The AI-native CRM for consultants
Orphica is an AI-native CRM built for independent consultants: it ships with eight AI teammates that draft your proposals, scopes, and client follow-ups for approval — so a solo practice runs like it has a back office. Track clients, engagements, and deals in one place, with custom objects that match how you actually work.
Last updated June 2026
The problem for consultants
- Writing proposals, scoping work, and chasing follow-ups all fall on you — between billable hours.
- Generic CRMs model leads and pipelines, not the clients, engagements, and retainers consulting actually runs on.
- Business development slips whenever a project gets busy, so the pipeline runs dry right when delivery ends.
How Orphica helps
AI teammates draft the proposals and follow-ups
Eight AI teammates draft proposals, scoping notes, and client follow-up emails for your approval — the writing that eats your evenings — so nothing ships without your sign-off but you start from a draft, not a blank page.
Custom objects for engagements and clients
Define objects for engagements, retainers, and clients with the exact fields you use — scope, rate, status, renewal date — at runtime, with no migrations. The CRM matches your practice instead of forcing you into a sales pipeline.
Keep business development alive during delivery
Automations and AI teammates keep outreach, nurture, and follow-ups moving while you're heads-down on a project, so your pipeline doesn't go quiet the moment an engagement starts.
Free to start, no team required
The Free plan gives one person 10,000 records and 250 AI credits a month with no credit card. Upgrade only when your practice grows — there's no per-seat tax for working solo.
Frequently asked questions
What's the best CRM for consultants?+
The best CRM for an independent consultant is one that handles the admin around client work rather than adding to it. Orphica is built around eight AI teammates that draft proposals, scopes, and follow-ups for your approval, plus custom objects for engagements and clients — so a solo consultant operates like a firm with a back office. It's free to start.
Does Orphica help write proposals and follow-ups?+
Yes. Orphica's AI teammates draft proposals, scoping notes, and client follow-up emails from your records, and nothing sends without your approval. You review and edit a draft instead of writing each one from scratch, which keeps business development moving during busy delivery periods.
Can Orphica track engagements and retainers, not just deals?+
Yes. You can create custom objects and attributes at runtime — for engagements, retainers, clients, or anything else — with no migrations. That means Orphica models how a consulting practice actually works, rather than forcing your work into a generic sales pipeline.
Is Orphica free for a solo consultant?+
Yes. The Free plan covers up to 3 seats, 10,000 records, and 250 AI credits per month at no cost and with no credit card required, which is plenty for most independent consultants to run their entire practice.
Start free as a team of one
Eight AI teammates that draft your follow-ups, outreach, and marketing — you approve.