Best CRM Software for Consultants (Free and Paid)
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 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 unify their operations. 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, optimizes the platform and helps train your employees according to business needs. Whether your company is a startup 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 top Free and Paid CRM tools for consulting firms and consultants offers you a wide range of options.
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List of Best CRM for Consultants (Free and Paid)
Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it eas... Read more about Pipedrive
14 Days
$12 Per month
United States
Microsoft Dynamics 365 is a comprehensive suite of business applications that integrates CRM and ERP capabilities with productivity applications and AI tools. Designed for both small and large businesses, it offers modules for sales, customer service, field service, finance, operations, commerce, and HR management. Dynamics 365 facilitates customer engagement through personalized experiences, whil... Read more about Microsoft Dynamics 365
30 Days
Contact Vendor
United States
HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reven... Read more about HubSpot CRM
Available
$20 Per month
United States
Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into sa... Read more about Zendesk Sell
Available
$19 Per month
United States
Salesforce Sales Cloud
Build strong customer relationships and grow revenue with a single source of truth.
Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close deals more efficiently. With Salesforce Sales Cloud, users can easily organize and access customer information, facilitat... Read more about Salesforce Sales Cloud
Available
$25 Per month
United States
Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to tailo... Read more about Zoho CRM
15 Days
$14 Per month
India
Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes p... Read more about Freshsales
Available
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United States
ActiveCampaign for Sales is a customer experience automation platform, enhancing sales processes. It combines email marketing, automation, and CRM tools. Users can automate email follow-ups, ensuring timely engagement with leads. The software allows for segmentation of contacts based on behavior, aiding targeted communication. Sales pipelines are customizable, adapting to different sales stages. A... Read more about ActiveCampaign for Sales
14 Days
$49 Per month
United States
monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include custo... Read more about monday sales CRM
Available
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Israel
Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite
Available
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United States
Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24
15 Days
$49 Per month
United States
ClickUp is an all-in-one project management platform that caters to diverse team requirements. Its user-friendly interface simplifies task organization and collaboration. It also offers customizable views to adapt to different workflows. With features like Docs, Goals, and Time Tracking, ClickUp centralizes tools and eliminates the need for multiple applications. The platform fosters transparency ... Read more about ClickUp
14 Days
$7 Per month
United States
SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case mana... Read more about SugarCRM
NA
$26 Per month
United States
Streak is a CRM tool uniquely integrated within Gmail, streamlining workflow directly in the inbox. It specializes in managing customer relationships and sales pipelines efficiently. Streak allows for tracking emails, which is crucial for timely follow-ups. It features customizable pipelines, adaptable to various business needs. Collaboration is facilitated as teams can share emails and pipelines.... Read more about Streak
Available
$49 Per month
United States
Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integratio... Read more about Insightly CRM
14 Days
$29 Per month
United States
HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates... Read more about HoneyBook
7 Days
$8 Per month
United States
Copper is a customer relationship management (CRM) tool designed for ease of use, focusing on simplicity and integration with Google Workspace. It automates data entry by capturing and organizing emails, calls, and meetings, keeping customer interactions in one place. Copper's strength lies in its seamless integration with Google apps, making it a natural choice for users already within the Google... Read more about Copper
14 Days
$23 Per month
United States
Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals.... Read more about Keap
14 Days
$249 Per month
United States
Bonsai is an excellent bookkeeping solution. It proves to be a valuable companion for small businesses, akin to a digital ledger that efficiently records financial transactions. Managing invoices, tracking expenses, and handling payments become easier processes with its easy-to-use interface. Think of it as a virtual workspace, ensuring your financial details are neatly organized and easily access... Read more about Bonsai
NA
$21 Per month
United States
Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users ... Read more about Capsule CRM
14 Days
$18 Per month
United Kingdom
Accelo is a robust business automation platform designed to simplify professional service operations. Offering a unified system, it seamlessly integrates project management, client relationship management, and billing processes. Accelo's strength lies in its ability to automate repetitive tasks, saving time and reducing errors. It empowers teams with real-time collaboration and communication tools... Read more about Accelo
NA
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United States
Maximizer CRM is a comprehensive customer relationship management software designed for businesses seeking efficient client management. It offers contact and lead management, centralizing customer information for easy access. Sales management tools help track deals, from initial contact to closure. Maximizer CRM features marketing automation, streamlining campaign planning and execution. Customer ... Read more about Maximizer CRM
NA
$65 Per month
Canada
Pipeliner CRM
Build a connection with customers and opportunities with a powerful Sales CRM for Sales & Account Management.
Pipeliner CRM is a visually driven and sales-focused customer relationship management tool. It is best suited for businesses of all sizes. Its key differentiation lies in its highly intuitive visual interface, which simplifies complex sales processes and pipeline management. The software excels in providing real-time sales data, ensuring that sales teams have up-to-date information for decision-ma... Read more about Pipeliner CRM
14 Days
$65 Per month