DDonna CRM
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CRM for consultants inside Gmail

Stay on top of follow-ups, engagement status, and client context without switching tabs. Built for solo consultants who live in Gmail.

Add to Gmail - Free TrialGmail CRM overview

Lightweight by design | Minimal setup | Works from your inbox

Consulting client context shown next to a Gmail thread

Common consulting workflow problems

  • Follow-ups get buried in threads
  • Engagement status lives in docs or memory
  • Deliverables and next steps aren't captured consistently
  • A "team CRM" is too heavy for a solo workflow

The consultant-friendly loop

Thread to client context to engagement stage to next step. The goal isn't perfect data. It's consistent follow-through.

See pricing

Use pipelines as engagement stages

A simple consulting pipeline keeps you honest about where each client stands: Discovery - Proposal - Active - Renewal.

Discovery

Early conversations and fit assessment.

Proposal

Scope, pricing, and decision timelines.

Active

Deliverables, check-ins, and next milestones.

Renewal

Retainer renewal or follow-on work.

Consulting engagement stages shown in a pipeline

Tasks and reminders tied to clients

Consulting work is follow-up work: scheduling, confirming, nudging, and closing the loop. Capture tasks right where the conversation happens.

Want help drafting the follow-up? See AI Gmail CRM.

Related pages

If you're evaluating Donna, these pages fill in the details.

Gmail CRM overviewAI assistant (human-in-the-loop)Email tracking in GmailPricingResources

FAQs

How is this different from a traditional consultant CRM?
Donna is optimized for staying in Gmail. It's a lightweight system for tracking client context, engagement stage, and next steps-without heavy configuration.
What pipeline stages work well for consulting?
A simple default is Discovery - Proposal - Active - Renewal. Keep stages minimal and focus on always capturing the next step.
Can I use Donna for multiple engagement types?
Yes. Use separate pipelines for different workflows (for example, advisory work vs retainer renewals) while keeping your day-to-day inside Gmail.
Is Donna a project management tool?
Donna focuses on relationship and follow-up tracking in Gmail. If you need full project planning, pair it with your preferred PM tool.

Install Donna CRM

Install the extension and start tracking a real consulting thread in minutes.

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