Consulting runs on relationships and retainers, but the money side usually lives in a mess of spreadsheets, a standalone CRM and someone’s memory. CashFish puts your pipeline, invoices and cash in one place — and connects each deal to the payment that should follow it.

Why it matters

The most expensive mistake in consulting is winning work and never fully billing it. When your CRM doesn’t talk to your invoices, unbilled deals and stale retainers hide in plain sight. CashFish closes that loop by matching deals to real payments and flagging every gap.

What you get

• Full CRM with contacts, companies, deals, tasks and a Services revenue-model template

• Multiple pipelines for retainers, projects and one-off engagements

• Deal matching that ties payments received to the deals that earned them

• Revenue Leakage detection for unbilled won deals, missing invoices and stale deals

• Client profitability visible through reports built from real approved data

• Contracts alongside DocuSign and SignNow for e-signature

How it works

1. Connect your email, calendar and payment tools in about two minutes each via OAuth. Import your existing contacts from HubSpot, Salesforce, Pipedrive, Zoho CRM or Notion.

2. AI extracts invoices and payments, matches them to deals, and flags won work that was never billed and retainers going stale.

3. You approve every recommendation before it touches your numbers. Then run reports to see which clients actually make you money.

Run the whole practice from one system on Scale at $59 a month. Start with a 4-day free trial — cancel anytime, full refund guarantee.