CRMside
  • CRM Industries
    • Architects & Construction CRMs
    • Affiliate Marketing CRMs
    • Engineering Firms CRMs
    • Food Industry CRMs
    • Interior Designers CRMs
    • Immigration CRMs
    • Law Firms CRMs
    • Merger & Acquisition CRMs
    • Private Schools CRMs
    • Painting Contractor CRMs
    • Tour Operators CRMs
    • Venture Capital CRMs
    • Web3 CRMs
  • Comparisons
  • Case Studies
  • Resources
    • Statistics
    • Recommended Tools
  • About
No Result
View All Result
CRMside
  • CRM Industries
    • Architects & Construction CRMs
    • Affiliate Marketing CRMs
    • Engineering Firms CRMs
    • Food Industry CRMs
    • Interior Designers CRMs
    • Immigration CRMs
    • Law Firms CRMs
    • Merger & Acquisition CRMs
    • Private Schools CRMs
    • Painting Contractor CRMs
    • Tour Operators CRMs
    • Venture Capital CRMs
    • Web3 CRMs
  • Comparisons
  • Case Studies
  • Resources
    • Statistics
    • Recommended Tools
  • About
No Result
View All Result
CRMside

6 Best CRM for Consultants (Free & Paid)

Viktor. A by Viktor. A
January 7, 2023
in CRM
Reading Time: 15 mins read
0
Home CRM

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


This article will look at the six best consulting CRMs.

Six best Consulting CRM Software for 2022

  1. Salesmate
  2. Zoho
  3. Capsule
  4. Accelo
  5. Pipedrive
  6. Monday

Salesmate CRM

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.


The 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 Salesmates mobile application. Enabling you to control your entire business like you never left.

Salesmate Pricing

Salesmate provides you with a 15-day free trial for you to test all the features available. After this, you can choose a monthly payment option from any of the following:

  • $12 for a starter plan
  • $24 for the growth plan
  • $40 for the boost plan
VISIT SALESMATE

Zoho

6 best CRM for small consulting businesses

Zoho CRM needs little or no introduction. It’s one of the most efficient CRM platforms out there.
Zoho services many industries but with a particular preference for service-driven businesses. It helps small consulting firms to get a 360% view of their customer’s details, leads, and accounts.


With its customization options consulting firms can have complete control over their CRM. They can create custom business processes and other integrations.


Zoho enables you to streamline all business communications under a single ecosystem. Zoho eliminates the need for much software. It does this by unifying your entire business communications and processes.


Personalize your customer’s journey to keep them engaged throughout the sales funnel. Zoho’s AI capability allows you to segment your customers for effective email campaigns.


That’s not even all. Zoho helps you 10x your customer engagement rate with Telephony integrations. Connect with over 50 telephony providers to boost your customer’s experience.

Zoho Pricing

Zoho provides you with a 15-day risk-free trial for you to test all the features available. After this, you can choose a monthly payment option from any of the following:

  • $12 for a standard plan
  • $20 for the professional plan
  • $35 for the enterprise plan
  • $45 for the ultimate plan
VISIT ZOHO

Find and hire talent from 180+ countries with Oyster HR. 

Capsule CRM

6 best CRM for small consulting businesses

Level up your small consulting business with Capsule CRM for Professional Services. This CRM prioritizes building relationships and possesses the required tools for client engagement.


Capsule CRM brings your whole team, communications, and information in one place. No more disjointed processes. Your team members can send emails, file notes: and even make calls from your dashboard.


How do you even know whether your business is growing or not? Capsule Reporting Suite gives you access to key insights on the performance of your business. Insights like sales opportunities lost, those won, monthly revenue, and much more.


Capsule CRM permits integrations with all your favourite apps. With a click or two and you’re set. integrate Google Workspace, Microsoft 365, Sage, and other apps for productivity.


One of the most amazing things about Capsule CRM is that the learning curve is low. Your team won’t need to spend weeks and months learning how to use the platform. It’s intuitive and easy to use, leaving your team with enough time to focus on serving your clients.

Capsule Pricing

Capsule provides you with a 30-day free trial for you to test all the features available. After this, you can choose a monthly payment option from any of the following:

  • $18 for the professional plan
  • $36 for the teams’ plan
  • $54 for the enterprise plan
VISIT CAPSULE

Pipedrive

6 best CRM for small consulting businesses

Pipedrive is a CRM for building customer relationships. It’s one of the best CRM for small business consulting for driving sales performance. Pipedrive optimizes your business processes for pre-sales, sales, and after-sales activities.


Pipedrive’s intuitive CRM lets you create effective pipelines for your business. You can visually create stages of your sales process with a simple “drag n’ drop” builder. Even though you cannot make one from scratch, you can choose a pipeline in the template library.


Here’s where it gets interesting, Pipedrive enables you to track your team’s progress. It monitors your performance and gives you real-time reports to keep you on track. All you have to do is to set a sales goal and let Pipedrive do the rest.


Automation is not left out on Pipedrive CRM. Those manual, repetitive tasks of yours can be on autopilot. Save more time for your team by eliminating manual processes with Pipedrive’s automation.

Pipedrive Pricing

Capsule provides you with a 14-day free trial for you to test all the features available. After this, you can choose a monthly payment option from any of the following:

  • $12.5 for the essential plan
  • $24.90 for the advanced plan
  • $49.90 for the professional plan
  • $99.00 for the enterprise plan
VISIT PIPEDRIVE

Accelo

6 best CRM for small consulting businesses

Accelo aims at helping consulting firms boost their productivity and profitability. Accelo is all about sales, projects, and everything in between.


With Accelo, you can systematize your entire sales process. Automating quotes, proposals, notifications, follow-ups, and other relevant sales activities.


When it comes to project management, Accelo is not left out. Effortlessly create, manage, track and complete all your projects without leaving the platform. Use Accelo’s Client Work Management platform to notify your clients of each milestone.


Take your customer experience to a new level by leveraging Accelo’s ticketing system. It enables you to convert emails into support tickets, track each ticket, and refer to them in the future.


Accelo comes with a dedicated product that allows you to manage and keep more clients. Know your retainers, their recurring incomes, and identify profitable clients on your dashboard.


Accelo’s Intelligent Reporting Platform empowers consulting firms with crucial business insights. It extracts reports and insights from the activities done on Accelo for eff

Accelo Pricing

Accelo provides you with a 14-day free trial for you to test all the features available. After this, you can choose a monthly payment option from any of the following:

  • $24 for the plus plan
  • $39 for the premium plan

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.

Monday Pricing

Monday provides you with a 7-day free trial for you to test all the features available. After this, you can choose a monthly payment option from any of the following:

  • FREE for the individual plan
  • $24 for the basic plan
  • $30 for the standard plan
  • $48 for the pro plan

VISIT MONDAY

Final Thoughts

If you’re looking for a CRM for your small consulting business – then you should look no further than this list.


They were hand-picked by our team to suit your business needs and budget.


I know how frustrating losing a client can be. I’ve been there before. And when it stings the most, it’s when you knew you could have averted it earlier.


How do you even grow your business without a system? A CRM gives you the system and structure you need to hit your sales goals.

A CRM can shift your small consulting business from point A to B; take advantage of this list.

Can small businesses use CRM?

Yes! Small businesses can use CRM. Especially to manage their contact database, leads, and sales pipelines – all from a single dashboard.

What is the best and most user-friendly CRM platform or software to use for small businesses?

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.

ShareTweetShareSend
Viktor. A

Viktor. A

Viktor. A is a writer and researcher with experience writing about various topics, including CRM software, SaaS, finance, and technology. When he's not writing, he's swimming and travelling

Related Posts

best solar crm
CRM

5 Best Solar CRM Software in Australia [2023]

crm for distributors
CRM

5 Best CRM for Distributors (2023)

pharmaceutical crm software
CRM

5 Top Pharmaceutical CRM Software (2023)

Next Post
Whatsapp crm

Vepaar Review (2023): Best WhatsApp CRM Automation Tool

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

CRMside

We are aimed on providing timely CRM tools, techniques, and resources to help their businesses grow their revenue and sales.
Read more

Quick Links

  • Contact
  • Recommended Tools
  • Affiliate Disclaimer
  • Write for Us

Tags

Advertising Business tools business visibility marketing Marketing Tips & Strategy Statistics top picks Top small business blogs WhatsApp Marketing WhatsApp Sales Funnel

© 2023 Copyright CRMside.com

No Result
View All Result
  • CRM Industries
    • Architects & Construction CRMs
    • Affiliate Marketing CRMs
    • Engineering Firms CRMs
    • Food Industry CRMs
    • Interior Designers CRMs
    • Immigration CRMs
    • Law Firms CRMs
    • Merger & Acquisition CRMs
    • Private Schools CRMs
    • Painting Contractor CRMs
    • Tour Operators CRMs
    • Venture Capital CRMs
    • Web3 CRMs
  • Comparisons
  • Case Studies
  • Resources
    • Statistics
    • Recommended Tools
  • About

© 2023 Copyright CRMside.com

Get Started With HubSpot CRM for Free!

Unlimited contacts, live chat support & more.

Visit HubSpot!