Back to all industries
Industries / Consultants

Track your retainers. Invoice on time. Never lose a consulting client.

Your income depends on retainers, relationships, and consistent billing. Elona CRM makes sure you never miss an invoice, never lose track of a client conversation, and always look professional.

No setup fee · M-Pesa ready · KRA eTIMS compliant · From Ksh 350/month

See Elona CRM for consultants in action

Watch: Managing 15 retainer clients from one dashboard

From the field

I was managing 12 retainer clients in my head and a spreadsheet. I missed a monthly invoice once. That one mistake cost me the relationship. Now everything is automated.

Akinyi O.

Business strategy consultant, Nairobi CBD

The problem

Sound familiar?

Monthly retainer invoices sent late or forgotten

With multiple clients on different billing cycles, it is easy to miss a month. That is income you lose.

No record of past engagements and conversations

When a client asks what you discussed six months ago, you are searching through old emails and notebooks.

Proposals sent as Word documents with no tracking

You have no idea if the client opened your proposal. You follow up blind.

Your invoices do not meet KRA requirements

From 2026, non-eTIMS invoices mean your clients cannot claim your fees as a business expense. They will go elsewhere.

The solution

A system that runs your client relationships so you can focus on the work

Elona CRM stores every client engagement, sends your monthly retainer invoices automatically, tracks your proposals, and keeps a full record of every interaction. You look professional. You get paid on time. Your clients can deduct your fees.

1

Set up your client and retainer amount

Add the client, set the monthly retainer value, and configure recurring invoicing. It runs itself from there.

2

Send proposals that get tracked

Your client receives a professional proposal. You see when they open it. You follow up at exactly the right moment.

3

Full client history in one timeline

Every invoice, payment, proposal, and note in one place. You are always prepared before a client call.

4

KRA-compliant invoices by default

Every invoice you send through Elona CRM meets KRA eTIMS requirements. Your clients can deduct your fees. You stay audit-ready.

Features used by consultants

Everything you need. Nothing you don't.

Smart invoicingClient managementLead trackingKRA eTIMS complianceBusiness reportsM-Pesa payments

0

Invoices forgotten on autopilot

100%

KRA eTIMS compliant

Ksh 350

Starting price per month

Built for Kenya. Not adapted for Kenya.

Consulting in Kenya is built on relationships and referrals. Elona CRM tracks where every client came from, who referred them, and what their full history looks like. When you sit down with a client for a review, you have the full picture. No foreign CRM is designed for how Kenyan consulting actually works.

M-Pesa is not an afterthought

Accept and reconcile M-Pesa payments natively. Your clients pay the way Kenya pays.

KRA eTIMS compliant

Your invoices meet Kenya Revenue Authority requirements automatically. Stay audit-ready from 2026.

Priced in KES, not dollars

No dollar conversion surprises. From Ksh 350 per month. What you see is what you pay.

Explore other industries

Elona CRM works for every Kenyan entrepreneur.

See how other businesses use Elona CRM.

Start using Elona CRM for your consultants today.

Your own portal. Ready in 2 minutes. No setup fee. No IT team needed.

Bill retainers and track clients professionally

Customer testimonials·Customer stories

No credit card required. Cancel anytime. Kenyan support team.