CRM for consultants

Whether you are a one-man army with a handful of clients or a multi-person
consulting firm that advises prestigious companies, your success solely doesn’t
depend on the skills. It also hinges on well-organized processes & operational
aspects. Choosing the right CRM for consultants can simplify your day-to-day
work & boost your profitability by allowing you to focus on winning new
business & maintaining superior client service.

Build with consultants in mind

  • Strategy Consultant
  • Management Consultant
  • Operations Consultant
  • Financial Advisory Consultant
  • Human Resource Consultant
  • IT Consultant
  • Marketing Consultants
  • Public Relations or PR Consultants
  • Legal Consultants
  • Sales Consultants
  • Software Consultants
  • Image Consultants
  • Career & Coaching Consultants
  • Personal Consultants
  • Real Estate Consultants
  • Executive Consultants
  • Engineering Consultants
  • Design Consultants
  • Investment Consultants
  • Operations Consultants
  • Risk and Compliance Consultants
  • Business Consultants
  • Pharma Consultants
  • Petro Consultants
  • Technical Consultants
  • Environmental Consultants
  • Social Media Consultants

Why consultants should invest in a cloud sales CRM?

Automate manual work & free up time for sales.

Monitor deal progress & scope of work.

Access all important information on-the-go.

Grow and manage your contact base with ease.

Send professional invoices in a few clicks.

Improve productivity & track time diligently.

Get all the customer information in one place.

Seamless integration with the preferred tool.

Get started right away with zero learning curve.

Your competition is winning with CRM. What about you?
Still losing clients??

of consultants lose clients owing to a broken process.
of consultants’ time is wasted on admin tasks.
of leads fail to convert without a CRM.
firms fail to pick the right sales automation tools.

Funnel CRM + Consultants

Still not sure if your agency needs a sales CRM?

Work more efficiently

"For us, Funnel CRM is a core system that enables us to do our daily work efficiently. From capturing leads to delivering superior customer experience, it helps us with the entire consultancy process."

Richard Lionel (Director, Q Consulting)

It's a win-win

“My biggest win from Funnel CRM was to have a visible sales pipeline that allows me to work in my own zone & reach the businesses who need my help the most. I strongly recommend it.”

Abby Tiew (Certified Management Consultant))

Results speak for themselves

“Honestly, I was once a disbeliever myself. Didn’t have much faith in CRMs. But we doubled the number of our clients in only 6 months after embracing Funnel CRM. The results speak for themselves.”

Bjoern Stelzner ( CEO, Bjoern Pharma Consulting)

Still not sure if Funnel CRM is the right fit for your consulting business?

Try Funnel CRM free for 14 days. No credit cards. No bull sh*t.

Sign up now Book a demo