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.

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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 features

Making 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 features

Organize your tasks & calendar

Create tasks for your consultancy appointments, meetings, phone calls, submission deadlines and more.

View Tasks and Calendar features

Project management perfection

Once you’ve signed and onboarded a client, use Capsule’s automations to set up a Projects board to deliver their work.

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How Capsule improves revenue for consultancies

In this case study, product design consultancy, Hyperact, improved its conversion rate by 48% after using Capsule.

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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.

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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.

Mobile CRM for on-the-go consultancy

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.

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Capsule 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.

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