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CRM for consultants

As a consultant, you need to know who your clients are, what they want and when to communicate with them. This is where a consulting CRM can help.

CRM software tracks, manages and stores all your client information. It helps you build strong and lasting customer relationships while you manage and track your work.

Use Pipedrive’s CRM to manage all your clients in one place. Track all client communication, reduce admin work, qualify leads and close more deals.

Full access. No credit card required.

CRM for Consultants







What to look for in a CRM for consultants

What to look for in a CRM for consulting firms

Here are some of the features you’ll see in the best CRM for consultants:

  • Lead qualification: Categorize and segment leads based on their chances of conversion.

  • Workflow and marketing automation: Streamline your internal and external processes with automation tools.

  • Email marketing: Use email templates to create personalized email marketing campaigns.

  • Customer insights: Analyze information about customer behavior to inform your business decisions.

  • Reports and dashboards: Create and share dashboards to display crucial information at a glance.

  • Schedule calls and meetings: Manage your calendar and keep up to date with existing and potential customers.

Customize your entire workflow

As a consultant, your time is valuable. To make the most of it, you need software that streamlines your work and aligns your business processes.

A customizable CRM helps you build processes that are right for your business. Create an efficient client management system that’s based on your business needs as well as the needs of your clients.

Use Pipedrive’s CRM to plot your sales pipeline, add new fields and create custom reports and dashboards to display key information.

Try our customizable CRM features

Customize your workflow
Email Marketing

Personalize touchpoints for greater engagement

Finding time to keep clients up to date during your already busy schedule can be challenging.

A CRM platform lets you easily keep everyone informed by sharing regular updates on your progress. In a matter of clicks, customers can see what you’re doing, its impact and the next steps.

With Pipedrive’s CRM, you can also share dashboards and present critical information at a glance. Clients get the information they want, and you don’t have to spend hours preparing the data.

Try our CRM dashboards

Access valuable customer data in real time

To grow your revenue, you need to know as much as possible about the types of businesses you’re trying to target.

A CRM provides you with valuable information about your ideal client. You can find out who they are, how they behave and what they want from you.

Use Pipedrive’s cloud-based CRM to access vital customer information and identify the best way to attract and retain your audience. Recognize trends in real time, understand customer behavior and pinpoint areas of growth and opportunity.

Try our insights and reporting

insights and reports

Schedule meetings with leads and clients

Managing and scheduling meetings is time-consuming – particularly if you’re working with various clients while trying to convert potential leads.

Using a CRM makes this process easier to manage. You can automate scheduling to spend less time arranging meetings and more time converting leads.

With Pipedrive’s scheduling tool, you can also share meeting availability, automate meeting notifications and sync your calendars to avoid double bookings.

Try Pipedrive’s Scheduler


Categorize and segment leads

Identifying high-quality leads without a system in place is easier said than done.

With a reliable CRM, you can qualify and score leads based on certain criteria so you’re more efficient and effective with your sales activities.

Pipedrive’s lead scoring allows you to categorize leads based on how likely they are to convert and what they want from your business. With this information, you can take the right actions to engage them.

Try Pipedrive’s lead scoring

Lead scoring

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Pipedrive’s lead generation add-ons

Lead generation helps sales teams expand their client base and increase brand awareness, which can lead to higher profitability.

Here are some of Pipedrive’s add-ons that will support your lead-generation efforts.

  • LeadBooster: Use Pipedrive’s LeadBooster add-on to capture high-quality leads who visit your website and gain access to a global database of over 400 million profiles.

  • Web Visitors: Use Pipedrive’s Web Visitors add-on to reveal which organizations are looking at your website, how they found you and what they engage with while browsing.

  • Smart Docs: Document and share key information to support lead generation with Pipedrive’s Smart Docs. Smart Docs is available at no extra cost to users on Professional and Enterprise plans.

How Pipedrive helped Flowbird increase its business by 23%

Flowbird, a UK marketing and CRM consultancy, struggled to use its marketing-based tools to manage its clients’ sales needs.

Pipedrive’s ActiveDEMAND integration helped Flowbird bridge the gap between sales and marketing. Since the company has been using Pipedrive’s integrations, lead management tools and workflow automations, it’s seen a 23% increase in business.

“We now have the ability to immediately trigger long-term nurture processes directly from inside Pipedrive whilst still on the phone to the contact. Before, we would have simply created a follow-up task and probably have lost the business before getting back to them.”

Read the case study

Flowbird Case Study

FAQs about CRMs for consulting

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Spend less time on repetitive tasks and more time managing customer relationships with Pipedrive’s CRM