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crm for consulting business

Consulting businesses often have the hassle of juggling multiple
tools. See how Salesmate solves this problem for all sales,
marketing, and CX teams.

  • Generate leads with built-in tools.
  • Nurture prospects and turn them into life-long clients.
  • Manage relationships using industry-best automation.

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consulting crm software

How Salesmate solves 7 biggest pain-points
of consulting business?

Consulting businesses often face the challenge of staying organized, managing client communication, and investing time in
manual tasks which could’ve been automated. With Salesmate, an all-in-one CRM for consultants, businesses can easily
manage their clients in a centralized location, automate the repetitive tasks, and enhance productivity.

Pain Points
  • Spending a fortune on multiple tools.
  • Managing multiple sales conversations.
  • Numerous sources of data to manage.
  • Time-consuming and repetitive manual tasks.
  • Inefficient resources to make data-driven decisions.
  • Gaining and retaining people‚Äôs trust.
  • Implementing follow-up against vendor invoices.
Pain Points and Solutions
pain points solutions
  • One tool to manage sales, marketing, and CX.
  • Easily manage prospects with pipeline management.
  • Manage all your data in one centralized location.
  • Automate the mundane tasks with workflows.
  • Make smart decisions and eliminate guesswork with reports.
  • Consistently engage with prospects with built-in channels.
  • Automatically follow-up using email and text Sequences.
Transform your business with a versatile CRM for consulting

Salesmate is the perfect CRM for consulting, as it packs in everything your teams will need from lead generation to deal closure.

crm for consulting firms

Cut costs, not corners: Save at least 50%
annually for sales, marketing, and CX needs

Growing in the consulting industry isn’t easy. However, with the right tools by your side, such as Salesmate consulting crm
software, you can make your everyday processes easier, build better relationships with clients, and close more deals.

lead generation and capturing

  • Capture leads even while you‚Äôre asleep and store them in a central location.
  • Engage with website visitors and capture
    vital lead information
    using intelligent bots.
  • Save time and effort by automating the meeting scheduling process and focus on building relationships.
  • Gather leads from multiple sources and start nurturing with industry-best automation.
  • Web Forms
  • Meeting Scheduler
  • Chatbots
Built-in lead gen tool, centralized data, no hassle!
Spend time on leads that bring money to the table 💰

Lead nurturing

  • Easily score prospects and focus your efforts on the
    most profitable opportunities.
  • Nurture prospects with personalized campaigns to build
    stronger relationships and increase chances of conversions.
  • Enhance productivity and simplify operations by automating
    your lead nurturing and other marketing processes with ease.
  • Lead Scoring
  • Automation Journeys
  • Personalized Campaigns

Incredibly intuitive software that allows you to customize to your desire. As far as all-in-one solutions go, this is an excellent option.

Leatrice T.
Michael E. Verified Verified Customer

My business was able to use Salesmate to eliminate all of the complex systems. Our business process has gone from long and stressful to easy, fast, and fun!

Mandie R.
Mandie R. Verified Verified Customer

sales communication

  • Connect with prospects seamlessly with
    Built-in Calling and Texting.
  • Reach more prospects in less time and reduce manual
    efforts by automating the dialing process.
  • Engage with prospects and take automated follow-ups
    with Sequences.
  • Manage your entire email inbox within Salesmate and
    stay on top of client communication.
  • Built-In Calling
  • Text Messaging
  • Power Dialer
  • Sales Sequences
  • 2-way Email Sync
Ditch multiple apps; everything is inside!
Know everything you need from a single screen

sales management

  • Create multiple sales pipelines for various types of leads
    and segments.
  • Get a detailed view of communication history, deal status,
    and activity history with 360¬į deal and contact view.
  • Stay updated on the latest conversations, follow-ups, and
    more, of each contact with timeline entries.
  • Multiple Sales Pipelines
  • 360¬į Contact & Deal View
  • Timeline Entries

Top rated across all platforms

Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.

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Customer Experience

  • Be available for your clients 24X7 and provide exceptional
    customer support with Live Chat & Bots.
  • Collaborate and quickly resolve client issues like
    a true team with Shared Inboxes.
  • Drive meaningful experiences with loyalty and CX chat
  • Live Chat
  • Shared Team Inbox
  • Chat Journeys
Build long-term relationships with your clients
Make meaningful decisions with valuable insights 📊

Reports & insights

  • Generate detailed reports to monitor performance, track
    progress, and derive insights to identify trends.
  • Make better data-driven decisions with predictive analytics
    to forecast sales.
  • Easily track and analyze the effectiveness of marketing with
    Campaign Insights, Live View, and Logs.
  • Reports
  • Sales Forecasting
  • Campaign Insights
  • Campaign Logs

Sales teams can adopt with ease. Salesmate is one single source of
for all conversations with prospects and customers.

Leatrice T.
Chitti B. Verified Verified Customer

I've used Salesforce and a plethora of others and Salesmate blows them all away for everything. Mobile app is simply brilliant.

Paul H.
Paul H. Verified Verified Customer


  • Document signing integrations
  • Calendar sync integrations
  • Invoicing integrations
  • Time tracking integrations
  • Accounting integrations
  • Webinar hosting integrations
Integrate Salesmate with your most-loved tools


The ultimate CRM for consulting firms; at just $23!

For a growing consulting business, spending thousands of dollars is unfeasible. Start with a 15-day free
trial, and choose from our simple pricing.


Build & organize your sales function


per user/month

$276, billed annually Or $29 per user if billed monthly


Automate sales and close more deals


per user/month

$468, billed annually Or $49 per user if billed monthly

Most Popular

Become a revenue machine


per user/month

$756, billed annually Or $79 per user if billed monthly


Perfect fit for enterprise sales teams


Connect with our sales team for enterprise pricing.

Frequently Asked Questions

Got questions? Find answers!

What is a CRM in Consulting?

In consulting, a CRM (Customer Relationship Management) is a software that helps consulting firms manage their interactions with potential leads and clients.  

The software provides a centralized database that allows consulting firms to track and manage various aspects of the client relationship, including contact information, communication history, project timelines, and customer support requests. 

A CRM in consulting can help consulting firms improve their leads and client relationships as well as streamline their operations by providing various features to manage and automate various processes.  

These processes can include contact management, drip email campaign, meeting scheduler, lead scoring, built-in calling, power dialer, deal management, pipeline management, workflow automation, integration, shared team inbox, live chat, and many more. 

Do consulting firms use CRM?

Yes, most consulting firms use CRM software to manage their customer relationships. CRM software is designed to help businesses of all types and sizes manage their customer interactions more effectively, and consulting firms are no exception.

What is the role of CRM in consulting businesses?

CRM or Customer Relationship Management is a critical tool for consulting businesses. The role of CRM in consulting businesses includes: 

Centralized Contact Data: CRM software allows consulting firms to store all contact data in one place, making tracking and analyzing interactions easier. 

Enhanced Sales and Marketing: CRM software enables consulting businesses to track sales leads and marketing campaigns, helping to increase revenue and grow the business. 

Efficient Project Management: CRM systems allow consulting firms to manage project timelines, allocate resources, and track progress, leading to increased productivity and profitability. 

Better Business Insights: With CRM analytics, consulting firms can gain valuable insights into customer behavior, preferences, and trends, allowing them to make data-driven decisions. 

Improved Customer Service: With access to centralized data, consulting firms can provide personalized and timely service to customers, resulting in higher customer satisfaction. 

How much does a CRM software cost for a small consulting business?

The cost of a CRM system for a small consulting business can vary depending on the specific needs of the business.

Generally, CRM software for consulting firms can range from free to hundreds of dollars per user per month. Some popular CRM products for small consulting businesses include: 

Salesmate: It offers 15 days free trial for one user and the paid plan starts at $23 per user per month. 

Insightly: Insightly offers a free version for up to two users, and paid plans start at $29 per user per month. 

Salesforce: Offers 14 days free trial and paid plan starting at $25 per user per month.  

The cost of CRM software will depend on the business’s specific needs, such as the number of users, the required features, and the level of support required.¬†

What are the use-cases of consulting CRM across multiple industries?

CRM software can be used by consulting firms across multiple industries to manage interactions, streamline processes, and increase revenue.

Some use-cases of consulting CRM across multiple industries include: 

Sales Consulting: CRM software can be used by sales consulting firms to manage leads pipeline, track sales, and improve the sales process. 

Legal Consulting: CRM software can be used by legal consulting firms to manage client interactions, track case progress, and improve client service. 

Accounting Consulting: Accounting consulting firms can manage contact information, track project progress, and improve efficiency. 

Business Consulting: CRM software can be used by business consulting firms to, track project timelines, and improve the consulting process. 

Start-up Consulting: Using CRM software start-up consulting firms can manage leads interaction, track project progress, and improve efficiency. 

Tech Consulting: CRM software can be used by tech consulting companies to manage relationships, track campaign insight, and improve collaboration between team members. 

Overall, CRM software can help consulting firms across multiple industries to improve customer service, streamline processes, and increase revenue. 

What is the use-cases to look for in a CRM for consulting business?

Lead Management: The CRM should have the ability to manage leads, including capturing leads from various sources (such as web forms or email campaigns), assigning leads to sales team members, and tracking the status of leads throughout the sales process. 

Contact Management: The CRM should be able to store and manage contact information for prospects, leads, and customers. This includes basic information such as name, email, phone number, as well as any relevant notes or interactions with them. 

Sales Management: The CRM should provide tools for managing the sales process, including tracking sales activities, managing sales pipeline, and forecasting sales revenue. 

Marketing Automation: The CRM should have marketing automation features such as email marketing, social media integration, and lead scoring, to help the marketing team generate more leads and nurture them through the sales funnel. 

Customer Support: The CRM should have tools for managing customer support inquiries, including creating and tracking support tickets, assigning tickets to support team members, and tracking the status of support requests. 

Reporting and Analytics: The CRM should have reporting and analytics features that allow you to track key metrics such as sales revenue, lead conversion rates, and customer satisfaction. 

Overall, a good CRM for consulting business should be able to handle prospects, leads, and customers across multiple teams, and provide the tools needed to streamline processes and improve customer interactions.

By selecting a CRM with these key features, consulting businesses can improve efficiency, increase sales, and provide better customer service. 

What is the best CRM for consulting business?

The best CRM for consulting business depends on the specific needs and requirements of the business. Some popular CRM tools for consulting businesses include: 


Salesmate CRM is designed to help consulting businesses streamline their sales processes, improve customer engagement, and drive revenue growth.

With features such as lead management, pipeline management, email automation, and sales analytics.  

Salesmate CRM eliminates the pain points of manual data entry by automating the entire sales playbook and empowers consulting businesses to optimize their sales workflows and scale their operations. 


Salesforce is one of the popular CRM software that offers a range of features, including contact management, lead tracking, sales forecasting, and marketing automation. It is suitable for businesses of all sizes and industries. 

Microsoft Dynamics 365:  

Microsoft Dynamics 365 is a cloud-based CRM system offering customer insights, marketing automation, and sales management features. It is suitable for businesses that use Microsoft Office products. 

  1. SugarCRM:  

SugarCRM is an open-source CRM software that offers features such as lead management, campaign management, and customer support.

It is suitable for businesses that require customization and integration with other systems. 

When selecting a CRM for consulting business, it is essential to evaluate the features, pricing, and support offered by different CRM products.