Track every client engagement, project milestone, and retainer renewal. Never let a hot prospect go cold or miss a key deliverable deadline.
You send a detailed proposal, wait a week, then forget to follow up. The client chooses a competitor who followed up.
You planned to do a monthly progress call with the client, but got busy with deliverables and forgot.
A great client's monthly retainer was due for renewal — you forgot to discuss it and they moved on.
Notes in emails, WhatsApp, and Notion — no single view of all client conversations and pending actions.
LeadWix gives consultants one organized dashboard to track every client, every engagement stage, and every follow-up action — without the complexity of heavyweight CRM tools.
Track all sent proposals and set follow-up reminders for 2, 7, or 30 days.
Schedule proactive client progress calls. Never let a client feel neglected.
Get alerted 30 days before a retainer contract ends so you can discuss renewal proactively.
Store company name, contact person, engagement type, value, and start date for every client.
Track engagement stages — proposal, contract, onboarding, delivery, review, renewal.
Set deliverable deadlines and get reminded 2–7 days before each milestone.
Track monthly, quarterly, and annual retainer dates. Never miss a renewal conversation.
See all active, pending, and upcoming engagements at a glance.
Send personalized emails to clients directly from the app with one tap.
Enter client company, contact, engagement type, and retainer value. Done in 2 minutes.
Record engagement start date, deliverables, and key milestones.
Configure monthly check-in reminders, milestone alerts, and retainer renewal reminders.
Daily digest of follow-up actions. Stay proactive with every client.
Proactive renewal discussions before clients lapse. Retain more monthly revenue.
Regular check-in reminders show clients you care. They stay loyal and refer others.
Timely follow-ups on proposals increase your conversion rate significantly.
Check your client pipeline between meetings from your phone.
Join professionals across India who use LeadWix to grow their practice. Free to start — no credit card required.
Start Using LeadWix Today →"I consult for 12 companies simultaneously. LeadWix helps me track each engagement's milestones and follow-ups without missing a beat."
"Client retention improved 30% after I started using LeadWix. The automated check-in reminders make clients feel valued and supported."
"Sending proposal follow-ups used to slip through the cracks. Now I get reminded by email and can respond in seconds. Game changer for my practice."
Reminders are just one of nine modules. Capture leads, run a Kanban pipeline, handle every email from one inbox, and let Wisp AI score & reply for you.
Drag-and-drop Kanban with stages, owner assignment and AI lead scoring out of the box.
Reply to every conversation from one Gmail-style inbox shared across your team.
AI suggested replies, lead summaries, intent detection — in English, Hindi or Hinglish.
Multi-step email drip campaigns with conditional branches and quiet hours.
Drop a 1-line script on any website to capture leads straight into your pipeline.
Refer LeadWix and earn 30% commission for 12 billing cycles per customer.
Jaipur is Rajasthan's capital, blending tourism, the gems-and-jewellery trade and a fast-growing services sector. For a consultant working here, that means a steady flow of clients — and follow-ups that are easy to lose track of once the list grows past a few dozen.
Rupee pricing, GST-compliant invoices and Indian date formats — no currency conversion or workarounds for a consultant operating in Jaipur.
Set a reminder once and LeadWix emails your Jaipur clients on schedule, so nothing slips while you are busy with actual work.
Check today's follow-ups between meetings anywhere in Jaipur — LeadWix runs in the browser with nothing to install.
Also available for consultants in Delhi, Lucknow, Kanpur, Ghaziabad.
Purpose-built follow-up and reminder workflows for 13+ professions across India