4 Best Consulting CRM Software Solutions to Implement

Best Consulting CRM Software Solutions to Implement



Consulting services have become very popular recently, as there is definitely great demand for them.The entire consultancy process is very responsible and complicated. More and more firms and individual consultants are turning to management systems and tools. With the increasingly growing consulting sector,consulting CRM systems are also developing and strengthening their position in the market.

These systems offer such powerful insights as account management, client relationship management, lead management, project management, workflow optimization, organization and automation, analytics, reporting, and of course, professional consulting.  All of these features will help your company grow and reach its goals faster than you have ever imagined, and more efficient that you could have dreamt of. So, it’s time to implement a consulting CRM solution to boost your business and discover the amazing opportunities it suggests. Here are the best ones:



№1: Bpm’online

Bpm’onlinehttps://www.bpmonline.com/consultants is a powerful system to manage your consulting issues and improve interactions. Want to learn more? Go here

The fact that it’s the number one consulting CRMis not surprising at all; look at the amazing tools and features it provides: time management, a complete view of your customer, analysis, recourse management, planning, tracking and monitoring, and document, knowledge and enquiry management. That’s not all; it manages your marketing campaigns and sales processes, what concerns business process management, with Bpm’online it is implemented on the highest level possible!

№2: Bullhorn

Bullhorn https://www.bullhorn.com/industry/consulting-crm/ is another amazing CRM system to deploy while managing your consulting workflow. It not only manages your consulting issues, but also helps you grow your business. The software is rather easy to use and customize. It offers such opportunities as relationship management, tracking, and access to relationship history, relationship insights, and automatic data capture. Other advantages are mobile access, partnership opportunities and all-inclusive price.

№3: Insightly

Insightlyhttps://www.insightly.com/customers/consulting-crm/ is a powerful tool, a CRM solution to use in consulting firms. It is a collaborative all-in-one solution that offers a range of helpful tools and opportunities to take your consulting business to a higher level and better understand your clients’ needs and requirements. These tools include customer relationship management, invoices, charts, unified client database, forecasting, invoicing, automated administrative tasks and much more. Its mobile app is one of this system’s greatest benefits, as it gives an opportunity to stay connected 24 hours a day from anywhere in the world.

№4: Bitrix24

Bitrix24 https://www.bitrix24.com/uses/free-crm-for-consultants-consulting-companies.php is a highly productive and secure CRM system used and loved by millions of users worldwide. It is mainly suitable for small and midsize businesses and it enables its users with awesome features to grow and succeed. It allows managing your business processes and daily tasks more efficiently, plan your workload and organize tasks,track time, manage various projects, manage quotes and invoices, communicate via different channels, and collaborate more effectively. Gantt charts, templates, checklists are other useful tools the system offers. It has a unique centralizes repository and hundreds of features to fully automate your working process.

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