CRM para Consultores

Leve sua firma de consultoria para o próximo nível com um CRM para Consultores

Native LinkedIn inbox, AI that runs the admin, $59 per month flat

LinkedInGmailWhatsAppTelegram
5 channels · 1 inbox · 0 glue

14 day free trial, no credit card, every relationship in

SEE THE DIFFERENCE

Save time on manual data entry to grow your Consulting Firm

Save time on manual data entry to grow your Consulting Firm

WHY BREAKCOLD FOR CONSULTANTS

The CRM that respects your time, because you bill it

Unified LinkedIn inbox for thought leadership

LinkedIn is where most consulting inbound starts. Every DM, InMail, connection request and Sales Navigator thread lands on the right prospect record on its own. Reply from Breakcold, the prospect sees the message in LinkedIn, the conversation stays on the record.

AI that runs the admin so you stay billable

Connect Claude, ChatGPT or Cursor through our first party MCP and let it handle the boring half: pipeline reports, record updates, auto tasks from a conversation, weekly recaps for your team. The hour you would spend in the CRM goes back into client work.

Pipelines for new business, retainers and referrals

Build separate pipelines for new prospects, active retainers, past clients and referral sources, side by side. Custom fields for engagement type, fee structure, renewal date and last touch, set up in minutes without an ops person.

Engagement feed for warm prospecting

A curated feed of your prospects' and past clients' LinkedIn posts inside the CRM. Like, comment and engage with the people you want to work with before the first DM, so the cold reach feels warm. Same for staying top of mind with past clients.

Real data model: clients, past clients, referral sources

Custom objects, custom fields and custom relations on the base plan. Model clients, past clients, referral sources and partners as separate entities. Track who referred whom over years. The data model is solidly number 2 after Attio in depth.

One plan, $59 per month flat

Base plan includes one seat, one channel account and unlimited enrichment. Extra seats are $10 per month, extra accounts are $10 per month. A solo consultant pays $59 per month for the full product, a 5 person firm pays $99 per month flat.

EVERY CLIENT, EVERY CHANNEL

Five channels. One inbox. Zero glue.

Clients reply where they live. The CEO answers email at 6am, the founder DMs you on LinkedIn, the international client texts on WhatsApp, the operations lead schedules the call. Breakcold is the only CRM that natively integrates email, calls, meetings, LinkedIn, Telegram and WhatsApp. Every client conversation lands on the right record on its own.

Email

Gmail, Outlook, IMAP

Full threads, not just logged activities.

LinkedIn

DMs, InMails, replies

The channel every other CRM MCP is missing.

WhatsApp

1:1 + group threads

Read the real back-and-forth, group chats included.

Telegram

DMs + group chats

Native access to deal conversations on Telegram.

Meetings

Zoom, Meet, transcripts

Transcripts and summaries your AI can act on.

Calls

Phone activity + notes

Call activity and notes attached to the record.

BUILT FOR AI AGENTS

Let Claude run the consulting admin in the background

Connect Claude, ChatGPT, Cursor or any MCP client to Breakcold and let it run the boring half of the consulting business. Pipeline reports, record updates, auto tasks from any conversation, weekly recaps for your team. The MCP exposes the multichannel inbox and meeting side too, not just basic fields, so the agent has the full client context. The hour you would spend in the CRM goes back into client work.

  • First party MCP server with 50 plus tools and 17 AI clients
  • Claude, ChatGPT, Cursor and Cowork integrations built in
  • AI CRM actions: pipeline reports, record updates, auto tasks from any conversation, weekly recaps
Native MCP

Let your AI agent run the CRM, on every channel

62 native MCP tools across email, LinkedIn, WhatsApp, Telegram and meetings — so your agent reads and sends on the full conversation, not just records.

55 Native MCP tools17 Supported AI clients5 Channels Claude can readUS · EU Hosted regions

Catch me up on my top 3 accounts this week — last touch and where each deal stands.

Arnaud Belinga
9:41 AM
BreakcoldAsk anything about your CRM…

Claudereads & writes your Breakcold CRM through MCP

MCP · STREAMABLE HTTPBreakcold MCP LIVE
POSThttps://http.us.breakcold.com/mcp/v1

Records · Tasks · Notes · Inbox (Email · LinkedIn · WhatsApp · Telegram) · CRM objects · Custom fields · Views

ClaudeChatGPTCursorCodex CLI
Agent Skill
MIT · v0.6.2

Six polished workflows, out of the box

Drop in the packaged Agent Skill and your AI inherits six production-grade playbooks, with no prompt engineering required.

JUN21

Follow up Katy — pricing concerns

WhatsApp · stalled 9d
JUN22

Re-engage Orbit Labs

LinkedIn · no reply 7d
JUN19

Send recap to Marie

Email · sent
Tasks

Auto follow-up tasks

Detects contacts where momentum stalled across any channel. Creates a task named after the actual conversation topic, deep-linked to the thread, assigned to you by default.

Example

Follow up Katy: Pricing concerns around multi-seat plan

Contacted
C

Cypress

$8k
Meeting booked
A

Acme Inc.

$24k
moved up
Won
M

Maven HQ

$31k
3 LinkedIn replies1 calendar accept
Kanban

Pipeline auto-movement

Reads signal across email, LinkedIn, WhatsApp, Telegram and meetings. For deals and companies it traverses to linked people before concluding 'no signal'. Never moves a stage backwards.

Example

Acme Inc. → Meeting Booked (3 LinkedIn replies + 1 calendar accept this week)

Q2 pipeline report

+24%
$147kclosed-won ARR
J
F
M
A
M
J
LinkedIn outbound$147k
Email$98k
Reports

Visual sales reports

Branded HTML report. One headline KPI per section. Density over decoration. Adapts to your workspace shape: sales team, agency, recruiter or community.

Example

Q2 closed-won by source, win-rate by stage, stalled deals

A

Acme Inc.

Company · 142 employees

AI note

Signals

  • Series B raised, $40M (Jan 2026)
  • Hiring 6 AEs this quarter
  • Switched off a legacy CRM

Angle: lead with multichannel + migration speed.

Notes

Prospect research

Web research that writes back into structured notes on the record. Semantic HTML with headings, paragraphs and lists, not a wall of text.

Example

Prospect research: Acme Inc. (company, people, signals)

Inbox → CRM

Scanned 142 messages

Jordan Lee

98%
Created

Priya Shah

96%
Created

info@webinar.io

61%
Skipped

5 created · 2 below 95% threshold

Records

Inbox → CRM detection

Finds people you're actively talking to across channels who aren't in the CRM yet. Strict 95% confidence rule before creating, so no garbage records.

Example

Found 7 new people in your inbox this week. Created 5, skipped 2 below threshold.

https://breakcold.comBuild
PeopleCompanyDealProperty
Listing statusSelect
Square footageNumber
Close dateDate
LeadQualifiedWon+4 more
Setup

CRM setup from a URL

From a single website URL it builds your full CRM: object types, custom fields, pipeline stages, views, tag palette. Replaces a paid CRM consultant.

Example

Built from breakcold.com: 4 objects, 18 fields, 7 stages, 5 views.

REAL CONSULTANTS, REAL SWITCHES

Solo consultants and small firms running Breakcold instead of HubSpot and Pipedrive

  • Adam Judeh on LinkedIn recommending Breakcold over Folk
    "Julius checkout Breakcold, I shifted from Folk and am in love."

    Adam Judeh · Productized service operations

  • Customer DM saying they switched from Attio to Breakcold
    "Thanks for connecting. I really like it, I switched from Attio."

    Verified customer · B2B founder

  • Customer chat comparing Attio, Breakcold and Capsule, picked Breakcold
    "Comparing 3 CRMs side by side: Attio, Breakcold and Capsule. Yours seems to be the simplest. Just upgraded."

    Verified customer · Founder

  • Dan Gwalter LinkedIn DM about migrating from Folk to Breakcold
    "I went back here because I was unhappy with Folk — would love to check Breakcold out again, think it could fit my workflow."

    Dan Gwalter · Founder

HOW CONSULTANTS USE IT

Every client relationship, in one CRM

01

Gerencie contatos B2B e construa um pipeline de vendas

Por natureza, os Consultores não são representantes de vendas. É por isso que nosso CRM integra modelos de pipeline de vendas. Além disso, é muito fácil de usar sem necessidade de treinamento prévio.

02

Construa relacionamentos B2B mais rapidamente com um feed de prospecção

Os clientes de empresas de consultoria geralmente são bastante ativos no LinkedIn. Se você não está utilizando vendas sociais para construir relacionamentos mais rápidos com eles, provavelmente está perdendo oportunidades!

03

Gerencie Breakcold em +7 plataformas

Concentre-se no que você faz de melhor: consultoria. Economize tempo na divulgação em múltiplos canais.

04

Caixa de entrada de e-mail unificada com campanhas automatizadas

Centralize automaticamente todas as suas conversas de e-mail de diferentes domínios em um único lugar.

ONE PLAN, NO TRAP

One plan. Every channel. $59 per month.

Escolha fácil

$59

/mo

O Único Plano

Inclui 1 seat, 2 contas conectadas e 3,000 ações de CRM com IA, além de enriquecimento ilimitado de pessoas e empresas.

Incluso em todo workspace

  • Enriquecimento ilimitado de pessoas e empresas
  • Gravador de reuniões
  • Enriquecimento em cascata de e-mail e telefone
  • Integrações com Claude, ChatGPT e MCP
    • Claude logo
    • ChatGPT logo
  • Inbox de CRM multicanal
    • LinkedIn logo
    • Telegram logo
    • WhatsApp logo
    • Gmail logo
  • Sincronização automática das conversas
  • Cargos e permissões para times
  • Contatos, pipelines, objetos e campos customizados ilimitados

Por que você deve usar um CRM para Consultores?

Consultants sell expertise, not products. The product is time, and admin steals from it directly. Every hour spent in a CRM updating records, copy pasting conversations, building a pipeline report or writing a weekly status update is an hour that does not go on a client invoice. Most CRMs were built for full time sales reps, so they assume admin is what the rep does for a living. For a consultant or a small firm, that assumption inverts the value: the CRM becomes the tax, not the engine.

Breakcold flips it. The first reason consultants switch is the AI admin layer. Breakcold ships a first party MCP server with 50 plus tools across 17 AI clients like Claude, ChatGPT, Cursor and Cowork. The agent runs the boring half: pipeline reports, record updates, auto tasks from a conversation, weekly recaps. The hour you would spend in the CRM goes back into client work. The MCP exposes the multichannel inbox and meeting side too, not just basic fields, so the agent has real client context.

The second reason is the **unified **LinkedIn inbox. Most consulting inbound starts on LinkedIn now. DMs from prospects who read your post, InMails from people in your network, warm intros via Sales Navigator. Every conversation lands on the right record on its own. Reply from Breakcold, the prospect sees the message in LinkedIn, the conversation stays on the record. No Chrome extension to click, no copy paste, no LinkedIn tab to remember.

The third reason is the data model. Custom objects, custom fields and custom relations are first class on the base plan. Model clients, past clients, referral sources and partner consultants as separate entities with real relationships between them. Track who referred whom, who was a past client three years ago, who is on retainer now. The data model is solidly number 2 after Attio in depth and architecturally comparable. The difference with Attio is audience: Attio targets 50 plus person companies with a dedicated GTM engineer, Breakcold gives the same depth without that requirement.

The fourth reason is multichannel. Clients reply where they live. The CEO answers email at 6am, the founder DMs on LinkedIn, the international client texts on WhatsApp, the operations lead schedules the call. **Breakcold is the only CRM that natively integrates email, calls, meetings, LinkedIn, Telegram and **WhatsApp. Every conversation lands on the right record on its own, no second tab, no copy paste.

Pricing is the last gap. Most CRMs charge $50 to $150 per seat per month, with integrations gated to the top tier. For a solo consultant that turns into $1,000 to $3,000 a year just to keep track of clients. Breakcold is $59 per month for the base plan, one seat and one channel account included, unlimited enrichment included. Extra seats are $10 per month, extra accounts are $10 per month. A solo consultant pays $59 per month for the full product, a 5 person firm pays $99 per month flat.

For a wider view, read our take on the AI sales CRM category, our CRM for solopreneurs piece, or our best CRMs with a native MCP server round up.

FAQ

Frequently asked questions

Is Breakcold a good fit for a solo consultant?

Yes. The base plan at $59 per month is built for a single seat, with one channel account, full MCP, full API and unlimited enrichment. Solo consultants get the AI admin layer, the LinkedIn inbox, multichannel sourcing and the data model without paying for ten reps they do not have. Many of our customers are solo consultants and small 2 to 5 person firms.

How do I track referral sources and repeat business in Breakcold?

Through custom objects, custom fields and custom relations on the base plan. Model clients, past clients and referral sources as separate entities with real relationships between them. Track who referred whom over years, who was a past client, who is on retainer now. Build a referral pipeline and a past client warm up pipeline side by side. Custom fields for engagement type, fee structure, renewal date and last touch.

Can Claude or ChatGPT generate proposals or client status updates from Breakcold?

Yes. Breakcold ships a first party MCP server with 50 plus tools across 17 AI clients. Claude, ChatGPT, Cursor and Cowork can pull pipeline reports, write client status updates from the conversation history, build weekly recaps for your team, auto create tasks from any thread and produce proposal scaffolding from the deal record. The MCP exposes the multichannel inbox and meeting side too, so the agent has the full client context to work with.

How much does Breakcold cost for a small consulting firm?

One plan at $59 per month. Base plan includes one seat, one channel account and unlimited enrichment. Extra seats are $10 per month, extra accounts are $10 per month. A solo consultant pays $59 per month for the full product, a 5 person firm pays $59 + 4 x $10 = $99 per month flat, every channel and every AI feature in. No per pipeline fee, no AI credit cap.

Run the whole consulting business from one CRM

Start free in minutes. Bring new business, retainers, referrals and your AI agents into the CRM built for people who bill by the hour.