For consultants & agencies

Never lose a client again.

The client relationship OS that helps you build lasting partnerships—so you can focus on the work, not the worry.

Start free See how it works
JK
SM
AR
500+ consultants
app.winlog.ai
8
Active Clients
$24.5k
Monthly Revenue
94%
Retention Rate
Client Health Status
AC
Acme Corp
$4,200/mo · Renewal in 12 days
Healthy
BI
Beta Inc
$3,800/mo · No activity in 18 days
At Risk
GS
Gamma Systems
$5,500/mo · 6 value logs this month
Healthy

How it works

Your client relationships, finally organized

WinLog gives you visibility into every client so you always know who needs attention—before they churn.

STEP 01

Add your clients

Import or add clients with their contract details, renewal dates, and key contacts.

  • • Track retainers, projects, and contracts
  • • Set renewal reminders automatically

STEP 02

Log value as you go

Capture wins in seconds. AI polishes your notes into clear business outcomes.

  • • Quick capture during or after delivery
  • • Builds your proof automatically

STEP 03

Stay ahead of renewals

See which clients need attention. Generate reports. Walk into every call prepared.

  • • Client health scores at a glance
  • • One-click renewal reports

Product demo

See how fast this becomes a monthly ritual

Watch the full workflow: log the win, polish the language, and generate a client-ready update.

Product walkthrough • 1:39 minutes • Built for consultant client reporting

Before and after

From reactive to proactive

Same consultant. Completely different client outcomes.

WITHOUT WINLOG

Blindsided by churn

  • • Clients slip through the cracks
  • • Renewals sneak up with no prep time
  • • "What did we even do for them?" scrambles
  • • Damaged relationships you didn't see coming

WITH WINLOG

Always one step ahead

  • • See which clients need attention today
  • • Renewal prep starts automatically
  • • Value documented as you deliver it
  • • Confident pricing conversations

The difference between keeping and losing a client?

Knowing they needed attention before it was too late.

Start free

Testimonials

Consultants use it to defend and grow retainers

The common pattern: less scrambling at month-end, stronger confidence in client conversations.

"We walked into renewal with a clean report of outcomes, not a list of tasks. The conversation shifted from fee pressure to expansion opportunities."

— Growth consultant, B2B SaaS agency

"I now send one clear monthly summary instead of five scattered updates. Clients reply faster and with fewer questions."

Independent automation consultant

"The AI polish helped us phrase outcomes better. The same work reads far more strategic."

Operations advisory firm

"WinLog became our source of truth for client impact. It reduced renewal prep from hours to minutes."

Small agency founder

Pricing

Simple, transparent pricing

Start with a 3-day free trial. No hidden fees, cancel anytime.

Solo

$19 /mo

For independent consultants

  • • 1 user seat
  • • Unlimited clients
  • • Unlimited value logs
  • • AI-enhanced descriptions
  • • Contract management
  • • Renewal reminders
  • • Impact reports
  • • Email support
Start free trial

Team

Most popular

$49 /mo

For agencies and small teams

  • • Up to 10 team seats
  • • Everything in Solo
  • • Team collaboration
  • • Shared client visibility
  • • Team activity feed
  • • Priority support
Start free trial

3-day free trial, then billed monthly. Need more than 10 seats? Contact us.

Integrations

GitHub
GitLab
Google
Slack
Chrome
Zoom
Jira

Features

Everything you need to keep clients happy

Built for consultants and agencies who want to strengthen client relationships, not manage spreadsheets.

Client dashboard

See all your clients, their health scores, and who needs attention—at a glance.

Renewal tracking

Never miss a renewal. Get reminders and prep reports before the call.

Value logging

Capture wins in seconds. AI turns rough notes into polished business outcomes.

Contract management

Store contract details, terms, and files. Know exactly what you agreed to.

Team collaboration

Invite your team. Share clients. Everyone stays aligned on what's been delivered.

Impact reports

Generate client-ready reports in one click. Perfect for renewals and upsells.

FAQ

Common questions

Quick answers about WinLog.

Ready when you are

Stop losing clients you could have saved

Get visibility into client health, stay ahead of renewals, and make your value impossible to ignore.

Start free See how it works

No credit card required. Free plan available.