Relatable for Consultants
The Relationship CRM for Consultants Who Win Business Through Trust
In consulting, your reputation travels through relationships. Relatable helps you stay connected to past clients, referral sources, and your professional network — so the next engagement finds you.
Sound familiar?
Consultants face unique relationship challenges. Relatable was built to solve them.
- You're too busy delivering client work to maintain your broader network
- When an engagement ends, you lose touch with the client and miss future opportunities
- Pipeline CRMs don't fit your business — you don't have 'leads', you have relationships
- Your best engagements come from referrals, but you don't systematically nurture referral sources
- You know you should be 'staying in touch' but have no system for it
Built for how consultants actually work
Not another generic CRM. Relatable is relationship intelligence designed for professionals who grow through their network.
Relationship Spheres
Organize your network into meaningful groups — active clients, past clients, potential referrers, industry peers, speaking contacts. Each group gets its own follow-up rhythm.
AI-Powered Nudges
Whiz tells you who needs attention today based on your communication history and relationship health. Spend 15 minutes a day on the right relationships.
Effortless Logging
Email and calendar sync means every client interaction is captured automatically. Build a relationship history without touching a CRM.
Network on the Go
At a conference? Pulled up a client's history before a chance encounter. The mobile app keeps your relationship context always at hand.
Import from Anywhere
Coming from a spreadsheet, Outlook contacts, or another CRM? We'll import everything for you. Your network, organized in minutes.
Relationship Health Scores
See which client relationships are strong and which are fading. Prioritize re-engagement before an old client forgets about you.
How consultants use Relatable
Ready to transform how you manage relationships?
Join consultants who are using Relatable to grow through their network.
Start Your Free TrialFrequently Asked Questions
I'm a solo consultant. Is Relatable right for me?
Relatable is ideal for solo consultants and small firms. It's designed for individuals who grow through relationships, not large sales teams. At $44/month, it's built to be a solo practitioner's relationship operating system.
How is this different from just using LinkedIn?
LinkedIn shows you a feed. Relatable tells you who to reach out to today and why. It syncs your email and calendar to build a real relationship history, tracks engagement health, and gives you AI-powered nudges. LinkedIn is a network; Relatable is a relationship management system.
Can I track different types of relationships separately?
Yes — Spheres let you organize contacts however you want. Create separate Spheres for active clients, past clients, referral sources, industry peers, and prospects. Each can have its own engagement cadence.
What integrations does Relatable have?
Gmail, Outlook, Google Calendar, LinkedIn, iMessage, WhatsApp, Apple Contacts, and thousands of apps through Zapier. Your communication channels are automatically captured.
Is there a free trial?
Yes — 10 days free, no credit card required. Import your contacts and see your relationship health dashboard in minutes.
Your network is your edge.
Start your free trial and see why relationship-driven consultants choose Relatable.