Discovering the Best CRM for Consultants

Setting up your consulting business is just the beginning.
Discovering the Best CRM | Amwork

To ensure ongoing success, you need to focus on two key elements: keeping your current clients satisfied and consistently attracting new ones. A Customer Relationship Management (CRM) tool can play a pivotal role in achieving these goals. In this article, we'll explore the significance of CRM for consultants, guide you on choosing the right CRM solution for your business, and present a few noteworthy options.

What Is a CRM?

Let's start by clarifying what CRM means. CRM stands for Customer Relationship Management, and it refers to software that consultants use to effectively manage interactions and relationships with their clients. A robust CRM tool automates payment processes, collects client data (with their consent), and empowers you to make informed decisions based on that data. Understanding your client base not only enhances the service you provide but also enables lead generation, utilizes existing client data as a selling point, and facilitates the creation of targeted audiences.

How to Pick a CRM?

Choosing the right CRM for your consulting business is a crucial decision that can significantly impact your operations. Here are key factors to consider when picking a CRM:

1. Assess Your Needs:

Identify your specific consultancy business requirements. Prioritize functionalities such as payment automation, client data management, and analytics tools based on your unique needs.

2. Ease of Use:

Opt for a CRM software with a user-friendly interface. After a busy day of consulting, a CRM that is easy to navigate and understand will contribute to smooth operations and team adoption.

3. Scalability:

Ensure the CRM solution you choose has scalability. Your business will evolve, and the CRM should seamlessly grow with it. This foresight is essential for long-term success.

4. Security:

Prioritize data security and compliance. As a consultancy dealing with client information, it's crucial to choose a CRM software that prioritizes the confidentiality and security of sensitive data.

5. Integration Capabilities:

Select a CRM that can easily integrate with other tools and software you use. This integration streamlines workflows, making your CRM a central hub for efficient operations and freeing up more time for client-related activities.

The Top CRMs For Consultants

Choosing the right CRM is essential for the success of your consultancy business. Here are some of the best CRM options tailored for consultants:

Salesflare – Great for Client Relationships

Pricing: $29-$99 per month


  • Plenty of automation tools to save time

  • Detailed insights

  • Excellent customer support


  • Not the easiest tool for beginners

  • No free trial to test

  • Minimal third-party integrations


Salesflare is tailored for small to medium-sized consultancy businesses, with a focus on supporting existing client relationships. While it may not be the easiest for beginners, it offers automation tools, detailed insights, and reliable customer support. Keep in mind the absence of a free trial and limited third-party integrations when considering this CRM.

HubSpot – Great for Scalability

Pricing: $45-$3200 per month


  • You can test out the tool for free

  • The perfect multi-purpose CRM platform

  • Easy-to-use and plenty of integrations and features


  • As you scale, the prices can rise significantly

  • You are tied in by a longer-term contract

  • Technical support doesn’t come for free


HubSpot is an extensive CRM platform suitable for various purposes. It offers a free trial with limited features. While the entry price is reasonable, keep in mind that costs can increase significantly as you require more features and services. HubSpot's scalability comes at a price, and technical support may not be free.

Keap – Great for Marketing and Sales

Pricing: $169-$249 per month


  • Packed with features, similar to HubSpot

  • Ideal for automating marketing and sales processes

  • Great for reporting and analytics


  • Not the most user-friendly

  • Can load slowly

  • Not the cheapest option


Keap is a CRM tool rich in marketing, sales, and analytics features. While it may not be the most user-friendly and could be a bit slow, it is suitable for larger consultancy businesses that can benefit from its robust set of sales and marketing tools. The pricing is not the lowest, but it offers a range of features for your business needs.

How to Set up a CRM Within Your Consulting Pipeline

Step 1: What Are Your Objectives?

Start by identifying how you plan to use your CRM as part of your service. Will you use it primarily to identify new business or to support your existing clients?

Step 2: Pick Your Favorite Tool

Next, select your favorite CRM tool from the list above (or one from your own research) that aligns with your objectives, checking it has all the features and plugin capabilities you need.

Step 3: Tinker With Your New Tool

Have a play around! Get familiar with the CRM you have invested in, ensuring you know how to use it properly and are maximizing its capabilities.

Step 4: Get Organized

Once you are comfortable with your CRM, import any data you need into the tool, categorizing your clients in a format that is clear and concise. You need to be consistent with your data entry, especially when you scale. Sloppy data leads to sloppy customer relationships.

Step 5: Continuous Improvement

Once you’ve set up your CRM, your work is not done. You should always be searching for ways to tinker with your offering based on your consulting business changing or feedback from clients.

Frequently Asked Questions About CRM Software

How Can CRM Software Benefit Consultants?

CRM software helps consultants track client interactions, manage leads, and streamline communication, ultimately improving client relationships and project management.

What Features Should Consultants Look for in CRM Software?

Consultants should seek CRM software with contact management, task scheduling, lead tracking, and reporting capabilities tailored to their consulting needs.

Can CRM Software Help Consultants Generate Leads?

CRM software can assist consultants in lead generation by organizing and tracking potential client information, making it easier to nurture and convert leads.

Is CRM Software Suitable for Solo Consultants and Small Consulting Firms?

Yes, CRM software is adaptable for both solo consultants and small consulting firms, offering scalable solutions that cater to their specific client management requirements.


Emily Johnson

Emily Johnson


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