For consultants
Your pipeline starts in conversations. Log them as they happen.
Consultants, advisers and fractional leaders win work from referrals, events and chats that turn into projects. Shmor puts each lead into Attio or HubSpot from your phone, with a follow-up and, on Pro, a deal.
Start free trial14 days free, 25 captures, no card.
Leads
From “we should talk” to a deal in your CRM.
- 01
Capture the person
Card, screenshot or voice note, straight after the conversation. Shmor creates or updates the contact and company. - 02
Say what they need
“Wants a review of their data platform before Q1.” That becomes the note, and tells Shmor it may be an opportunity. - 03
Create the deal
On Pro, tap Create deal. It goes into your pipeline, tagged with the services you offer, such as an audit or a retainer. - 04
Follow up on time
The task is due when you said, so the proposal goes out while they still remember you.
Referrals
Know which relationships send you work.
Met via and Met at record where each lead came from: an intro from a past client, a talk you gave, a meetup. Over a year, a simple report on those two fields shows which sources actually turn into projects, which is useful when deciding which events to keep going to.
Which plan
Pro is built for this.
- Deal creation with the services you sell.
- Custom field mapping, so Shmor fills the fields your pipeline already uses.
- More captures for busy months, and top-ups if a conference season needs more.
FAQ
Questions
Which CRMs does Shmor work with?
ShmorCRM, the micro-CRM built into Shmor, or Attio or HubSpot, one per account. Salesforce and Pipedrive are not supported. You can ask for another CRM with the Request an integration button in your dashboard.
Can Shmor fill the fields my pipeline already uses?
On Pro, yes. Custom field mapping lets Shmor fill your own person fields in Attio or HubSpot from what you send, as well as its own Met via, Met at and Needs info fields.
What if a busy month needs more captures?
On a paid plan you can buy a top-up from the Billing page. Top-up captures last until the end of the current billing period. Shmor emails you when you have used 80% of your captures.
Does Shmor contact my leads?
No. Shmor never messages the people you add. It writes the record and the follow-up task; the follow-up itself is yours to send.
Related
- HubSpotThe HubSpot integration: connecting with a service key or private app token (or OAuth), contacts and companies, the Shmor property group, notes, tasks and deals.
- Telegram to HubSpotUsing a Telegram bot to add contacts, companies, notes and tasks to HubSpot.
- For foundersHow founders use Shmor for intros, investor meetings, customer calls and hiring conversations.
- For eventsHow to use Shmor at conferences, meetups and trade shows, including a busy-day routine.
- PricingPlans, monthly and yearly prices in GBP excluding VAT, ShmorCRM record limits, what counts as a capture, top-ups and billing questions.
- AlternativesA sourced, dated comparison of Shmor with business card and contact capture apps (Hints, Covve, HiHello, Blinq, Spiich).
Turn the next conversation into a deal.
14 days and 25 captures free, no card. Start in ShmorCRM or connect your CRM, link Telegram or forward an email, and send your first contact.