A note on why we built Cruma
Use case · consultants

The proposal should not die in your drafts.

The call went great. Then the week happened. Cruma turns the notes into the proposal while they are warm, keeps the thread alive, and writes the weekly update you keep meaning to send.

Pipeline on one side. Delivery on the other.

The practice layout

Selling the next engagement while delivering this one is the whole job. The workspace holds both without letting either starve.

A solo advisory practice Sketch, not a customer
PipelineEngagementsContentPractice Ops
Live engagements
Atlas onboardingweek 3 of 6 · update due tomorrow
Corvid pricing studyreadout drafted, your review next
Meridian retainerrenewed after the nudge
The engagement board Nothing waits on your memory anymore.
Atlas · weekly update · draft
  • Interviews complete: 9 of 12
  • Findings deck at first pass
  • Access to the sales data still pending
Assembled from the week's actual work.
The weekly update Written before the client wonders how it is going.

Drafted is not sent. Updates, proposals, and invoices queue for your read, and the queue is the contract.

Between calls, the practice compounds.

How it learns your method

Recaps while the conversation is fresh, proposals from your own frameworks, the aging invoice nudged on day one of late, not day thirty.

Cruma, after your 3pm call

Advisory is follow-through sold by the hour. Cruma makes the hours between conversations count too.

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Also worth a look: the daily brief, working through your assistant, and neighbours agencies, accounting firms, or the whole set.

Momentum, kept.

Walk into every call caught up, the proposal out while interest is high, the invoice never waiting on guilt.

Request an invite How the week stays visible

The work moves
while you sleep.

Point Cruma at the business. It works across the tools you already use and speaks up before you ask. Your mornings can start somewhere else.

  • Works across the tools you already use
  • Advises, unasked, with its sources
  • Nothing consequential without you
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Two fields. You'll hear from a real person within two days.

We onboard in small waves, with real help getting set up. Read why we built this.

Already have an invite? Open Cruma