25 Best CRMs For Consultants - Switch On Business

The table below shows a quick price comparison of all the Consultants CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Pipedrive	$24	14 day
Monday.com	$15	14 day
Capsule	Free plan available then $21	14 day
Keap	$199	14 day
Salesmate	$29	15 day
ActiveCampaign	$19	14 day
ClickUp	Free plan available then $7	No trial available
Copper	$29	14 day
Insightly CRM	$29	14 day
Less Annoying CRM	$15	30 day
Pipeliner CRM	$65	14 day
Salesflare	$29	30 day
HoneyBook	$9.50	7 day
Breakcold	$29	14 day
OnePageCRM	$9.95	21 day
noCRM	$27	15 or 30 days
Ontraport	$29	14 day
Podio	Free plan available	No trial available
Bonsai	$21	7 day
Evolved Metrics	$25	1 month
4Degrees	Not stated	No trial available
Mimiran	$49	14 day
Accelo	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

They offer software that caters for consulting companies and enables them to build sustainable and strong relationships.
The software combines AI, data and CRM to help you lower your costs and improve your services.
They can assist you to streamline your operations through automation which can increase productivity and improve efficiency.
It can help you to mobilize your project teams and give you greater visibility of your projects.
The single, shared system enables all your teams to have the same information and work collaboratively.
You can align your workflows and streamline delivery so your staff work in unison.
It enables you to personalize client experiences that can enhance your client satisfaction.
The software can be integrated with other tools to increase its capabilities.
It utilizes AI and provides real-time data to give you insights that can assist you in forecasting and finding opportunities.
They offer a 30-day free trial of the software.

Website: https://www.salesforce.com/solutions/industries/professional-services/consulting/

2. Zoho CRM

Offers a CRM that can cater for consulting companies that can manage your customers and automate your services.
They provide an intuitive CRM that is easy to navigate and customizable.
It can help you to engage with your customers at the right time through the right channels.
You can automate your workflows, processes, campaigns, customer journeys and more through the CRM to make efficiencies.
They can help you to deliver personalized communications and experiences through omnichannel methods.
You can utilize their intelligent AI Zia to get accurate predictions and aid you in taking the next steps with your leads.
They provide a dedicated admin panel and state-of-the-art customization with a powerful developer platform to allow you to make the CRM meet all your requirements.
It can be integrated with over 800 apps to increase its functionality.
They provide advanced analytics tools that can give actionable insights and custom reports through the dashboard.
A 15-day free trial is available to learn more about the CRM.

Website: https://www.zoho.com/crm/customers/tonari.html

3. Pipedrive

They offer a CRM that provides consultants with what they need to improve sales and create a better business development system.
The CRM enables you to manage all your data in one place in a central hub making it easier to share information between teams.
It can automate your sales processes to reduce admin-heavy activities which include email messaging and follow-up activities.
They provide a structured pipeline to give you a high-level view of your clients and where they are in the pipeline.
It can gather leads from various sources as well as assign lead quality scores and match them with the right rep.
The CRM offers email messaging that includes email templates that enable you to personalize your messages.
It enables you to plan and track your activities and tasks through the CRM so you can stay on top of it.
The CRM can be integrated with over 350 apps to expand its capabilities.
They provide reporting and forecasting facilities that allow you to view your progress and communicate it with others.
Offers a 14-day free trial of the software.

Website: https://www.pipedrive.com/en/blog/crm-consultants

4. Monday.com

Offers software that is intuitive for consultants to help them manage their projects.
It enables you to oversee and manage your projects in a single glance.
You can create and customize boards to display the information you need on your projects.
The CRM brings together your data and allows you to collaborate more effectively.
It enables you to plan out goals with your customers and colleagues and share boards to track progress.
The software can assist you with creating tasks to help you stay on track.
You can display projects visually to demonstrate progress to your clients.
Search the CRM and generate reports quickly through the easy-to-use search everything feature.
The CRM can be seamlessly integrated with other platforms to increase its functionality.
Access a 14-day free trial to explore what the software can offer.

Website: https://monday.com/s/consulting-management-software

5. Capsule

They offer a CRM designed for consulting firms and independent consultants.
It can help you to manage your client information and track your interactions with them more effectively.
The CRM is easy to set up and use to make it simple to deploy in your business.
It can help with streamlining your client management to make efficiencies.
You can gain a better view of your clients which can enable you to deliver consistent and more personalized services.
It provides the facilities to set reminders so you don’t miss any follow-up activities.
You can track your project milestones through the CRM and ensure you are on track.
The CRM can be integrated with other software to make a system that meets your needs.
Includes analytics to enable you to make smart decisions that are based on real data.
They offer a free plan for two users and a maximum of 250 contacts and a 14-day free trial of the CRM.

Website: https://capsulecrm.com/industries/crm-for-consultants/

6. Keap

They offer a CRM that is designed to support consultants to close contracts and improve their efficiency.
It is an all-in-one CRM providing sales and marketing automation.
The CRM can help you collect and qualify your leads whilst enabling you to see the status of your leads at a glance.
It enables you to automate processes such as follow-up and appointment booking.
The CRM can help you to nurture leads and onboard new clients.
Run targeted email and text campaigns that can be personalized and monitored.
You can send quotes and invoices to help streamline your processes and track progress.
It can assist you in accepting payments.
You can analyze your sales performance and clients using the data collected.
A 14-day free trial and a demo of the CRM is available.

Website: https://keap.com/industry/consultant-crm

7. Salesmate

Offers a CRM designed for consulting businesses that can help turn leads into loyal clients.
It is an all-in-one CRM that provides a centralized location for leads and clients that can aid in improving productivity.
It provides in-built tools that can help you generate leads and nurture them using pipeline management.
The CRM provides automation to assist you in managing relationships more effectively and efficiently.
Personalized campaigns can be created that incorporate lead scoring and automated journeys.
You can automate admin tasks using workflows so that you can save time such as automatically following up on emails and automating meeting scheduling.
The built-in lead gen tool can capture your leads and engage website visitors using intelligent bots.
You can generate detailed reports to track performance and gain insight to make data-driven decisions.
It can be integrated with a range of tools to expand its functionality.
Offers a 15-day free trial of the software to learn how it works.

Website: https://www.salesmate.io/consulting-crm/

8. ActiveCampaign

They offer a CRM that caters for consulting businesses to help them communicate more effectively.
They provide powerful email marketing features that are suitable for businesses of all sizes.
It is designed to assist you in building stronger relationships and optimizing your marketing strategies.
The CRM enables you to automate your processes and campaigns to make efficiencies.
You can optimize your workflow and automate processes across your sales cycle.
It allows you to monitor your deals and pipelines to keep an eye on your projects and track tasks.
You can engage with your prospects and clients through every channel utilizing the CRM.
Alerts can be set up for activities as well as allowing you to create and assign tasks.
They provide reporting tools to help you track campaigns and understand your customers better.
A 14-day free trial is available to explore what is on offer.

Website: https://www.activecampaign.com/blog/best-crm-for-consultants

9. ClickUp

They offer a CRM that can be leveraged for consulting firms to aid them in managing their customers more effectively.
It is a highly customizable CRM that caters for businesses of all sizes with an all-in-one platform.
The CRM provides a platform to collaborate on projects using Docs, Chat and Whiteboards.
It can help you serve your clients better and assist in generating opportunities to upsell.
You can create a CRM to suit your needs with 10 customizable views, statuses and fields.
The CRM provides automated workflows that can assign tasks, send alerts, trigger updates, and more.
It includes email management to enable you to manage client communications more effectively.
You can integrate the CRM with over 1,000 tools to save more time.
They provide an extensive dashboard and the ability to present your data such as customer lifetime value and deal sizes.
Offers a free plan for personal use which could be used for a trial of the software.

Website: https://clickup.com/blog/crm-for-consulting/

10. Copper

They offer solutions for consulting companies that assist with managing relationships from deal to project.
They provide a centralized system that organizes all your relationships and project information in one place.
It can store your leads, proposals, deals, contracts, resources and more.
The CRM can automatically track all of your leads and input them into the database.
You can streamline your processes through the CRM to make efficiencies.
You can have multiple funnels to manage your deals through to projects.
It can increase the collaboration between teams when working on deals and projects.
You can synchronize your emails, meetings and files automatically with the CRM and your customer information.
It can provide more accurate reporting on your business.
Book a demo or access a 14-day free trial of the CRM to learn more about it.

Website: https://www.copper.com/industries/consulting-crm

11. Insightly

They claim to be the number one CRM for consulting services that can unify your business.
It is designed to help consulting companies win more clients, generate more revenue and retain clients for longer.
You can streamline your sales processes to make savings and efficiencies.
It provides marketing automation to help attract website visitors, convert leads to prospects and run marketing campaigns at scale.
It helps you to build relationships and track your interaction with them.
The CRM enables you to customize the views and workflows to match your business needs.
The centralized system enables your staff to work collaboratively.
They provide a ticketing application which includes a customer portal, knowledge management and insights.
You can get in-depth analytics and SLA management to help you monitor your performance more effectively.
Offers a personalized demo of the CRM and a 14-day free trial.

Website: https://www.insightly.com/industry/crm-for-consulting/https://www.insightly.com/industry/crm-for-consulting/

12. Less Annoying CRM

They claim to offer the easiest CRM for consultants which can help them stay on top of new opportunities and manage workflow.
It is a single platform that is designed to manage your contacts and keep clients engaged.
The CRM is customizable to meet your business needs and they provide free customer support.
They provide a lead pipeline that has customizable fields and it tracks all of your opportunities.
It can store all your client details in one place including documents, past meetings and phone calls, emails, notes and more.
Each day you can receive an email with all your tasks and events for the day.
The CRM supports your staff in sharing information and collaborating with unique user profiles.
It is web-based so it can be accessed easily in the office or remotely through your smartphone or tablet.
They provide simple reporting facilities to give you access to your data to gain valuable insights.
Access the 30-day free trial to see what the CRM can offer you.

Website: https://www.lessannoyingcrm.com/industry/consulting

13. Pipeliner

They offer a CRM that caters for management consultants with a system that is designed for their needs.
It provides a visual application to assist you in managing your data.
The CRM can be accessed on-site and remotely as it is cloud-based.
It can record all your client information including email, social media posts and phone notes.
The CRM is designed to help you organize your information and your staff can access it easily.
You can oversee all your projects in the CRM through the stages and monitor their progress.
It can automate your processes to create efficiencies and manage processes more effectively.
They offer comprehensive pipeline management and it can aid in managing your projects.
They provide business reporting and analytic tools to allow you to get the most out of your data.
Offers a 14-day free trial of the CRM.

Website: https://www.pipelinersales.com/crm-industries/consultants-service/

14. Salesflare

Offers a CRM to consulting businesses which enables them to manage their relationships more efficiently.
It caters for small to medium-sized businesses built for B2B sales and aids them in growing their capabilities.
It can integrate with your email so that you can track your sales leads and send personalized emails.
The CRM offers built-in automation which can increase your productivity.
They provide pipelines with a drag-and-drop functionality to help you visualize your leads.
Provides a range of features including managing LinkedIn leads, follow-up reminders for emails, auto-creation of contacts and email tracking.
It can synchronize your email inbox and calendar to help you stay on top of your interactions.
The CRM can gather information about your contacts from email signatures and social profiles automatically.
It can be integrated with your favorite tools to connect more of your software and automate it.
A 30-day free trial is available to see more of the software.

Website: https://blog.salesflare.com/best-crm-for-consultants

15. HoneyBook

Offers a consulting CRM that assists with managing and elevating client relationships.
The CRM delivers key sales and marketing operational functions.
It provides intuitive automation that allows you to set up workflows such as sending follow-up emails, assigning tasks and updating your contact information.
They offer a range of lead management features which include a lead inbox, live chat, chatbox, web visitor tracking and prospector.
It displays your clients in a complete pipeline management dashboard for an overview at a glance.
It can support you with most customer touchpoints in the client journey with its communication tools.
They offer a range of plans that cater for businesses of different sizes and with different needs.
They offer reports with insights that can help you to grow your consulting business.
It can be easily integrated with over 400 tools and software.
Offers a 7-day free trial of the software.

Website: https://www.honeybook.com/blog/best-crm-for-consultants

16. Breakcold

They offer a sales CRM that is designed for consultants, agencies, startups and more.
They provide an all-in-one sales CRM that includes social selling features.
It includes a sales pipeline that enables you to manage your contacts easily.
The CRM is designed to be easy to use without the need for training.
The prospect feed can help you in building relationships faster.
It provides multi-channel outreach management that can save you time.
You can unify your email, deliver automated campaigns and record messages and results in the CRM.
The CRM enables you to track your activity and review your performance.
It can integrate with a range of tools including social media apps.
A 14-day free trial is available to try out the software.

Website: https://www.breakcold.com/crm

17. OnePageCRM

They offer a simple CRM for consultants that allows them to keep clients at the heart of what they do.
It is designed to help you nurture relationships, deliver follow-up on time and expand your network whilst making your business profitable.
They claim to offer a bullet-proof follow-up system that can send reminders and sort leads by urgency.
It can automate your workflows and prioritize your tasks to assist with managing your workload.
You can arrange your contacts in color-coded lists with the most urgent at the top.
It allows you to set reminders and create tasks to help you stay on top of your work.
Your emails can be synchronized and you can send personalized emails through the CRM and monitor their success.
The CRM is available on any platform and device enabling you to access it from anywhere.
It can be connected to all your favorite apps to make it more powerful.
They offer a 21-day free trial of the CRM.

Website: https://www.onepagecrm.com/crm-solution/consulting/

18. noCRM

Offers a CRM that can assist with boosting your consulting sales.
It brings all your contacts together in one place and allows you to organize and prioritize them.
It enables you to deliver consistent client engagement and set up easy follow-up.
The CRM will keep track of all your client interactions and you can utilize it to set up your next steps for them and any follow-up.
You can use the CRM to track your proposals effectively so that you stay on top of them.
It enables you to deliver seamless communications including scheduling and monitoring your emails as well as capturing them.
The CRM is accessible on the go through a mobile device.
They provide powerful analytics to provide insights and enable you to maximize your sales outcomes.
The CRM is easy to set up in minutes and be up and running straight away.
You can try the CRM for either 15 or 30 days depending on which plan you are interested in.

Website: https://www.nocrm.io/use-cases/consulting-crm

19. Ontraport

They offer software that supports a range of consultants including recruiters, HR consultants, legal consultants and IT consultants.
Their software is designed to help you manage and market your business more effectively.
They provide marketing funnels to assist you in managing your leads.
It can help you to convert visitors to your website into clients.
They provide a customized client management system to allow you to manage your clients with more insight.
It includes a fully functional customer portal to engage your clients.
They provide easy templates and automated campaigns to assist you in delivering professional campaigns.
You can offer a client portal to enable you to offer clients self-serve to access their documents, messages and appointments through a password-protected space.
It provides an overview of your clients and allows you to gain insights.
Offers a 14-day free trial of the software to find out more about it.

Website: https://ontraport.com/Consultants-and-freelancers-selected/Business-consultants-selected

20. Podio

Offers software that caters for consulting businesses and aids with managing clients’ projects.
It provides a place to organize and track all your client’s projects, contact details and communications.
You can manage your projects with greater oversight and track milestones.
They provide pipeline functionality to enable you to manage your workload effectively.
The CRM can be customized to match your requirements and fields can be added to record what you need.
It supports real-time communications to assist you in managing your client relationships.
Other tools are also available which include chat facilities, templates and task assignments.
They enable you to monitor your performance through the reporting facilities.
You can access the CRM from anywhere as they provide mobile access.
They offer a free plan that is suitable for up to five users which could be used for a trial of the software.

Website: https://podio.com/site/use-cases

21. Bonsai

They offer a platform for consulting firms that can aid them in streamlining their operations and scaling their business.
It provides a single place to manage all your clients, projects and teams.
The software can help you to deliver projects through task assignments and tracking, budget tracking, and logging staff time on projects.
You can automate your workflows to create efficiencies and save time on manual tasks.
They provide a client portal that enables you to share files and billable hours with your clients.
It offers a clear overview of your projects and tasks to monitor progress.
The software can help you with capturing your team’s time for invoicing billing hours.
It can also automate client billing to assist you in getting paid quicker.
It can produce reports that can aid with tracking your profitability across both your clients and projects.
Offers a 7-day free trial of the software so you can learn more about it.

Website: https://www.hellobonsai.com/software/consulting

22. Evolved Metrics

Offers a CRM that is designed to be a great option for consultants.
It caters for small to mid-sized businesses with a practical but not advanced CRM.
The CRM can streamline your processes to make efficiencies and improve your client engagement.
It tracks and records your client interactions in one place so they can be shared with your team.
The CRM can be configured to match your customer journey and meet your requirements.
It can automate your processes such as integrating your email and calendar to assist with cataloguing emails and scheduling meetings.
You can schedule follow-up activities to ensure that nothing gets missed.
They provide reporting and analytics that allow you to make data-driven decisions and create forecasts.
You can integrate the CRM with your existing systems in your business to make it more effective.
Offers a free month trial of the CRM when you sign up for an account but they also offer a free demo.

Website: https://evolvedmetrics.com/crm-for-consultants/

23. 4Degrees

They offer a relationship intelligence CRM platform that caters for relationship-focused businesses.
It is designed to assist you in becoming more efficient whilst improving your client experience.
You can automate your processes through the CRM to reduce manual and time-consuming tasks.
It can automatically capture all your interactions by synchronizing with email such as Microsoft Exchange and Gmail.
They provide workflows that can match your processes to aid in streamlining your operations and reducing manual tasks.
Gain insight into how your pipeline is performing and set up automatic reminders and triggers so nothing is missed.
The CRM can provide intuitive and flexible reports that can track your performance including against your KPIs and marketing.
It can be integrated with a range of other tech to allow you to maximize your IT systems.
They provide onboarding and support teams to help you get set up and get the most out of the CRM.
You can book a demo to learn more about the CRM.

Website: https://www.4degrees.ai/blog/the-9-best-crm-systems-for-consultants

24. Mimiran

They offer a simple CRM that is designed for solo consultants.
It helps you to stay organized and keep on top of your follow-up.
The CRM will enable you to nurture your relationships and manage all your contacts in one place.
It allows you to track all your referrals and manage them.
You can use the CRM to manage your tasks and set up flawless follow-up to keep you on top of your actions.
They provide proposal automation to assist you in compiling and managing your proposals.
It includes lead magnet tools and forms to aid you in generating leads and capturing their details into your database.
It is easy to set up and import your contacts with an intuitive application and onboarding concierge.
You can access the CRM on the go as it is mobile-friendly.
Offers a 14-day free trial of the software.

Website: https://www.mimiran.com/

25. Accelo

Offers a cloud-based end-to-end platform for consultants that provides more than customer relationship management.
It is designed to assist consultants with automating tasks, increasing visibility and profits.
The platform allows you to manage all aspects of your client work which can include sales and quotes, client support and tickets, project management, billing and retainer management.
The centralized database gives all team members access to client information.
You can utilize project management tools which include resource management, tracking time and project templates.
The platform can automate recurring tasks and activities to streamline your workload.
It can allow you to create, send and synchronize invoices for your billable time.
You can integrate it with other tools to expand its capabilities such as marketing automation tools.
They provide reporting and analytics facilities which include team performance, client profitability reports and revenue forecasting.
You can request a demo of the software to see what it can offer.

Website: https://www.accelo.com/resources/blog/best-crms-for-consultants/