---
title: ConsultBase Reviews
meta_title: 'ConsultBase Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ConsultBase works for a business like yours.
date_modified: '2026-07-24'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---

# ConsultBase Reviews
**Vendor:** Vertex Business Solutions  
**Category:** [Client Portal Software](https://www.g2.com/categories/client-portal)
## About ConsultBase
ConsultBase is the client portal platform for independent consultants who want to look like an established firm without hiring one. Every client gets a branded portal — your logo, your colors — where proposals, documents, invoices, and project updates live in one place. Proposals are signed online, accepted work automatically becomes a tracked engagement with milestones and deliverables, time entries flow into Stripe-powered invoices, and clients book meetings through your own booking page. Under the hood is Ivy, an AI associate with 50+ real tools: she drafts proposals, logs time, chases overdue invoices, and answers questions about your business from your actual data. Flat pricing with unlimited clients on every plan. 14-day free trial, no credit card required.






- [View ConsultBase pricing details and edition comparison](https://www.g2.com/products/consultbase/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-25+07%3A05%3A07+-0500&secure%5Bsession_id%5D=62fd9984-7684-4a58-9533-c494758a465b&secure%5Btoken%5D=7cc2dbaef9f14ffbb8961ba59ec9971abfcf1d3a14c44c3de88adba95f8c6af8&format=llm_user)

## ConsultBase Features
**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application