Consolve Reviews for 2025

Consolve is an all-in-one business management platform that helps teams automate workflows, manage clients, and grow revenue – all from a single dashboard. It’s built for agencies, freelancers, and service-based businesses that want to consolidate sales, CRM, invoicing, and communication tools into one seamless system. Instead of juggling multiple apps, Consolve centralises your operations so you can focus on delivering results and scaling faster.

Consolve automates the repetitive parts of client management – from onboarding to follow-up. Its CRM tracks every client interaction, while automation workflows send timely reminders, invoices, and updates. You can also create client portals for real-time collaboration. This means no more manual check-ins or lost emails – Consolve ensures every client experience is consistent and professional, saving you hours weekly.

Unlike generic CRMs, Consolve was built by agency professionals to eliminate the chaos of running service businesses. It combines project tracking, pipeline management, invoicing, and team communication in one place – with automation at its core. What truly sets it apart is its client portal system and white-label flexibility, enabling agencies to deliver a premium, branded experience without expensive tech stacks.

Consolve offers three plans:

• Basic ($300/m) with unlimited contacts/users, 5,000 email credits/month, 24/7 support, API integrations, and bonuses (strategy session, contacts import, basic setup).
• Scaling ($1,000/m) adds 15,000 email credits/month, automatic CRM feature updates, a full library of plug-and-play systems, systems management, proprietary AI marketing frameworks, live expert help 3×/week, SOS quick help 1×/month, and custom dashboard/reporting.
• Signature ($2,500+/m) increases to 30,000 email credits/month and adds a dedicated expert for ongoing ops (unlimited quick help, white-glove setup, maintaining external integrations) plus strategy sessions and free setup with annual plans.

Yes. Consolve’s interface is designed for simplicity – you don’t need a tech background to get started. Its drag-and-drop automation builder, pre-built templates, and visual dashboards make it intuitive for marketing agencies, freelancers, and consultants. Plus, Consolve offers guided onboarding and live chat support, ensuring teams can set up their entire workflow in hours, not weeks.

Consolve protects user data through bank-level encryption, secure cloud hosting, and GDPR-compliant policies. Access controls let admins define user permissions, ensuring sensitive data stays private. Regular backups and multi-factor authentication further strengthen platform security — so your client and business data remain safe at every step.

Consolve offers 24/7 live chat support, an in-depth knowledge base, and personalized onboarding for premium users. The support team assists with automation setup, data imports, and workflow optimization. For agencies scaling fast, Consolve’s dedicated account managers help tailor features to specific business needs.

Agencies can use Consolve to centralize every part of client delivery  – from proposal to payment. Automated pipelines ensure leads move smoothly through the sales funnel, while built-in invoicing and client portals reduce back-and-forth communication. The result: faster turnaround times, fewer admin errors, and more billable hours for your team.

Absolutely. Consolve helps startups and SMBs transition from scattered spreadsheets to a unified, automated system. As teams grow, Consolve scales with them – offering advanced automation, role management, and performance analytics to ensure sustainable growth without additional headcount.

“Plug & play systems” are pre-built, professional-grade workflows and automations you can turn on from day one – think review-request automations, missed-call text-back, subscription renewals, lead nurtures, and event reminders. “Systems management” goes a step further: Consolve’s team actively runs key workflows for you, such as replying to reviews, AI receptionist tasks, or responding to social comments, then updates you on anything that needs attention. It’s ideal for owners who want outcomes without daily ops overhead.