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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CRM for consulting companies

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

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

automation with CRM

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

Why use Salesmate CRM for consultants?

Happy & Growing Customers

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

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


Very convenient and easy CRM with all the necessary features, quick and professional support

Zora Zamecnikova

Brand Ambassador

Alan Peterson

It integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.

Alan Peterson

President - Skytop Business Loans LLC

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

CEO - Alanic International

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Build New and Lasting Customer Relationships

With Salesmate, it’s simple, personal and productive for everyone. Sign up for a 15-day risk-free trial today.

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