What is a CRM in consulting?

In consulting, a CRM (client relationship management) system stores and allows you to manage all your client data. It helps you manage your client relationships, organize important data and assist with project management.

Do independent consulting firms use CRM?

Yes, independent consultants often use CRM tools to manage interactions with clients and prospects. They help them improve their efficiency and productivity by automating tasks and streamlining their workflow. Consultants can also use a CRM to create sales metrics , monitor sales performance , conduct task management, focus on lead management and perform sales forecasting .

What are the benefits of a consulting CRM?

A CRM system helps improve a consulting firm’s organization, client management, collaboration and overall efficiency. By providing a comprehensive view of clients and projects, a CRM system can also help consulting firms offer better service to their clients.

How much is a CRM for consultants?

The price of CRM software tools for consultants varies based on the features you need, the size of your consulting business and which CRM platform you want to use. Take a look at Pipedrive’s pricing to see which plan fits your needs.

What is a CRM software consultant?

A CRM software consultant helps businesses implement or optimize their CRM software solutions. Their goal is to help businesses leverage CRM software to improve customer relationships, increase sales and enhance overall business performance.

How do I find the right CRM?

To find the right CRM for you, start by identifying your specific goals, such as improving customer relationship management, streamlining the customer experience or offering better customer support. Next, evaluate different CRM solutions based on functionalities. For example, the integrations they offer, ease of use, cost and whether you can access the CRM on a mobile app. Then, you can determine which one best meets your requirements.

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.

4.5/5

4.2/5

4.3/5

4.5/5

4.7/5

Features of the best CRM for consultants

Streamline your processes

Create custom processes to suit your consulting business. Nurture leads, track client activity and improve your pipeline management.

Enhance customer relationships

Stay on top of customer communications to build and strengthen relationships. Track customer behavior through Pipedrive’s dashboards so you can contact clients with the right messaging at the right time.

Automate repetitive tasks

Use automation to reduce the time spent on mundane and repetitive tasks. Eliminate unnecessary manual work and make the most of every minute to offer a better client experience.

Refine your contact management

Use our contact management functionality to visualize how potential clients engage with your business. Understand what they’re looking for and prioritize your focus on the right leads.

Integrate with third-party tools

Improve your sales processes and provide a better user experience by integrating with external platforms. Sync all your tools throughout the sales cycle to create a seamless workflow.

Visualize key customer data

Analyze critical insights and information with Pipedrive’s CRM. Identify trends in customer behavior to pinpoint new growth opportunities.

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

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

SOFTWARE FEATURE

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

SOFTWARE FEATURE

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

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

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

FAQs about CRMs for consulting

To find the right CRM for you, start by identifying your specific goals, such as improving customer relationship management, streamlining the customer experience or offering better customer support.

Next, evaluate different CRM solutions based on functionalities. For example, the integrations they offer, ease of use, cost and whether you can access the CRM on a mobile app. Then, you can determine which one best meets your requirements.

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