Software for consultants

Everything a consultant needs, minus the spreadsheets.

Track every client, send tracked proposals, get engagement letters e-signed, and raise GST invoices that already know about TDS — all in one place built for how consulting work actually gets billed.

TDS-aware GST invoicingE-signed engagement letters15-day free Pro trial
Built for consulting work

The billing details that generic tools get wrong.

Engagement letters, e-signed properly

Convert an accepted proposal into an engagement letter or contract in one click. Client signs via OTP — legally valid under the IT Act 2000, no printing or scanning.

Track billable hours against the fee

Log time against a project or retainer and see it against your quoted fee or hourly rate in real time — no separate timesheet spreadsheet.

TDS-aware invoicing (Section 194J)

Most consulting fees attract 10% TDS under Section 194J. ClearWork flags this on the invoice so both you and your client know the exact net amount, and you can reconcile it against Form 26AS at tax time.

See your real pipeline, not just a task list

Track every prospective client from first enquiry through proposal, negotiation, and won — with follow-up dates so nobody goes quiet on you.

Priced for any business

So affordable, every business can afford it.

₹149/month is less than the price of two cups of coffee — for your entire CRM, proposals, and invoicing.

₹149/mo

Full Pro plan — less than ₹5 a day

10–20×

Cheaper than Zoho CRM, HubSpot, or Freshsales per seat

₹0

Free plan forever for up to 5 clients — no card, ever

The difference

vs. spreadsheets and generic project trackers

A spreadsheet doesn't send a proposal, get a contract signed, or flag TDS.

FeatureClearWorkSheets / generic tools
Built forConsultants — scope, proposals, retainers, TDSGeneric project trackers or spreadsheets
Price₹0–₹149/moExcel free, but hours of manual work weekly
Tracked proposals
GST invoicing + TDS flagging (194J)
E-sign engagement letters
UPI payment collection
Client portal
TDS flagging (194J)IT Act 2000 e-signGST invoicing built inFree plan, no card
FAQs

Common questions

What software do independent consultants use to manage clients?

Most independent consultants in India start with a mix of WhatsApp, Google Sheets, and manual GST invoices. ClearWork replaces all three with a single workflow — lead tracking, proposals, e-signed engagement letters, GST/TDS-aware invoicing, and UPI payment collection.

Does ClearWork handle TDS for consulting fees?

Yes. Consulting and professional fees typically attract 10% TDS under Section 194J. ClearWork flags TDS-applicable clients and shows the gross vs. net-of-TDS amount on the invoice, so you can reconcile the credit against Form 26AS during ITR filing.

Can I track retainer clients as well as one-off projects?

Yes. ClearWork supports both project-based engagements and recurring retainers, with recurring invoice generation so you don't have to manually re-invoice retainer clients every month.

Is there a free plan for solo consultants just starting out?

Yes — the Free plan covers up to 5 clients and 10 active projects with the full CRM pipeline, GST invoicing, and basic e-sign, forever, no credit card. Every new signup also gets a 15-day free trial of the Pro plan to try the full feature set first.

Run your consulting practice properly.

Start free trial

15-day free Pro trial · Then free forever · No credit card needed

Running an agency instead? See CRM for marketing agencies