Conduct business from your pocket with a CRM for consultants

Consulting CRM Software for Consultants and Companies

Consultants are a vital part of the modern economy, providing advice and expertise to every sector. But you end up spending more time in other people’s offices than your own. How can you manage all your contacts, business processes, and documents on the go?

It’s easy with a CRM for consultants. Whether you’re a one-person show or a large firm, a CRM can keep you organized, efficient, and growing. Here’s how:


Features specific to consulting CRM

- Lead management

A top-notch consulting CRM doesn't just handle basic contact management; it's also proficient in capturing leads and monitoring their journey from the initial lead stage through to becoming a client.

- Appointments and tasks

If you offer consultations, your consulting CRM should keep track of upcoming appointments and tasks. This helps prevent last-minute scheduling conflicts. You can use custom fields to add specific appointment details, making it easy to see important information on a project board or contact record.


- Email campaigns

Effective email campaigns are crucial to any business, including everything from welcoming messages to event invitations. It's essential to maintain an active and well-organized email list. Combining these email features with a consulting CRM system allows you to streamline and optimize your email campaigns, ensuring they deliver value to your customers. 

- Quotes creation and sending

This feature is a game-changer, as it ensures that your potential clients receive their quotes in a matter of seconds, eliminating the need for you to invest hours in manually creating quotes.


 Best CRM for Consultants

Keep Everything Organized

Each time you interact with a client, you learn something valuable. A CRM for consulting lets you take notes and connect them to an online profile of your client. You can store contact details, project notes, budget constraints, and any other relevant information. Because CRM for independent consultants is cloud-based, you can do this anywhere you have an Internet connection..

Manage Tasks Efficiently with CRM for Consulting

But consulting CRM software is much more than a note-taking app. It also handles task management. You can set up tasks for yourself or assign them to your team. The dashboard gives you a snapshot of which tasks have been completed and how close you are to your goals.

Routine tasks can even be automated, such as follow-up emails, quotes, and contract renewals. You can leave the tedious tasks to a CRM for consulting and spend more time with your clients.

What is Consulting CRM Software?

CRM for consultants is used to track and manage interactions with current and potential customers, as well as to identify leads. Employees that operate in teams such as client servicing, sales, or marketing use it to connect directly with clients and customers.

The best CRM software for consultants may work in a variety of departments within a company. Their primary responsibilities are to guarantee that the CRM data and the way customers utilize the software are optimized to increase efficiency. Because platforms can be costly, CRM Software Experts must verify that they are being used to evaluate buying trends and other factors that will boost sales and customer care.

These consultants are technical experts with extensive knowledge of the CRM software for consultants they will be supporting. Many companies hire CRM software consultants for a set length of time when the CRM is first introduced, or on an ongoing basis to train employees on how to use it.

Benefits of Consulting CRM Software

As a consultant, you’re constantly juggling multiple clients and prospects. This means you’ll need to stay in touch with opportunities on a regular basis, depending on the complexity of your service offering (and sales cycle).

While there are difficulties, there are also benefits for your efforts. The consulting industry is expanding, with revenues rising from $54.8 billion in 2015 to $68.5 billion in 2018. It’s time to start a new business.

So, with such hard work and rising market, how can you keep organized and on top of your selling game?

When it comes to consulting, sales is involved at every stage of the customer experience, however there are 2 different parts:

  • Opportunities of using the best CRM for small consulting business that have arisen as a result of your sales, marketing, referrals, or business development initiatives.
  • Upselling or cross-selling clients on additional services and retainers is an important part of client development.

Keeping track of these two areas without a strategy in place might be difficult. First and foremost, as a consultant, business development executive, or account manager, you must be aware of each contact’s behavior.

Second, the procedure differs for everyone. If you’re not properly tracking your customers, clients, or prospects, you could be missing out on an opportunity to increase revenue for your company.

CRM for small consulting business can be really useful in this situation. Let’s go through some of the most common advantages and why you should care about them.

  1. Automated sales processes

  2. Structured pipeline

  3. Email templates

  4. Keep on top of sales activities

  5. Reporting & forecasting

 Key considerations when buying consulting CRM software

In order to provide your company with a constant flow of customers, it is necessary, first of all, to automate the entire work process. Since the firm provides consultations, the level of interaction with clients is extremely important.
As a result of automation, the company receives a number of advantages:

  • human and financial resources are optimized;
  • labor productivity increases;
  • the speed and quality of performed operations increases;
  • the company's business processes are optimized;
  • the speed of decision-making increases;
  • the transparency of business processes increases;
  • the control of operational activity increases.

And in general, all this leads to INCREASE PROFIT - and this is the goal of any business.

Common Features of Consulting CRM Software

Сonsulting CRM software offers many features that support the workflow of consulting firms. When comparing vendors, you could start by looking at some of these important features:

Automating Common Sales Activities

CRM systems automate repetitive processes which increases accuracy and saves you time.

  • Creating and Sending Quotes
  • Converting Leads to Opportunities
  • Tracking Open and Closed Opportunities

Quick Activities

With Quick Activities, you can arrange meetings, log phone calls, and send emails with a single click. To find the information you need to connect with your clients, you don’t have to search excel sheets or, even worse, look for the document you stuffed in your bag over lunch. Your email, calendar, and meeting accounts are all synced with consulting CRM software

Efficient Lead Management

  • Automatic lead routing allows you to collect lead information from a website form and have that information immediately populate lead fields in your CRM.
  • Create rules to route leads to specified sales divisions or sales people based on the parameters you provide.
  • Create filtered views and reports of contacts and leads by easily segmenting and tagging clients.

Visualize Your Entire Sales Pipeline

  • Define your sales process’ stages and add guided sales steps at each one.
  • Within these steps, visualize your whole sales pipeline.
  • Make sales-stage reports to see how many new chances you have and how many are about to close, as well as overall revenue per stage.

Email Management

  • Create email templates that help you scale your customer outreach more effectively.
  • Keep everyone informed about new opportunities. Veloxity When you use Inbox, you may choose when you want to share email with others on your team.
  • Without having to go back to the Inbox, respond to emails, data records, and timelines from the Hub.
  • Schedule A/B testing, email blasts, and drip campaigns with Marketing Automation.

Timeline View

It’s critical to have a 360-degree picture of your customer. On an interactive timeline, see all of your conversations with a specific person or opportunity.

Management of the Sales Division

With a bird’s eye view of your company, you can gain a new perspective. Dashboards that illustrate your sales projections can show you trends based on how well your team has met quota in the past. Set quotas with a single click, and the CRM will take care of the rest.

User-Friendly Interface 

The best CRM for consultants will be more efficient and useful if it has a user interface that allows you to track and process your most essential sales activity from a single screen. Remember that your staff must desire to utilize the CRM for consulting companies in order for it to be useful.

Marketing Automation

Look for a system that allows you to add on features that will grow with your company. Marketing Automation capabilities that use data from your CRM for consultants  to develop marketing campaigns help you market more effectively by extending the functionality of your system.

Grow Your Business with CRM for Consulting

CRM can also help you manage your sales process. The pipeline management feature will show you exactly where your prospects are in the sales cycle. You can then personalize your pitch to that stage of the deal. Prospects at the top of the funnel might need an automated email introducing your services. Those further down the pipeline might warrant a phone call. You can prioritize your time and direct the right effort to the right person. Here, we have compiled a list of the top CRMs for consulting.

Compare CRM systems


What are the best CRM systems for consulting companies?

Here are the top proposal software choices for consultants to use:

  • Practice Ignition
  • Proposify
  • PandaDoc
  • BidSketch
  • Qwilr
  • Copper CRM
  • HubSpot CRM
  • Pipedrive
  • Zoho CRM
  • Salesforce

What to look for in business consulting software?

We looked at a larger range of qualities you should consider when making a purchase as we investigated the numerous categories and particular software options inside them. Business consulting software should, in general, give the following advantages:

  • Business consulting software must be far more versatile than other types of software due to the dynamic nature of the consulting sector.
  • Customizability — Admins and managers should be able to customize their consultation software to their own business and team needs.
  • Scalability — Because consulting businesses gain and lose customers on a regular basis, the software they employ must be as scalable as possible.
  • Comprehensive Customer Assistance — Regardless of which software you choose for your consulting firm, make sure the parent company offers comprehensive customer support.

How is CRM useful for a consulting company?

A CRM solution allows you to keep track of customer and prospect contact information, uncover sales possibilities, track service issues, and manage marketing campaigns all in one place – and make information about every customer encounter available to everyone who needs it at your organization.

What is CRM in consulting?

Consulting CRM software is used to track and manage interactions with current and potential customers, as well as to identify leads. Employees that operate in teams such as client servicing, sales, or marketing use it to connect directly with clients and customers.

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