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Built for Consultants
Consulting doesn't sell through a buy-now button. It sells through a call, a proposal, a signature and an invoice — and all four are built in here rather than bought separately.
Contracts, invoices and booking calendar from $79
The usual problem
Most creator platforms assume a checkout button. Consulting has a sales process, and that process is where the tooling usually falls apart.
Kajabi, ClickFunnels and Thinkific include no e-signature at all. That is a separate subscription and a separate place your signed agreements live.
Retainers and milestone billing need invoices, reminders and recurring schedules. Course platforms don't do any of it.
Discovery calls, proposals out, deals stalled at negotiation — tracked by hand because the marketing tool has no pipeline.
What you get
From the first enquiry to the recurring retainer, on one contact record.
01
A booking page with your availability, buffers and intake questions, embedded in a funnel or sent as a link. Reminders go out automatically. Launch plan.
02
Build from a template with merge fields, send for signature, and store the signed document on the client record. Launch plan.
03
Bill a project, a milestone or a monthly retainer. Automatic reminders chase the ones that go quiet. Launch plan.
04
Drag-and-drop stages you define, deal values, forecast totals, and automations that fire when something moves or stalls. Launch plan.
05
Deliverables, documents, invoices and any training material behind one branded login on your own domain.
06
Revenue traced back to the channel and campaign that produced it, not just the last click. Launch plan.
The maths
| HubSpot Starter | $20/mo |
| DocuSign Standard | $45/mo |
| Calendly Teams | $16/mo |
| Invoicing software | $25/mo |
| Website and funnel tool | $49/mo |
| All of it, on OpusFunnel | $79/mo |
Prices are per published rates in August 2026 and several are per seat, so the gap widens as soon as a second person joins.
Where to start
The pipeline, the booking calendar and the unified inbox all start on Launch, and a consulting business needs all three from day one.
If you only need contracts and invoices while you sell through your existing network, $79 Launch covers that and you can move up later.
Questions
Yes. Build the proposal from a template, send it for e-signature, and attach a payment link or invoice so the client can sign and pay in the same sitting.
Yes — recurring invoices on a schedule, or a subscription with automatic billing. Failed payments retry and can trigger a recovery sequence.
It has pipelines, custom stages, deal values, custom fields, smart lists, tasks and attribution. It is not an enterprise sales CRM — there is no territory management or quota hierarchy. For a solo consultant or a small firm it is more than enough.
Yes, with separate pipelines and separate booking calendars per offer, all feeding the same contact database.
Also built for
Contracts and invoices from $79 — with no separate e-sign subscription.
14-day free trial, card required · renews monthly, cancel anytime · no platform fee on paid plans
