# Best Consulting CRM Software - 2026 Reviews & Pricing

> Find the best Consulting CRM Software for your organization. Compare top Consulting CRM Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/crm/consulting-comparison

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# Best Consulting CRM Software of 2026

Updated June 22, 2026

On this page

1.  Popular Comparisons
2.  Buyers Guide

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286 results

### Compare Products

Showing 1 - 25 of 286 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    

### Compare Products

Sort by

**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(251)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Configurable Workflow

5.0

Calendar Management

5.0

Real-Time Notifications

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/)

### What users love

-   Strong customer relationship tools
-   Comprehensive sales process management
-   Highly adaptable platform customization

### To take in mind

-   Significant costs and add-on fees
-   Steep learning curve for users
-   Complex and limited reporting tools

### Best rated features:

Drag & Drop

5.0

Proposal Generation

5.0

Job Scheduling

5.0

For Real Estate

5.0

[See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features)

### Starter Suite

$25.00/month

For up to 5 users

### Pro Suite

$100.00/month

This plan is designed for any size team and is billed annually.

### Enterprise

$165.00/month

This plan is designed for any size team and is billed annually.

[See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans)

[LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

4.13

[(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

### Best rated features:

Search/Filter

5.0

Sales Pipeline Management

5.0

CRM

5.0

Interaction Tracking

5.0

### Worst rated features:

Reporting/Analytics

4.0

Lead Management

4.0

[See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features)

### Basic

$10.00

[See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans)

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

4.54

[(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

### What users love

-   Comprehensive sales process tracking
-   Responsive and helpful support team
-   User-friendly and intuitive design

### To take in mind

-   Clunky navigation and customization limits
-   Expensive for growing teams

### Best rated features:

Automatic Call Distribution

5.0

Conversation Intelligence

5.0

For Startups

5.0

Lead Scoring

5.0

### Worst rated features:

Field Sales Management

3.0

Channel Management

3.0

Real-Time Reporting

3.5

Document Management

3.6

[See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features)

### Free

$0.00

### Starter

$15.00/month

### Professional

$90.00/month

[See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans)

[LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/)

4.26

[(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/)

### Best rated features:

Engagement Tracking

5.0

Multi-Channel Marketing

5.0

SMS Marketing

5.0

Sales Analytics

5.0

### Worst rated features:

Activity Dashboard

1.0

Social Media Integration

1.0

Reminders

1.0

[See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features)

[SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/)

4.64

[(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/)

### Best rated features:

Forecasting

5.0

Email Marketing

5.0

Segmentation

5.0

Workflow Management

5.0

### Worst rated features:

Quotes/Estimates

4.0

[See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features)

### Basic

$19.95

[See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans)

[Coevera](https://www.softwareadvice.com/product/113892-Coevera/)

4.60

[(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/)

### Best rated features:

Reminders

5.0

Forecasting

5.0

Source Tracking

5.0

Lead Nurturing

5.0

### Worst rated features:

Collaboration Tools

3.0

Prospecting Tools

3.0

[See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features)

### Basic

$65.00/month

[See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans)

[Document360](https://www.softwareadvice.com/crm/document360-profile/)

4.66

[(292)](https://www.softwareadvice.com/crm/document360-profile/reviews/)

Best for:Knowledge Base Management

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. It centralizes your organization’s knowledge into one unified workspace whether you’re building public help centres, private internal wikis, SOPs, user manuals, API documentation or product playbooks. Who It’s For: By Role: Customer support teams deflect tickets, technical writers publish faster, product managers align teams and engineers document APIs and workflows effortlessly. By Industry: SaaS, IT & consulting, finance, healthcare, education, and manufacturing Key Capabilities: AI Writing Agent: Instantly turn text, video, or prompts into structured, ready-to-publish documentation. AI Search: ChatGPT-style assistant that delivers precise, context-aware answers from your docs. SEO Automation: Auto-generate titles, tags and glossaries to improve content discoverability. Powerful Editors: Markdown for speed and WYSIWYG for rich visuals both with real-time previews and drag-and-drop media. Step-by-Step Guides: Auto-capture on-screen actions to create interactive guides; edit steps and customize highlights in seconds. Category Manager: Organize and restructure content effortlessly with drag-and-drop control. Interactive Demos & Video: Record screens, add videos and embed guided walkthroughs directly into articles. Custom Workflows: Set review stages, owners and deadlines to fit your documentation process. Pro Analytics: Measure performance, engagement, search trends, feedback and ticket deflection. Brand Customization: Tailor portal design, layout and color themes to your brand. Security: SOC 2 and GDPR-aligned with SSO, JWT, SAML and IP restriction Localization: Supports 50+ languages... [Read more](https://www.softwareadvice.com/crm/document360-profile/)

### What users love

-   Responsive and proactive support team
-   User-friendly and accessible interface
-   Robust and intuitive knowledge base

### To take in mind

-   Occasional slowdowns with large content

### Best rated features:

Customizable Templates

5.0

Activity Tracking

5.0

Social Media Integration

5.0

Documentation Management

4.8

### Worst rated features:

API

3.5

Version Control

4.0

Widgets

4.0

[See all features](https://www.softwareadvice.com/crm/document360-profile/#key-features)

### Professional

Custom

Pricing available upon request

Built for growing teams to scale documentation efficiently.

### Business

Custom

Pricing available upon request

Advanced features and tracking controls for mid-sized teams.

### Enterprise

Custom

Pricing available upon request

Custom AI solutions for enterprises with high-scale and high-security needs.

[See full pricing details](https://www.softwareadvice.com/crm/document360-profile/#pricing-and-plans)

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/)

### What users love

-   Intuitive and flexible usability
-   Affordable plans and free options
-   Comprehensive and customizable features

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Limited and complex email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Customer Activity Tracking

5.0

### Worst rated features:

Chatbot

2.0

Social Marketing

3.0

Sales Forecasting

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features)

### Free

Custom

Pricing available upon request

Up to 3 Users

### Standard

$14.00/month

### Professional

$23.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans)

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(329)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/)

### What users love

-   Responsive and knowledgeable support
-   Flexible platform for customization
-   Streamlined workflow automation tools

### To take in mind

-   Expensive for growing teams

### Best rated features:

Compliance Management

5.0

Status Tracking

5.0

Warehouse Management

5.0

Territory Management

5.0

[See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features)

### Free trial

Custom

Pricing available upon request

### Team

$35.00/month

Minimum of 20 users

### Business

$55.00/month

Minimum of 40 users

[See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans)

[SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

4.25

[(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

### Best rated features:

Mobile App

5.0

Segmentation

5.0

Contact Database

5.0

Forecasting

5.0

### Worst rated features:

Referral Tracking

3.5

Territory Management

3.7

Internal Chat Integration

4.0

Email Marketing

4.0

[See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features)

### Basic

$40.00/month

[See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans)

[Universal Knowledge](https://www.softwareadvice.com/help-desk/universalknowledge-profile/)

4.62

[(13)](https://www.softwareadvice.com/help-desk/universalknowledge-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules offered include call center, customer service, web self-service, help desk and knowledge management. It provides a multi-deployment option and can be hosted either on cloud or on-premise. As part of the knowledge management platform, companies can integrate the system with existing knowledge sources, eliminates the need to duplicate or relocate information. It uses a natural language search, so users can ask questions instead of using keywords. The web self-service module integrates directly with a company website and offers features like automatic FAQ lists, automated query escalation and posting of trending topics. It helps companies reduce operational costs by diverting a large volume of unnecessary customer calls to IVR (interactive voice response). It provides APIs to integrate with CRM, ITSM and Helpdesk applications. Support is offered by email and phone.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/)

### Best rated features:

Document Storage

5.0

Full Text Search

5.0

Text Editing

5.0

Catalog Management

4.5

### Worst rated features:

Discussions/Forums

1.0

Collaboration Tools

3.0

Customizable Reports

4.0

Knowledge Base Management

4.0

[See all features](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#key-features)

### Basic

£10.00/month

What’s included? Everything! This makes it simpler and more cost effective for KPSOL customers. Of course, you can control what content a user can see and which functions they can perform using our highly configurable security model.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans)

### SaaS Named User Pricing

£10.00/year

Has full user rights (rights controlled by the customer) and will always be granted access to the system. 1-20 users - £ 25 per month 21-50 users - £20 per month 51-100 users - £15 per month 101-500 users - £12.50 per month 500 + users- £10 per month... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans)

[Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

4.33

[(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.... [Read more](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

### Best rated features:

Search/Filter

5.0

Access Controls/Permissions

5.0

Calendar/Reminder System

5.0

Interaction Tracking

5.0

### Worst rated features:

Activity Tracking

2.0

Lead Capture

3.0

Reporting/Analytics

4.0

[See all features](https://www.softwareadvice.com/crm/workbooks-crm-profile/#key-features)

### CRM

$45.00/month

The plan is billed annually.

### Business

$92.00/month

The plan is billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/workbooks-crm-profile/#pricing-and-plans)

[HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/)

4.78

[(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business. Live chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers. Chatbot helps companies automate routine tasks and jumpstart their lead generation activities. Email marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns. The help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case. Pricing is tiered, based on the number of agents and emails.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/)

### Best rated features:

Real-Time Monitoring

5.0

Surveys & Feedback

5.0

Customer Database

5.0

Catalog Management

5.0

### Worst rated features:

Canned Responses

3.0

Third-Party Integrations

3.0

Call Center Management

4.0

Social Media Integration

4.0

[See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features)

### Basic

$15.00/month

Total pricing depends on the number of team members and emails.

### Pro

$25.00/month

Total pricing depends on the number of team members and emails.

### Enterprise

Custom

Pricing available upon request

Contact for pricing details

[See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans)

[Alchemer](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/)

4.51

[(319)](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Alchemer is an online survey software designed to help organizations gather and analyze customer feedback. It is used across various industries such as government, education, non-profit, financial services, food and beverage, retail, software, and hospitality. The platform supports efforts in areas such as customer experience, market research, and employee engagement. The software includes tools for creating surveys and collecting feedback through channels such as websites, apps, and third-party platforms. It incorporates AI technology to analyze text-based feedback and provides dashboards tailored to specific roles within an organization. Workflow automation features are included to streamline responses to customer needs. Alchemer supports business functions such as customer experience management, digital experience optimization, market research, product management, and employee experience programs. It is designed to help organizations create surveys, reach diverse audiences, and analyze feedback efficiently.... [Read more](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/)

### What users love

-   Flexible and customizable survey creation
-   Responsive and knowledgeable support team
-   Intuitive and user-friendly interface

### To take in mind

-   Expensive plans and price increases

### Best rated features:

Question Library

5.0

SMS Messaging

5.0

Real-Time Reporting

5.0

Performance Management

5.0

### Worst rated features:

Email Management

1.0

Offline Response Collection

1.0

[See all features](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/#key-features)

### Collaborator

$55.00/month

### Professional

$165.00/month

Max 3 users.

### Full Access

$275.00/month

Max 3 users.

[See full pricing details](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/#pricing-and-plans)

[Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)

4.46

[(824)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/)

### What users love

-   Centralized and efficient support
-   Flexible integration capabilities
-   Comprehensive sales tracking tools

### To take in mind

-   Outdated and complex interface
-   Steep learning curve for users
-   Expensive for small businesses

### Best rated features:

Job Management

5.0

File Sharing

5.0

Catalog Management

5.0

Issue Tracking

5.0

### Worst rated features:

Inspection Management

2.0

AI Copilot

2.0

[See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features)

### Free Suite

Custom

Pricing available upon request

Upto 2 users

### Starter Suite

$25.00/month

### Pro Suite

$100.00/month

[See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans)

[Five9](https://www.softwareadvice.com/call-center/five9-profile/)

4.22

[(483)](https://www.softwareadvice.com/call-center/five9-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. The AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. Five9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. The contact center can be up and running in a matter of days and can be scaled up or down based on business needs.... [Read more](https://www.softwareadvice.com/call-center/five9-profile/)

### What users love

-   User-friendly and accessible interface
-   Responsive and helpful support team
-   Comprehensive call center solution

### To take in mind

-   Complexities in managing calls
-   Frequent call drops and instability

### Best rated features:

Online Voice Transmission

5.0

Dashboard

5.0

CRM

5.0

Scheduled Recording

5.0

### Worst rated features:

Quality Management

1.0

Progressive Dialer

1.0

Integrations Management

1.0

[See all features](https://www.softwareadvice.com/call-center/five9-profile/#key-features)

### Digital

$119.00/month

### Core

$159.00/month

### Premium

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/call-center/five9-profile/#pricing-and-plans)

[Salesforce Marketing Cloud](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/)

4.20

[(530)](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across the entire lifecycle. The platform connects departments through data and insights, empowering marketing teams to build lasting customer relationships. Regardless of a company's size, industry, or existing technology, Salesforce Marketing Cloud can drive growth by unlocking data, enabling faster campaign creation and optimization, and facilitating omnichannel engagement. The platform's key features include unified customer profiles and analytics, AI-powered campaign creation and optimization, and a customer data platform that provides faster access to centralized customer data. Agentforce, the platform's AI assistant, helps marketers create impactful campaigns by surfacing insights, defining strategy, and generating content. Additionally, its marketing intelligence module offers a single view of marketing performance to optimize cross-channel campaigns. Salesforce Marketing Cloud is a marketing platform that enables businesses of every size and industry to personalize customer touchpoints, deploy smarter campaigns, and activate data across the customer lifecycle. The platform's connected suite of tools empowers marketing teams to work together efficiently and drive meaningful customer relationships.... [Read more](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/)

### What users love

-   Personalized engagement and analytics
-   Robust email campaign management
-   Flexible and dynamic template options

### To take in mind

-   Slow and unhelpful support experience
-   Expensive and complex pricing structure
-   Technical glitches and deliverability problems

### Best rated features:

Search/Filter

5.0

Text Editing

5.0

Multi-Channel Marketing

5.0

Shared Inboxes

5.0

### Worst rated features:

Marketing Calendar

1.0

Sales Analytics

2.0

Website Visitor Tracking

2.0

[See all features](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/#key-features)

[Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/)

4.79

[(653)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/)

### Best rated features:

For Real Estate

5.0

Activity Tracking

5.0

Commission Management

5.0

Client/Property Matching

5.0

### Worst rated features:

Prospecting Tools

3.5

Data Security

4.0

[See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features)

### Core

$15.00/month

Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans)

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.71

[(734)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheet-like simplicity to CRM and allows anyone to get started immediately. With options to create multiple pipelines to manage different business processes, Bigin allows small businesses to streamline customer-centric operations more easily and manage their day-to-day activities better. Bigin also comes with built-in telephony and email, workflow automation, no-code forms, product tracker, customizable dashboards, and real-time notifications. Bigin integrates with third-party tools such as G Suite, Microsoft 365 (Formerly Office 365), Zapier, Zoho Desk, Zoho Campaigns, Zoho Meeting, Zoho Flow and Zoho CardScanner. Bigin's mobile apps for iOS & android offer seamless access to customer information anytime, anywhere so that businesses can close deals even on the go.... [Read more](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

### What users love

-   Straightforward setup and operation
-   Intuitive and clean interface design
-   Affordable pricing with strong value

### To take in mind

-   Limited third-party integration options

### Best rated features:

Drag & Drop

5.0

Onboarding

5.0

Commenting/Notes

5.0

Task Progress Tracking

5.0

### Worst rated features:

Activity Tracking

3.0

Email Templates

3.0

[See all features](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#key-features)

### Express

$7.00/year

$7 per user per month when billed annually.

### Premier

$12.00/year

$12 per user per month when billed annually.

### Bigin 360

$18.00/year

$18 per user per month when billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#pricing-and-plans)

[Brevo](https://www.softwareadvice.com/scheduling/brevo-profile/)

4.62

[(3480)](https://www.softwareadvice.com/scheduling/brevo-profile/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, email campaigns, transactional emails and SMS messages functionalities within a suite. Brevo allows users to create mobile-responsive emails using design tools. Users can also schedule and automate marketing campaigns and pre-test messages’ deliverability before sending campaigns. Transactional emails may be sent via Brevo's SMTP service or API. The contact management functionality allows for importing contacts, categorizing lists, collection forms, behavioral forms and more. Brevo also features reporting, which allows users to create reports on basic statistics, such as open rate, click-throughs and more. Other reporting features include per ISP, exporting results into Excel or PDF and heat maps. Brevo can be integrated with organizations’ websites and management tools. Brevo plugin is also available to be installed with other content management and e-commerce systems such as WordPress, PrestaShop, Drupal, WooCommerce or Magento.... [Read more](https://www.softwareadvice.com/scheduling/brevo-profile/)

### What users love

-   Flexible and reliable email delivery
-   User-friendly setup and navigation
-   Responsive and helpful assistance

### To take in mind

-   Limited customization and design flexibility
-   Cumbersome contact organization tools
-   Strict policies and confusing billing

### Best rated features:

Collaboration Tools

5.0

Lead Engagement

5.0

Multi-Channel Communication

5.0

Sales Reports

5.0

### Worst rated features:

Unsubscribe Database

2.0

Availability Management

3.8

Customizable Reports

3.8

[See all features](https://www.softwareadvice.com/scheduling/brevo-profile/#key-features)

[Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/)

4.81

[(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Powerful CRM & Sales Automation Flowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process. Seamless Project & Task Management Keep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive. Integrated Invoicing & Financial Tools Flowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more. Collaboration & Knowledge Sharing Enhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support. Customization & Integrations Flowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency. Mobile Access & Support Stay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it. From sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.... [Read more](https://www.softwareadvice.com/project-management/flowlu-profile/)

### Best rated features:

Time Tracking

5.0

Decision Support

5.0

Segmentation

5.0

Customizable Invoices

5.0

[See all features](https://www.softwareadvice.com/project-management/flowlu-profile/#key-features)

### Free

$0.00/year

This is a forever free plan with up to 2 users and 100 MB of storage space.

### Essential

$9.00/month

For growing teams: move beyond basic task tracking to manage client work confidently.

### Advanced

$17.00/month

For mid-sized companies: handle complex projects and finances with more control.

[See full pricing details](https://www.softwareadvice.com/project-management/flowlu-profile/#pricing-and-plans)

[Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/)

4.71

[(703)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/)

Best for:Contact Database

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/)

### Best rated features:

Contact Database

4.7

CRM

4.7

Search/Filter

4.7

Shared Contacts

4.6

### Worst rated features:

For iPad Devices

4.0

[See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans)

[The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/)

4.82

[(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders. The Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements. The Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.... [Read more](https://www.softwareadvice.com/crm/the-mortgage-office-profile/)

### Best rated features:

Online Applications

5.0

Electronic Applications

5.0

For Borrowers

5.0

Activity Dashboard

5.0

### Worst rated features:

Business Loans

1.0

CRM

1.0

Customizable Reports

1.0

[See all features](https://www.softwareadvice.com/crm/the-mortgage-office-profile/#key-features)

[LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)

4.67

[(1786)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features. With multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases. Start with a 1-month free trial, no credit credit card needed.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/)

### What users love

-   Unified and efficient support
-   Real-time chat for support
-   Intuitive and user-friendly design

### To take in mind

-   Email handling and usability issues
-   Outdated and cluttered interface
-   Limited and outdated mobile experience

### Best rated features:

Corrective and Preventive Actions (CAPA)

5.0

Drag & Drop

5.0

Transfers/Routing

5.0

Issue Tracking

5.0

### Worst rated features:

Audit Trail

1.0

Multi-Channel Management

2.0

[See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features)

### Small

$15.00/month

$15 agent/month (billed annually) — $19 agent/month (billed monthly)

### Medium

$29.00/month

$29 agent/month (billed annually) — $35 agent/month (billed monthly)

### Large

$49.00/month

$49 agent/month (billed annually) — $59 agent/month (billed monthly)

[See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/crm/consulting-comparison/?page=2)[3](https://www.softwareadvice.com/crm/consulting-comparison/?page=3)[4](https://www.softwareadvice.com/crm/consulting-comparison/?page=4)[5](https://www.softwareadvice.com/crm/consulting-comparison/?page=5)

...

[12](https://www.softwareadvice.com/crm/consulting-comparison/?page=12)

## Popular Comparisons

[

HubSpot CRM vs Salesforce Sales Cloud

](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[

Bigin by Zoho CRM vs Zoho CRM

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NetSuite vs Dynamics 365

](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[

ActiveCampaign vs Brevo

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eWay-CRM vs Pipedrive

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LiveAgent vs Zoho Desk

](https://www.softwareadvice.com/crm/liveagent-profile/vs/zoho-desk/)[

EngageBay CRM vs Keap

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Odoo vs Bitrix24

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## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

As a consultant working with high-value clients, you don't want to get their names and numbers wrong, miss meetings, delay responses to their emails, nor forget action items discussed in meetings. But these tasks aren't easy to manage on one's own. You need consulting CRM software to do all these and more, so that your clients stay happy.

However, finding the right solution for your consulting needs isn't really easy. Most vendors don't market themselves as consulting CRM solutions providers but as [business-to-business (B2B) CRM solutions](https://www.softwareadvice.com/crm/) providers.

Therefore, you could explore these B2B solutions and find one that allows you to do the following consulting CRM tasks:

-   Organize all incoming and outgoing interactions with each client in one place.
    
-   Schedule and manage meetings, calls, and other tasks on a calendar.
    
-   Create “deals" or notes that detail the key points discussed with each client.
    

A solution that offers features to accomplish these tasks could serve the functions of consulting CRM software. We created this guide to help you find such a solution.

Here's what we've covered:

-   [What is consulting CRM software?](#WhatisconsultingCRMsoftware)
    
-   [Common features of consulting CRM software](#CommonfeaturesofconsultingCRMsoftware)
    
-   [What type of buyer are you?](#Whattypeofbuyerareyou)
    
-   [Benefits of consulting CRM software](#BenefitsofconsultingCRMsoftware)
    
-   [Key considerations when buying consulting CRM software](#KeyconsiderationswhenbuyingconsultingCRMsoftware)
    

## What is consulting CRM software?

Consulting CRM software is a tool for managing interactions with existing and potential clients as well as identifying leads. It's used by employees who directly interact with clients and customers, and work in teams such as client servicing, sales, or marketing. The software streamlines communication and speeds-up the teams' responses to clients.

_Pipeline view in PipeDrive (_[Source](https://www.getapp.com/customer-management-software/a/pipedrive-crm/)_)_

CRM solutions for consulting businesses broadly fall into three categories—basic, mid-range, and advanced.

-   Basic solutions focus on streamlining incoming and outgoing interactions.
    
-   Mid-range solutions offer features to manage project-related information.
    
-   Advanced solutions automate sales and marketing processes, and provide a detailed overview of your consulting business.
    

## Common features of consulting CRM software

**Contact management**

Record, update, and manage the information of each contact such as names, addresses, and social media accounts.

**Interaction tracking**

Autotrack and document all the written interactions (emails and messages) for each contact; record calls and add your notes to these call records.

**Account management**

Link multiple contacts to one account (or organization). Get a 360-degree view of each account, including their recent activity, background, pipeline, as well as ongoing and upcoming activities.

**Lead management**

Capture and manage leads from multiple sources, including the website, mobile app, application forms, or integrated third-party platforms. The feature also lets you manually enter a lead's information.

**Tasks and calendar**

Create tasks for appointments, meetings, phone calls, submission deadlines, deals, proposals, etc. The inbuilt calendar helps you manage scheduling for these tasks.

**Pipeline management**

Track and manage opportunities through different stages of the sales pipeline. Also, get a visual overview of the pipeline.

**Reporting**

Generate detailed reports regarding the team's activity, productivity, and sales performance. Also, track clients on predetermined metrics.

**Integration**

Add third-party applications directly or via an API.

**Prioritization**

Prioritize tasks and clients based on predetermined parameters such as project value or past relationships.

## What type of buyer are you?

Your specific business requirements should dictate the type of consulting CRM software you choose. Solutions that large consulting firms use, or even the popular solutions, may not be the right fit for your organization.

After researching about the software types and talking to hundreds of software buyers, we've determined that buyers fall into different categories based on their needs. Specifically, consulting CRM software buyers fall into the following three categories:

-   **Independent consultants.** These buyers may have to work from different locations such as client sites, co-working spaces, or home offices. Their information could be stored in multiple locations, such as the client's servers. In addition, they need to execute extraneous tasks such as preparing and sending invoices and proposals.
    
    Therefore, [cloud-based CRM software](https://www.softwareadvice.com/crm/online-crm-comparison/) suits independent consultants. It doesn't require an extensive set-up and has a monthly subscription fee. Buyers can also explore CRM solutions that allow them to do things, such as [invoicing](https://www.bitrix24.com/uses/free-crm-with-invoicing.php) and [making proposals](https://www.agilecrm.com/edocs-and-proposals), so that they can quickly and efficiently execute these additional tasks.
    
-   **Small businesses with few in-house consultants.** [Our research](https://www.softwareadvice.com/resources/crm-trends-2019/) found that 11% of all prospective CRM buyers are small consulting businesses. In small firms, employees directly deal with clients while working on projects. Usually, they have a small IT budget and no dedicated, in-house IT support to manage technical requirements.
    
    Such buyers should explore cloud-based [CRM solutions for small businesses](#CRMsolutionsforsmallbusinesses) that offer mobile accessibility and functionalities such as invoicing, deals, and proposals. The software will be maintained and managed by the vendor for a fee. This takes away the headache of having to hire IT staff to maintain the tool.
    
-   **Large consulting firm with a dedicated IT team.** These buyers will need detailed customer databases, task management, and integration with third-party applications. The solution should streamline the client's journey from one team to another, and provide the flexibility of customizing the functionalities.
    
    These buyers should check out vendors who offer both cloud-based and on-premise deployment. With a dedicated IT team maintaining the CRM, there will be greater flexibility to scale-up and customize the tool. As most cloud-based solutions charge per user, an on-premise solution may be more profitable in the long run.
    

## Benefits of consulting CRM software

Consulting CRM software helps businesses organize information about existing and prospective clients, track follow-up activities, and streamline client communication. Here are the details of some of these key benefits:

-   **Manage client communication:** The tool maps each client's communication to their profile. It highlights action items and tasks so that you can address every client's query on time. If you communicate with multiple people in an organization, you can map them all to the same client account. This centralizes visibility into ongoing communication.
    
-   **Get a full view of your pipeline:** The software organizes client information in a timeline or pipeline format to provide a bird's eye view of all ongoing interactions. This makes it easier to see each client's status, the soon-to-be-closed deals, and projects that are next in line to be picked.
    
-   **Fine-tune marketing and sales campaigns:** Consulting CRM software helps you initiate and develop a relationship with prospective clients. Use it to run marketing and sales campaigns, assess campaign effectiveness, and tweak each campaign as required.
    
-   **Automate recurring activities:** You can automate recurring tasks such as updating the status of each client account, sending reminder emails, or adding leads to the system. This saves time on routine activities and gets things done faster.
    
-   **Gain detailed insights into your business:** Get detailed reports on your team's and the client's activities to find out the high-value clients, average time taken to close a new lead, or bottlenecks in your sales pipeline. Some solutions also score the leads and apply predictive analytics in ongoing discussions to identify the top trends and sentiments.
    

_Dashboard view in_ [Bullhorn CRM](https://software-advice.imgix.net/managed/products/screenshots/screenshot_96055.png?auto=format&w=600&h=450)

## Key considerations when buying consulting CRM software

With so many vendors and pricing plans in the market, choosing a solution for your consulting business could be overwhelming. Keep the following considerations in mind when purchasing software:

-   **Focus on user experience and interface:** A [top pain point of small businesses](https://www.softwareadvice.com/resources/crm-trends-2019/) is that the CRM software is often “clunky" or “hard to use", with users taking a long time to figure it out. This results in an unpleasant user experience, as they're unable to fully utilize the software. To avoid this, focus on the solution's user experience and interface. Opt for trials and demos to get a feel of using the tool.
    
-   **Examine the “free" software thoroughly:** A free CRM solution can be tempting but there could be a catch. Free tools offer limited features, which means you will eventually have to pay—such as for customer support and issue resolution. Thoroughly explore each solution and figure out the costs of paid features you require now, or in the future.
    
-   **Check for mobile capability:** Mobile capability is integral in consulting CRM software as it provides employees flexibility of working from the client locations as well. Though most [CRM solutions offer mobile capabilities](https://www.softwareadvice.com/crm/mobile-crm-comparison/), check for it in the solutions you shortlist.
    
-   **Focus on core features:** Some CRM solutions have extensive functionalities, such as channel management, help desk automation, call center automation, field service management, and marketing automation, which you may not need. Make a list of the features you need and then choose a suitable solution or pricing plan. Get the [essential features](https://blog.capterra.com/12-crm-features-and-why-you-need-them/) such as document storage, custom reports, and proposal management.
    
-   **Evaluate cloud and on-premise options:** [Gartner](https://www.gartner.com/smarterwithgartner/cloud-to-represent-75-of-total-spend-on-crm-in-2019/) predicts that cloud will represent 75% of the total spend on CRM in 2019. However, don't choose a cloud-based solution just because it's popular. The deployment option determines where your data is stored, the data security measures, and maintenance required. Therefore, thoroughly evaluate both cloud-based and on-premise deployment before making a choice.