CRM for
Track client relationships, send proposals, log every activity, generate invoices, and sync your calendar -- all from one simple platform that works the way you do.
$0
To Start
Branded
Proposals
Recurring
Invoicing
2-Way
Calendar Sync
Run your practice from one platform
From first meeting to final invoice, everything you need to manage your consulting business.
Client Relationship Tracking
360-degree client profiles with every email, call, meeting, note, and invoice in one timeline. Know exactly where each relationship stands so you never forget a follow-up or miss a renewal.
Proposal & Quote Builder
Create professional proposals and quotes from your service catalog. Manage versions, track open rates, and convert accepted quotes to invoices with one click. Branded PDF generation included.
Time & Activity Logging
Log calls, meetings, emails, and tasks against client records. The activity timeline gives you a complete history of every interaction so you can bill accurately and prepare for follow-ups.
Invoice Generation
Generate branded invoices from quotes or from scratch. Support for recurring invoices (monthly retainers), payment links via Stripe, automatic payment tracking, and dunning reminders for overdue bills.
Calendar Sync
Two-way sync with Google Calendar and Outlook Calendar keeps your client meetings, discovery calls, and deadlines visible everywhere. Public booking pages let prospects self-schedule consultations.
Task Management
Kanban boards and list views for managing deliverables, follow-ups, and deadlines. Assign tasks to yourself or your team, set due dates, and track progress across all client engagements.
Frequently Asked Questions
Focus on clients, not admin
Onbrix handles the proposals, invoices, follow-ups, and scheduling so you can focus on what you do best -- delivering results for your clients.