--- title: "Best Consulting CRM Software - 2026 Reviews & Pricing" description: "Find the best Consulting CRM Software for your organization. Compare top Consulting CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/consulting-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Consulting CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Consulting CRM Software of 2026 Updated November 12, 2026 ## Consulting CRM FAQs Software Advice advisors had 52 conversations with buyers about Consulting CRM software between January 2025 and July 2026. These are the questions that came up most. - How do I choose the right Consulting CRM software for my business? Choosing the right consulting customer relationship management (CRM) tool depends on matching core needs like project management, client tracking, and document management with the features on offer, as buyers frequently tell our advisors that these are top requirements. Buyers often check for integration with accounting platforms such as QuickBooks Online, ease of use to reduce manual work, and automation for reminders or client follow-up. Cost is a major consideration, with budgets commonly landing between flat monthly rates and per-user fees, many buyers also look out for extra setup charges. Friction often arises when tools lack industry-specific templates, involve too many manual steps, or do not connect well with other business systems, so teams should test real workflows and confirm the tool can be tailored to their consulting needs before deciding. - What is the best Consulting CRM software for a small to mid-size business? The best consulting customer relationship management (CRM) system for a small to mid-size business, according to buyers we've talked to, is one that includes tools for project management, document tracking, contact and client management, scheduling, estimating, and client tracking. Buyers frequently mention challenges with systems that feel cumbersome, rely too much on manual or spreadsheet processes, or lack industry-specific templates. Integration with other business tools is a common priority, while a steep learning curve or high pricing can be a dealbreaker for small teams. Systems that offer built-in CRM features or simple integration with third-party CRM platforms are often preferred in these advisor conversations. Answer based on 45 advisor calls - What should businesses watch out for when choosing Consulting CRM software? During advisor calls, buyers researching consulting customer relationship management (CRM) software often caution that the user experience can be cumbersome or inefficient, which may lead teams to fall back on manual work or spreadsheets. Many buyers are in the Construction industry and run small businesses, so ease of use and quick setup are important. Integration with other tools is another common concern, as some systems do not connect well with key platforms like project management or accounting software. Cost is also a frequent trade-off, with buyers noting that prices can be higher than expected as needs grow. Limited automation, incomplete lead management, and lack of industry-specific templates are other points buyers weigh before making a decision. Most buyers ask about cloud or software-as-a-service (SaaS) deployment, but some are still undecided about which setup to choose. Answer based on 47 advisor calls - What are common complaints about Consulting CRM software? Frequent complaints about consulting customer relationship management (CRM) software focus on inefficient or cumbersome user experiences, as heard in advisor calls. Buyers often report still relying on manual steps or spreadsheets, which creates extra work. High or increasing cost is another common friction, with some teams feeling the tool does not match its price. Limited integration with other software, such as email or accounting platforms, is also a recurring concern. Many mention the lack of industry-specific templates or fields, making customization a requirement. Incomplete lead management, missing automation features, and weak project management capabilities round out the main themes buyers highlight in these conversations. Answer based on 39 advisor calls - What is the difference between Consulting CRM software and a general CRM? Consulting customer relationship management (CRM) software differs from general CRM by prioritizing project management and document management features alongside client tracking, according to what buyers share when speaking with our advisors. While both categories cover contact management and scheduling, buyers exploring consulting CRM often need built-in tools for estimating project costs, coordinating assignments, and storing project documents, functions that are less common or less central in general CRM conversations. Many buyers in the consulting space also mention challenges like missing industry-specific templates or project management gaps when using standard CRM systems, which drives them to seek out solutions tailored for consulting workflows. Answer based on 47 advisor calls - Can Consulting CRM software integrate with email, marketing, and billing platforms? Yes, based on advisor calls, consulting customer relationship management (CRM) software can integrate with QuickBooks Online for accounting needs. Buyers most often ask for this link to handle billing and invoicing, but integrations with email or marketing platforms do not come up as a frequent requirement in these calls. Answer based on 8 advisor calls - How does Consulting CRM software handle contact management, pipeline tracking, and follow-up automation? Advisor-call conversations show that teams use consulting customer relationship management (CRM) tools to organize and store client contact information in one place. Buyers frequently mention the need to track all contact details, see customer history, and keep information updated for outreach and follow-up. Some teams also look for features that connect contact records with deal stages, making it easier to monitor progress and schedule next steps. Automation for reminders and follow-up emails is a common requirement to help consultants stay on top of client tasks and deadlines. Answer based on 9 advisor calls - How much does Consulting CRM software cost? Pricing for consulting customer relationship management (CRM) systems is most often discussed as either a flat monthly fee or a per-user monthly charge, and a common theme in these conversations is the variety in pricing models. Buyers frequently mention flat monthly rates with a median cost of $200 and a typical range from $100 to $500. Per-user monthly pricing usually runs between $50 and $90, with a median near $55 per user. Many buyers are also quoted a one-time setup fee, most often between $500 and $1,000. These numbers reflect what buyers report in real advisor calls, not vendor list prices. Answer based on 41 advisor calls - What features should Consulting CRM software include? Consulting CRM software should include project management, client and contact management, and tools for tracking leads and current clients, based on what buyers our advisors talk to request most often. Buyers frequently mention the need for document management, scheduling, billing and invoicing, estimating project costs, and project tracking as essential for their consulting work. Integration with customer relationship management (CRM) systems or built-in CRM features also comes up repeatedly, along with case management for firms that handle complex client matters. Answer based on 40 advisor calls Talk with us for a free 15-min consultation Expert advisors like Jacqueline, who have helped 1,000+ companies, can find the right software for your needs. On this page 1. Popular Comparisons 2. Buyers Guide 3. Frequently Asked Questions Filter products 274 results ### Compare Products Showing 1 - 25 of 274 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. ### [SalesNOW](/marketing/salesnow-profile/) - Overall rating: 4.6/5 - Reviews: 81 - Starting price: $19.95 - Free trial: Available - Free demo: Not available #### Overview SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and [Read more](/marketing/salesnow-profile/) #### Features ##### Best rated features - Forecasting: 5/5 - Email Marketing: 5/5 - Segmentation: 5/5 - Workflow Management: 5/5 ##### Worst rated features - Quotes/Estimates: 4/5 [See all features](/marketing/salesnow-profile/#key-features) #### Pricing ##### Basic - Price: $19.95 [See full pricing details](/marketing/salesnow-profile/#pricing-and-plans) --- ### [Claritysoft CRM](/crm/claritysoft-profile/) - Overall rating: 4.5/5 - Reviews: 256 - Starting price: $29.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, [Read more](/crm/claritysoft-profile/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - For Startups: 5/5 - Campaign Management: 5/5 - Configurable Workflow: 5/5 [See all features](/crm/claritysoft-profile/#key-features) --- ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [HubSpot Sales Hub](/crm/hubspot-sales-profile/) - Overall rating: 4.5/5 - Reviews: 506 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HubSpot Sales Hub helps sales teams spend more time selling. It brings your pipeline, your deals, and the work to move them forward onto one platform, all running from the same [Read more](/crm/hubspot-sales-profile/) ##### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ##### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams #### Features ##### Best rated features - Automatic Call Distribution: 5/5 - Content Delivery: 5/5 - Prioritization: 5/5 - Mobile App: 5/5 ##### Worst rated features - Channel Management: 3/5 - Field Sales Management: 3/5 - Real-Time Reporting: 3.5/5 - Document Management: 3.6/5 [See all features](/crm/hubspot-sales-profile/#key-features) #### Pricing ##### Free - Price: $0.00 ##### Starter - Price: $15.00/month ##### Professional - Price: $90.00/month [See full pricing details](/crm/hubspot-sales-profile/#pricing-and-plans) --- ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 19,024 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/product/2764-Salesforce/) ##### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ##### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - For Real Estate: 5/5 - Drag & Drop: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [LeadMaster](/landing-page/leadmaster-crm-profile/) - Overall rating: 4.1/5 - Reviews: 36 - Starting price: $10.00 - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/landing-page/leadmaster-crm-profile/) #### Features ##### Best rated features - Search/Filter: 5/5 - Sales Pipeline Management: 5/5 - CRM: 5/5 - Interaction Tracking: 5/5 ##### Worst rated features - Reporting/Analytics: 4/5 - Lead Management: 4/5 [See all features](/landing-page/leadmaster-crm-profile/#key-features) #### Pricing ##### Basic - Price: $10.00 [See full pricing details](/landing-page/leadmaster-crm-profile/#pricing-and-plans) --- ### [Coevera](/product/113892-Coevera/) - Overall rating: 4.6/5 - Reviews: 216 - Starting price: $85.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers [Read more](/product/113892-Coevera/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - Reminders: 5/5 - Forecasting: 5/5 - Lead Nurturing: 5/5 ##### Worst rated features - Collaboration Tools: 3/5 - Prospecting Tools: 3/5 [See all features](/product/113892-Coevera/#key-features) #### Pricing ##### Business Edition, Enterprise Edition, Unlimited Edition - Price: $85.00/month - The Business Edition is one of three different versions of Coevera that are available. Each version [See full pricing details](/product/113892-Coevera/#pricing-and-plans) --- ### [SalesOutlook CRM](/crm/salesoutlook-crm-profile/) - Overall rating: 4.3/5 - Reviews: 71 - Starting price: $40.00/month - Free trial: Available - Free demo: Not available #### Overview SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and [Read more](/crm/salesoutlook-crm-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Data Security: 5/5 - Template Management: 5/5 - Contact Database: 5/5 ##### Worst rated features - Referral Tracking: 3.5/5 - Territory Management: 3.7/5 - Email Marketing: 4/5 - Internal Chat Integration: 4/5 [See all features](/crm/salesoutlook-crm-profile/#key-features) #### Pricing ##### Basic - Price: $40.00/month - Monthly ##### Annual Subscription - Price: $360.00/year - Save $120 year by selecting an annual pricing plan. [See full pricing details](/crm/salesoutlook-crm-profile/#pricing-and-plans) --- ### [Universal Knowledge](/help-desk/universalknowledge-profile/) - Overall rating: 4.6/5 - Reviews: 13 - Starting price: £10.00/month - Free trial: Available - Free demo: Not available #### Overview Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules [Read more](/help-desk/universalknowledge-profile/) #### Features ##### Best rated features - Document Storage: 5/5 - Full Text Search: 5/5 - Text Editing: 5/5 - Catalog Management: 4.5/5 ##### Worst rated features - Discussions/Forums: 1/5 - Collaboration Tools: 3/5 - Customizable Reports: 4/5 - Knowledge Base Management: 4/5 [See all features](/help-desk/universalknowledge-profile/#key-features) #### Pricing ##### Basic - Price: £10.00/month - What’s included? Everything! This makes it simpler and more cost effective for KPSOL customers. ##### SaaS Named User Pricing - Price: £10.00/year - Has full user rights (rights controlled by the customer) and will always be granted access to the [See full pricing details](/help-desk/universalknowledge-profile/#pricing-and-plans) --- ### [Dynamics 365](/product/106335-Dynamics-365/) - Overall rating: 4.4/5 - Reviews: 5,865 - Starting price: $50.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Available #### Overview Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong [Read more](/product/106335-Dynamics-365/) ##### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ##### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process #### Features ##### Best rated features - Commission Management: 5/5 - Financial Analysis: 5/5 - Monitoring: 5/5 - For Real Estate: 5/5 ##### Worst rated features - Lead Scoring: 3.5/5 - Sales Trend Analysis: 3.8/5 - Prospecting Tools: 3.9/5 - API: 3.9/5 [See all features](/product/106335-Dynamics-365/#key-features) #### Pricing ##### Professional - Price: $50.00/month ##### Enterprise - Price: $105.00/month ##### Premium - Price: $195.00/month [See full pricing details](/product/106335-Dynamics-365/#pricing-and-plans) --- ### [Document360](/crm/document360-profile/) - Overall rating: 4.7/5 - Reviews: 292 - Best for: Knowledge Base Management - Free trial: Not available - Free demo: Not available #### Overview Document360 is a cloud-based knowledge base platform that helps businesses of all sizes create, manage, and share structured documentation for customers and internal teams. It [Read more](/crm/document360-profile/) ##### What users love - Responsive and proactive support team - User-friendly and accessible interface - Robust and intuitive knowledge management ##### To take in mind - Occasional slowdowns with large content #### Features ##### Best rated features - Customizable Templates: 5/5 - Activity Tracking: 5/5 - Social Media Integration: 5/5 - Documentation Management: 4.8/5 ##### Worst rated features - API: 3.5/5 - Version Control: 4/5 - Widgets: 4/5 [See all features](/crm/document360-profile/#key-features) --- ### [Salesforce Service Cloud](/crm/service-cloud-profile/) - Overall rating: 4.5/5 - Reviews: 833 - Starting price: $25.00/month - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service [Read more](/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 #### Features ##### Best rated features - Reminders: 5/5 - Proactive Chat: 5/5 - File Sharing: 5/5 - Job Management: 5/5 ##### Worst rated features - Inspection Management: 2/5 - AI Copilot: 2/5 [See all features](/crm/service-cloud-profile/#key-features) #### Pricing ##### Free Suite - Price: Custom - Pricing available upon request - Upto 2 users ##### Starter Suite - Price: $25.00/month ##### Pro Suite - Price: $100.00/month [See full pricing details](/crm/service-cloud-profile/#pricing-and-plans) --- ### [Fieldpoint](/crm/fieldpoint-profile/) - Overall rating: 4.1/5 - Reviews: 16 - Starting price: $95.00/month - Free trial: Not available - Free demo: Not available #### Overview Fieldpoint is cloud-based field service management software designed for growing commercial contractors and mid-sized to enterprise service businesses. If your team is outgrowing [Read more](/crm/fieldpoint-profile/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Electronic Signature: 5/5 - Job Management: 5/5 - Calendar Management: 5/5 ##### Worst rated features - Routing: 3/5 - Technician Management: 3/5 - Mobile Access: 3.2/5 - Dispatch Management: 3.5/5 [See all features](/crm/fieldpoint-profile/#key-features) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,010 - Starting price: $14.00/month - Best for: Features - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/zoho-crm-profile/) ##### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ##### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - For Mac Devices: 5/5 - Widgets: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [NetSuite](/accounting/netsuite-financials-accounting-software-profile/) - Overall rating: 4.2/5 - Reviews: 2,086 - Best for: On the rise - Free trial: Not available - Free demo: Not available #### Overview NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping [Read more](/accounting/netsuite-financials-accounting-software-profile/) ##### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ##### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience #### Features ##### Best rated features - Aging Tracking: 5/5 - "What If" Scenarios: 5/5 - Knowledge Base Management: 5/5 - Vendor Master Data Management: 5/5 [See all features](/accounting/netsuite-financials-accounting-software-profile/#key-features) --- ### [Less Annoying CRM](/crm/less-annoying-crm-profile/) - Overall rating: 4.8/5 - Reviews: 660 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/less-annoying-crm-profile/) #### Features ##### Best rated features - Activity Tracking: 5/5 - For Mac Devices: 5/5 - For Real Estate: 5/5 - Commission Management: 5/5 ##### Worst rated features - Prospecting Tools: 3.5/5 - Data Security: 4/5 [See all features](/crm/less-annoying-crm-profile/#key-features) #### Pricing ##### Core - Price: $15.00/month - Get all our features at our single price tier. No more having to choose between complicated pricing [See full pricing details](/crm/less-annoying-crm-profile/#pricing-and-plans) --- ### [Flowlu](/project-management/flowlu-profile/) - Overall rating: 4.8/5 - Reviews: 387 - Starting price: $0.00/year - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/project-management/flowlu-profile/) #### Features ##### Best rated features - Time Tracking: 5/5 - Decision Support: 5/5 - Segmentation: 5/5 - Customizable Invoices: 5/5 [See all features](/project-management/flowlu-profile/#key-features) #### Pricing ##### Free - Price: $0.00/year - This is a forever free plan with up to 2 users and 100 MB of storage space. ##### Essential - Price: $9.00/month - For growing teams: move beyond basic task tracking to manage client work confidently. ##### Advanced - Price: $17.00/month - For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](/project-management/flowlu-profile/#pricing-and-plans) --- ### [Bigin by Zoho CRM](/crm/bigin-by-zoho-crm-profile/) - Overall rating: 4.7/5 - Reviews: 745 - Starting price: $0.00 - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one [Read more](/crm/bigin-by-zoho-crm-profile/) ##### What users love - Straightforward setup and operation - Intuitive and clean dashboard design - Affordable CRM for small teams ##### To take in mind - Limited third-party integration options #### Features ##### Best rated features - For Mac Devices: 5/5 - Onboarding: 5/5 - Drag & Drop: 5/5 - Rules-Based Workflow: 5/5 ##### Worst rated features - Email Templates: 3/5 - Activity Tracking: 3/5 [See all features](/crm/bigin-by-zoho-crm-profile/#key-features) #### Pricing ##### Free Edition - Price: $0.00 ##### Express - Price: $7.00/year - $7/user/month when billed annually. You get everything in Free edition, plus: ##### Premier - Price: $12.00/year - $12 per user per month when billed annually. You get everything in Express edition, plus: [See full pricing details](/crm/bigin-by-zoho-crm-profile/#pricing-and-plans) --- ### [LiveAgent](/crm/liveagent-profile/) - Overall rating: 4.7/5 - Reviews: 1,788 - Starting price: $15.00 - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Cloud help desk for support teams of any size: an online store with three agents pays $87 per month billed annually on the Team plan to answer email, live chat, WhatsApp, Facebook [Read more](/crm/liveagent-profile/) ##### What users love - Unified and efficient support - Real-time chat and integration - Intuitive and user-friendly design ##### To take in mind - Cumbersome email handling experience - Outdated and cluttered interface design - Limited mobile functionality and usability #### Features ##### Best rated features - Customer Service Analytics: 5/5 - Real-Time Data: 5/5 - Drag & Drop: 5/5 - Transfers/Routing: 5/5 ##### Worst rated features - Audit Trail: 1/5 - Multi-Channel Management: 2/5 - Sentiment Analysis: 3/5 [See all features](/crm/liveagent-profile/#key-features) #### Pricing ##### Starter - Price: $15.00 - $15 agent/month (billed annually) — $19 agent/month (billed monthly) ##### Team - Price: $29.00 - $29 agent/month (billed annually) — $35 agent/month (billed monthly) ##### Business - Price: $49.00 - $49 agent/month (billed annually) — $59 agent/month (billed monthly) [See full pricing details](/crm/liveagent-profile/#pricing-and-plans) --- ### [Brevo](/scheduling/brevo-profile/) - Overall rating: 4.6/5 - Reviews: 3,528 - Starting price: $9.00/month - Best for: Popular - Free trial: Not available - Free demo: Not available #### Overview Brevo Marketing Platform is an all-in-one marketing solution serving individuals, small businesses, and large enterprises across a wide range of industries. The software is [Read more](/scheduling/brevo-profile/) ##### What users love - Reliable transactional email delivery - User-friendly setup and navigation - Responsive and helpful assistance ##### To take in mind - Limited customization and flexibility - Cumbersome contact organization tools - Strict and confusing account controls #### Features ##### Best rated features - Collaboration Tools: 5/5 - Tagging: 5/5 - Multi-Channel Communication: 5/5 - Lead Engagement: 5/5 ##### Worst rated features - Unsubscribe Database: 2/5 - Availability Management: 3.8/5 - Customizable Reports: 3.8/5 [See all features](/scheduling/brevo-profile/#key-features) --- ### [Google Contacts](/crm/google-contacts-profile/) - Overall rating: 4.7/5 - Reviews: 709 - Best for: Contact Database - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/google-contacts-profile/) #### Features ##### Best rated features - Contact Database: 4.7/5 - Search/Filter: 4.7/5 - Shared Contacts: 4.6/5 - Data Import/Export: 4.6/5 ##### Worst rated features - For iPad Devices: 4/5 [See all features](/crm/google-contacts-profile/#key-features) #### Pricing ##### Basic - Price: Custom - Pricing available upon request [See full pricing details](/crm/google-contacts-profile/#pricing-and-plans) --- ### [HoneyBook](/crm/honeybook-profile/) - Overall rating: 4.7/5 - Reviews: 695 - Starting price: $36.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such [Read more](/crm/honeybook-profile/) ##### What users love - Centralized client organization tools - User-friendly and intuitive interface - Streamlined invoicing and contracts ##### To take in mind - Email deliverability and workflow issues - Slow and costly payment handling - Expensive for small businesses #### Features ##### Best rated features - Accounting Integration: 5/5 - Content Library: 5/5 - Dashboard: 5/5 - Room Booking: 5/5 ##### Worst rated features - Status Tracking: 3/5 - Customizable Forms: 3/5 - Business Process Automation: 3/5 - Third-Party Integrations: 3.7/5 [See all features](/crm/honeybook-profile/#key-features) #### Pricing ##### Starter - Price: $36.00/month ##### Essentials - Price: $59.00/month ##### Premium - Price: $129.00/month [See full pricing details](/crm/honeybook-profile/#pricing-and-plans) --- ### [The Mortgage Office Loan Servicing](/crm/the-mortgage-office-profile/) - Overall rating: 4.8/5 - Reviews: 289 - Best for: Features - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/the-mortgage-office-profile/) #### Features ##### Best rated features - Loan Management: 5/5 - Electronic Applications: 5/5 - For Borrowers: 5/5 - Activity Dashboard: 5/5 ##### Worst rated features - Business Loans: 1/5 - CRM: 1/5 - Customizable Reports: 1/5 [See all features](/crm/the-mortgage-office-profile/#key-features) --- ### [noCRM](/crm/you-dont-need-a-crm-profile/) - Overall rating: 4.7/5 - Reviews: 498 - Starting price: $13.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who [Read more](/crm/you-dont-need-a-crm-profile/) #### Features ##### Best rated features - Sales Activity Management: 5/5 - Calendar Management: 5/5 - Email Templates: 5/5 - Real-Time Notifications: 5/5 ##### Worst rated features - Collaboration Tools: 1/5 - Event Triggered Actions: 2/5 - Call Logging: 3/5 [See all features](/crm/you-dont-need-a-crm-profile/#key-features) #### Pricing ##### Starter - Price: $13.00/month - Shift your attention to what truly drives revenue: converting prospects into customers. ##### Expert - Price: $26.00/month - Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your ##### Dream - Price: $39.00/month - Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate [See full pricing details](/crm/you-dont-need-a-crm-profile/#pricing-and-plans) --- ### [VipeCloud](/crm/vipecloud-profile/) - Overall rating: 4.9/5 - Reviews: 163 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview VipeCloud is the franchise CRM for the AI era, built for franchise brands, franchise sales organizations, and consultants. More than half of franchise leads arrive after hours. [Read more](/crm/vipecloud-profile/) #### Features ##### Best rated features - Customizable Reports: 5/5 - CRM Integration: 5/5 - Web-based Deployment: 5/5 - Territory Management: 5/5 ##### Worst rated features - Quotes/Estimates: 2.5/5 - Engagement Tracking: 4/5 [See all features](/crm/vipecloud-profile/#key-features) #### Pricing ##### Community - Price: $15.00/month - This plan offers a free trial and allows up to 1 user. ##### Plus - Price: $25.00/month - This plan offers a free trial and allows up to 1 user. ##### Pro - Price: $50.00/month - This plan offers a free trial. [See full pricing details](/crm/vipecloud-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=5) ... [11](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=11) ## 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 ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ NetSuite vs Dynamics 365 ](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[ ActiveCampaign vs Brevo ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/brevo/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ LiveAgent vs Zoho Desk ](https://www.softwareadvice.com/crm/liveagent-profile/vs/zoho-desk/)[ Odoo vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/odoo/) ## 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 | Feature | Description | | --- | --- | | 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, 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.