Built for how consultants actually work with clients
Client work is relationship work. Armelo keeps current clients, past clients and referral sources in one place — with the notes and follow-up timing that keep those relationships active between engagements.
Client relationships don't end when the engagement does
A consulting relationship doesn't stop mattering once the project wraps — past clients are your best source of repeat work and referrals. But without a system, they quietly drop off your radar the moment you're focused on a new engagement, and the relationship goes cold exactly when a check-in would matter most.
Every client relationship in one place
Current clients, past clients and referral sources — tracked as people, with full context, not a sales pipeline.
Follow up after every meeting
Set a reminder after a client call so the next touchpoint happens on schedule, not whenever you remember.
AI-drafted check-ins
Draft a thoughtful check-in message to a past client from your notes, instead of starting from a blank page.
Segment by client type or referral source
Group contacts — active clients, past clients, referral partners — and keep track of who introduced whom.
Notes and context that persist
Keep meeting notes and engagement history attached to the client, available before every call.
Bring in your client list
Import clients and referral contacts from CSV or LinkedIn — Armelo deduplicates automatically.
Log context as engagements progress
Add notes after calls and meetings so history is available the next time you speak.
Stay in touch after the engagement ends
Reminders and AI-drafted check-ins keep past clients and referral sources warm long after the project wraps.
Frequently asked questions
Ready to keep every relationship warm?
Start free — import your contacts and let Armelo handle the follow-ups.