There’s nothing as frustrating as losing clients due to a broken sales process due to an inefficient CRM for consultants. The effect of the pain is even more intense when you recall the huge budget spent on advertisements to get them.
You’ll agree that clients are every consulting business’s lifeblood. And as such, they deserve our attention at every phase of their journey.
Having a CRM is one of the best investment decisions you’ll make for your business. Not any regular consulting CRM but one that is dedicated to service providers and consulting firms.
With a consulting-focused CRM, the heartbreak that comes with losing clients is reduced. Instead, you’ll be able to automate your business, and streamline communications.
“The big benefit of CRM is the visibility of everything relating to customers going on in your company. If you want to provide a better service to your customer, you have to be able to manage everything from complaints to sales opportunities.”
– Roger Cole
The 6 Best Consulting CRM Software
1. Salesmate CRM - Best Overall
Salesmate CRM software empowers consulting businesses to get more leads by building relationships. It gives them the relevant knowledge and insights to close more deals. With Salesmate, consulting businesses can create workflows for automating lead generation.
Ever send an email and wonder if the clients open, read, or click on it or not? You can create an alert based on your client’s interaction with your email on Salesmate. The alert will trigger and create a follow-up task on your calendar when the client reads or clicks on the email.
CRM software helps you automate for improved productivity. With Salesmate Workflow, you can automate manual activities and tasks. For instance, data entry, appointment scheduling, and follow-ups. Leaving you with more time to focus on your core business.
And that’s not even all. Salesmate can be your assistant. You can work anywhere, and at any time with Salesmate’s mobile application. Enabling you to control your entire business like you never left.
2. Zoho CRM - Budget Option
Zoho CRM is a highly efficient platform, particularly favored by service-driven businesses. It offers comprehensive customer insights, aiding small consulting firms in managing customer details, leads, and accounts.
With extensive customization options, consulting firms can tailor Zoho CRM to fit their unique processes and integrate various tools. Zoho streamlines business communications, unifying them within a single ecosystem and reducing the need for multiple software solutions.
Its AI capabilities allow for personalized customer journeys and effective email campaign segmentation. Additionally, Zoho enhances customer engagement with telephony integrations, connecting with over 50 providers to improve the customer experience.
3. Capsule CRM - Best Extra Features
Elevate your small consulting business with Capsule CRM for Professional Services, designed to build strong client relationships and enhance engagement.
Capsule CRM unifies your team, communications, and information, eliminating disjointed processes. Team members can send emails, file notes, and make calls directly from the dashboard.
Track your business growth with Capsule’s Reporting Suite, offering insights on sales opportunities, monthly revenue, and more.
Capsule CRM integrates seamlessly with apps like Google Workspace, Microsoft 365, and Sage, boosting productivity with minimal effort. Its intuitive interface ensures a low learning curve, allowing your team to quickly adapt and focus on client service.
4. Pipedrive - Best For Usability
Pipedrive is an excellent CRM for small business consulting, focused on building customer relationships and enhancing sales performance. It optimizes business processes for pre-sales, sales, and post-sales activities.
Pipedrive’s intuitive interface allows you to create effective sales pipelines using a simple “drag and drop” builder, with templates available for quick setup.
Track your team’s progress and performance with real-time reports. Set sales goals, and Pipedrive will help you stay on course. Additionally, Pipedrive automates manual, repetitive tasks, saving time and streamlining your workflow.
5. Accelo - Best for Customer Service
Accelo helps consulting firms enhance productivity and profitability, focusing on sales, projects, and everything in between.
Accelo automates your entire sales process, including quotes, proposals, notifications, and follow-ups.
For project management, Accelo allows you to create, manage, track, and complete projects within the platform. Its Client Work Management feature keeps clients informed at each milestone. Enhance customer experience with Accelo’s ticketing system, which converts emails into support tickets for easy tracking and future reference.
Accelo also features tools for managing clients and retainers, tracking recurring income, and identifying profitable clients. Its Intelligent Reporting Platform provides essential business insights.
6. Monday CRM
Monday CRM for consulting businesses focuses on project management. An essential determinant of repeat patronage is excellent project delivery.
Monday lets you manage your projects in one dashboard. Every one of them. Also, you can view the timeline and progress rate of the project.
Tailor your client’s projects to their specific needs on the platform. Monday allows you to create boards for each project. Enabling you to personalize and track the deliverables of the project. Monday facilitates remote and collaborative work. Your team can easily collaborate on a project, brainstorm, and send files on the platform.
Conclusions
If you’re searching for a CRM for your small consulting business, this list is your perfect solution. Hand-picked by our team, these CRMs are tailored to suit your business needs and budget.
Losing a client is frustrating, especially when it could have been prevented. A CRM provides the system and structure needed to achieve your sales goals and grow your business.
Frequently Asked Questions
Yes! Small businesses can use CRM. Especially to manage their contact database leads, and sales pipelines – all from a single dashboard.
From our expert’s review, Hubspot is the best and most user-friendly CRM platform for small businesses. It’s super-easy to use, flexible, and open to integration.
CRM in consulting is a tool for managing and enhancing a company’s relationship with its prospective and existing customers. It helps consultants manage their client’s pipelines and automate existing business processes.
Primarily, the things to look out for in business consulting software are customizability, scalability, integration-friendly, active customer support, and alignment with your business goals. Once you get these right, then the rest becomes a walkover.
