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Frida/AI for consultants

For consultants & small agencies

For consultants and agencies: proposals, follow-ups and client email — without a CRM to maintain

Enquiries, scoping conversations and proposals all happen in your inbox. Frida reads them, gathers your open opportunities on one board, and prepares replies in your voice — so nothing goes quiet while you are busy with client work.

Try Frida freeSee product
Outlook conversationDeal found
Frida dealboard showing consulting enquiries and proposals created from Outlook conversations
AI CRM for OutlookAutomatic dealboard

Every enquiry becomes a deal on your board — automatically

Proposals that go quiet get a follow-up suggestion before the client moves on

Replies ready in your own voice — you approve every one

Your pipeline is already in your inbox

For most consultants and small agencies, the pipeline is a handful of email threads: a first enquiry, a scoping call summary, a proposal, a quiet week. Outlook shows a list of messages, not a list of opportunities. Frida reads the conversations and builds the overview for you.

  • New enquiries are detected and become deals with the client and the scope.
  • Ongoing conversations update the deal as the client replies.
  • Nothing to fill in — the board builds itself while you work.

From first enquiry to signed engagement

The risk in a small practice is rarely too little structure. It is a proposal that goes quiet while you are deep in delivery, and a follow-up that never gets written. Frida keeps watching the thread so you do not have to.

  • See every open proposal and where it stands — in one place.
  • Frida notices when a proposal has gone quiet and prepares the follow-up.
  • Won engagements keep their full email history attached to the client.

Written by you — just faster

Frida drafts replies in the way you write. On Personal and Pro, add your service descriptions, rate card or website as knowledge sources, and drafts come back with your facts instead of generic phrasing.

  • Drafts sound like you, not like a template.
  • Prices, services and terms come from the documents you choose to add.
  • You read, adjust and approve — nothing is ever sent automatically.

Built for small firms with no time for admin

Frida fits independent consultants, advisors and small agencies — from a one-person practice to a small team — wherever the client work arrives by email.

  • Works with the Outlook or Microsoft 365 account you already use.
  • 14-day free trial with full access on your own inbox — no credit card.
  • Afterwards you drop to the free plan: your deals stay, Frida keeps finding up to 5 active deals with follow-up, and AI replies stay free.

Comparison

Frida vs flagged emails + a spreadsheet

Many small consultancies track proposals with flagged emails, a spreadsheet or plain memory. It works — until delivery gets busy.

CriteriaFridaFlags + spreadsheet
Overview of open proposals

Builds itself from your emails.

Needs regular manual updating to stay true.

Follow-ups

Suggested when a proposal goes quiet, with a draft ready.

Forgotten when delivery work piles up.

Replying to enquiries

Draft in your voice, waiting for your approval.

Written from scratch, often late in the day.

Client history

Gathered per client, automatically.

Scattered across threads and memory.

Maintenance

None.

Constant.

FAQ

Questions people ask about CRM for consultants

I only have a handful of clients at a time — do I need a CRM at all?

Not a traditional one. With a few live proposals the risk is not too little structure, it is one of them going quiet without you noticing. Frida gives you the overview without anything to maintain, and the free plan covers up to 5 active deals with follow-up.

How do I stop proposals from going quiet after I send them?

Frida keeps watching the conversation. When a proposal has had no reply for a while, it suggests a follow-up and prepares a draft in your voice. You decide whether to send it.

Is it safe to use with confidential client email?

Your emails are never used to train AI models. Hosting and storage are in the EU; the AI processing of email happens at a US-based sub-processor under the EU-US Data Privacy Framework, and all sub-processors are listed in the privacy policy. Nothing is sent without your approval.

Can Frida write in my voice when clients expect a certain tone?

Yes. Frida drafts from how you write and, on Personal and Pro, can use documents you add, such as service descriptions, a rate card or your website. You read and approve every draft before it goes out.

What is Frida?

Frida is an AI-powered CRM for Outlook that automatically creates and updates deals from email conversations. It also drafts replies, tracks follow-ups, and keeps customer context connected to the inbox.

Does Frida work with Microsoft 365?

Yes. Frida is built around Outlook and Microsoft 365, so teams can keep working from the inbox they already use.

Does Frida send emails automatically?

No. Frida prepares drafts and suggestions, but the user stays in control and approves messages before they are sent.

Keep exploring

Related Frida pages

Outlook follow-up reminderOutlook Follow-up

Can Outlook remind you to follow up if there is no reply? Its flag is date-based. Here is where it stops, and how Frida builds the follow-up from the thread.

automatic dealboardAutomatic Dealboard

Frida creates an automatic dealboard from Outlook conversations, detects opportunities, tracks follow-ups, and keeps deal status updated from emails.

CRM without data entryCRM Without Data Entry

Frida is CRM without data entry for Outlook users. It creates and updates deals from email conversations so teams can stop manually maintaining CRM.

The category Frida wants to own

The CRM that updates itself from Outlook conversations

Frida is an AI-powered CRM for Outlook that automatically creates and updates deals from email conversations.

Start with Outlook

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