CRM for consultants, developers and professional services
Nod CRM turns "can you help us with this?" into an NDA, a signed proposal, a deposit and an invoice built from the hours you logged. Fixed fee or hourly, in the client's currency. Paid by bank transfer or UPI, straight to your account.
Hi Dana, thanks for signing the NDA. Here's the proposal: a fixed-fee discovery, then the build at my hourly rate, then the handover. Open it, have a look, and sign when you're ready.
Proposal P-0063Discovery and implementation · Northgate Logistics$9,000.00Open and signHow an engagement gets signed
"Can you help us fix our order reporting?" arrives by email, or on WhatsApp. Forward it to your Nod address, or connect your inbox and it is already a lead. The team answers from one shared inbox.
Open the contract wizard, pick Non-Disclosure Agreement, mutual or one-way, and answer a few questions. Nod drafts it from your answers; you read it, edit it, and send it to the client's portal to sign.
A fixed fee for discovery, hours at your rate for the build, or both on one proposal. The lines come from your catalog of services. Sent by email from Nod's address, or in the WhatsApp thread.
The client verifies with a one-time code sent to their email and e-signs. The deposit step shows your bank details; they pay, tap I've paid and add the reference. You confirm.
Tasks on a board, with subtasks, checklists, comments and files. Track time on the task you are working on, and share the tasks the client needs to see in their portal.
Logged hours turn into invoice lines. The invoice is numbered, dated and in the client's currency: US dollars with your EIN and no sales tax line for a US client.
The sample deal, as a consultant sees it
Proposal
Discovery at a fixed fee, the build at your hourly rate. Each line is a saved service from your catalog, so the next proposal is a few taps.
E-sign
Dana opens the proposal, verifies with a one-time code sent to her email, and e-signs. No account, no password. The audit trail records who signed and when.
Deposit
Set a deposit on the deal. Dana pays it by bank transfer at the deal's deposit step and taps I've paid with the reference. You confirm; nothing is marked paid until you do.
Contracts
Six contract types, drafted from your answers, including an NDA, a Statement of Work and a Change Order. A starting draft to read and edit, then signed in the client's portal. How contracts work.
During the engagement
On every plan, the signed deal opens a project. Track time on the task you are working on, share the tasks the client needs to see in their portal, and turn the logged hours into invoice lines.
The invoice
The six hours of data migration Dana asked for mid-build came straight from the timer. Invoice INV-0063 is numbered, dated and in US dollars, with your EIN and no sales tax line. Reminders go before it is due, on the day and when it is overdue.
| Discovery, two workshops and findings | $2,400.00 |
| Implementation, 40 h at $150.00 | $6,000.00 |
| Handover and documentation | $600.00 |
| Data migration, 6 h logged at $150.00 | $900.00 |
| Subtotal | $9,900.00 |
| Total | $9,900.00 |
What Nod leaves to other tools
There is no calendar booking for discovery calls yet; keep your scheduling link for now. Nod does not sync with your accounting software. Invoices are created in Nod and are not emailed yet.
The usual stack, and this one
| For every engagement | The usual stack | Nod CRM |
|---|---|---|
| The NDA | Last client's NDA, edited by hand, sent through an e-signature tool | A mutual or one-way NDA from the contract wizard, signed in the client's portal |
| The proposal | A doc or a deck with a rate table, attached to an email | Fixed-fee and hourly lines from your catalog, sent as a link |
| The deposit | An invoice before the work starts, chased by hand | A deposit step on the deal; the client taps I've paid, you confirm |
| The hours | A time tracker that knows nothing about the invoice | Time tracked on project tasks, turned into invoice lines |
| The invoice | Typed again in an invoicing app | Created from the deal, in the client's currency, with your EIN or the right VAT or GST lines |
| The follow-ups | "Just checking in on the invoice", by hand | Read receipts, and reminders before due, on the day, and overdue |
| The books | Your accounting software | Still your accounting software, with a CSV export from Nod |
Questions from consultants and developers
Yes. Open the contract wizard, choose Non-Disclosure Agreement, mutual or one-way, and answer a few questions about the parties and the terms. Nod drafts it from your answers. It is a starting draft: read it, edit it, then send it to the client's portal, where they sign by typing their full legal name.
Yes. Each line is a service from your catalog or a line you type: a fixed fee for discovery, hours at your rate for the build. The client signs the whole proposal once.
Yes, on every plan, Free too. Track time on the project's tasks and turn the logged hours into invoice lines.
It is issued in US dollars with your EIN and no sales tax line. An EU business client gets VAT reverse-charged at 0% with both VAT IDs, a UK client gets VAT at 20% as its own line, and an Indian client gets GST. The client pays by bank transfer to the details on the invoice and taps I've paid; you confirm.
Not yet. Invoices are created in Nod, and you can export your data as CSV for your bookkeeping. Solo and up include a free view-only bookkeeper seat. Invoices are not emailed yet.
Yes. Set a deposit on the deal and the client pays it at the deal's deposit step, by bank transfer, or by scanning your UPI QR for the exact amount in India, then taps I've paid; you confirm. Milestone schedules, each with its own due date and reminders, are still being built. There is no booking page for discovery calls yet; a booking scheduler is planned after payments.