The full client‑management platform for HR consultants
Renzo is the HR consultancy CRM that runs your whole client operation - pipeline, clients, client work, retainers, proposals, e-signatures, time, invoicing and client outreach - in one secure workspace.
Replace the spreadsheets, the inbox overload and the five apps you juggle to run client work.
Launching on Monday 17 August - join the waitlist now for early access
Dashboard
Good morning, Lauren
38
Active clients
14
Open work
62h
Hours this week
9
Tasks due this week
Hours logged - this week
Client work by stage
- Investigation4
- Consultation6
- Awaiting outcome3
- Closing1
A live preview of Renzo, shown in the Owner view. Team members see a focused version - their dashboard, clients, client work, communications, client outreach, tasks, calendar, documents, signatures, time tracking and resources - without Pipeline, Proposals, Retainers, Invoices, Reports or Team. Sample data for illustration.
What is Renzo?
Renzo is the full client-management platform built specifically for HR consultancies and independent HR consultants. Not a generic CRM with HR labels stuck on top, but a system that starts from the work you actually do: your pipeline, your client work, your retainers, your time, your invoicing, all in one secure workspace - so you can run a slicker, more profitable consultancy from one place.
What early users say
Tried on real client work
After trialling the system with several live cases, we quickly realised it was exactly what we needed. We previously had no central, visible place to manage our cases, which meant there was a risk of important dates being missed. The system has brought everything together in one place, giving us much greater visibility and confidence that deadlines and actions won’t be overlooked.
Amazing, much needed system
Everything in one place
One platform, from first enquiry to final invoice
Purpose-built modules for how HR consultancies actually work - each one benefit-led, not a generic bolt-on.
A sales pipeline that fills itself
Capture enquiries from a branded form, QR code or website embed, then move each lead through your own stages to won.
- Hosted + embeddable capture forms
- Kanban stages you configure
- Convert a lead to a client in one click
Client work built around how HR actually works
Disciplinary, grievance, redundancy, TUPE, flexible working, sickness absence and more - each with the right stages and statutory deadlines.
- Per-type stage tracks + progress
- Statutory date reminders (e.g. flexible working)
- One timeline: notes, docs, time, e-sign
Never over-service a retainer again
Track hours against each client’s monthly allowance, with usage meters and alerts before you hit the cap.
- Included-hours meters
- Usage + renewal alerts
- Roll-over and overage handling
Send a branded proposal, get it signed
Build a proposal, export a branded PDF and send it for signature - all in Renzo, with a tamper-evident audit trail. No DocuSign.
- Your logo, colours and fonts
- In-house e-signatures + audit certificate
- Accepted proposals become clients
From logged time to paid invoice
Invoices build themselves from the time you have already tracked - on your branding, at the right rate, with nothing to re-key. See what is draft, sent, paid or overdue at a glance.
- Built automatically from tracked time
- Your logo and colours on every invoice
- Retained and pre-paid hours excluded automatically
- See status at a glance - draft, sent, paid, overdue
- Email it to the client with the PDF attached
Every client email, on the client’s record
Connect Outlook or Gmail and inbound mail lands on the right client automatically, alongside logged calls and meetings.
- Outlook + Gmail sync
- Auto-linked to the client
- Calls, meetings and notes in one place
A platform that looks like your consultancy
Your logo and brand colour flow through proposals, invoices, contact forms, mailing list sign up pages and esignatures - so clients see you, not us.
- White-labelled documents
- Per-workspace branding
- Multi-tenant and secure by design
The HR references you reach for, one click away
ACAS, GOV.UK, tribunals and statutory rate calculators, curated in-app - plus your own saved links and favourites.
- Trusted UK HR sources
- Save your own links
- Star the ones you use most
Win and nurture clients with Client Outreach
Stay in front of the businesses you advise. Build a mailing list from your clients and pipeline, group it however you like, and send polished, GDPR-compliant campaigns - a monthly HR update, a law-change briefing, a webinar invite - that keep you top of mind and bring in more work.
- Draft with AI. Describe the email and AI writes the first draft - subject, preview and content - ready to edit and send.
- Compliant by default. Automatic sender footer, one-click unsubscribe and suppression handling keep you on the right side of UK GDPR and PECR.
- Know what lands. Open tracking, bounce and unsubscribe handling, and per-campaign results.
Included in every Renzo plan - no separate add-on to buy.
Subject
Holiday carry-over: what your team needs to do before year end
Why Renzo
Built specifically for HR consultancies
Most platforms in this space are generic CRMs with HR labels stuck on top. Renzo is the opposite - it starts from the workflows you actually run, in the language you actually use, so your delivery looks more professional and takes less time.
Look credible
Branded proposals, invoices and signing
Save hours
One place, no copying between apps
Win more
Pipeline + outreach to grow the book
Client work that matches how you work
Disciplinary, grievance, redundancy, performance, TUPE, restructure, flexible working and sickness absence - each with the right stages and statutory deadlines, so nothing slips and you always know where a matter stands.
Retainers handled properly
Track hours against a client's monthly retainer, see when they're approaching the cap, and roll over or carry forward according to the contract - so you never quietly over-service.
A more profitable consultancy
Turn billable time into branded invoices without re-keying a thing, and keep clients warm with outreach. Win work, deliver it, get paid - in one system.
See the real thing
Not a concept - a working platform
Real screens from Renzo. Track client work, log time, send invoices and see the numbers - no spreadsheets, no Trello duct-tape, no copying figures between five different apps.
Dashboard
Open the app, see what matters today
Clients, open work, hours logged, money owed, what's due this week - a wall of mini-dashboards that answers 'what should I do today?' the moment you sign in.
Client work
Every matter, first call to outcome
A live pipeline by stage - each item carries its client, type, priority and notes. Auditable, searchable, never lost in an inbox.
Time
Log time the second you stop
A one-click timer tied to a client and case. Stop it and the line item is already on the next invoice.
Invoices
Bill cleanly, chase quietly
Generate invoices from tracked time in one click, on your branding, and track status - draft, sent, paid, overdue - at a glance.
Questions, answered
Frequently asked questions
What Renzo is, who it’s for, and how much it costs.
Renzo is a client-management platform - a CRM built specifically for UK HR consultancies and independent HR consultants. It brings your sales pipeline, clients, client work (disciplinary, grievance, redundancy, TUPE, flexible working and more), retainers, proposals, in-house e-signatures, time tracking, invoicing and client communications into one branded, multi-tenant workspace.
Yes. Renzo is a purpose-built HR consultancy CRM. Unlike generic CRMs with HR labels bolted on, it models the way HR consultants actually work - client retainers, ER client work with the correct stages and statutory deadlines, branded proposals and invoicing - so there is nothing to bend to fit.
The best HR consultant client-management software is one built for the workflow rather than adapted from a generic tool. Renzo is designed for UK HR consultancies: it handles the whole client lifecycle - winning work, delivering client work and retainers, getting paid, and nurturing clients with built-in Client Outreach - in a single, secure, branded platform.
Renzo Solo is £59 per month for a single user. Team is £109 per month and includes 3 users, with extra users at £12 each per month. Larger consultancies (15+ users) get custom pricing. Client Outreach, the built-in email-marketing tool, is included in every plan. There is a 14-day free trial at launch.
Largely, yes. Renzo includes its own e-signature stack (no DocuSign needed), branded invoicing generated straight from your tracked time, and built-in Client Outreach for GDPR-compliant email campaigns - so you can retire several point tools.
Yes. Renzo is UK-built and multi-tenant, with per-workspace data isolation, two-factor authentication and GDPR data-subject tools. Your logo and brand colours flow through proposals, invoices and signing pages, so your clients see your consultancy - not Renzo.
Want a closer look?
Book a live demo and we’ll walk you through Renzo on a call, tailored to how your consultancy works.
Run a slicker, more profitable HR consultancy
Join the waitlist for early access and a 14-day free trial the moment we go live.
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