Compare 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.

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Showing 1 - 20 of 387 products
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Showing 1 - 20 of 387 products

Pivotal CRM

Pivotal CRM is a fully featured customer relationship management (CRM) platform suited to organizations of all sizes. Core modules include marketing automation, lead management, sales force automation, customer service and more....Read more

3.67 (6 reviews)

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NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

3.91 (186 reviews)

58 recommendations

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Genoo

Genoo is a cloud-based marketing automation solution for small to mid-sized professional services, software and technology firms. The solution helps marketers in email marketing, lead management, lead scoring, microsite building a...Read more

0.00 (3 reviews)

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Marketo Engage

Founded in 2006, Marketo was developed for the B2B marketer and is the most rapidly-growing solution on the market. ...Read more

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Salesnet CRM

Salesnet CRM is a cloud-based sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of th...Read more

4.21 (12 reviews)

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Tracker

Companies committed to providing top-notch customer service find PhaseWare Tracker invaluable for managing their support lifecycle. Intuitive customer support applications help you boost your client retention rates. ...Read more

4.42 (66 reviews)

1 recommendations

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SysAid

SysAid is a cloud-based IT Service Management, service desk and help desk solution that helps users in businesses of all sizes across various industries resolve technology-related issues. Key features include help desk automation,...Read more

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Oracle CRM On Demand

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more

4.37 (27 reviews)

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Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

4.08 (1111 reviews)

82 recommendations

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Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

4.36 (2748 reviews)

8 recommendations

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Software pricing tips

Read our Consulting CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

SAP Customer Experience

Whether you’re a mid-market company looking for an on-demand CRM application or a large enterprise that needs a robust, end-to-end client management solution, SAP can meet the unique technology needs of your company. ...Read more

4.19 (206 reviews)

1 recommendations

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Fision

Fision provides web-based brand control management and automated marketing software to manage custom digital assets, maintaining business rules and user permissions for clear, consistent and compliant one-to-one communications....Read more

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Maximizer CRM

Maximizer CRM is an integrated CRM solution that can be installed both on premise and in the cloud. It features sales management, marketing automation, customer service and support and business productivity tools....Read more

3.98 (302 reviews)

47 recommendations

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Omniprise

Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more

0.00 (2 reviews)

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LeadMaster

An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more....Read more

4.10 (36 reviews)

8 recommendations

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BlueFolder

BlueFolder Maintenance Management is a web based software that helps increase equipment uptime, streamline preventive maintenance, eliminate tedious maintenance tasks, and maximize efficiency. BlueFolder Maintenance Management sta...Read more

4.70 (32 reviews)

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HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more

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PlanPlus Online

Offering a complete online solution for business collaboration and customer relationship management, PlanPlus Online combines personal productivity with company productivity to increase communication and productivity....Read more

3.95 (85 reviews)

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ServiceWise

ServiceWise by TechExcel is a cloud-based IT Service Management(ITSM) solution that caters to businesses of all sizes and helps them to automate and streamline their IT services and help desk activities with configurable workflows...Read more

4.67 (3 reviews)

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Mothernode CRM

For any SMB looking to organize and streamline their sales process or for those facing enterprise sales management challenges, Mothernode CRM offers a cost-effective, powerful SaaS CRM and SFA solution....Read more

4.79 (55 reviews)

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Popular Consulting CRM Software Comparisons

Buyers Guide

Last Updated: March 11, 2022

 

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.