CRM Tools for Consulting Businesses

Whether you are a consultant or an individual looking for CRM software to help your consulting business, you have come to the right place! To make your job easier, we have examined each CRM in detail.

Customer-focused businesses are driven by the desire to deliver quality services to customers. They can establish and maintain strong relationships with their customers by doing this. This is also true for consultants. As they seek to establish interactive client relationships, they must be selective when choosing CRM for their consulting company.

Consultants can build long-lasting relationships with their clients. It means that they build long-lasting relationships with their consulting business and they also recommend their services. This is where CRM for consulting businesses sparks!

Which CRM software is best for consulting?

A consulting company’s specific needs can shape the best CRM for their business. Each consulting firm has different needs, so it is unfair to pick one CRM solution. The best CRM tool for consultants must have some of these key features:

  • Automate the management of leads that are added to your sales pipeline
  • To make it easier to follow up with clients, keep track of all communications from them.
  • Automate repetitive tasks with workflow automation
  • Notify the recipient of follow-ups, tasks, or meetings.
  • You can get a complete analysis of your business processes and sales pipelines anytime.


Copper is the best CRM software to help consultants because it provides a complete solution for all businesses. It allows consultants to organize all information related clients and projects in one place. Copper’s most notable feature is its ability to automatically track leads, accounts details, and follow-ups. Copper’s customer service team can resolve any problems immediately if you have issues with a working system.


Keep, formerly Infusionsoft, is a company that helps consultants of all sizes to improve their marketing automation and sales processes. This CRM solution will allow you to convert more clients and collect more leads. Keap’s striking features include easy automation, personalized following-ups and unlimited emails & invoicing, appointment scheduling, mobile-friendly apps, custom reports, contact management software, and hassle-free integrations.

Zendesk Sell

Zendesk Sell is another CRM tool that can be very useful for consulting businesses. Zendesk Sell is a CRM tool that allows consultants to manage their clients and shift their sales. It allows consultants to customize their sales pipelines and update product information. Consultants can track every client project and take smart decisions by using the product management feature.


Bitrix24 is known for its document management, time and workload tracking, and invoice tracking features. Consultants can also create a private communication channel with clients to work together in consulting projects.

Capsule CRM

Capsule CRM stores every detail about clients. This helps to build strong client relationships. This allows consultants to personalize their sales pipelines. Based on their specific needs, consultants can customize the CRM software with Microsoft Outlook and Google Workplace integrations.

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