The main focus of any customer-focused business is to provide top-quality services to its clients to retain them and boost sales.
The consulting industry is no different; whether you’re an independent consultant or a team of professionals providing consultation services, you need a reliable, full-scale Customer Relationship Management software program to streamline workflow and increase efficiency.
The right Consultant's CRM program can help you provide better customer service, increase sales, improve customer retention, provide detailed analysis, manage communication with prospective leads, improve customer segmentation, automate sales reports and streamline internal communication.
However, choosing the right fit from the many options available in the market can be difficult. And you may end up getting a software program that isn’t tailored to your business needs.
This is where we come in. With this detailed list of the 11 best Consultant's CRM programs we help you choose a CRM software program that’s best suited to your business operations.
So without further ado, let’s get started:
Description:
If you want a CRM program that can measure sales performance, accelerate sales and increase leads, Zoho CRM has everything you’re looking for and more.
This is a consultant's CRM program that optimizes workflow so you can spend more time strategizing core business operations. You can get rid of manual data entry, time-consuming and monotonous tasks and eliminate redundancies.
With its innovative program management options, you can outline the sales process for your sales team to follow. With a blueprint in hand, your sales team will find it easy to meet deadlines and close deals quickly, boosting your sales.
And if you want to look at the analytics, the real-time reporting features of Zoho CRM give you insight into various metrics such as marketing campaigns, sales trends, team performance and activity reports.
Features:
There are many useful features of Zoho CRM. However, some of the most prominent ones include:
Ratings:
Capterra: Rating: 4.3 · 5,314 reviews
G2: Rating: 4 · 2,074 reviews
Link: Zoho
Description: OneHash consultant's CRM offers tailor-made and scalable customer support services. You can respond to customer queries instantly and offer solutions, ensuring they’re satisfied with your services.
Other benefits of investing in OneHash consultant's CRM include tailor-made email campaigns. This helps attract new clients and boost conversion rates. This CRM software is ideal for the consulting industry as you can run it on Android and IOS as well.
Features: Some impressive features of OneHash CRM include:
Ratings:
Capterra Rating: 4.7 · 22 reviews
G2 Rating: 4.5 · 13 reviews
Link: OneHash CRM
Description: This cloud-based consultant's CRM program can accelerate your revenue by offering context-driven sales. It can shorten the sales cycle, improve seller effectiveness and reduce IT complexity by offering comprehensive solutions.
Besides offering lead management, accounting services, and a sales dashboard, it has AI-powered chatbots that can chat with your visitors in real-time, ensuring 100% customer satisfaction.
The dashboard also provides AI-based insights to help you find and close the best deals timely. You can also use Slack integration to collaborate with your teams from anywhere in the world.
Features: Some popular features of this consultant's CRM software include:
Ratings:
Capterra: Rating: 4.6 · 483 reviews
G2: Rating: 4.6 · 956 reviews
Link: Freshsales
Description: This all-in-one consultant's CRM software program helps you manage your contacts and lead information in one place.
It follows up automatically to help you deal with any issues with the program instantly. Using the automation and effective management tools provided by this CRM software program, you can get ahead of the competition by improving customer experience and closing deals more quickly and efficiently.
Features: Some prominent features of Copper are:
Ratings:
Capterra Rating: 4.4 · 550 reviews
G2 Rating: Rating: 4.5 · 861 review
Link: Copper
Description: Keap consultant's CRM is one of the best CRM solutions for consultation services for good reason. It provides sales and marketing automation services to help you streamline workflow and boost efficiency.
With Keap, you can capture and convert leads more efficiently and consolidate your tools in one place. Other features of this software program include calendar booking, invoicing and payments, contact segmentation and contact management.
This CRM supports various payment options and allows you to collect payments through Stripe, PayPal and WePay.
Features: Some features of Keap include:
Ratings:
Capterra Rating: 4.1 · 1,110 reviews
Rating: 4.2 · 1,349 reviews
Link: Keap
Description: If you want your team to focus on growing leads and boosting sales without worrying about the daunting administrative tasks, consider getting Zendesk Sell.
This consultant's CRM software program helps you manage a sales pipeline to boost revenue and prioritize customer satisfaction. You can manage sales efficiently, turn conversations into conversions and accurately forecast your sales pipeline.
Features: Some features of Zendesk Sell include:
- Sales Force Automation
- Integration
- Mobile & Social
- Reporting & Analytics
Ratings:
Capterra Rating: 4.3 · 136 reviews
G2 Rating: 4.2 · 442 reviews
Link: Zendesk Sell
Description: Want to get a consultant's CRM with the latest features but low on budget? Consider getting Bitrix24. This software program offers the most advanced tools to streamline workflow and boost leads at amazing rates.
You can even start with the free version to see how it works for your business before going all in! Bitrix24 helps you manage contacts, increase sales, improve efficiency and automate your business process to get ahead of the competition.
Features: Some useful features of Bitrix24 are:
Ratings:
Capterra Rating: 4 · 499 reviews
G2 Rating: 4.1 · 430 reviews
Link: Bitrix24
Description: There are many reasons why you should invest in Salesforce as your one-stop solution for customer relationship management.
This software program is easy to use and customize, provides efficient reporting and integration options and automates your processes so you can enjoy greater efficiency and improved bottom line!
It’s a favorite among many business owners because the cloud-based infrastructure of Salesforce can allow you to use it from anywhere in the world. You can benefit from its sales, marketing, reporting and analytics features that can help you improve your business processes.
These are some reasons why we have included Salesforce in the list of top 11 Consultant's CRM.
Features: Some impressive features of Salesforce include:
Ratings:
Capterra: Rating: 4.4 · 16,591 reviews
G2: Rating: 4.2 · 12,171 reviews
Link: Salesforce
CRM # 9: Capsule Consultant's CRM
Description: Every business wants to engage customers by delivering a personal experience. Smart business owners know that this is a great way to retain existing customers and attract new ones.
What if we tell you that you only need Capsule CRM to take care of this paramount task? This simple yet powerful CRM tool helps you manage contacts, tailor sales pipelines to meet your business goals, view real-time reports and insights to make smart decisions.
With Capsule CRM, you always have access to calendar and task management tools, two-factor authentication, sales pipeline dashboard and outlook and Gmail integrations.
Features: Some prominent features of Capsule CRM include:
Ratings:
Capterra Rating: 4.5 · 138 reviews
G2 Rating: 4.3 · 76 reviews
Link: Capsule
Description: This consultant's CRM has been a favorite among business owners for many years now. Oracle NetSuite CRM helps you manage the contact information of all your customers, vendors and partners in one place.
Hence, once you’ve invested in this consultant's CRM program, you don’t need multiple other tools to streamline lead management and marketing automation.
Instead, this all-in-one solution brings together the capabilities of both a conventional and advanced consultant's CRM program to help you mark a mark in the consulting industry.
Features: Some of the many features of Oracle NetSuite are:
Ratings:
Capterra Rating: 3.9 · 186 reviews
Rating: 3.9 · 1,820 reviews
Link: Oracle NetSuite
Description: This consultant's CRM program is specifically designed for the consulting industry. The cloud-based platform offers fundamental modules like CRM & sales dashboards, analytics and more.
It’s easy to use and can be customized according to your industry and requirements. You can organize all your contact information on this platform in one place and streamline business processes to get an edge in the industry.
Leadforce CRM can help you get qualified leads and automate business operations, helping you grow your business fast.
Features: Some features of Leadforce CRM are:
Ratings:
Capterra Rating: 4.1 · 36 reviews
Link: Leadforce