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If you are a consultant team or independent consultant looking for a CRM for the consulting business, you have come to the right place! We took a closer look at each of the CRM solutions to make your job easier.

Undoubtedly, the main concern of almost all customer-centric companies is to provide effective services to their customers. This way they can build and maintain strong relationships with their customers. The same goes for consultants. You need to be very selective when choosing CRM for your consulting business because you want to build interactive customer relationships.

Loyal customers are the key element of a consultant. Not only does that mean they are working on building ongoing relationships with the consulting business, but also recommending their services to others. This is where CRM ignites for the consulting business!

What is the best CRM for consulting?

The best CRM for consulting companies can be redesigned by the individual needs of the consulting company. Since every consulting firm has its own requirements, it would not be fair to just refer to one CRM solution. However, the best CRM software for consultants should offer some of the key features listed below:

• Manage your leads that automatically enter your sales pipeline,
• Track all of your customer communications in one place to simplify the follow-up process.
• Create workflow automation for all repetitive tasks
• Set notifications for the follow-up, upcoming tasks or meetings,
• Receive an overall analysis of business processes and sales pipelines at any time.

Why do you need a CRM for your consulting company?

As a consultant, you are likely to be dealing with a large number of clients at the same time. If some create complex situations, you may miss out on some problems or even opportunities. Whether you have just started advising or are already a seasoned consultant, you should keep an eye on all of your clients and the services you provide. You should also be aware of your customers’ expectations and concerns in order to build strong relationships and maintain their effectiveness.

The key factor in building strong relationships with your customers is the ability to communicate interactively. That way, you will always be on the right track to build a lasting relationship with them. As the number of customers you deal with grows, using a CRM system makes the process easier. Since you have to define which phase you are in in the sales pipeline or which customers are about to close, the management software gives you a comprehensive overview of the entire process.

Below we’ve compiled a list of the best CRM software for consultants to keep track of sales activity!

Top 8 CRM for Consulting Companies

• copper
• salesperson
• Zendesk Sell
• Bitrix24
• Capsule CRM
• Accelo
• HoneyBook
• megaphone

When you’re ready, let’s take a look at the arsenal of CRM solutions for consultants:

copper

Copper tops the list of the best CRM software for consultants as it offers an all-in-one solution for businesses of all sizes. The platform helps consultants to organize all information about customers and projects in one place. The great part about Copper is that you can easily track leads, contacts, account details, and follow-ups automatically. It is possible that problems arise in a working system, but Copper’s customer support team can fix any problems immediately.

In addition, Copper’s CRM solution also offers a deal management system to ensure growth. When it comes to closing sales deals effectively, a proper deal management system becomes a necessity. This is one of the features that sets Copper apart from other CRM for consultants. On the other hand, while the system improves the customer experience, it helps to close deals faster and easier.

salesperson

With the Salesmate CRM software, teams of consultants or independent consultants can gain a deep understanding of their customers. You can manage leads in your sales pipeline, organize workflows and communication internally and externally, track contacts and follow-ups.

The CRM software also reminds you of upcoming appointments or tasks. Slightly segmented contact data enable the consultants to handle all sales communication. Salesmate can also be integrated into a virtual telephone system.

Zendesk Sell

Another great CRM for consulting firms is Zendesk Sell. It helps advisors shift their sales while organizing their customer information. The platform enables consultants to customize their sales pipelines, bylaws, product updates, and other details. With its product management function, consultants can easily track any customer project to take smart action.

Communication and workflow tracking capabilities give consultants a consistent view of business statutes, emails, calls, etc. This plays an important role in increasing productivity. There’s one remarkable thing about Zendesk Sell that it offers mobile sales and contact management capabilities on the go.

Bitrix24

Bitrix24 differs from other CRM software for consultants because of its unlimited 100% free features. Most free versions of tools have limited functionality, but Bitrix24 destroys that perception. It offers a platform to store all data from successful and existing customers in one place. This allows consultants to manage, track and adjust the data.

Bitrix24 is characterized by its functions for time and work tracking, document management, project management and invoice tracking. Consultants can also establish a private communication link with their clients and work with them on consulting projects.

Capsule CRM

Capsule CRM can store every single detail about customers and success to build a strong customer base. It enables consultants to customize their sales pipelines. Consultants can adapt the CRM software to their individual needs with Google Workplace and Microsoft Outlook integrations.

The CRM system does not restrict consultants in managing their projects, sales tasks or communication. You can always expand the capabilities of the CRM solution by updating its plans. The capsule reporting suite will be the consultant’s main pinch when it comes to making critical decisions.

Accelo

If you work alone or in a small business team, Accelo can meet all your needs from data collection to time tracking. Whether you work with large teams or a handful of customers, keeping track of customer communications is a must. With Accelo, consultants can track the progress of deals and projects, the statutes of invoices, emails and calls, and much more. In addition, the time tracking feature gives advisors insight into how they spend their time with clients and projects.

In recent years, with technological developments, mobile-friendly CRM software has come to the fore. Accelo is one of the providers that has a mobile app to provide access to critical customer communications.

HoneyBook

Another all-in-one CRM for consulting firms is HoneyBook, which helps manage inquiries, customer communications, payments, and more. Consultants can create email, offer and invoice templates to automate their business processes. The CRM system also sends automated reminders for follow-ups, upcoming meetings or calls. It also generates a customer database to easily manage projects from first to final touches.

Consultants also streamline their communication workflow in one place. The CRM solution not only manages external communication with its customers, but also internal communication. The ability to manage inquiries and projects on the go is a plus.

megaphone

Finally, Bullhorn offers a comprehensive and easy-to-use CRM solution for consultants. It streamlines customer communications to increase sales and overall business activity. The Bullhorn CRM system organizes all customer data and lets you segment it by roles, industries, sales, etc. The reporting dashboard gives advisors real-time insights into clients and projects.

Bullhorn helps accountants easily set up notifications of customer issues, upcoming meetings, follow-ups, and calls. This enables them to be more proactive with customers. The platform also allows for some customization, depending on its capabilities.

Final remarks About CRM tools for advice

Before moving on to any CRM solution, there are a few steps that you should follow. First, you need to define your requirements for both an independent consultant and a consulting firm. Then you can move on with your budget. You should find an answer to how much you are willing to pay for CRM software. When deciding on these requirements, you can think of possible providers.

After you’ve completed the supplier evaluation process, you’re good to go!

The use of a CRM in the consulting business not only brings a one-off profit, but also influences the entire sales process in the long term. For this reason, you should be selective about investing in CRM software to boost your sales and business growth.

Visit the best CRM software for consultants from here and choose the one that strengthens your customer relationship.