Best CRM Software for Professional Services

The information technology market offers the best CRM for professional services besides the CRM for product selling. CRM software comes in handy for all types of service providers for data management, including client profiles, past transactions, email communication, telephonic conversations, social media, & others that would be easy to retrieve in case of need. Hence, if service is the nature of your business, you can choose CRM software for professional services firms. The professional software services CRM would be helpful for you to identify cross-selling opportunities, retrieve the ...

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List of Best CRM for Professional Services

Pipedrive

Sales CRM & Pipeline Management Software

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 ... read more about Pipedrive

NA

Contact Vendor

United States

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 Per month

United States

SugarCRM

A CRM Platform that Customers Love

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 ... read more about SugarCRM

7 Days

$26 Per month

United States

Nutshell

All-in-one CRM that helps B2B teams close more deals

Nutshell is a high-performing customer relationship management (CRM) software designed to streamline and enhance business interactions. It helps businesses manage contacts, track leads, and nurture customer relationships efficiently. Nutshell offers a centralized platform where teams can collaborate and share vital information. With its intuitive interface, users can easily organize and access ... read more about Nutshell

14 Days

$16 Per month

United States

Less Annoying CRM

All of your contact information in one place

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... read more about Less Annoying CRM

30 Days

$15 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, ... read more about Salesforce Sales Cloud

Available

$25 Per month

United States

Salesmate

Best Sales CRM Software with Advanced Automation for Teams

Salesmate is an excellent software designed to enhance sales processes for small and medium-sized businesses. Tailored for simplicity, it offers a range of features to streamline customer relationship management (CRM). With Salesmate, users can efficiently manage leads, track sales pipelines, and automate repetitive tasks. The platform facilitates communication by integrating with email and ... read more about Salesmate

15 Days

$23 Per month

United States

Creatio

No-Code Platform to automate workflows and CRM

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels ... read more about Creatio

Available

$25 Per month

United States

SAP Sales Cloud

Improve sales engagements and build relationships that last

SAP Sales Cloud is a powerful software solution designed to streamline and enhance your sales processes. With its user-friendly interface, it simplifies lead management, opportunity tracking, and customer engagement, making it easy for your sales team to focus on what matters most – closing deals. This software also offers real-time analytics and reporting, allowing you to gain valuable insights... read more about SAP Sales Cloud

7 Days

Contact Vendor

United States

Pipeline CRM

A sales CRM platform that offers easy setup, integrations, customization, and intuitive tools.

Pipeline CRM is a high-quality software developed to help businesses organize and manage their customer relationships effectively. It streamlines tasks, keeping customer interactions organized in one central hub. With Pipeline CRM, teams can easily track leads, monitor sales progress, and enhance collaboration. The software offers intuitive features like contact management, deal tracking, and ... read more about Pipeline CRM

14 Days

$25 Per month

United States

Bonsai

Business and invoicing management solution

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 ... read more about Bonsai

7 Days

$21 Per month

United States

Accelo

The Client Work Management Platform for Professional Service Businesses

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

7 Days

Contact Vendor

United States

ClickUp

One app to replace them all

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

Bitrix24

All-in-one free platform to manage your team and run your sales

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 ... read more about Bitrix24

15 Days

$49 Per month

United States

Apptivo

Simplify your business operations with Business Management Software.

Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... read more about Apptivo

30 Days

$15 Per month

United States

HoneyBook

The all-in-one clientflow platform for those who do it all

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

Keap

Leading small business CRM and automation platform

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

HubSpot CRM

Free CRM Software & Tools for Your Whole Team

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... read more about HubSpot CRM

14 Days

$20 Per month

United States

Zoho CRM

Top-rated Sales CRM Software by Customers

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 ... read more about Zoho CRM

15 Days

$14 Per month

India

Nimble

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales ... read more about Nimble

14 Days

$24.90 Per month

United States

Zendesk Sell

Sales CRM Software & All-in-One Sales Platform

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 ... read more about Zendesk Sell

Available

$19 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

ActiveCampaign for Sales

Drive relationships forward to grow your business.

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. ... read more about ActiveCampaign for Sales

14 Days

$49 Per month

United States

Capsule CRM

The smart, simple online CRM

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

Maximizer CRM

A CRM specifically built for the sales leader… finally.

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

7 Days

$65 Per month

Canada

CRM for Professional Services Buyer's Guide

To stay on top of the competition and grow their practice, professional services firms need sophisticated customer relationship management software. The features that make a CRM system valuable for professional services include contacts with detailed contact information, opportunities, and contracts that track sales pipeline data for prospects, email templates for specific client types, managing time off requests by team members, and upcoming work commitments.

» What is CRM Software for Professional Services?

CRM Software that helps keep track of your contacts and lets you know when they need something or want to be contacted again? That might sound like a salesperson or client relationship management software. But it's not. It's Customer Relationship Management (CRM). Whether you are in sales or professional services, it's a valuable tool that makes you more efficient and effective at your job, whether you are a sales rep who has to keep track of leads or if you're in professional services and have multiple clients across several industries. A professional services CRM will help you:

Track customer calls, emails, time off requests, and upcoming business commitments. This is especially useful if a company has several different companies working on a project (for example, a custom software developer). It allows you to track the work that another team member has so that you can be sure it's getting done promptly (this works exceptionally well if those other members aren't taking regular time off).

Make it easier for clients to request assistance, whether they're downloading your templates or creating new contracts.

Save time – let the software update your calendars automatically based on the date of your next meeting, and client calls.

The higher a sales manager goes in a company, the more difficult it is to keep track of who is doing what, when, and for how long. CRM software for professional services firms can keep everyone on the same page by tracking time and assigning tasks to ensure everyone is doing their part to reach the company's goals.

» Features of CRM Software for Professional Services

CRM software for professional services, is one of the essential software in any business. It's a type of automation that helps to store and manage information about customers, contacts, orders, and much more. In this guide, we'll go through some key features you should look for when choosing CRM software for professional services business. 

› Workflow automation: The more you can pack into your workflow, the less time you need to waste on admin and the more time you have to focus on serving customers. Look for CRM software for professional services that offer automated storage of customer information and tasks like invoicing or debt collection. As part of this, look for an interface that is easy to use with a clean design. Also, ensure data entry is simple and quick without typos ruining everything, which can sometimes be an issue with mobile apps when typing quickly on a tiny keyboard.

› Contact management: One of the main benefits of CRM software for professional services is that it helps you manage your customer database, contacts, and, as a result, leads. Look for tools that will allow you to quickly email, SMS, or create phone calls with specific information about your customers. 

Order management: Professional services CRM should also have an easy-to-use web interface to view orders by customer or contact type, quotes, and invoices. 

› Email marketing campaigns: An email marketing component to professional services CRM will allow you to create, send and track customer sales emails. If a customer has already purchased from your business, you can use this as a chance to offer them more products or services. Ensure that your emails are well-segmented for each customer and that you're only sending relevant information that won't be seen as spam. An integrated email marketing service such as MailChimp, Get Response, or Campaign Monitor is a good component in this area.

› Reporting and analytics: A proper CRM tool for professional services firms should provide reports on the data stored and tracked in the system. Also, ensure the tool you choose has a good set of analytics tools that will allow you to monitor your leads and sales for future campaigns. 

› Social media integration: Social media integration with your professional services CRM is an excellent way to grow your business. It allows you to add a 'follower' feature and ensure you get updated on any new social posts that customers share about your business.

› Lead management: To help manage your customer database, service business CRM software allows you to manage and segment leads. This means you can look at each lead's sales and demographics data to identify specific customers you should target. As a result, your bright leads can be turned into pre-qualified prospects or cold email leads.

› Support: Customer support or service desk is another critical area of your service business CRM software. This is where you'll need to go when a customer has a problem or question about their order. The process shouldn't be too complicated and shouldn't delay the resolution of customer issues unnecessarily, so it should be easy to contact support from the main dashboard interface of your software.

› Employee tracking: One of the critical benefits of service business CRM software is that it helps you to manage your employee database and track who works where. This enables you to ensure that you have a full-time staff with regular working hours and visibility into their activities, which can be very useful in employee performance reviews.

› Payment gateway integration: Professional Services CRM software helps streamline payment processes for your business. Look for a system compatible with the most common payment gateways to simplify the collection process and create reports on how well each customer performs in different countries or states.

› Real-time data: One of the key benefits of CRM for the professional services industry is that it helps you get instant access to customer and contact information even when you're not working. Use the CRM for professional services to monitor performance and do real-time forecasting based on data that the workforce has entered. For example, if sales start dropping off mid-summer, use this information to take action and send a message through your CRM with a call-to-action reminding people to take some time off during the summer.

› Data analysis:  You can also use data analysis reports in your CRM software to track specific metrics like daily sales, long-term trends, or whether certain products have been successful.

» Benefits of CRM Software for Professional Services

If you're in any service-based business, CRM software for professional services firms can be a great tool to help you keep track of your customers and prospects. Here are some of the advantages that CRM software offers for a service-based business:

› Automating repetitive and time-consuming tasks:

CRM software for professional services firms can help you manage your customers and prospects as completely and efficiently as possible. For example, an office manager who has to keep track of all their clients' information is likely to have a lot of details to remember about each client. These details can entail hours, days, or even weeks that could be far better spent on more profitable, meaningful work.

› Removing misunderstandings:

CRM software allows you to keep track of your client's information and keep them in contact with one another at all times, eliminating the potential for misunderstandings and miscommunications within your business. By keeping everyone updated on everything, you can eliminate any potential problems before they arise.

› Better customer service:

You can significantly improve your customer service with the ease of accessing information that professional services CRM can provide. You'll be able to have all the required information about a client in one place and get quick access to what they're looking for. The easier it is to help your clients and prospects, the better your support will be, and the more likely they will come back.

› Managing attendance:

You may want more control over how much time your employees spend with each client and prospect. CRM software for professional services makes scheduling appointments easier, tracking the hours spent with or talking to a particular client, monitoring who's turning their paperwork in on time and who's late, etc.

› Improved customer retention:

CRM software for professional services makes it easier to keep your clients coming back to see you or refer friends and family. With easy access to information, you can keep them up-to-date with progress on their project and other work you're doing for them. If they've been with you for a while, they'll know how much progress you've made and will feel more comfortable recommending your services to their friends or family members.

› More accurate customer reports:

Spreadsheets can be great tools for analyzing how well a project is going, but they're rarely precise enough for the details of a specific client's business.

» How much does CRM Software for Professional Services cost?

If your business has complex needs, the cost of the software and implementation can quickly go up. Therefore, understanding what your budget is going to be before purchasing CRM software for professional services is essential. Ideally, a Professional Services firm should budget around $100-$300 per month per user for CRM software. Then add 30% of that cost to the bill to cover implementation, training, and support. Make sure you ask any vendor how long it will take them to provide you with a fully functioning tool and any upgrade costs that may occur along the way.

» Conclusion:

Be sure to evaluate all factors carefully before you invest in any system. There are various CRM software for professional services firms available on the market that can track your leads, but not many automate the processes for creating reports and organizing contacts. Make sure to choose the best CRM software for your professional services firm.