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
SharpSpring is a highly adaptable CRM solution designed to meet the unique demands of the consulting industry. Its focus on lead and contact management, marketing automation, customization, and analytics empowers consultants to optimize their operations and enhance client relationships.
Copper is a versatile and user-friendly CRM solution tailored to the needs of consultants. Its integration with G Suite, combined with features like contact and lead management, sales tracking, email tracking, and task management, makes it an excellent choice for consultants who rely on Google Workspace.
Pipedrive`s visual sales pipeline, contact and lead management capabilities, and email integration make it an ideal choice for consulting professionals. The CRM's automation, customization, analytics, and integration capabilities provide consultants with the tools they need to deliver exceptional client service.
Microsoft Dynamics 365 is a powerful and versatile CRM solution that is exceptionally well-suited for consulting firms and professionals. It offers a wide array of features and functionalities that can help consultants effectively manage client relationships, streamline operations, and drive business growth.
ActiveCampaign is an excellent choice for consulting firms looking to optimize client engagement and deliver exceptional service to their clients. Consultants can maintain detailed client profiles, track interactions, and access historical data to build and nurture long-lasting client relationships.
SugarCRM is a robust and versatile CRM solution that serves as an excellent choice for consulting firms and professionals in various industries. This CRM platform offers a wide array of features and tools designed to streamline client management, improve communication, and enhance overall productivity.
Yetiforce was initially forked from another CRM platform, Vtiger. YetiForce is an open-source Customer Relationship Management (CRM) software that offers consulting firms a versatile and customizable platform for managing client relationships and business processes.
Benchmark is a feature-rich CRM solution designed to empower consulting professionals and firms. With its client management capabilities, project and task tracking, lead and opportunity management, and email integration, it offers a comprehensive set of tools to manage client relationships and streamline consulting operations.
Soffront is a comprehensive and highly customizable CRM solution designed to empower consulting professionals and firms. Its capabilities for client management, project and task tracking, lead and opportunity management, email integration, and more make it a versatile choice for consultants.
Keap streamlines the entire process of managing leads, following up with prospects, handling invoices, nurturing leads, and collecting payments within a single, integrated platform. With its included marketing tools, you can also efficiently onboard new clients and seek referrals from your current customer base.
webCRM keeps things simple and intuitive. The UI is straightforward and you get just the right amount of features for a small to midsize business. With its wide range of features and user-friendly interface, webCRM is a reliable partner for consulting businesses aiming to deliver top-notch services and build lasting client relationships.
Really Simple Systems (RSS) is designed for small to medium-sized B2B organizations. It`s an easy-to-use CRM with a strong customer support system. With Really Simple Systems, you can optimize your consulting processes and focus on delivering value to your clients, thereby achieving long-term success.
Salesboom offers a comprehensive CRM software platform. Salesboom is a robust and adaptable CRM solution that empowers consulting professionals and firms to manage client relationships, streamline operations, and achieve business growth.
SAP CRM is a robust and sophisticated CRM solution that can significantly benefit consulting firms by enhancing client relationships, improving operational efficiency, and driving business growth. Consultants can optimize their processes and contribute to the long-term success and growth of their consulting firm.
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.
Automated sales processes
Keep on top of sales activities
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
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.
- 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.
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.
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.
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
A 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.