24 Best CRMs For Professional Services

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

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
HubSpot CRM	Free plan available	Free plan available
Pipedrive	$24	14 day
Monday.com	$15	14 day
Zendesk	$69	14 day
Capsule	Free plan available then $21	14 day
Keap	$199	14 day
ClickUp	Free plan available then $7	No trial available
Nutshell	$19	14 day
Pipeline CRM	$29	14 day
Insightly CRM	$29	14 day
Close	$59	14 day
SugarCRM	$19	7 day
Workbooks	$43	30 day
Salesflare	$29	30 day
Creatio	No	14 day
Ontraport	$29	14 day
Oracle NetSuite	Not stated	No trial available
Zixflow	Free plan available then $39	7 day
Folk	$20	14 day
Leapify	$99	30 day
CMap	Not stated	No trial available
CentraHub	Free plan then $10	Free plan 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 a platform with a CRM suite for professional services that unify your services and digitally transform your business.
It can manage your entire client journey and personalize their experiences.
You can manage all your client interactions across sales, customer service and marketing and aid your teams in staying connected with a 360-degree client view.
It can streamline your processes to make them more efficient and improve your profitability with automation and AI.
You can personalize communications across the marketing channels to maximize impact which includes email, mobile, ads and website.
It can automate routine tasks and streamline processes to reduce manual activities and save time.
You can build pipelines to gain complete visibility into your sales and get insights to aid with finding opportunities.
The CRM provides the ability to analyze your campaigns and performance to improve your services.
It can be integrated with a wide range of apps to unlock further features and capabilities.
You can access a 30-day free trial of the software so that you can see what it can offer.

Website: https://www.salesforce.com/professional-services/

2. Zoho

Offers a CRM for service-driven industries that can help them to create lasting relationships with customers.
It is an all-in-one CRM that brings together sales, marketing and service in one platform.
The CRM provides a centralized database for leads, contacts and accounts with a 360-degree view.
It can be customized to collect the information you need and adapted to match your processes.
You can use the CRM to schedule and dispatch your jobs on time to create customer satisfaction.
They can unify your customer interactions across multiple channels including email, phone, live chat and social media with personalized communications whilst also tracking individual customers.
The CRM can also support billing and payments, manage subscriptions, manage field operations and document management.
It can be integrated with the other apps that you use to synchronize your data.
They provide a mobile app so that your staff can access the data wherever they are to deliver better customer service.
A 15-day free trial is available of the CRM so that you can explore the software.

Website: https://www.zoho.com/crm/solutions/service-industry/

3. HubSpot

They offer a customer platform for professional services that connects your teams to aid them with delivering exceptional client experiences.
It is an AI-powered platform that centralizes your customer information for all your teams to share.
The software can manage omni-channels and unify your communications on a single platform.
It can help you generate leads and automate your marketing to assist you in nurturing your leads.
You can track your customer interactions and personalize their experiences with the data you have collected on them.
It can manage your project activity to help you to operate more efficiently and increase client satisfaction.
The software can help you to monitor workloads and utilize your resources to deliver projects.
They offer a customer portal so that you can provide secure direct access to their information and tracking services.
It provides key insights about your business and customers so that you can make data-driven decisions.
They offer a free plan for up to five users which can be used to trial the software or you can request a demo.

Website: https://www.hubspot.com/professional-services

4. Pipedrive

Offers a CRM for professional services that can help streamline workflows.
The CRM can be customized to meet your needs with the ability to tailor fields, pipelines and reports.
You can utilize the CRM to track your leads, customers and progress so you know more about what is happening in your business.
The CRM can be integrated with your email to improve and manage your communications more effectively.
It can automate processes to save time on tasks which can include sending follow-up emails based on predefined criteria to help nurture them and keep them engaged.
You can schedule tasks and set up reminders to ensure that nothing gets missed.
The CRM can also assist with task management and assignment to save you time and manage resources more effectively.
It can be integrated with other tools that you use so that you can streamline your workflows.
You can generate reports automatically so that you can monitor your performance and gain insight to assist with decision-making.
Offers a 14-day free trial of the CRM so you can learn more about it.

Website: https://www.pipedrive.com/en/blog/crm-for-professional-services

5. Monday.com

They offer a CRM for service businesses that can assist you in improving and managing your customer experience.
It can help you to automate your processes so that you can reduce repetitive work and improve efficiency including automatic alerts, personalized follow-up and reminder emails.
The CRM allows you to visualize your operations and data in different ways so that you can learn more from it.
It is a customizable platform that is user-friendly with a range of templates to aid you.
They provide a recruitment pipeline, workflow and processes to assist you in managing your operations.
You can utilize the CRM to schedule and dispatch jobs and help you to fulfil purchase orders.
The CRM can also manage billing and payments, and store documents securely.
You can integrate the CRM with the tools that you already use so that it can increase your efficiency by having them all in one place.
They provide dashboards to enable you to get real-time insights that can aid with simplifying decision-making.
Access a free 14-day trial of the software so that you can see first-hand how it works.

Website: https://monday.com/s/crm-for-service-business

6. Zendesk

Offers software that caters for professional services which aim to give you the ability to deliver a differentiated customer experience.
It is designed to help transform your operations and accelerate your growth.
Their teams of experts will guide you through the setup to ensure maximum efficiency and seamless integration.
You can utilize AI to deliver your customer experiences and help you to reduce time-consuming tasks.
The software can assist you in managing your communications including email, voice, chat, messaging and more.
They provide ticketing system software which enables you to manage issues and queries more effectively.
The software incorporates advanced data privacy and protection to securely store and manage your data.
It can be integrated with a wide range of apps and software to allow your workflows to be connected.
They provide data and analytics software that can aid you in measuring and improving your customer experience.
You can explore the software yourself to see what it offers by utilizing the 14-day free trial.

Website: https://www.zendesk.com/customer-experience/professional-services/

7. Capsule

They offer a CRM for professional services that allows you to focus on delivering your services.
It can help streamline your services and automate processes reducing the need for manual data entry.
The CRM stores all your communications with your clients in a single platform which includes emails and calls.
You can also store files and notes to organize your data and additional information better.
It aids your teams in collaborating more effectively and helps them to focus on the tasks that matter.
The CRM can track your communications across all channels including email, chat, social media, web and ticketing systems.
You can access marketing tools and segment your lists to target your contacts better and tailor your activities to them.
It is easy to use, customizable to meet your needs and can be integrated with other software.
They provide analytics that can help you make data-driven decisions by being able to see your performance and what is happening.
A free plan is available for two users and up to 250 contacts as well as offering a free 14-day trial of software.

Website: https://capsulecrm.com/industries/crm-for-professional-services/

8. Keap

Offers a CRM for professional services with a sales and marketing automation platform for small businesses.
It helps you to collect and sort your leads including segmenting them to make it easier to target them.
The CRM supports your teams by storing all your prospective client data in a single platform to aid teams in working together.
The CRM can help you automate your processes to reduce tasks such as follow-up activity and automate your upsell campaigns.
It can assist you in identifying high-value leads and monitor your lead status at a glance.
They provide a sales pipeline tool to help you track your leads and client progress whilst you deliver services.
It can be connected with the tools that you already use with over 5,000 app integrations.
You can also accept payments and send quotes and invoices through the CRM.
Access reporting insights that can assist you in forecasting sales, managing performance and tracking engagement.
They offer a 14-day free trial and a demo of the CRM so you can learn more about it.

Website: https://keap.com/industry/professional-services-crm

9. ClickUp

They offer CRM software that caters for service businesses which can increase your efficiency and customer satisfaction.
It is designed to help you transform your business by aiding you to streamline your processes and manage projects in one place.
The CRM centralizes your communications and integrates your email to enable your team to work more effectively together.
It can help you in capturing leads and qualify them based on predefined criteria then track them through the sales funnel.
They provide communication tools that assist with delivering seamless communications, personalized interactions and will track all integrations.
It can automate your workflow to minimize routine tasks and create consistent processes across teams.
The CRM enables automated notifications and alerts, automated reminders and follow-up activities.
They also offer tools to support scheduling and dispatching services, and billing and invoicing processes.
It provides performance dashboards to aid you in analyzing your data and gaining customer insights.
They offer a free plan for personal use only which you could utilize to trial the software.

Website: https://clickup.com/features/crm/service-business

10. Nutshell

They claim to offer the best CRM for professional services companies that can help nurture your relationships.
It is an easy-to-use platform that can manage all of your essential data to aid you in delivering your services.
The CRM can assist you in streamlining your sales processes and lead generation to make efficiencies and close more deals.
They provide a customizable sales pipeline to help you manage your leads more effectively.
It organizes your contacts and helps you manage your contacts so that you can get more out of them.
The CRM enables you to automate and personalize email sequences and drip campaigns such as newsletters and broadcasts.
It can automate your tasks to allow you to reduce repetitive and manual activities and save time.
The CRM can be integrated with a range of apps and tools to enable you to connect your systems.
You can access reports and analytics to help you see what is happening and monitor your performance.
A free 14-day trial is available of the CRM to allow you to see what it can do.

Website: https://www.nutshell.com/industries/professional-services

11. Pipeline

They offer a CRM for professional services that helps you to tailor your services to your clients.
It is designed to be easy-to-use and can be tailored to meet your needs so you can manage your contacts more effectively.
You can structure workflows to match your processes which can also make efficiencies in your processes.
It enables you to segment your contacts and personalize your interactions to engage and nurture your leads.
The CRM offers project management integrations to allow you to monitor milestones and delivery.
It stores contact information which includes communication history, details of the deal and other data.
You can utilize marketing tools including email drip campaigns, email sequencing and email tracking.
They provide a dashboard that allows you to monitor performance and gain insight into your business.
It can be integrated with other software to able synchronization and automation.
Offers a 14-day free trial and a demo of the CRM so you can learn more about it.

Website: https://pipelinecrm.com/industries/professional-services-crm/

12. Insightly

Offers a CRM for professional services that can assist with uniting your marketing, sales and customer teams.
It helps you to attract site visitors and convert them into prospects through the use of marketing tools.
The CRM can assist you in streamlining your processes to make efficiencies and save time.
It can aid you in building long-term client relationships which can improve your profitability.
You can create and manage marketing campaigns at scale through the CRM.
It can integrate with your emails to track interactions and help you to understand your relationships better.
They provide a ticketing application to deliver better customer service and manage queries and issues more effectively.
They offer a customer portal to allow your clients to access information and make inquiries.
It provides in-depth analytics that gives you insight into your business and clients with key metrics.
You can try out the CRM for free by taking advantage of the 14-day free trial or booking a personalized demo.

Website: https://www.insightly.com/industry/professional-services-crm/

13. Close

They offer software to support professional services businesses with an easy-to-use and set-up system.
It helps you to manage your prospects and customers in a single platform.
You can streamline your processes so that you can make savings to support your business operations.
The CRM can be tailored to your needs including creating workflows to optimize your processes using automation.
It can be integrated with your email and phone systems so that all your communications are together in one system.
You can create sales pipelines to manage your leads and gain better insight into your lead management.
They provide advanced reporting facilities and a dashboard that shows tailored insights for your business.
It can be integrated with a range of third-party software and apps easily to extend its capabilities.
They offer support in onboarding and implementation of the CRM in your business so that you can get the most out of it.
Offers a 14-day free trial of the software so that you can see what it can do.

Website: https://www.close.com/professional-services

14. SugarCRM

Offers a CRM suitable for business services that is a comprehensive platform to support client-facing employees.
It enables you to streamline and optimize your customer interactions by having your data on a single platform.
The CRM helps you to track your sales leads and clients so you can learn more about them.
You can automate your workflows and data entry so that you can make efficiencies and save time.
It can assist you in targeting and tailoring your messaging to aid you in nurturing your leads and relationships.
The CRM can help you manage and track your support requests more effectively.
It supports you in managing your marketing and sales to aid you in delivering a better customer experience.
You can access valuable insights about your business and customer behavior which can aid decision making.
It can be integrated with software that supports your middle and back office to extend your operational management.
You can access a 7-day free trial or request a demo of the CRM to find out more about it.

Website: https://www.sugarcrm.com/industries/business-services/

15. Workbooks

They offer a CRM for business services that caters for professional services companies which enables you to tailor your CRM.
It is designed to help you search for leads and connect with your audience.
The CRM allows you to streamline your processes including your client onboarding.
It helps you to optimize your processes and find leads with email marketing, events and webinars.
You can manage your entire sales cycle and identify issues and opportunities to improve your delivery.
It can automate your activities to save time such as automating engagement letters, carrying out checks and reducing repetitive tasks.
You can improve your client communications through centralized data management and tracking.
The CRM can be connected to a variety of software and tools that you already use to aid workflow integration.
They provide the tools to gain insight into your business and customers with detailed analytics and forecasting to aid you in making informed decisions.
Offers a 30-day free trial and a demo of the CRM to allow you to see what it can do.

Website: https://www.workbooks.com/products/business-services/

16. Salesflare

Offers a CRM that is designed for small to medium-sized B2B consultancies that helps follow up on relationships.
It offers an easy-to-use platform that provides automation to make your business more productive.
The CRM offers close integration with Gmail, Outlook and LinkedIn to help you manage your emails and track sales leads.
They provide email management features which include email templates, email sequencing and email tracking.
The CRM offers pipelines to visualize your leads and can be simply created using drag-and-drop functionality.
You can automate your processes such as adding contacts to the database, synchronizing data, email sequencing and more.
It can keep you and your clients informed with the use of live notifications and automated reminders.
They provide customizable reporting that enables you to build reports and dashboards that give you the data you need to improve your approach.
It can be integrated with a range of software to make it easier to make your information flow through your business.
You can access a 30-day free trial of the CRM so that you can explore what the software can offer.

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

17. Creatio

They offer a CRM platform for business services that can help you automate your workflows.
It is an easy to set up and use platform that requires no code to get it tailored to your needs.
The CRM helps you generate leads and increase your conversion rates by supporting your lead cycle.
They support your marketing campaign management on multiple channels to enable you to engage your audiences more effectively.
You can segment your contacts to target them better and send personalized messages.
It can assist you in automating your processes and workflows to create efficiencies.
The CRM can assist you in managing your projects including planning, resource allocation, team collaboration and performance management.
It can also aid with managing your partnership relationships, management of contracts, order management, invoicing and support in cross-selling and upselling opportunities.
You can access detailed information about your contact database to gain insight about them to make informed decisions.
Offers a 14-day free trial and a demo of the CRM to enable you to see first-hand how the software works.

Website: https://www.creatio.com/industries/business-services

18. Ontraport

Offers CRM and marketing software for professional services that can help you build lasting relationships and drive more revenue.
It helps you to run your day-to-day business by automating processes that can save you time.
The CRM enables you to manage your sales pipeline throughout the sales cycle and create visibility of what is happening.
You can segment your contacts to target your communications and automate email campaigns.
They provide a range of marketing tools which include landing pages and forms to support lead generation.
It can target your leads and clients on Facebook to engage them automatically to get more conversions.
You can track your marketing campaigns and leads to monitor your success and help make decisions on ad spend.
It assists you in running upselling campaigns and referral campaigns to maximize your relationships.
The CRM allows you to customize and manage your data more effectively and get more from it.
A 14-day free trial is available to enable you to explore the CRM before committing to it.

Website: https://ontraport.com/vertical/professional-services

19. Oracle NetSuite

They offer a range of software for professional services which includes a CRM that can help you to run your services more effectively.
They claim to be the number one vendor of cloud-based solutions for professional service organizations which caters for businesses of all sizes.
It brings together all of your data in a unified platform that can help to drive operational effectiveness.
The software can automate and streamline your processes to create efficiencies and increase profit margins.
You can get a 360-degree customer view and record all your customer interactions in one place.
It supports you in building, targeting, executing and measuring marketing campaigns which can aid lead management and conversion.
The CRM provides case management processes including managing case submissions, status reviews, offering an online knowledge base and follow-up communications.
They offer partner relationship management which can allow you to send information between you and them.
It provides real-time business analytics that enables you to monitor your performance and make data-driven decisions.
You can book a free tour of the software to see more about it.

Website: https://www.netsuite.com/portal/industries/services.shtml

20. Zixflow

Offers a CRM that is designed for professionals like consultants to help automate their activities.
You can streamline your workflows using automation to help scale your business and increase your team’s performance.
The CRM is customizable so that you can record the information that you need in the database and see the information in different views.
It stores all your contact information centrally including client history which can be shared across your teams and updated when you interact with them.
They provide lead capture forms that can be used online to gather details that can be stored in your CRM automatically and qualified.
It assists you in connecting with contacts through omni-channel communications and delivering omni-channel campaigns including email, SMS and WhatsApp.
You can utilize email templates and an AI writer to support you in writing your communications.
They provide a meeting scheduler to assist you in keeping track of meetings and sharing meetings with your clients.
It can be integrated with over 5,000 apps which can aid you in extending the CRM capabilities.
They offer a free plan for up to three users and 250 contacts as well as a 7-day free trial of the software.

Website: https://zixflow.com/blog/crm-for-consultants

21. Folk

They offer an all-in-one CRM platform that is suitable for professional services and is designed to support your sales process and grow your client base.
The CRM provides a range of functionality that includes business management support, pipeline management and lead generation.
It helps you to monitor and manage your sales activities in sales pipelines that cover the entire sales cycle.
The CRM aids with collaboration by centralizing your contacts, notes and reminders on a single platform so any team member can pick up where another left off.
It eliminates manual data entry by automating the data capture process.
You can import your contacts from your email providers and update them in real-time as well as import LinkedIn lists.
The CRM can support your marketing efforts with marketing automation to optimize your communications using AI assistance to personalize your email campaigns, email templates and set up email sequences.
They provide data analytics that helps you track the performance of your campaigns and see what improvements are needed.
It can be integrated with a wide range of apps and software totalling over 1,000 to synchronize your data.
Offers a free 14-day trial of the CRM so you can learn more about it.

Website: https://www.folk.app/articles/crms-professional-services

22. Leapify

Offers a CRM for professional services that can assist you with streamlining your operations and managing your clients.
It is designed to help you manage, track and analyze your client information and interactions from multiple channels throughout the customer journey.
The CRM enables you to deliver personalized services that can aid you in building stronger relationships.
You can streamline your tasks to make efficiencies across your business that can save time and resources.
The CRM enables you to monitor your client engagement to look for opportunities and risks so you can implement strategies to manage them.
It creates a centralized platform for your marketing, sales and support teams to share data and collaborate on clients to deliver a consistent client experience.
You can utilize augmented intelligence to help you gain insights with data management tools that can aid data-driven decisions.
The CRM uses industry-leading encryption to protect your customer data and keep it secure.
It can be integrated with your existing systems to enhance your workflows and synchronize data.
They offer a 30-day free trial of the CRM so that you can explore what it can do.

Website: https://leapify.com/crm-for-professional-services/

23. CMap

They offer a CRM for professional services that enables you to win more business.
It centralizes your contacts and enables you to share the information across your teams to work together.
The CRM allows you to store calls, meetings and event details in one place.
It displays all your activities on a dashboard so you can monitor your business activities.
They provide sales pipelines to help you track what is happening in your business.
You can segment your contacts into groups so that you can send targeted email campaigns.
It provides the ability to track projects and predict future demand using the data that you have gathered.
The CRM can aid you in generating documents using templates to automatically create documents such as proposals.
It offers reporting and analytics that can assist you in monitoring the health and performance of your accounts and relationships.
They offer a demo of the CRM so you can see what the software is capable of.

Website: https://www.cmap.io/product/crm-software-for-professional-services

24. CentraHub

Offers a tailored CRM solution for professional service providers that can aid with streamlining workflows and optimizing resource allocation.
They provide project management tools to assist you in planning, tracking and executing projects that are delivered on time and to budget.
You can automate workflows to reduce manual activities and free up staff time for other activities.
The CRM is designed to keep you organized and on schedule whilst building strong client relationships.
It centralizes all your client interactions to give you a 360-degree view to enable you to track your communications and store client information effectively.
The CRM enables you to have a responsive service that can allocate tasks, send personalized emails and manage comprehensive client profiles.
It can be integrated with your existing tools and systems to create efficiencies and the smooth flow of data between software.
The CRM manages the security of your data by employing robust encryption, multi-factor authentication and regular security audits.
It provides reporting and analytic tools on a customizable dashboard that delivers actionable insights and monitors KPIs.
They offer a free plan for up to three users which you can use to trial the CRM.

Website: https://www.centrahubcrm.com/professional-services-management-crm