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 conversation, 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 client data, comply, and automate the laborious & time-consuming tasks that pave the way to efficient functioning. The advantages include better customer support, targeted campaigns, updated information, identifying qualified or profitable leads, and productivity enhancement. If you are seeking a piece of in-depth information, look out for the list of the best CRM software for professional services today.
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- $49.00 /month
What are the Best CRM for Professional Services in 2023?
» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.
Best CRM Software for Professional Services with Reviews
1. Pipedrive – Popular CRM Software for Professional Services
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: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, 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 – Your clients, delighted. Your churn rate, lower than ever.
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: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, 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. Zendesk Sell – CRM for Consulting and Professional Services Firms
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: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, 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
4. HoneyBook – All-in-one CRM 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: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, 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
5. HubSpot CRM – Top Cloud-Based CRM Software for Professional Services
About HubSpot CRM: HubSpot CRM is a software application that primarily focuses on managing your business’s online presence and online marketing practices. The HubSpot CRM software is the backbone of every company’s website; it allows for managing and monitoring web traffic, tracking analytics, creating content for social media, and measuring success. Having access to HubSpot CRM can give you more insight into your customer’s behavior and customer relationship, which ultimately can help improve your company’s bottom line.
HubSpot CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics
“One of the most dangerous things a software company can do is remain static, HubSpot does a great job of listening to its customers and keeping up with the shifting world of technology. It’s a trustworthy platform that will keep pace with whatever the future brings.” – Haley Irwin
1001 – 5000
Not provided by vendor
6. Capsule CRM – Best CRM for Professional Services
About Capsule CRM: Capsule CRM is a tool for managing your company’s relationships and activities. It is simple to use yet has the power to help you be a more productive organization. You’ll also be able to track key milestones and measure the success of campaigns by using its intuitive reporting tools. Capsule CRM is a dynamic platform that works in real-time. It facilitates a vital facet of digital business-tight collaboration between departments and teams. This data centralization makes it easy to manage your business’s contacts, leads, and activities across many different systems.
Capsule CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics
“We wish we had used Capsule years ago as we’d be much better off now. The cost is pretty small but the return we get is around 10 to 15 times bigger.” – Dale Harris
51 – 200
Not provided by vendor
7. Creatio CRM – Boost productivity and collaboration with the unified CRM experience
About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.
Creatio CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics
“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” – Jana Sergejenko
501 – 1000
8. Keap – Best Cloud-Based CRM for Professional Services and entrepreneurs
About Keap: Keap CRM is a professional cloud-based CRM and contact management software that is easy to use and manage. It is simple to use, yet powerful enough to be used in bigger companies and large enterprises. Keap CRM has been primarily designed for small businesses but can also be used by medium or large companies. Its features include task management, scheduler, security logins, time tracking, sales pipeline management, customer care automation with support ticketing, and SMS/phone call recording.
Keap Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics
“We looked at our business model, we were able to hire our first business coach, and Keap gave us enough breathing room to identify the bottlenecks in our production and sales systems. Ultimately, ALL the success MiSyte.com has enjoyed comes back to my decision to purchase Keap in 2014.” – Jamie Gilleland
201 – 500
9. Ontraport – Best CRM software for Professional Services
About Ontraport: Ontraport provides flexible and functionally rich CRM software for professional services that tackle marketing, sales, and business in one place. It automatically captures the complete data regarding sales and leads, segments it in one platform, tracks multiple pipelines at once, and syncs marketing and sales processes. Compatible with any kind of mobile device with an app, Ontraport also integrates with Google Calendar, Zapier, Quickbook, WordPress, Freshdesk, and many more.
Ontraport Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics
“Before Ontraport, we would forget to call back clients when things got busy or hectic. We would field hundreds of calls per year with simple questions that could have been eliminated by sending out an email on the day of service. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure this never happens. The return on investment with Ontraport is huge.” – Eric Foronjy
51 – 200
10. CentraHub CRM – Client Relationship Management Simplified
About CentraHub CRM: CentraHub CRM is an innovative, reliable, customizable CRM solution that will help you manage your sales data and improve customer relationship management. The CentraHub CRM solution has a much smaller learning curve than traditional software. This makes it less costly for you and no time-wasting when getting started. The CentraHub CRM includes easy-to-access widgets that allow for visual analytics, which can even be exported into excel sheets or PowerPoint presentations for later use.
CentraHub CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics
“CentraHub CRM is a Highly customizable solution. The solution is more of a platform that you can build your processes and workflows upon. There are obvious best-practice templates to start off from, but if you really get invested in the implementation process of the solution you will discover endless possibilities to really make the software work for you and not the other way around.” – Hani
501 – 1000
Buyers Guide: CRM Software for Professional Services
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.
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.