CRM for Consulting

Conduct business from your pocket, with a CRM for consultants

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:

FAQs

What are the best CRM systems for consulting companies?
What to look for in business consulting software?
How is CRM useful for a consulting company?
What is CRM in consulting?

Industries

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Construction

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Healthcare Industry

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Insurance Agents

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Manufacturing

Improve planning, production scheduling, and communication with a manufacturing CRM

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Real Estate

Manage properties, buyers, and sellers on a unified platform with CRM for real estate

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eCommerce

Improve customer relationships and reach new markets with CRM for eCommerce

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Small Business

CRM is an inexpensive software solution to scale your business

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SaaS Companies

Reduce churn and attract more customers with a CRM for SaaS

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Nonprofits

Raise more money, motivate volunteers, and grow strategically with CRM for nonprofits

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Retail

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Comparisons

SharpSpring

SharpSpring

VS
Enagagebay

Enagagebay

SuiteCRM

SuiteCRM

VS
SugarCRM

SugarCRM

Insightly

Insightly

VS
Capsule

Capsule

Zendesk Sell

Zendesk Sell

VS
Keap

Keap

Pipedrive

Pipedrive

VS
Zoho CRM

Zoho CRM

HubSpot

HubSpot

VS
Salesforce

Salesforce

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 consulting is cloud-based, you can do this anywhere you have an Internet connection.

Manage Tasks Efficiently with CRM for Consulting

But CRM 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.
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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.

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.

CRM for consulting firms 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.
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Common Features of Consulting CRM Software

CRM for independent consultants 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

Quick Activities

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 CRM systems.

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.
Email Management

  • 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.
Timeline View

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.

User-Friendly Interface 

The best CRM for consulting business 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.

Marketing Automation

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 to develop marketing campaigns help you market more effectively by extending the functionality of your system.
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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.

  1. Automated sales processes
  2. Structured pipeline
  3. Email templates
  4. Keep on top of sales activities
  5. Reporting & forecasting
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