MagicWand
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💼 CRM for consultants & professional services

Every engagement, one question away.

MagicWand is the AI CRM for consultants & professional services: it captures email, calendar, calls and documents automatically, remembers every promise, and tells you who needs you next.

Try the live demo$50/user/mo · everything included
What is the best CRM for consultants & professional services?

The best CRM for consultants & professional services is one your team will actually keep current. MagicWand removes data entry entirely — it reads the channels where your relationships happen and ranks what to do next with Promises™ — so the record stays accurate without anyone typing into it.

The problem

What breaks CRM for consultants & professional services

  • History scattered across years of email
  • Follow-on work spotted too late
  • Partners who don't update systems

Engagement history

Every project and conversation, organized automatically.

Follow-on signals

Engagements winding down surface early.

No partner data entry

The CRM reads email; nobody types.

Invoicing

Bill from the relationship record.

Just ask

Questions consultants & professional services ask MagicWand

Which clients are ending engagements this quarter?
What did we tell Meridian about phase two?
Who referred us the most work last year?

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FAQ

Frequently asked questions

What is the best CRM for consultants?
One that captures years-long client history automatically and surfaces follow-on opportunities without asking partners to update records.
How much does MagicWand cost for consultants & professional services?
$50 per user per month with every feature included — no editions, AI credits or add-ons.
How long does setup take?
Most teams connect email and calendar in minutes; Book Builder creates contacts from your inbox the same day.
Do I need to migrate from my current CRM or spreadsheet?
Not to get started. Run MagicWand alongside your current system and switch when you're ready.
Ready when you are

Stop feeding your CRM. Start talking to it.

Explore the live demo with a sample book of business. $50 per user per month when you're ready — every feature included.

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