crm.wito.ai is a CRM for independent consultants. It holds contacts, organisations and projects — and, for every appointment, a preparation and a follow-up. Instead of pipeline stages it works with contexts, template personas and approach concepts. It is part of Wito HQ Pro and is not sold separately.
New, and honestly new: crm runs in exactly one consulting practice today.
Sales software is built for closing, consulting for relationships. Put what one demands of you next to what the other actually involves.
Six obligations, none of which touch the conversation you are having tomorrow.
This is a hypothesis, not a study. crm grew out of a single practice; we did not research this observation with you and we are not claiming we did.
crm works in three layers: the context in which you meet someone, a template persona within that context, and an approach concept written for that persona. Pick a context — the persona and the approach follow.
The examples are examples. Your library is empty on day one: you write the contexts, personas and concepts yourself, in your own words.
Choose a context
Context
People you know through councils, committees and party work.
Template persona
Volunteer council member
Has a day job, reads in the evening, decides in the session rather than before it.
Approach concept
Short, concrete, ending in a question
One page, no attachment. What changes for the municipality, what does it cost, what is being decided? Always propose late-evening slots.
In crm the preparation and the follow-up hang off the appointment itself, not off a note you go looking for later. An appointment belongs to a project, and you open both in the same screen.
Strictly speaking: preparation and follow-up are panels on the appointment inside the projects screen, not menu entries of their own. The seven areas are contacts, organisations, projects, library, workshop, marketing and settings.
Four things other systems do and this one does not. If any of them is your core need you are in the wrong place — better to know that now than after moving in.
There is no CSV import and no vCard import. You start with the people who matter this week and add the rest as they come up.
No deal stages, no close probabilities, no revenue projection. Anyone who lives off those needs a sales CRM, not this one.
Built for one person running their own practice. No territories, no lead assignment, no commission accounting.
Search filters the loaded list by text. That carries a few hundred contacts and not a few hundred thousand.
crm is in use in exactly one consulting practice today and has not launched publicly. We would rather say so ourselves than have you find out later.
Three statements you can check in the software — not three badges.
Row-level security sits on 33 of the 41 tables and is enforced through a role without superuser rights. The remaining eight are sessions, the audit log and the contract and membership data mirrored in from the platform. "Every table" would be an overstatement, so we do not make it.
One route hands out your organisation's holdings; a second hands out everything stored about a single person — which is what you need when someone asks under Art. 15 GDPR. Both require a login and both are logged.
The export contains what sits in crm. What sits in other Wito systems you fetch there — we do not pretend one export is the whole disclosure.
On top of that, what holds for every Wito system and has been audited externally:
Qualità verificata. Conformi al GDPR. Made in Germany.
Yes — as a capability, not as a switched-on state. crm exposes 67 machine routes: the same operations you trigger in the screen, offered a second time as an interface. The connector an assistant reaches them through lives in mcp.wito.ai, not in crm.
Contacts (11), follow-up (10), ideas (8), organisations (6), marketing material, projects and concepts (4 each), credentials, appointments, links and fields (3 each), preparation, contexts and approach (2 each), template personas and collaborations (1 each). Reads and writes, under the same permission as the screen.
The connector in mcp.wito.ai currently covers 65 of the 67 routes; two read routes have not been carried over there yet.
Your real alternatives — without product names, because we could only describe another vendor's product unfairly here.
| Sales CRM | Spreadsheet | Notebook | crm | |
|---|---|---|---|---|
| Setting it up | Fields, stages, rights | Instant | Instant | Instant, but no import |
| What it models | Deals | Rows | Whatever you were thinking | People, contexts, appointments |
| Preparing for a meeting | Activity list | Search and scroll | Leaf back | A field on the appointment |
| Following up | Create a task | Another row | Next page | Outcomes, follow-on projects, reflection |
| Approach | Message templates | None of it | In your head | Context, persona, concept |
| Finding it again a year later | If maintained | If named well | If you still have the book | On the contact and the appointment |
| Disclosure under Art. 15 GDPR | Depends on the vendor | By hand | Transcribe it | Two export routes |
The three left-hand columns describe categories, not particular products. A good sales CRM beats crm everywhere that selling happens.
