Best CRM For Consulting Firms in 2024

Whether you run any consulting firm, you needs the best CRM for consulting firms for your team.

You can use the CRM to help the consulting team with smart work not harder. CRM automates the task, makes follow-up brainer, logs sales activity, and makes it easy to work.

Choosing the right CRM can save you many hours in business, it creates the pipeline of your daily work likes, chat, phone or email, and calendar. According to the Global Management Consulting Market 2024 report, the consulting industry was valued at $307.62 billion in 2022, a figure expected to rise to $511.88 billion by 2028.

Top CRM For Consulting Firms

Here is a list of CRM used by consulting firms in CRM programs for small consultants and CRM for independent consultants.

Zoho CRM

Zoho CRM is the top choice to deliver exemplary service to consulting firms. It manages all things in one place like deal management, contract management, and lead management. This CRM easy to streamline customer communication and consulting in organizations.

zoho CRM boosts productivity for your consulting team through unlimited email notifications.

HubSpot CRM

HubSpot CRM is a favorite tool among consulting firms for effective communication. From lead management to customer support, it offers many features to grow client engagements. hubSpot CRM is best for large consulting companies’ needs. hubSpot CRM easily integrates with consultant business emails to track all activity of the organization. hubSpot consulting CRM doing task management in one place.

Salesflare

Salesflare is a CRM builder to scale the business of a consulting firm. It is easy to use and gives the value to the user. Salesflare is created for B2B businesses to save your time during sales. It tracks all activity and conducts management, pipeline, and marketing automation all in one place.

Salesflare crafts email sequences segments its audience, tracks web visitors, and builds reports and dashboards for consultants in one place. Salesflare suits all types of consulting businesses.

Salesforce

Salesforce CRM allows you to handle all types of management and opportunities in one place. It provides lead scoring, email productivity, lead routing, lead metrics, custom dashboards, and contract creation.
Salesforce creates the sales order and automatically sends a contract for approval. It creates consulting dashboards to give awareness to all teams.

ClickUp

ClickUp offers a customizable CRM for consulting companies of all sizes of business. Consultants collaborate via chat, docs, and whiteboards. It closes more deals with customers. ClickUp provides customer support to the consulting team. It saves client communication on one platform through email management.

Conclusions

Choosing the right CRM saves your consultants time, it makes it easier to close new deals. While you choose keep in mind that the right automation, customization, and reports create your team more efficiently.

Frequently Asked Questions