Use Case

Win More Clients. Grow Your Practice.

ClickReach helps independent consultants and professional services firms reach decision-makers, follow up automatically, and manage their sales pipeline — all for $25/mo.

15-day free trial. No credit card required.

The Challenge

Consulting outreach is broken

These problems keep consultants stuck in the feast-or-famine cycle.

Feast-or-Famine Cycle

Busy with projects, no time to prospect. Project ends, pipeline is empty. Without consistent outreach, revenue swings are brutal.

Referrals Aren't Enough

Word-of-mouth is slow and unpredictable. You can't build a sustainable practice on referrals alone — you need a repeatable channel.

Enterprise Tools Are Too Expensive

$69-99/user/month doesn't work for solo consultants or small practices. You need professional outreach without the enterprise price tag.

Manual Outreach Is Unsustainable

Sending individual emails to prospects wastes billable hours. Every hour spent on outreach is an hour you can't bill a client.

Solves: Feast-or-Famine Cycle

Set-and-forget sequences

Build a multi-step sequence once and let ClickReach send follow-ups while you're in client meetings. Your pipeline stays full even during your busiest engagements.

  • Multi-step automated sequences
  • Configurable delays between steps
  • Automatic stop when prospect replies
Consulting OutreachActive
1
Personalized intro + expertiseDay 0
2
Case study follow-up+3 days
3
Industry insight share+5 days
4
Discovery call invite+8 days
5
Final value-add+12 days
Set it once · Follow-ups run while you serve clients
Everything in one place
Import 200 prospects
CSV with company + title + email
Write 5-step sequence
Custom fields: {{industry}}, {{challenge}}
12 replies detected
IMAP monitoring every 5 min
5 discovery calls booked
Moved to "Discovery Call" stage
All from one dashboard · Zero tab-switching
Solves: Referrals Aren't Enough

Built-in CRM for every prospect

Track every prospect from cold lead to signed engagement. No more spreadsheet chaos — one organized workspace replaces your entire pipeline management.

  • Contact management with custom fields
  • Color-coded lists by industry or service
  • Advanced filters to segment prospects
Solves: Enterprise Tools Are Too Expensive

$25/mo flat — not $69/user

No per-seat pricing, no hidden fees. Get sequences, CRM, and pipeline for a fraction of what enterprise tools charge. Start with a 15-day free trial.

  • Full feature access for 15 days
  • Pro at $25/mo — no per-seat fees
  • No contracts or setup fees
What consultants pay
Lemlist
per user
$69/mo
Apollo Pro
per user
$79/mo
Instantly
no CRM
$37/mo
ClickReach Pro
CRM + pipeline included
$25/mo
Engage Pipeline
Track every consulting opportunity
New
24 prospects
Discovery Call
5 scheduled
Proposal
3 sent
Negotiation
2 active
Won
4 this month
Drag-and-drop KanbanVisual deal tracking
Solves: Manual Outreach Is Unsustainable

Visual pipeline from prospect to won

Stop tracking deals in spreadsheets. The Engage pipeline gives you a drag-and-drop Kanban board with custom stages tailored to your consulting sales process.

  • Custom stages: New, Discovery Call, Proposal, Negotiation, Won
  • Drag-and-drop deal management
  • Reminder days to stay on top of follow-ups
Who It's For

Built for every consulting specialty

Whether you're a solo consultant or a boutique firm, ClickReach adapts to your vertical.

Management Consulting

Target: C-suite at mid-market companies

Reach CEOs and COOs about operational improvements, growth strategy, and organizational transformation.

IT Consulting

Target: CTOs and IT Directors

Contact technology leaders about infrastructure projects, cloud migration, and digital transformation.

Marketing Consulting

Target: Marketing VPs and CMOs

Reach marketing leaders about strategy, growth, brand positioning, and demand generation.

HR Consulting

Target: HR Directors and CHROs

Contact HR leadership about organizational development, talent strategy, and workforce planning.

Financial Consulting

Target: CFOs and Finance Directors

Reach finance leaders about advisory services, financial planning, and risk management.

How It Works

From prospect list to signed engagement

A simple 6-step workflow that keeps your pipeline full while you serve clients.

01

Identify Target Companies

Focus on industries where you have deep expertise. Build a list of decision-makers: CEOs, VPs, Directors.

02

Import Prospects via CSV

Upload your lead list with company, title, and email. ClickReach maps columns and deduplicates automatically.

03

Write Your Sequence

Draft a 3-5 step sequence focusing on their pain points and your expertise. Use custom fields for personalization.

04

Connect Gmail or Outlook

One-click OAuth connection. No app passwords, no SMTP setup. Connect in under 60 seconds.

05

Launch and Serve Clients

Set your daily send limit and schedule. Sequences run while you do client work — no manual follow-ups.

06

Respond and Track Pipeline

Reply to interested prospects and move them through your pipeline: Discovery Call, Proposal, Negotiation, Won.

What you get

Professional tools for consulting outreach

Everything you need to reach decision-makers and manage your pipeline — no enterprise pricing.

FeatureAvailability
Multi-step sequences

Up to 10 steps with configurable delays in days, hours, or minutes. Auto-stop on reply, bounce, or unsubscribe.

All plans
Groq AI spintax

One-click email variation generator. Every recipient sees unique phrasing — fewer spam flags, more inbox placement.

All plans
CRM workspace

Grouped contact table with 7 custom field types, color-coded lists, and advanced filter builder.

All plans
Engage pipeline

Drag-and-drop Kanban board with custom stages, reminder days, and list filtering.

All plans
IMAP reply detection

Every connected mailbox polled every 5 minutes. Replies, bounces, and unsubscribes detected automatically.

All plans
CSV import & export

Column mapping, duplicate detection, inline custom field creation. Export filtered results or entire lists.

All plans
Privacy-first analytics

No tracking pixels, no link rewriting. Reply rate and bounce rate measured via IMAP — metrics you can trust.

All plans
Trial
$015 days
1 mailbox · 1K emails/mo
Most popular
Pro
$25/month
5 mailboxes · 5K emails/mo
Growth
$95/month
100 mailboxes · 100K emails/mo
FAQ

Frequently asked questions

Common questions from consultants evaluating ClickReach.

Ready to grow your consulting practice?

Join consultants using ClickReach to automate outreach, book discovery calls, and fill their pipeline. Start free today.