launch, for one operator, never per seat. Early access, macOS and Android first. The structure, the pass and scoped agents work today. Operating Maps, Finance, Actions and superpowers are in build, and the demo shows them working on sample data. Also built for: [Indie hackers](https://oknola.com/use-cases/indie-hackers/) [Solo founders](https://oknola.com/use-cases/solo-founders/) [Freelancers](https://oknola.com/use-cases/freelancers/) [Creators](https://oknola.com/use-cases/creators/) [All use cases](https://oknola.com/use-cases/) Early access ## Let the last engagement help win the next one. Join the waitlist for early access on macOS and Android.