CRM for Consultants

A CRM for consultants, agencies and professional services

  • Customer relationships are paramount for agencies and consultants; you’re often working one-to-one with your client and need to keep track of all their activity. A flexible CRM that logs your day to day interactions, as well as providing business insights, will help you maximise those relationships.

    Really Simple Systems CRM is an out-of-the-box solution that’s ideal for business consultants, marketers, PR agencies, HR, and other professional services.

    Designed for small and mid-sized business B2B, it helps you effectively manage your sales, track your leads and organize your workflow.

  • CRM for Consultancy and Professional Services

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Time saving sales and marketing automation

When time equals money, you’ll not want to be spending it entering data to your CRM. That’s why we automate your data flow for you: email sync, capturing and responding to new inquiries, scheduled newsletters, and drip marketing campaigns. This means you get to focus on driving and developing your consultancy business, and not on administration.

  • Track incoming and outgoing referral business
  • Record man days or hours in your sales pipeline
  • Send quotations directly from the CRM
  • Pass completed assignments to your accounting system for billing
  • Send targeted newsletters to multiple customer segments
  • Capture new leads from your web site
  • Sync your customers emails to the CRM
  • Run reports for full customer insight

Never miss another sale

  • Our lead management software helps you manage your prospects from initial inquiry through to a confirmed sale.

    You can track each sales opportunity to effectively prioritize your sales effort, giving you visibility of your sales team’s pipelines right through the sales process.

    You can create sales opportunities showing the value of the deal and give each a probability of success with a weighted value. This lets you run fairly reliable, helping you manage your accounts and cash flow.

  • CRM for Consultants

CRM System Integrations

Really Simple Systems CRM includes integrations to your accounting software, Office 365 and Google Apps. In addition, our integration with Zapier.com offers the ability to integrate to over 1,000 other cloud applications, from time sheets and project management, to SMS messages and event management.

Read our consultancy CRM case studies

  • CRM for Consultancy: Coursecheck

  • Consultant CRM Cybertech Digital

BEST CRM FOR CONSULTANCY

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