CRM For Consultants
CRM software is essential for consultants, whether they work at consulting firms or are independent consultants, helping to manage client information and track interactions efficiently.
Without it, consultants face challenges like disorganized client data and lost interaction histories.
Capsule CRM offers a solution specifically designed for consultants. It’s designed to be easy to implement and easy to use, so it fits seamlessly into your consulting business.
You can focus on what you do best: providing value to your clients.
850+ consultancies trust Capsule
Over 40,000 users
Serving consultants since 2009
Capsule’s key features
Capsule CRM has many features that’ll help you run a better consultancy. From managing client info in one place to tracking every interaction, and strong project management features, consultancy has never been as simple.
Streamlining client management
Capsule customer relationship management offers a bird's eye view of client and contact interactions, making it easy to provide personalized, consistent service.
View Contact Management featuresMaking data-informed decisions
Set reminders for follow-ups, and tracking project milestones. Use CRM analytics to make smarter business decisions based on real data.
View Sales Analytics featuresOrganize your tasks & calendar
Create tasks for your consultancy appointments, meetings, phone calls, submission deadlines and more.
View Tasks and Calendar featuresProject management perfection
Once you’ve signed and onboarded a client, use Capsule’s automations to set up a Projects board to deliver their work.
View Customization featuresHow Capsule improves revenue for consultancies
In this case study, product design consultancy, Hyperact, improved its conversion rate by 48% after using Capsule.
Boost your consultancy potential with integrations
Enable your consultants to reach their full potential by linking Capsule CRM to other software. By using our integrations, you’ll create your personalized CRM software, allowing you to match our CRM systems to your company’s goals.
See all our integrations
QuickBooks helps you streamline your accounting processes and stay on top of finances.
Capsule is your Gmail-integrated CRM to store contacts, add tasks, and track sales with ease.
Place calls directly from Capsule, access call recordings and voicemails and sync your contacts.
Track the time you spend on tasks and projects with the Clockify Chrome extension for Capsule.
Why consultancy needs a CRM
In consulting businesses, relationships are everything.
The best CRM for consultants software keeps a detailed history of every client interaction and helps you remember the small details that make your clients feel valued and understood.
With CRM software, you’re turning relationships into long-term partnerships. You’ll be able to point out opportunities for new projects and services based on past interactions and preferences.
With a customer relationship management tool, you’re always one step ahead, ready to offer exactly what your clients need, sometimes even before they know they need it.
A unified database is a must for any consulting business. Having all client interactions, contact details, and project notes in one central hub makes consultancy more efficient.
This means no more digging through emails or notes to find what you need.
From streamlining client onboarding with automated templates and workflows to simplifying invoicing and project management, consulting CRM software cuts down the repetitive work.
This means you spend less time on admin and more time delivering quality consultancy services.
On the project management front, automation means you can easily monitor progress, delegate tasks, and foster collaboration, ensuring more projects become success stories.
A CRM captures every client interaction, whether it’s through emails, social media, or direct calls, storing this information centrally. This enables you to respond swiftly and accurately.
Also, a CRM lets you be proactive in your client communications. By analyzing data on client behaviors and preferences, you can anticipate their needs, offering relevant insights.
For consultants looking to expand their client base and deepen existing relationships, a CRM is crucial.
It allows for precise audience segmentation and targeted marketing efforts, ensuring your message is perfect every single time.
Tailoring your marketing automation strategies to meet the specific needs of your audience means your services resonate more deeply, opening doors to new consulting business opportunities.
The best CRM for consultants allows all client data, which includes contacts, notes, and communication histories, to remain intact and accessible.
This ensures a seamless transition to other team members, preserving and strengthening client relationships.
In terms of client acquisition, consulting CRM software is invaluable. It equips you with tools for efficient lead management, marketing automation, and insightful data analysis.
Mobile CRM for on-the-go consultancy
The Capsule mobile app ensures you're productive no matter your internet status. Update client info, log project updates, or tweak your consultancy offerings with or without an internet connection. And once you're back online everything syncs up smoothly.
Capsule’s mobile app is loaded with productivity tools tailored for busy consultants. Its intuitive dashboard, calendar, and task list help you manage and prioritize your tasks on the go.
With Capsule’s CRM solution, keeping in touch with clients is easy. Call, text, or email directly from a client’s profile in the app. Plus, its mapping feature helps you plan your meetings or site visits more efficiently, making the most of your time and resources.
Never lose track of client interactions again. Capsule's detailed activity log records every call, email, and client request, ensuring you’re always informed and ready to respond.
Capsule’s app works well with other software, integrating seamlessly with tools like Google and Microsoft, as well as email marketing platforms and communication software. This not only streamlines your workflow but enhances your client relationships, keeping you a step ahead in your consulting business.
Free CRM for consultants
Explore the efficient and streamlined nature of CRMs when you invest in Capsule.
Capsule CRM will enable your consulting firm to thrive as you’ll be able to nurture healthy client relationships, while also helping with your company’s revenue and profitability.
We offer a 14-day free trial period for all paid CRM plans, meaning if you’re unsure of what plan will suit your consultancy needs best, we’ve got you covered.
Once your trial has ended, you can choose from one of four paid plans - Starter, Growth, Advanced, and Ultimate.
Try FreeCapsule CRM: the trusted platform for consultancy
Centralizing all your data can be challenging, however, this is a thing of the past with Capsule CRM.
We have a variety of features, designed to help your consulting business work as efficiently as possible
For example, our Contact Management Software is great for keeping all your client communications in one place, something so important for consultants.
Our competitively priced software and great features are why consultants love and trust us. Try Capsule today.
Frequently Asked Questions
CRM in consulting refers to tools used to organize, track, and manage client information, interaction, and projections ensuring effective communication and project management.
Choose a CRM that fits your business needs, offering essential features like contact management, task tracking, and integration capabilities, with a focus on user-friendliness and scalability.
Yes, a CRM is crucial for consultants to manage client relationships, track interactions, and streamline projects, to maximize productivity and client satisfaction.
When implementing a CRM you might encounter obstacles like resistance to change, data quality issues, integration hurdles, and budget limits.
To resolve these, address resistance with detailed training and highlight how the CRM benefits each user personally, making their work easier and more efficient. Also, make sure to organize data prior to CRM migration to ensure smooth operation and reliable insights right from the get-go.
Choose a CRM that integrates well with existing tools to minimize disruption and maintain productivity. Finally, explore essential CRM features and select a scalable solution, adding more features where your budget allows and when your services need to evolve.
There are a few best practices for CRM software adoption and these include comprehensive training, setting up a support system, monitoring and adjusting, and celebrating wins.
Comprehensive training is important, so ensuring to emphasize the need for training sessions tailored to different roles within your team will ensure everyone can use the customer relationship management tool effectively. Having a support system is crucial so your team can ask questions and resolve issues as they arise.
We recommend regularly reviewing CRM usage and feedback to identify areas for improvement, which is important for monitoring and adjusting your system. Finally, encouraging wins is crucial as it will improve efficiency, client satisfaction, and sales performance resulting from CRM adoption.
Capsule CRM boosts ROI through the automation of sales and email marketing, reducing time and effort. Its analytics offer insights for informed decisions that boost profitability.
Personalized client interactions from detailed profiles improve satisfaction and retention. Integrating Capsule CRM with tools like email and project management streamlines operations and enhances the client experience.