The client system for consultants.
Your practice runs on relationships and referrals — not on a database you keep meaning to update. Sollo turns your inbox and calendar into a CRM that already knows every client, every referrer and every past engagement.
Your expertise is billable. Your admin is not.
Every hour spent chasing a proposal, re-keying a contact or hunting a past deliverable is an hour you can't invoice. And the tools that were supposed to help all need feeding.
- A CRMBought after a big project. Never filled in.
- Proposal toolContacts copy-pasted in by hand.
- Scheduling linkDoesn't know who's a retained client.
- Email marketingA referrer list that's a year stale.
- “Clients_2024_final.xlsx”The system of record you actually trust.
Sollo replaces the stack with one system that already knows your practice — built straight from your inbox and calendar.
Get a demoA CRM that fills itself.
Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry, and it never goes stale.
Bookings that run themselves.
Say the offer out loud. Sollo builds the page, the calendar sync and every follow-up — no back-and-forth.
Never double-booked.
Sollo checks every calendar you keep — work, personal, the shared team one — so a slot is only offered when you're genuinely free. No clashes, no manual blocking.
Email that knows your clients.
Campaigns pull straight from your CRM — no exports, no list that went stale the day you built it.
Whole workflows on autopilot.
When it's earned your trust, hand over entire routines — not just tasks. You set exactly how far it goes.
Reach it from Claude or ChatGPT.
Sollo speaks MCP — so your CRM, bookings and clients are one message away inside Claude, ChatGPT, or wherever you already work. No new tab, no copy-paste.
A CRM that fills itself.
Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry, and it never goes stale.
Referral-led, relationship-heavy, allergic to data entry.
Sollo is shaped for a practice where the relationship is the asset and the calendar is the constraint.
- Your whole network's already inClients, referrers and past leads are pulled from your inbox into the CRM — so the people worth thanking aren't buried in your sent folder; they're a contact with history.
- Every client carries its historyPast engagements, threads and documents sit on the contact — no more digging through email before a call.
- Booking that respects the tierPaid strategy sessions, retained-client slots, deposits and prep questionnaires — set by describing them, not configuring them.
- Follow-ups that actually go outProposals, check-ins and re-engagement nudges draft themselves from the last conversation, for you to approve.
Your contacts are not our product.
The relationships in your inbox took years to build. Sollo works on top of them — never takes them.
- It stays in your workspaceYour contacts and history live in your own workspace — never pooled, shared or sold.
- We never train AI on your dataYour emails and contacts never train models — ours or anyone else's.
- You set the boundariesEvery workflow has an autonomy dial. Sollo acts as far as you allow — the rest comes to you first.
- Yours to export or deleteNo lock-in. Export everything any time, or delete it for good.
The honest answers, for consultants.
Is this another CRM I'll have to maintain?
No — that's the whole point. Sollo fills and maintains itself from your email and calendar. You never type in a client or a referrer by hand.
I bill by the hour. How much time does setup take?
You describe your practice in plain sentences. That's the setup. Connecting your Google Workspace is the whole migration — there's no blank database to populate.
Will it expose my client list to anyone?
No. Your contacts and history stay inside your own Google Workspace — never pooled, shared, sold, or used to train AI. They're yours to export or delete any time.
What about the tools I already pay for?
Keep them as long as you like. Most consultants drop the scheduling link and the proposal tool first, then the standalone CRM.
Consult. Sollo runs the rest.
Connect your Google Workspace and watch your CRM fill itself — clients, referrers and history, set up before your next call.
Get a demo