Trades · Advice, law and accounting
The CRM for your trade
The CRM built for consultants
Without Standin
Deep in a client mission, a promising lead writes. A slow reply signals you are not available.
With Standin
Standin builds a CRM made for consultants: every case, from the first request through to delivery, in your own words. When a project takes all your attention, it answers your leads and keeps each file up to date, so no request goes unanswered.
Free plan, no credit card required.
What your CRM tracks for consultants
Your CRM fields, already in place.
- Company
- Need
- Type of mission
- Budget
- Next step
Add, rename or remove any field at any time.
Built for how consultants really work
Ordinary client-tracking software is designed for salespeople. For consultants, it misses the point: you are not running a sales funnel, you are running cases that move over several weeks. Standin starts from your trade and sets up the steps and fields that actually matter, like "Company" or "Need".
The copilot takes over when your hands are full. It reads your emails and messages, answers everyday questions in your tone, and fills in the client's file before you have even reached for your phone. You review, you approve, and nothing is sent without your agreement.
Live demo
How a case flows for consultants
What the CRM for consultants looks like
Here is how a case typically flows for consultants. Every step stays editable: rename it, reorder it or remove it to match the way you work.
- 01First contact
- 02Qualifying
- 03Proposal and quote
- 04Delivery
- 05Handover
Case
Messages received
Message received
“Hello, I am writing on the recommendation of a friend who worked with you. I have a project in mind but nothing is written down yet. Could we talk it through?”
Reply drafted by the copilot
“Hello Emily, of course, and thank your friend for me. A first thirty-minute call is enough to frame it; I then send you a written proposal, with no commitment. Are you free late Thursday afternoon?”
Record filled in by the copilot · First contact
- Type of mission
- To be scoped
- Budget
- To be quoted
- Next step
- Call back before Thursday
Demo: nothing is actually sent.
Record filled in by the copilot
Emily Carter
Stage 1 of 5 · First contact
- Company
- Freelancer
- Need
- First inquiry
- Type of mission
- To be scoped
- Budget
- To be quoted
- Next step
- Call back before Thursday
The stages and the fields are the ones Standin generates for consultants. The three cases are examples, written to show a filled-in record. Nothing is saved: it all happens in your browser.
Create mineTry it now
Paste a customer message, the copilot answers it
The copilot reply and the filled-in record will appear here.
Questions
Frequently asked questions
Standin answers
Can I follow a proposal from first call to signature?
Yes. Your stages run from the first exchange to the signed proposal, and anything stuck at the proposal stage surfaces with its age.
Can I track several missions for the same client?
Each mission is its own record, and the client's history follows across them. You see what you have already done for them before the next call.
Can I keep my rates and my method out of the copilot's replies?
It only says what you have told it. Anything you leave out, it does not invent: it hands the question back to you.
Is Standin a good fit for consultants?
Yes. You describe your work in a few sentences and Standin builds a CRM made for consultants: your stages, your fields, your words, not a generic template.
What information does Standin track for consultants?
Your CRM tracks what matters in your trade, for example "Company", "Need" or "Type of mission". You can add, rename or remove any field at any time.
How does the copilot answer my clients while I work?
It reads your emails and messages, drafts a reply in your tone and updates the file. You approve before it goes out, or you turn on auto-send if you prefer.
Is it free?
You start for free: you create your CRM and try the copilot without paying.
Do I stay in control of what is sent to my clients?
Yes. The copilot drafts the replies, but nothing is sent without your approval, unless you turn on auto-send yourself.
Do I need to install any software?
No. Standin runs in your browser, on your computer or your phone. There is nothing to install.
How long does it take to get started?
A few minutes. Answer a few questions about your trade and your CRM is ready, already seeded with example records.
Related trades
Not quite your trade? These neighboring trades work to the same rhythm, and each has its own page.
Read next
Three short reads, picked for how consultants actually work.
Guide
How to follow up with a client without being pushy
Following up is where most deals are won or lost. A calm, respectful method that keeps you on the client's radar, and how to make it automatic.
Guide
Choosing a CRM as a freelancer: what actually matters
Most CRMs are built for sales teams, not solo pros. How to pick one you will actually use, and why it should speak your trade.
Templates to copy
Following up on a quote with no reply: 3 templates
Three ready-to-send follow-ups for a quote that went quiet, with the right timing and what not to write.
In three steps
no setup and no technical skills needed
How it works
01 · You
You describe your trade
A few simple questions, no jargon: what you do, the stages a client goes through until the job is done, and the details you record every time.
02 · Standin
Standin builds your CRM
A plumber gets job records, a senior-placement advisor gets family cases. The stages and fields come from your answers, with no template imposed.
03
The copilot replies to your clients
During a job, a message arrives: the copilot replies in your words and completes the client record. Anything that commits you waits for your approval.