Did I send the proposal or just draft it?
A promising client stalls because the proposal, contract, and invoice are spread across different places.
Client management for consultants
Stop being your own project manager.
Proposals, contracts, invoices, booking, and account history for consultants who want fewer handoffs between sales and delivery.
Built for independent consultants who sell expertise, not admin time.
HeyPond
Client management for consultants
Today
Everything connected
Proposals
Contracts
Invoicing
ProposalsConnected
ContractsBuilt in
InvoicesTracked
Sound familiar?
Which invoice is overdue?
Revenue should not depend on remembering which client needs another polite nudge this week.
What did we agree to last time?
Before the next strategy call, you should not have to reconstruct the whole account from email.
You became a consultant to solve hard client problems. Not to chase your own process.
Consulting admin, connected.
Proposals
Move from offer to accepted work without losing the thread.
Contracts
Keep signed terms attached to the client relationship.
Invoicing
Send invoices and payment reminders without manual follow-up loops.
CRM
See account history, notes, payments, and next actions together.
"The proposal, agreement, invoice, and client notes are finally part of the same relationship instead of four separate admin loops."
Strategy consultant
Independent consulting
HeyPond vs the consultant patchwork
FeatureThe old wayHeyPond
ProposalsDocsConnected
ContractsSeparate e-signBuilt in
InvoicesManual remindersTracked
Client contextInbox searchOne record
Questions? Answers.
Can I send proposals?
Yes. HeyPond supports the proposal, agreement, invoice, and client-management work around consulting engagements.
Does it integrate with my calendar?
HeyPond booking is built to work with connected calendar availability so scheduling and account context stay closer together.
How long does it take to set up?
Most teams can start with the basics quickly: add offers, set availability, connect payment, and invite active clients first.
Is there a free trial?
You can start free and set up the core workflow before deciding how far to roll it out.
What payment methods are supported?
HeyPond uses Stripe for online payments. Available payment methods depend on your Stripe account, country, and checkout settings.
Can I cancel anytime?
Yes. HeyPond is designed for independent professionals who need flexibility as their practice changes.
Ready to run consulting work from one place?
Less process chasing. More client work.
Start freeor book a demo