Compare Consulting CRM Software

Finding software can be overwhelming. Software Advice helps consulting businesses choose the right consulting CRM software to manage relationships with existing and prospective clients.

Showing 1-20 of 394 products

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The... Read more

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Recent recommendations: 142 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more

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Recent recommendations: 103 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly.  Stay in the zone, with AI-guided selling. See only what you need when you need... Read more

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Recent recommendations: 68 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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HubSpot Sales Hub

HubSpot Sales is a cloud-based sales automation software designed to build, automate and accelerate the sales process. The solution allows sales personnel to connect with promising leads and convert them into successful deals. HubSpot... Read more

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Recent recommendations: 66 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Salesforce.com

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read more

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Recent recommendations: 52 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Prophet CRM

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify... Read more

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Recent recommendations: 26 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Claritysoft

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... Read more

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Recent recommendations: 20 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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LeadMaster

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,... Read more

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Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Infor CRM

Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service activities and information... Read more

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Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more

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Recent recommendations: 16 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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FunnelMaker Sales

FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read more

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Recent recommendations: 16 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard"... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read more

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Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Aysling

Asyling is a multifunctional CRM that allow users to manage B2B operations. Operating as a cloud-based service resource planner, Asyling consolidates the entire back-office operations in a single dashboard spanning from customer management... Read more

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Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Deltek Vision

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense management... Read more

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Recent recommendations: 10 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Hatchbuck

Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read more

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Recent recommendations: 10 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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4Degrees

4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline management... Read more

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Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Sales Creatio

Creatio (formerly bpm’online) is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead... Read more

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Recent recommendations: 8 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Nutshell

Nutshell is a cloud-based customer relationship management (CRM) software for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, reporting and more to outbound sales... Read more

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Recent recommendations: 7 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market... Read more

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Recent recommendations: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Buyers guide

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 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?

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.

Orders in Toast POS

Pipeline view in PipeDrive (Source)

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 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 and making proposals, so that they can quickly and efficiently execute these additional tasks.

      • Small businesses with few in-house consultants. Our research 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 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

Dashboard view in Bullhorn CRM

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 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 such as document storage, custom reports, and proposal management.

    • Evaluate cloud and on-premise options: Gartner 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.