Built for Consultants

Proposal to payment, without leaving the platform.

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.

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Contracts and invoices from $29 · booking calendar from $97

The usual problem

The gap between "yes" and "paid".

Most creator platforms assume a checkout button. Consulting has a sales process, and that process is where the tooling usually falls apart.

No contracts, anywhere

Kajabi, ClickFunnels and Thinkific include no e-signature at all. That is a separate subscription and a separate place your signed agreements live.

No invoicing either

Retainers and milestone billing need invoices, reminders and recurring schedules. Course platforms don't do any of it.

The pipeline lives in a spreadsheet

Discovery calls, proposals out, deals stalled at negotiation — tracked by hand because the marketing tool has no pipeline.

What you get

The whole sales process, in one system

From the first enquiry to the recurring retainer, on one contact record.

Discovery calls that book themselves

A booking page with your availability, buffers and intake questions, embedded in a funnel or sent as a link. Reminders go out automatically. $97 plan.

Proposals and contracts, e-signed

Build from a template with merge fields, send for signature, and store the signed document on the client record. $29 plan.

Invoices, one-off and recurring

Bill a project, a milestone or a monthly retainer. Automatic reminders chase the ones that go quiet. $29 plan.

A real pipeline

Drag-and-drop stages you define, deal values, forecast totals, and automations that fire when something moves or stalls. $97 plan.

A client portal that looks like you

Deliverables, documents, invoices and any training material behind one branded login on your own domain.

Attribution that answers 'where do clients come from'

Revenue traced back to the channel and campaign that produced it, not just the last click. $97 plan.

The maths

What a consulting stack usually costs

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	$97/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

Start on Grow, at $97 a month

The pipeline, the booking calendar and the unified inbox all start at $97, and a consulting business needs all three from day one.

If you only need contracts and invoices while you sell through your existing network, $29 Sell covers that and you can move up later.

Questions

Common questions

Can I send a proposal and take payment from it?

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.

Does it handle retainers?

Yes — recurring invoices on a schedule, or a subscription with automatic billing. Failed payments retry and can trigger a recovery sequence.

Is this a real CRM?

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.

Can I manage more than one service line?

Yes, with separate pipelines and separate booking calendars per offer, all feeding the same contact database.