Designed Exclusively for Consultants, Agencies & Firms
Convert More High-Value Prospects. Automate Your Client Onboarding.
The comprehensive client management system built for professional service firms, consultants, and agencies. Track high-ticket pipelines, streamline document collection, and automate follow-ups under your own brand identity.
Built to Solve Real Professional Firm Headaches
The Problem
Leaking Sales Pipelines
High-value prospects slipping through the cracks because proposal follow-ups and discovery calls are managed manually.
The Stiplify Solution
Automated pipeline stages and smart task reminders ensure every prospective client receives timely, professional follow-ups.
The Problem
Chaotic Onboarding & Intake
Wasting valuable billable hours chasing clients for onboarding details, initial project files, and contract signatures.
The Stiplify Solution
Automated digital intake questionnaires and structured onboarding checklists that guide clients seamlessly from day one.
The Problem
Disjointed Communication Stacks
Juggling separate tools for email threads, project chats, calendar scheduling, and invoicing records.
The Stiplify Solution
A unified client communication hub consolidating emails, text messaging, and discovery calendars under one roof.
See How Much You Save By Consolidating
| Standalone Tool | Typical Monthly Cost | Stiplify Firm System |
|---|---|---|
| Client CRM & Pipeline Tracker | $99 / mo | Included |
| Automated Email & SMS Sequences | $75 / mo | Included |
| Discovery Booking Calendars | $30 / mo | Included |
| Website & Funnel Builder | $97 / mo | Included |
| Reputation & Review Management | $50 / mo | Included |
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