CRM Software in consulting supports businesses that strive to improve their customer services. The businesses that use CRM software are B2B, B2C, startups, small businesses, and enterprise organizations. According to the consultants or other professionals, the best consulting CRM software is the one that facilitates workflow management, sales and marketing automation, territory management, and advanced analytics that cover all aspects of the business cycle and unifies their operations. The CRM software for consulting firms helps you choose the right platform, saves or reduces your expenses, provides you with additional features relevant to the business enterprises, optimized platform, and helps in training your employees according to business needs. Whether your company is a start-up or an established company, you require a CRM for the automated sales process, structured pipeline, and email templates to be on top of sales activities. A list of CRM tools for consulting firms and consultants offers you a wide range of options.
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List of Top CRM Software for Consultants & Consulting Business Reviews
1. Pipedrive – Best CRM for Consultants
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman
501 – 1000
2. Salesforce CRM – Popular CRM Software for Consultants & Consulting Firms
About Salesforce CRM: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.
Salesforce CRM Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino
Not provided by vendor
3. HoneyBook – All-in-one software for business consultants
About HoneyBook: Honeybook is a fully-featured client and financial management software designed to serve small businesses. The software helps users simplify their business by providing tools like billing, contracts, and client communication that streamline the payment process in one place. In addition, automated payment and task reminders can be created based on the project.
HoneyBook Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“There haven’t been tools as comprehensive as HoneyBook. It opened up the possibilities for me. Things change all the time and you need something dynamic that you can change on the fly. HoneyBook really replaces a need to have any physical documents and is way more interactive.” – Jennifer Domenick
51 – 200
4. Zendesk Sell – Sell smarter, not harder
About Zendesk Sell: Zendesk Sell CRM is a powerful customer support and sales software. It helps businesses optimize their customer experience, increase revenue and improve profitability. Some of the features include: email marketing automation, lead management, task management, chat functionality, and more. Features are built for both inbound and outbound customer interactions – whether on the phone or through emails alone. It is compatible with different languages, so it’s accessible to everyone! Zendesk Sell CRM is an investment that will pay off in the long run by increasing your business’ competitive edge among others who don’t use this software.
Zendesk Sell Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“We are using Zendesk Sell and Support to give our sales and support teams everything they need in one platform. They are able to effectively and efficiently collaborate and improve the customer experience.” – Bonni Poch
1001 – 5000
5. Insightly – Unify Your Consulting Business With the #1 CRM for Consulting Services
About Insightly: Insightly CRM is a software solution for small and large businesses. Insightly CRM has plenty of features to help you manage your workflow and stay in touch with your customers. Insightly CRM is available for U.S. and Canada only. It is available in several languages, including English, French, German, Italian, Spanish, Dutch, and more. CRM system is designed for teams that want to manage their clients, leads, and contacts on the go. It’s a very flexible tool that can be adapted to different industries with its modules.
Insightly Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“Bridging the gap between sales and marketing has always been important to us, and Insightly makes it easy to facilitate open communication between departments. We are excited to continue to capitalize on the tools that we’ve never had before. The opportunities within Insightly are endless.” – Chris Reider
51 – 200
6. Bitrix24 – Free CRM System For Consultants
About Bitrix24: Bitrix24 CRM is a web-based CRM software marketed as an all-inclusive solution that can be used by small and large enterprises. It can customize its interface to specific business needs. Bitrix24’s users have access to a suite of powerful CRM tools and other publishing and collaboration options for personal and business use. It features social media & email marketing technology that enables users to build trusting relationships and track their interactions.
Bitrix24 Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
7. Copper CRM – Manage relationships from deal to project.
About Copper CRM: Copper CRM is a leading provider of intelligent software systems for different industries. Through its cloud-based platform, Copper CRM provides business-grade capabilities to users to win today’s competitive marketplace. Copper CRM offers a wide range of standard customer relationship management (CRM) software features, including lead management, case management, and quote management, as well as marketing automation features, such as multi-channel lead capture and eCommerce capabilities.
Copper CRM Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“I love that Copper is simple, easy to use, and intuitive. Our business is all about relationships and it helps us build better relationships with our clients.” – Crescent Diamond
51 – 200
8. Salesmate – Top CRM Software for Consulting Firms
About Salesmate: Salesmate CRM is a free, versatile, and easy-to-use CRM software that will help you to organize your leads and generate more sales. It is a simple but effective solution to keep your phone, computer, and website up-to-date on everything that is happening in your business. Salesmate CRM enables users to track their sales and contacts, by giving them access to daily tasks, activities, and notes. The dashboard is simple and easy to use. It allows agents to quickly view the status of their leads, contacts, and accounts. To accelerate the process of lead management, it works seamlessly with your sales force via syncing as well as on all devices including mobile platforms.
Salesmate Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“I have tried, literally, more than 50 CRMs and Salesmate is the best I have found!” – Roy Weinberg
51 – 200
$15.00 /month / user
9. Maximizer CRM – Track sales activity with the best Consultant CRM Software
About Maximizer CRM: Maximizer CRM is a cloud-based software solution ideal for businesses seeking to improve customer service and increase revenue. Maximizer CRM lets organizations focus on what they do best – delivering outstanding value to customers – by integrating their business and sales processes with a single platform. Maximizer CRM offers enhanced collaboration, seamless integrations with other applications, live data updates through the cloud, mobile device integration, predictive analytics from contextual insights, and more.
Maximizer CRM Features: Contact Management, Interaction Tracking, Account Management, Lead Management, Prioritization, Task Management, Workflow Automation, Pipeline Management, Document Management, Third-Party Integrations, Reporting and Analytics
“Maximizer is the sales and operations backbone of our company that’s enabling us to provide a seamless experience to our clients throughout each of their life stages.” – Matt Welykholowa
51 – 200
Consultants CRM Software Buyer’s Guide
As a consultant, you can easily get benefitted through the consulting CRM software. It’s the best tool for individual consultants and consultancies.
Consulting CRM software is a tool that matches businesses with outside IT experts so they can hire them on a project or freelance basis. It's like bringing in an expert to work for you for a short time. For instance, if your in-house IT worker is out on vacation, you may need someone to take over their job temporarily. Consulting CRM software can help you find someone who does the same work as your regular IT guy at a fraction of the cost.
Two big reasons you should consider CRM software for consultants are expertise and ease. If you've ever been involved in an IT project and had to deal with a substitute, you know how difficult it can be. An expert can handle more complex tasks, making the job easier and less expensive. Also, because they're experts in their field, they're more likely to have the latest software and equipment. Your project will run smoother than if you hired someone with less experience. Consulting CRM software ensures that your IT projects are handled by experts — not someone who's only a little bit better than an amateur.
The best part about CRM for consultants is that it makes things easy on the buyer (you). Instead of blindly hiring a consultant and worrying about things you don't understand, you can look at their work and find out what kind of person they are as you research them.
You can look on the site and see what tasks this person is suitable for or bad for. Even if it turns out that the expert does not work with your particular type of software, there are still consulting CRM system experts available who will be able to help you. The main point here is that by using consulting CRM software, your job will not be outsourced to a bad IT worker.
» Standard Features of a Consulting CRM software
Consulting CRM software is a business management tool specifically for consultants and other service-based businesses. Some of the features that can be found in these CRMs are contact management, lead tracking,and reporting features. Here are features of a CRM for independent consultants, as well as how to select one for your business!
› Contact management
This is the database feature of a CRM for independent consultants. It stores all client information in a central database, which is helpful for consultants working on multiple projects at a time. The database will help you track and organize your client's contact info, such as names, phone numbers, addresses, emails, etc.
› Lead tracking
This tool helps you keep track of all the leads from different marketing channels, such as website traffic, email marketing efforts, and word-of-mouth referrals from satisfied clients. You can track each lead to the status of your follow-up with them and know when they are ready to buy your products/services.
› Interaction tracking
This feature will help track all your interactions with past clients and new ones in the future! It can help you to see when they want to followup when they want to give you feedback, and what kind of updates they are interested in.
This is an essential feature of a CRM for consulting businesses. You can prioritize the tasks that need to be done for the customer-focused company to move forward in the right direction. The client manager will input the most important tasks and assign them to one or more consultants so that they can focus on these tasks and close these sales within faster time frames!
The best CRM for independent consultants will provide you with valuable reports for daily business management. The reports can reflect various aspects of your business, such as the status of customer accounts, the time spent on each customer, and your sources of new leads.
› Account management
This feature is pretty much a function of the contact management feature. But it gives you a higher level of an overview on managing customer accounts, which will provide you with better performance in consulting industries like law or accounting.
› Lead management
The lead management tool integrated into most consulting CRM software can help you create and manage many new leads. This will include all the information you need to build a relationship with your clients - their contact info, company information, and other vital details.
CRM tools for consulting businesses should be able to connect with your current accounting or operating system because it will be extremely helpful in managing multiple projects simultaneously. An integration like this will help you efficiently process invoices, stock orders, and other financial data!
› Tasks and calendar
The tasks feature of consulting CRM software will help you organize your daily work with your clients. This tool creates jobs and schedules for each client so that their communications will be reviewed more frequently.
› Pipeline management
A pipeline management tool will help you manage your sales pipeline so that you can be assured of closing deals promptly without having to take breaks or lose focus.
» What type of buyer are you?
These are following types of consulting CRM software buyers:
› Independent consultant:
They have a consulting company looking for business solutions. They want consulting CRM software that is flexible enough to handle their needs.
› Client relations manager:
They work with many clients, but they're not managing the consulting services side of things themselves. They need easy access to client information while maintaining relationships with them, leading calls, and driving inbound leads through coaching sessions, sales promotions, or workshops.
› IT manager:
This person will be managing all aspects of IT functions, such as systems and software, on behalf of the company's consultants to deliver customer service, improve productivity and reduce risk in the workplace without additional help from the consultants themselves.
› Large Consulting companies:
They have offices across many countries, and they want to centralize all their data into one place so that it is easily accessible across the company. CRM software for consulting firms should have plenty of tools and features to make working easy.
› Large Businesses:
This business strives to provide high-quality customer service for every customer, no matter where they are in the world. For this kind of enterprise, the best consulting CRM software could manage everything from lead generation and sales to customer satisfaction tracking and management.
This company hasn't exactly been around long enough to make a profit yet, but they are trying to get recognized by the customers in their neighborhood before they grow large enough to afford a better software package than what they're currently using.
» Benefits of Consulting CRM Software
The benefits can range from increased productivity to enhanced customer service and more. Therefore, we are here with some of the most exciting benefits. Please take a look.
› Full pipeline View
It is essential to see the big picture when managing your business. Consulting CRM software allows you to view all of your leads, opportunities, and deals in one place – giving you a better overall picture of your pipeline.
› Closer tracking
CRM software for consulting firms will allow you to track the performance of each sales rep within each sales process and measure their performance against the competition. This will give you critical information about the people who work for your company and how they perform.
› Automatic follow-up
Using CRM for consultants effectively manages follow-up activities with a prospect or existing customer automatically. The software will track each deal's status, the follow-ups sent, and how long it took before someone responded. This allows you to track their progress and what actions you can take to improve them.
› Time to bill
The best CRM for consultants is designed to help you bill your clients quickly and accurately, in most cases, within two hours. In addition, many companies opt for a subscription model to capture more data at less cost.
› Improved sales process
Many entrepreneurs struggle with developing a sales process that works because they don't have the proper tools or even a clear idea of what the process should look like without consulting CRM software.
› Marketing and sales campaign
Consulting CRM software is designed to not only help companies manage their customers but also help them manage their pipeline in a consistent, systematic way. In addition, CRM software will allow your marketing department to set up automated campaigns to contact prospects based on specific criteria such as job title, geographic location, and more.
› Sales forecasts
CRM tools for consulting businesses allow you to forecast sales at individual and company levels – allowing your company to see patterns in sales activity over time. This provides essential information that your company can use in making critical business decisions regarding hiring or developing new products and services.
» How to Choose the Best Consulting CRM Software?
CRM for consulting businesses helps streamline their practices, which is why the service they choose can significantly impact their day-to-day work. It's important to consider all a firm's needs and wants before choosing one to maximize its benefits.
› Type of Consulting CRM:
There are two different types of CRM for consulting firms:
- The on-premise version offers the most customization, including the ability to create custom labels and reports. It can be challenging to implement and maintain, however.
- The hosted version allows access from anywhere, can be set up in minutes, and offers the same benefits as on-premises software. Logins must be created before an account can be set up and can't be changed once done if another firm hires a consultant. Simple to set up; requires less maintenance; needs constant updating; allows one login for all services tied together by a single project or initiative.
› Better for A&Ps, better for IT:
Some consultancies believe the on-premise version is the best choice, while others think the hosted version is the best fit. For example, a consulting firm may have a lot of A&Ps who prefer to work from home. The hosted CRM would be easier to use and allow them to access their information from anywhere - something they may not be comfortable with as an A&P. If you are considering a hosted CRM for consulting business options for an active consulting firm, it is essential to understand what clients want before making your decision.
› Motivation for using CRM:
Many consulting firms have a long history with particular software, which may make it difficult to switch to another one. Before choosing software, it is essential to consider the firm's history and how much time will be required to train employees and clients in the new program.
› Integration with other services:
Many consulting CRM software integrate with popular operating systems and software such as Outlook, Excel, Salesforce, and Google apps. Some also offer the ability to customize reports and have direct contact with their clients for more personalized service.
› Two-way integration:
CRM for consulting businesses can track their projects from beginning to end, giving them a clearer picture of what they need to do next. In addition, every time someone from the team adds new clients or leads on their own accord or is given new ones by the account manager, everything is seamlessly inputted into the system through two-way integration.
» How much does Consulting CRM Software Cost?
Many people might think that consulting CRM software has a lot of upfront costs, but the truth is that some consulting CRM software is free to use. You don't have to pay a monthly fee or buy a license key. The only thing you'll need at the beginning is initial setup costs for hosting, domain name, and development time for integrating your desired application with your site, ranging from $2-3k.
So how much does it cost? It all depends on how much time you can dedicate to hosting and development. If you're looking at 1-2 hours per week of work, then there's no problem because the fully hosted integration route will run around $10k over six months. If you're looking at doing it and hosting, it will be more like $20-25k. But if you're the type of person that can dedicate ten extra hours per week to managing your consulting CRM software and then another 4-8 hours of dev time to integrate with your site, that's about what it will take at around $30-40k total.
The choice of consulting a CRM system is a significant one to make. It doesn't mean consultants shouldn't ever use these programs; instead, there are many things to consider when choosing one for a particular firm. Consultancies vary in how they think and manage, so each has different needs and preferences. Just because something works for other firms does not mean it will work for yours. Consider your needs and those of the team before making your choice to maximize the benefits it may provide.