Your Consulting Practice, Professionally Managed
From client onboarding to project delivery, run your consulting practice with one platform. Intake forms, task tracking, a polished website, and a CRM to grow your pipeline.
Sound Familiar?
Client onboarding is a manual, inconsistent process
Each new client engagement starts differently. Sometimes it's an email thread, sometimes a phone call. Without structured intake, you miss critical information upfront.
Projects tracked in spreadsheets and sticky notes
Deliverables, deadlines, and client feedback scattered across tools. You lose track of what was promised, when, and to whom.
No professional web presence to attract new clients
You rely on referrals and LinkedIn. Without a dedicated website, potential clients can't find you or evaluate your expertise.
Features Consultants Actually Use
Every feature built with consultants & consulting firms workflows in mind.
Client Intake Forms
Structured onboarding forms to capture project scope, goals, timelines, and contact details. Consistent process for every engagement.
Project Task Tracking
Break engagements into tasks with assignees and deadlines. Track progress from kickoff to final deliverable.
Consulting Website
Professional templates for consultants. Showcase your expertise, methodology, case studies, and client testimonials.
Client Pipeline CRM
Track prospects from initial inquiry to signed proposal. Customizable pipeline stages for your sales process.
Client Collaboration Portal
Clients log in to view project progress, share documents, and submit feedback — without endless email threads.
Discovery Call Booking
Let prospects book discovery calls directly from your website. Set your availability, they pick a time.
How Consultants Use Zortal Daily
Structured Client Onboarding
Send new clients an intake form link. They fill in project scope, goals, budget, and upload relevant documents. All information lands in one place before the kickoff call.
Engagement Delivery Tracking
Break each engagement into milestones and tasks. Assign to team members if you have associates. Track progress and ensure every deliverable is completed on time.
Business Development Pipeline
Track every lead from first touchpoint to signed engagement. See your pipeline value, follow up on time, and convert more prospects into paying clients.
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Start Free Today
No credit card required. Set up your business platform in under 5 minutes.