CRM for consulting companies

If you are a consulting firm or consultant looking for a CRM, you are in the right place. Focus on relationships and win more businesses with Salesmate CRM software for consulting services and independent consultants.

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Why should you use Salesmate as your CRM for your consulting business?

Having in-depth knowledge about your clients and the industries they serve helps you build your prospects profile so you can sell them into your services.

With Salesmate

Manage your inbound leads from your website as they will automatically go into your sales pipeline
Keep all your communication in one spot making it easy to follow-up with your leads in the future
Get timely notifications about your meetings and follow-up tasks to help you close new business
Get a complete view of your sales pipeline for you and your entire org
Easily segment and tag customers to create filtered views of your contacts
Setup a virtual phone system with Salesmate and handle all your sales communication with one platform
Create email and text message templates so you can reach out to your contacts at scale and see how they are performing over time.

Why wait? Track everything from leads to repeat sales.

Realise greater ROI with CRM for small business

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Smart timely follow-ups and tracking

Ever send an email and wonder if your prospect opened it or clicked on the link? With Salesmate our system will create alerts based on your contacts interaction. Salesmate can even create a follow-up task based on this interaction. So imagine you sent a proposal and the client opened it, but never responded. Our system will add task for a follow-up which can sync to your calendar and track everything. Now that is powerful!
Learn more about email tracking

Automation for increased productivity

Focus on your consulting services and not on data entry. You can remove repetitive and mundane activities by creating workflows in our system. Automate your data entry so you can increase your productive hours and focus on consulting.
Learn more about sales automation

On-the-go mobile access

If you are traveling for your consulting gig Salesmate will be right there with you! With our mobile apps, you can always stay connected to your clients wherever you go. Get project updates, send follow-up emails, view interaction history, schedule meetings, and get notified about activities on the go. Salesmate can be your CRM for your consulting business.
Learn more about mobile CRM

Get your small business organized using Salesmate CRM

Easy to use with advanced features at a very affordable price

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Why use Salesmate CRM for consultants?

Seamless Integration

Integrate with various third-party applications like Google Apps, Slack, Invoice Ninja, and Webmerge to ease your consulting process.

Frequent upgrades

Stay ahead of your competitors by using an upgraded system for your consulting business as Salesmate keeps updating its features as per the demand of the industry.

Round the clock support

Connect with Salesmate’s support team at any hour of the day to solve your queries and issues.

Happy & Growing Customers

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC