Simple Consulting CRM

A simple CRM to track leads, opportunities, speaking gigs and referral sources.

This board was provided by founding user Jerry Vieira from The QMP Group. Jerry is one of the few management consultants never wanting for work. It is because he works this board religiously to move forward with prospective clients and keep his referral network active.

The cards in this board have different fields appropriate to each column. Because Cardsmith currently has one “Default Card” per board, you should use the “Copy Card” function to create a new empty card with the relevant fields.