Categories   >   CRM For Consulting
Last Reviewed: November 26th, 2024

Best CRM For Consulting Of 2024

What are CRM For Consulting?

CRM for Consulting is a specialized software tool geared towards managing client relationships in the consulting sector. By addressing challenges such as tracking multi-faceted client engagements and aligning client requirements with consulting services, it facilitates smooth consulting operations. The software's importance lies in its ability to enhance client satisfaction, increase retention rates, and optimize revenue generation. Its key functionalities include contact management, project tracking, and service alignment, with AI-driven data analytics serving as an emerging feature. Consulting firms and individual consultants will find the most substantial gains from this software. As a sticking point, complexities during system integration and a possible steep learning curve might deter some users. In summary, CRM for Consulting ameliorates consulting operations by nurturing stronger client relationships and enabling superior service delivery, although adoption challenges could arise due to technical complexities.

What Are The Key Benefits of CRM For Consulting?

  • Enhances client satisfaction
  • Increases client retention rates
  • Optimizes revenue generation
  • Streamlines consulting services
  • Tracks multiple client engagements
  • Automates contact management
  • Supports project tracking
  • Encourages data-driven decision-making
  • Enables service alignment
  • Fosters professional client approach
Read more

Overall

Based on the latest available data collected by SelectHub for 149 solutions, we determined the following solutions are the best CRM For Consulting overall:

Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Salesforce Sales Cloud
Salesforce Sales Cloud
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce Sales Cloud

Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.

Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.

We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.

Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.

Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.

Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

Pros & Cons

  • Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
  • Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
  • Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
  • Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
  • Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
  • Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
  • Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.

Key Features

  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.

Pricing

License/Subscription Cost
  • Based on a recurring subscription-based model: per user, per month (billed annually)
  • All products require an annual contract
  • Cost varies depending on the package selected — Lightning Essentials, Lightning Professional, Lightning Enterprise or Lightning Unlimited (refer to the pricing section for details)
Maintenance Cost
  • Included in the subscription cost
  • Users aren’t required to pay server fees or annual maintenance charges
  • Provides technical support and Help Center to resolve issues.
  • Streamlines the implementation process through videos, training and certification, a customer community, documentation, interactive tutorials, and webinars
Installation/Implementation Cost
  • The cost is over and above the subscription cost
  • Salesforce implementation can cost anywhere between $2,000 and $20,000, delivered within 2-3 weeks or 2 months
  • Salesforce implementation partners/contractors handle implementation, charging anywhere from $16/hour to over $190/hour
Customization Cost
  • Cost varies depending on the selected plan and any functional requirements added to the basic business requirements
  • Add-on charges include $50/user/month for knowledge base access and $250/GB/month for additional data storage capacity
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount of CRM data to be migrated, such as opportunities, cases, activities, contracts, orders, invoices, data duplication, data archiving and restoration
Recurring/Renewal Costs
  • Renewal cost is included in the subscription fee
  • Users may incur additional costs for premium support services, application administration, data archiving and restoration services chosen, if any
Zoho CRM
Zoho CRM
Start Price
$14
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Zoho CRM

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.

During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.

However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Pros & Cons

  • Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
  • Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
  • Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
  • Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
  • Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
  • Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
  • Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Key Features

  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
HubSpot CRM
HubSpot CRM
Start Price
$1,080
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked HubSpot CRM

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Pros & Cons

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 
Insightly
Insightly
Start Price
$29
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Insightly

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Pros & Cons

  • Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
  • Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
  • Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
  • Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
  • Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
  • Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
  • Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
  • Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Key Features

  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
Streak CRM
Streak CRM
Start Price
$0
Free, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Streak CRM

Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

Pros & Cons

  • Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
  • G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
  • Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
  • Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
  • Reminders: Every user who refers to this feature liked the ability to frequently follow up
  • Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
  • Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
  • Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
  • Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
  • Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.

Key Features

  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Freshsales
Freshsales
Start Price
$9
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Freshsales

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Pros & Cons

  • Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
  • Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
  • Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
  • Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
  • Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
  • Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
  • Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Key Features

  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
Spiro
Spiro
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Spiro

Spiro enables SMBs to simplify their sales and communications with a user-friendly platform that’s built on AI. Given the central role AI plays, it stands out as a feature many users find to be helpful, particularly when paired with BI to improve sales efficiency. The built-in calling and messaging feature helps users stay connected to prospects, increasing the chances of conversion. Reviews also report that customer support is timely and helpful. Some limitations include slow functionality while reporting and inaccurate automatic data capturing. Overall, those looking for a solution to handle many sales activities without using a traditional CRM product may find it to be a good choice.

Pros & Cons

  • Ease of Use: The software is easy to use and customize to meet business processes and sales requirements, according to 83% of users referencing this aspect.
  • Artificial Intelligence: All reviews on this feature say the combination of AI and BI helps the sales team to work more fluidly and more efficiently.
  • Customer Service: The turnaround time and product understanding offered by the support team is very helpful, suggest 100% of reviews citing customer support.
  • Data Capturing: Automated data entry lacks precision and isn't streamlined enough for immediate business use, note 66% of users mentioning this feature.
  • Analytics and Reporting: The lack of proper filtering and functions slow processes down even with automation in place, in the experience of 66% of users reviewing this element.

Key Features

  • CRM Capabilities: While not a traditional CRM, it executes data collection, automatically gleaning information from emails, text messages and calls to measure engagement levels. 
  • Pipelines: Provides a clear view of each deal and has the option to create multiple pipelines to fit internal processes. Offers different views, such as by sales or stage priority. 
  • Analytics and Reports: Understand prospects, customers, opportunities and forecasts better through objective analysis of customer engagements at every stage. Report types include chart, pivot, summary and tabular. 
  • Mobile Apps: Apps for iOS and Android devices allow access to pipelines, reports, contacts, leads and customer records on the go. 
  • Integrations: Connect with many other types of business platforms, including CRM, ERP and customer support, along with tools like Slack, Office 365, Gmail and Outlook. 
  • Email: Supports emailing up to 500 contacts at once along with the option to schedule the emails in advance. Includes reusable templates for common types of messages. Integrate with a marketing automation solution to receive full email marketing capabilities. 
  • VoIP: Available on desktop or via mobile app. Includes one-click dialing, text message support, call recording, interactive

COMPARE THE BEST CRM For Consulting

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of CRM For Consulting, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Salesforce Sales Cloud
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce Sales Cloud
Zoho CRM
$14
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Zoho CRM
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
HubSpot CRM
$1,080
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
HubSpot CRM
Insightly
$29
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Insightly
Streak CRM
$0
Free, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Streak CRM
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Freshsales
$9
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Freshsales
Spiro
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Spiro

All CRM For Consulting (149 found)

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Virtuous CRM

by Virtuous Software
Virtuous CRM
Virtuous CRM is a cloud-based tool that helps non-profit organizations build better relationships with existing and potential donors at scale. It automates contact management, marketing and outreach with personalized messages, prompting users for donation at optimal times. It leverages data and predictive analysis to ensure smooth donor management, manages complex fundraising requirements, handles backend payment processing and helps organizations grow their donor base.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
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Deployment
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Platform
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GrowthZone

by MicroNet, Inc.
GrowthZone
GrowthZone (formerly known as MemberZone) is an association management software that has marketing automation and prospecting built in for greater functionality. It also has productivity modules to help users with day-to-day tasks.It assists businesses with growth in a risk-free manner and drives efficiency by eliminating unnecessary processes. It also facilitates the elimination of duplicate data, report accuracy, dashboard customization, and real-time communication and updates.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Platform
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AllClients

by AllClients
AllClients
AllClients is a versatile CRM software designed to streamline client management tasks, making it particularly beneficial for small to medium-sized businesses across various industries such as real estate, consulting, and service-based sectors. Its user-friendly interface offers unique features like automated follow-ups, email marketing, and contact management, which enhance productivity and client engagement. Users appreciate its simplicity and the ability to customize workflows to fit specific business needs. Compared to similar products, AllClients stands out for its intuitive design and comprehensive support options. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements. This ensures businesses can effectively budget for the software while maximizing its potential benefits. Overall, AllClients provides a robust solution for businesses seeking to improve their customer relationship management processes.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Agendize

by Agendize
Agendize
Agendize is a versatile appointment scheduling and customer engagement platform used by businesses across various industries. It offers a range of key features, including robust appointment scheduling, multi-channel integration, and automation, which streamline operations and enhance customer experiences. Users appreciate its user-friendly interface and customization options, along with responsive customer support. Agendize is known for its cost-efficiency and mobile accessibility, making it accessible to a broad user base. Users believe that Agendize holds its own against similar products, citing its strengths in appointment scheduling and multi-channel integration. However, some note limitations in terms of customization and pricing when compared to other offerings in the market. Pros Efficient Scheduling Detailed Analytics Client Management Cons Limited Customization Integration Challenges Lack of Advanced Features
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Talisma

by Talisma Corporation
Talisma
Talisma is a sales and marketing technology solution that adds value to customer engagement and increases productivity. It helps companies empower, enable and engage with their customers through Formal Technical Review (FTR) to deliver quality-controlled activities. Users can identify customer characteristics and utilize upselling and cross-selling for maximum success. It also offers industry-specific domains, cloud deployment, integrated lead management, flexible business modeling, domain management and more to make digital marketing easy.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Engaging Networks

by Engaging Networks
Engaging Networks
Engaging Networks is an online platform that helps accelerate fundraising, run campaigns efficiently and leverage funds for various causes through e-commerce. Users can raise money through donations, advocacy, email marketing, membership, events, peer-to-peer support and more. Accessible Intelligence, a sister company, offers AI and machine learning to help analyze donor actions, suggest recommendations and predict and produce strategic outcomes. The easy-to-use, flexible and unified dashboard renders pages in over 140 languages. Multiple currency payment ensures easy online donation collection from anywhere in the world.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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YetiForce

by YetiForce Sp. z o.o.
YetiForce
YetiForce is a comprehensive CRM software designed to streamline business processes, making it particularly suitable for industries like sales, marketing, and customer service. It offers a robust suite of features including contact management, sales automation, and project management, which are essential for enhancing customer relationships and improving operational efficiency. Users appreciate its flexibility and customization options, allowing businesses to tailor the system to their specific needs. YetiForce stands out with its open-source nature, providing a cost-effective solution compared to proprietary systems. This adaptability makes it ideal for small to medium-sized enterprises seeking a scalable CRM solution. While pricing details are not explicitly provided, potential users are encouraged to contact SelectHub for a tailored quote. Overall, YetiForce is praised for its user-friendly interface and powerful functionality, making it a compelling choice for organizations aiming to optimize their customer management strategies.
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Oracle Sales Cloud

by Oracle America
Oracle Sales Cloud
Oracle Sales Cloud is a cloud-based customer relationship management (CRM) platform designed to simplify the sales process for organizations of all sizes. It offers various features, including lead management, opportunity tracking, forecasting and quoting.It’s great for businesses wanting a complete system that can grow with them. Key benefits include increased sales productivity, improved forecasting accuracy and better customer relationships.The platform also offers mobile access, social media integration and advanced analytics. While users generally appreciate its robust features, ease of use and scalability, some find it pricey and challenging to learn initially.Oracle Sales offers various pricing plans to meet the needs of different businesses. The basic plan starts at $75 per user per month, while the enterprise plan can cost several thousand dollars per month. It also provides a free trial that allows users to try the platform before they buy. Pros Comprehensive features Easy-to-use interface Scalable for large teams Mobile access and collaboration Advanced analytics and reporting Cons High implementation cost Steep learning curve Limited customization options Integration challenges
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Salesmate

by Salesmate
Salesmate
Salesmate is a versatile software solution designed to streamline customer relationship management (CRM) and task management for businesses. It is particularly well-suited for small to medium-sized enterprises seeking to enhance their sales processes and improve customer interactions. The platform's intuitive interface and robust features make it an attractive option for teams looking to boost productivity and efficiency. Users appreciate Salesmate for its comprehensive suite of tools, including contact management, sales pipeline tracking, and automation capabilities. These features help businesses maintain organized workflows and foster better communication with clients. Additionally, Salesmate offers insightful analytics and reporting, enabling companies to make data-driven decisions. In terms of pricing, Salesmate is competitively positioned, typically charging on a per-user, per-month basis, making it accessible for growing teams. Compared to similar products, users often highlight its ease of use and the value it provides for the cost, making it a compelling choice for those in need of a reliable CRM solution.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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BIGContacts

by SureSwift Capital
BIGContacts
BIGContacts is an integrated contact management and email marketing solution that helps capture leads, convert sales inquiries and retain more customers. It is simple to use with a drag-and-drop UI and offers prospects management, sales and marketing automation and more. It tracks all contacts, tasks and calendars for ease of access. It is easy to customize and provides smart reports and analytics on campaigns and team performance. Additionally, it enables automated sales email campaigns to save time and manual effort.
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Salesforce Financial Services Cloud

by Salesforce.com
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is a cloud-based solution for integrated sales, service and marketing tasks. It enables users with personalized outreach, proactive insights and goal-based planning for optimum business growth. It helps financial institutions such as banks and insurance companies build, nurture and maintain customer relations through a unified dashboard with omnichannel integrations for social media, email and more. It offers smart insights, new opportunities, prospect engagement, lead conversion and customer retention. It extends secure banking collaborations and increases client engagement.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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FreeAgent CRM

by FreeAgent Network, Inc.
FreeAgent CRM
FreeAgent CRM helps companies organize customer information on one dashboard, helping team leads and sales representatives achieve targets and collaborate more effectively. It enables tracking of performance and workflows as well.Using it allows teams to improve areas such as operations, marketing, project management, sales and customer support. Users get a unified interface for managing and working on MQLs, SQLs, new opportunities, to-dos, tasks at hand, reviews and more.
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Verenia

by Verenia
Verenia
Verenia is a cloud-based module native to NetSuite that helps businesses increase sales by creating quick and accurate quotes. Designed to cater to manufacturing's specific needs, it enables users to configure complex products by providing a well-rounded, 3D view. It offers real-time updates on industry trends with the latest information to ensure guided selling and ordering.Users can opt for built-in or external CRM and ecommerce integrations, tweak the customizable interface to fit organization requirements and leverage the built-in forecasting and follow-up inclusions to drive sales.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Shape Software

by Shape Software
Shape Software
Shape Software offers a comprehensive solution for managing customer relationships and tasks, making it ideal for industries like real estate, legal, and healthcare. Its robust CRM capabilities streamline client interactions, automate workflows, and enhance productivity. Users appreciate its intuitive interface and customizable features, which include lead management, email marketing, and reporting tools. Shape Software stands out with its seamless integration options and mobile accessibility, allowing professionals to manage their operations on the go. Compared to similar products, users often highlight its user-friendly design and efficient customer support. Pricing details are not explicitly available, so it's advisable to contact SelectHub for a tailored quote. This ensures that businesses can align the software's capabilities with their specific needs and budget. Overall, Shape Software is a versatile and dynamic tool that effectively supports businesses in optimizing their customer relationship management processes.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Prophet CRM

by Avidian Technologies
Prophet CRM
Prophet CRM offers a robust set of features to enhance productivity with seamless workflows while keeping data intact. It saves time by avoiding the need to switch between Outlook and the software itself. Users can leverage it for custom quote and document generation, sales automation, reporting, analytics and more.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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FunnelMaker

by TriageTech LLC
FunnelMaker
FunnelMaker is a comprehensive software solution designed to streamline CRM and marketing tasks, making it an ideal choice for businesses seeking to enhance customer relationship management and marketing efficiency. It caters to a wide range of industries, including real estate, healthcare, and financial services, due to its versatile features. Users benefit from its robust capabilities such as email marketing automation, lead tracking, and detailed analytics, which empower businesses to optimize their marketing strategies and improve customer engagement. FunnelMaker stands out with its user-friendly interface and customizable options, allowing businesses to tailor the platform to their specific needs. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a personalized quote. Compared to similar products, FunnelMaker is praised for its intuitive design and comprehensive feature set, making it a valuable tool for businesses aiming to enhance their CRM and marketing efforts.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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EngageBay

by EngageBay
EngageBay
EngageBay is a comprehensive software designed to streamline customer relationship management (CRM) alongside marketing, sales, and service automation. It is particularly well-suited for small to medium-sized businesses seeking an affordable, all-in-one solution to manage and nurture customer relationships, automate marketing processes, and boost sales. One of the key benefits of EngageBay is its ability to offer a wide range of functionalities at a competitive price point, making it an attractive option for businesses looking to maximize their budget. Popular features include email marketing, lead generation tools, and a centralized CRM system that helps businesses keep track of customer interactions and manage tasks efficiently. When compared to similar products, users often highlight EngageBay's user-friendly interface and the exceptional value it provides, given its lower price range. Pricing models are flexible, with options ranging from monthly to annual payments, allowing businesses to choose a plan that best fits their financial and operational needs.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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TeamWave

by TeamWave
TeamWave
TeamWave is a cloud-based integrated solution that helps its users with essential business processes like collaboration, contact management, marketing automation, sales and time tracking. Its robust functions include numerous modules for companies to effectively deliver projects, meet sales targets and support their customers. It offers businesses visibility into sales deals at different stages, sales pipelines and date filtering capabilities. Users can forecast sales with a timeline view that arranges ongoing deals alongside closed deals. Some of its other inclusions help prepare tasks, manage priorities and add comments, notes and attachments to tasks. Its time tracking module monitors time spent on projects, non-billable and billable hours. It also offers email integrations with MailChimp, Gmail and Microsoft.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Tacton

by Tacton Systems AB
Tacton
Tacton is an automated solution that boosts and accelerates sales with quick quote generation, extensive brand-centric proposals and streamlined operational tasks. It configures offerings for sales reps and customers according to specific requirements, reducing sales cycles and ensuring high win rates. Design automation minimizes errors and reduces time spent on repetitive modeling when generating documents, drawings and 3D CAD models. Users can leverage integrations with CRMs and ERPs for smoother workflows.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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CRMnext

by Acidaes Solutions
CRMnext
CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Pricing Guide

See the Price/User for the top CRM software for Consulting… plus the most important considerations and questions to ask when shopping.

Buyer's Guide

CRM Software for Consulting Is All About Good Pipeline Management and Tracking Capabilities

By Manogna Matta, Technical Writer at SelectHub

CRM for Consulting BG Intro

As a consultant, you need to be on top of your communication with high-value clients. You cannot afford to get their names or numbers wrong, miss appointments or send delayed responses to their queries. But it’s no easy feat to keep track of everything all the time. This is where a CRM for consulting comes to the rescue. It’s a tool designed to keep up with the demands of the competitive consulting industry.

Looking for a way to streamline customer communication or improve your pipeline management capabilities? A CRM for consulting might be the right fit for you. In this buyer’s guide, we’ll go over what consulting CRM software is, how it can improve your business and how to pick the best solution.

Executive Summary

  • A CRM for consulting helps nurture leads and track customer interactions.
  • Key features include contact management, pipeline management, reporting tools and integrations.
  • Be sure to create a list of requirements and ask potential vendors specific questions about the software before making a purchase.
What This Guide Covers:

What Is CRM Software for Consulting?

CRM for consulting is a tool for sales, marketing and service teams at consulting firms. It helps identify new leads and nurture existing clients.

As a consultant, you juggle several clients at once and always look for new opportunities. But new leads don’t always convert into clients. However, these leads turn into relationships and are a great source of new business.

CRM software helps maintain and leverage customer relationships. It speeds up teams’ responses to clients, a critical factor in lead conversion and streamlines your departmental communication so everyone is on the same page.

When it comes to consulting, businesses are mainly concerned with:

  • New opportunities that come from sales, marketing or referrals.
  • Client development that deals with upselling or cross-selling further services to customers.

A CRM for consulting firms ensures you don’t miss out on either. With lead management tools, automation features and customer service functionality like chatbots, consulting CRM software takes care of every opportunity, be it old or new. The solution tracks customer interactions, gives a comprehensive sales process overview and provides insight into where clients are in the pipeline.

Primary Benefits

CRM software comes with various tools to boost sales capabilities. Let’s look at how the software benefits you below:

CRM for Consulting Benefits

CRM For Consulting Software Categories

Easily Organize Sales Processes

Consultants need to take care of leads and customers, their data, interactions, deals, reports, lead conversions, revenue, and a hundred other things. You cannot downplay the importance of mapping out sales processes — it’s the base of good business planning, without which delays and errors are inevitable.

A CRM for consulting firms helps you stay on top of your sales activities and gives a bird's-eye view of your sales pipeline. The platform makes it easy to track all ongoing interactions, soon-to-be-closed deals and upcoming projects you need to work on.

You can visualize aspects of the sales process like communication with prospects, negotiation, length of sales cycles and quality of lead conversions. CRM for consulting software organizes clients' information and helps you map your timeline over a week, month, quarter or year. Thanks to the centralized easy-view platform, your sales reps will know exactly when to follow up on a lead.

Enhance Lead Nurturing

Your existing leads are your best source of business. If you play your cards right, you can cross-sell additional items along with the primary purchase. Consulting CRM software helps nurture leads with its wide range of communication tools.

You can record calls and interactions and use them to personalize future conversations with leads. For example, if your client says they’d love to visit France, you can refer to that detail in your next interaction and build a stronger relationship with them.

Instead of writing emails every single time, you can use email templates. You can also create templates to send additional information, attachments or FAQs for common questions. Many CRMs integrate with your preferred email apps, so you can directly use templates without constantly juggling between systems.

Optimize Your Sales With Automation

In a service-driven industry like consulting, sales and marketing automation tools are immensely beneficial to firms. A CRM can automate repetitive manual tasks like creating and sending quotes, updating client status and adding leads to the system. Your team gains from improved lead tracking and increased data accuracy, which saves time in the long run.

Customer service automation tools such as automated replies to common queries, confirmation emails and scheduled communication can boost your lead conversion rates. You can also set reminders and automatic follow-ups for prospective and past clients to optimize every opportunity.

Key Features & Functionality

Financial services CRM has lots of industry-specific features, and there’s a provision for custom features by some vendors. However, some basic functionalities include:

Contact Management

This feature elevates CRM systems from a mere contact database to a platform that records, updates and manages client data, including key details like addresses, emails and social media accounts.

Your sales and service teams get real-time access to information in a centralized single-view platform, making it easier to track leads. Sales reps can document conversations and build customer relationships using relevant data.
Reporting and Forecasting

Get in-depth reports regarding your sales performance and team’s productivity. You can track leads based on predetermined metrics and gain insight into clients’ activities.

Reports enable a high-level view of factors like the average time to close a lead or problems in the sales pipeline. Forecasting and predictive analytics help identify top customer trends and plan resources for upcoming projects.
Tracking Capabilities

Auto-track and record all your customer interactions, including emails, messages, appointments and calls. You can also add notes to recordings, a great tool to retrieve information at your fingertips and use it to personalize future conversations.
Integrations

Integrate the platform with third-party business apps like Gmail, Outlook, Slack and more. A CRM also supports integrations with accounting tools, helpdesk software and ERP.
Pipeline Management

Track every step of your sales process in an organized, easy-to-understand and visually appealing manner. The platform enables good pipeline management, which is key to accurate trend predictions, sales performance evaluations and proper resource allocation.

Software Comparison Strategy

With so many vendors in the market, it can get overwhelming to decide which software would be the best for your business. Jumpstart your search by considering the following aspects before committing to a purchase:

Preferred Features: Look at your current system and analyze where it is lacking. What are the most common problems you face? Which features can help maximize productivity? Many solutions come with extensive functionalities that are not only challenging to figure out but also unnecessary for your business. Take some time to make a list of your requirements. Client and service-focused features and marketing automation tools are a good place to start.

Mobile Platform: Check your top software options for mobile compatibility. Solutions that you can access anywhere, on any device you want, are especially beneficial if you have remote or hybrid teams. It’s a bonus if you can use the platform offline, something helpful in cases of spotty service.

Cloud Technology: While cloud solutions are popular, don’t choose them for the sake of it. On-premise systems need a dedicated IT team, which is expensive to maintain. But most on-site vendors don’t charge according to the number of users, something profitable in the long run, especially for large businesses.

Budget: You need to be honest about your budget and how much you can afford to spend. Thoroughly consider all variables like the number of users, hidden costs and maintenance fees before making a purchase.

Integrations: Take note of apps you use on a daily basis. Your ideal solutions should integrate with your preferred apps, enabling you to streamline communication.

Customizations: What customizable features does the software offer? What about scalability options? Does it come with any pre-built templates? Investing in a solution that can scale up is a good idea so your business doesn’t risk outgrowing its software capabilities.

Vendor Support: Does your vendor provide hands-on customer support? Do they have 24/7 live chat? What do their installation, onboarding and training processes look like? How do they ensure data security? How will they help you import existing data into the new software?

User Experience: CRMs that are intuitive and easy to use are always a plus. They can save valuable time and money that would otherwise go into costly and time-consuming software training.

Some additional tips:

  • Test drive free versions of your top software options and examine them thoroughly.
  • Ask your colleagues for recommendations and read industry guides before making a purchase.
  • Check out online reviews on platforms like Reddit and Quora.
  • Set milestones and give yourself deadlines for each step of the process to help you stay on track.

Cost & Pricing Considerations

CRM software comes in all shapes and sizes. There’s something for everyone. When it comes to pricing, you’ll need to pay monthly, quarterly, half-yearly or annually. Some solutions have a one-time subscription fee, while others charge according to the number of users.

A few software vendors have a flat monthly fee regardless of the number of people using the software, but they are becoming increasingly uncommon.

The average rate of CRM software for consultants is around $50 to $90 per user/month. The price can go as cheap as $10-$15 per user/month to $3000-$4000 for specialized advanced solutions with robust capabilities. Some vendors offer free trials or free software versions with limited functionality.

The cost of the software may increase according to its advanced features, customizations and scalability options. There are also hidden costs, like paying for installation or training sessions. If you’re opting for on-premise software, you also need to set aside money for a dedicated IT support team.

The Most Popular CRM Software for Consulting

Now that you know what a CRM can do for you, how do you pick the right one for your business? Let’s take a look at some popular products to guide your search:

Salesforce Sales Cloud

A pioneer of modern CRM, Salesforce Sales Cloud helps consultants create a loyal customer base with its dynamic features. The platform’s cloud technology facilitates better customer interactions and connections.

Salesforce’s AI-powered sales cloud, Einstein, predicts customer buyer trends and reporting tools give detailed insights into sales performance. Endowed with lead scoring capabilities and automation features, it helps consultants with the quality and quantity of lead conversions.

Salesforce Sales Cloud

Salesforce Sales Cloud’s Activity Management Dashboard. Source

Zoho CRM

One of the top-rated vendors in the market, Zoho CRM is beneficial for service-driven businesses like consulting firms. It’s well known for its automation, comprehensive analytics, reporting tools, integrations and AI-powered sales assistant Zia. Zoho’s customization options give you complete control over business processes and help deliver targeted, personalized customer service.

Zoho CRM

Zoho CRM’s Deal Dashboard. Source

Dynamics 365 For Sales

Equipped with AI capabilities, Microsoft Dynamics 365 For Sales helps improve sales performance and build stronger customer relationships. Its robust contact management features, visual dashboards and data-driven sales insights maximize business revenue and reach. Integrations, partner relationship management and cloud technology are other notable features.

Dynamics 365 For Sales

Sales Overview Tab in Microsoft Dynamics 365. Source

 

 

Questions To Ask

To get started, it’s critical to understand your business-specific requirements. Use the following questions as a starting point.

Here’s a list of questions to guide internal conversations:

  • How many employees will use the software?
  • What are the problem areas in my current system?
  • Which features would help improve problem areas?
  • What apps do I use on a daily basis?
  • How does my team communicate and collaborate?

CRM for Consulting Key Questions To Ask

Here’s a list of questions to ask vendors to help you learn more about the software and vendor:

  • Do you assist in the onboarding and implementation process?
  • To what extent does the software automate repetitive tasks?
  • What integrations and scalability options do you offer?
  • What industry-specific features do you provide to benefit consulting firms?
  • Does your software have a mobile app?

Next Steps

Using CRM for your consulting firm helps with pipeline management, lead tracking, lead nurturing and customer service automation. With its dynamic range of communication tools, you can enhance sales performance and maximize your business development efforts.

Ready to help your consulting firm grow and take it to the next level? Get started today with our free comparison report to gain insight into top software leaders. Good luck!

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Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Manogna Chandrika
By Manogna Chandrika Matta
Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
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Joan
Technical Research By Joan Akash
Senior Analyst
Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry.
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Manan
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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