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Consolto

Video CRM for client meetings, scheduling & invoicing

About

Consolidates video meetings, scheduling, messaging, invoicing and client analytics in one CRM platform.

Use cases in GFunnel

  • Schedule and conduct client video consultations
  • Send invoices and track payments post-meeting
  • Maintain persistent client communication threads

Automation ideas

  • Auto-send invoices after video call completion
  • Schedule follow-up messages based on meeting notes
  • Trigger analytics reports on client engagement

Categories

CRMCommunicationPayments

Departments

Revenue GenerationTeam & SupportStrategy & Analytics