10 Best CRM for Consultants in 2025

Q: Why is a CRM important for consultants?

A CRM is crucial for consultants as it helps manage client relationships, streamline communication, and organize data efficiently. It enables consultants to track interactions, automate routine tasks, and gain insights into client behavior, ultimately enhancing client satisfaction and business growth.

Q: Is CRM software suitable for larger enterprises?

Yes, CRM software is highly suitable for larger enterprises. It offers scalability, advanced features, and integrations that can handle complex client management needs. Tools like Salesforce and HubSpot are particularly well-suited for large organizations due to their robust capabilities and customization options.

Q: What industries benefit most from CRM software?

CRM software benefits a wide range of industries, including consulting, sales, marketing, real estate, and customer service. Any industry that relies on managing client relationships and data can significantly benefit from using a CRM to enhance efficiency and client satisfaction.

Q: How does CRM software improve client communication?

CRM software improves client communication by centralizing all client interactions and data in one place. This ensures that consultants have access to up-to-date information, enabling personalized and timely communication. Features like email integration and automation further streamline communication processes.

Q: Can CRM software be customized to fit specific business needs?

Yes, most CRM software offers customization options to fit specific business needs. Users can tailor features, workflows, and integrations to align with their unique processes and requirements. This flexibility ensures that the CRM can effectively support diverse business operations.

Q: What are the largest competitors in the CRM market?

The largest competitors in the CRM market include Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics 365. These tools are known for their comprehensive features, scalability, and ability to cater to various business sizes and industries.

Q: How does CRM software enhance data management?

CRM software enhances data management by centralizing client information, making it easily accessible and manageable. It improves data accuracy, enables real-time insights, and supports informed decision-making. This centralized approach ensures that consultants have the right data at their fingertips when needed.

Q: Is CRM software suitable for small businesses?

Yes, CRM software is suitable for small businesses. It helps streamline client management, automate routine tasks, and improve communication. Tools like Freshsales and HoneyBook are particularly well-suited for small businesses due to their user-friendly interfaces and cost-effective plans.

Q: What features should I look for in a CRM for consultants?

When choosing a CRM for consultants, look for features like contact management, lead tracking, email integration, reporting and analytics, and automation. These features help manage client relationships effectively, streamline workflows, and provide valuable insights for business growth.

Q: How does CRM software support remote work?

CRM software supports remote work by providing cloud-based access to client data and communication tools. This ensures that consultants can manage client relationships and collaborate with team members from anywhere, enhancing flexibility and productivity in a remote work environment.

Author

Anastasia Belyh

Last Update

Jan 08, 2025

Affiliate Disclaimer

We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

There are numerous CRM tools for consultants, each promising to enhance client management, streamline communication, and boost productivity. But which ones truly stand out?

I’ve spent over 100 hours researching, analyzing user reviews, and testing popular CRM tools to help you find the best options for consultants, small businesses, client management, and more. These tools can transform how you manage client relationships, streamline your workflow, and ultimately grow your business. Let's dive into the details!

Top Picks for CRM for Consultants

Top CRM for Consultants

4.8

Best For Large Enterprises

Salesforce

Salesforce empowers consultants with a robust CRM platform that centralizes client interactions and data. Its customization and integration capabilities make it a versatile tool for managing complex client relationships, ensuring you stay organized and efficient.

Highly customizable for diverse needs.
Robust integration capabilities.
Comprehensive analytics and reporting.
Complex setup process.
Can be expensive for small teams.
Requires ongoing training.

Free plan?

Starting price

$25 per month per user

Try for free

Salesforce Review

Editor’s Take

Salesforce has been a game-changer for me in managing client relationships. Initially, I was overwhelmed by its vast array of features, but once I got the hang of it, the platform's ability to centralize all client interactions and data became invaluable. The customization options allowed me to tailor the CRM to fit my consulting needs perfectly, making client management more efficient and effective.

Why We Picked It?

Salesforce stands out due to its comprehensive CRM capabilities, which are essential for consultants who need to manage complex client interactions. Its robust customization options and integration capabilities make it a top choice. The platform's scalability ensures it grows with your business, and its strong community support provides a safety net for troubleshooting and learning.

Best For

Best for large enterprises needing customization
Salesforce is a powerhouse for large enterprises that require extensive customization and integration capabilities. If you're managing a complex business with diverse needs, Salesforce's robust platform can be tailored to fit your unique processes, making it a top choice for those who need a highly adaptable CRM solution.
Ideal for businesses with advanced analytics needs
For businesses that thrive on data-driven decisions, Salesforce offers advanced analytics and reporting tools. Its comprehensive dashboards and insights help you track performance and forecast trends, making it perfect for companies that rely heavily on data to drive their strategies.
Great for teams needing extensive third-party integrations
Salesforce excels in providing a wide array of third-party integrations, making it ideal for teams that need to connect various tools and platforms. Whether you're using marketing automation, customer service, or financial software, Salesforce's integration capabilities ensure seamless operations across your business.

Standouts Features

Customizable dashboards for insights
Salesforce offers highly customizable dashboards that allow you to visualize data in a way that makes sense for your business. This feature is invaluable for consultants who need to track client interactions and project progress at a glance. The ability to tailor these dashboards means you can focus on the metrics that matter most to you, enhancing decision-making and strategic planning.
Seamless integration with other tools
One of Salesforce's standout features is its ability to integrate seamlessly with a wide range of other tools and platforms. This is particularly beneficial for consultants who often use multiple software solutions. By integrating Salesforce with your existing tools, you can streamline workflows, reduce data entry, and ensure that all your systems are working in harmony.
Advanced automation capabilities
Salesforce's advanced automation capabilities are a huge time-saver. For consultants, automating routine tasks such as follow-ups, reminders, and data entry can free up valuable time to focus on more strategic activities. The platform's automation tools are intuitive and powerful, allowing you to set up complex workflows with ease.
Comprehensive client management
The comprehensive client management features of Salesforce are designed to help consultants keep track of every interaction and detail. From initial contact to project completion, Salesforce provides a centralized hub for all client-related information, ensuring nothing falls through the cracks. This level of organization is crucial for maintaining strong client relationships and delivering exceptional service.

Pros and Cons

Performance Ratings

Feature Ratings

4.7

Best All-In-One Solution

HubSpot

HubSpot offers a comprehensive CRM solution tailored for consultants. Its centralized client management, detailed analytics, and seamless integrations make it a powerful tool. While it requires some initial setup, the benefits in efficiency and client engagement are well worth the effort.

User-friendly interface.
All-in-one marketing and sales solution.
Strong customer support.
Limited customization options.
Higher tiers can be costly.
Basic features on free plan.

Free plan?

Yes

Starting price

$20 per month per seat

Try for free

HubSpot Review

Editor’s Take

HubSpot has truly transformed the way I manage client relationships. Its intuitive interface and robust features make it a standout choice for consultants. I love how it centralizes all client interactions, making follow-ups and tracking progress a breeze. While it took a bit of time to explore all its capabilities, the efficiency it brings to my workflow is undeniable.

Why We Picked It?

HubSpot earned its spot due to its comprehensive CRM capabilities tailored for consultants. Its ability to seamlessly integrate with other tools and provide detailed analytics makes it invaluable. The platform's user-friendly design ensures that even those new to CRM systems can quickly adapt, while its scalability supports growing businesses. These factors, combined with its strong customer support, make it a top choice.

Best For

Perfect for small to medium businesses
HubSpot is a fantastic choice for small to medium businesses looking for an all-in-one CRM solution. Its user-friendly interface and comprehensive features make it easy to manage marketing, sales, and customer service without needing a large team or extensive technical skills.
Great for inbound marketing enthusiasts
If you're passionate about inbound marketing, HubSpot is your go-to tool. It offers a suite of marketing automation features that help you attract, engage, and delight customers, making it perfect for businesses focused on building strong, lasting relationships with their audience.
Ideal for teams seeking seamless collaboration
HubSpot's integrated platform fosters seamless collaboration between marketing, sales, and service teams. Its shared tools and data ensure everyone is on the same page, making it an excellent choice for businesses that prioritize teamwork and communication.

Standouts Features

Centralized client interaction management
HubSpot excels in centralizing all client interactions, allowing you to track emails, calls, and meetings in one place. This feature is invaluable for consultants who need to maintain a clear overview of client communications, ensuring nothing falls through the cracks. It streamlines follow-ups and enhances client relationship management.
Detailed analytics for insights
The detailed analytics provided by HubSpot offer deep insights into client interactions and sales performance. This feature is particularly beneficial for consultants looking to refine their strategies and improve client engagement. By understanding what works and what doesn't, you can make informed decisions to drive success.
Seamless integration with other tools
HubSpot's ability to integrate seamlessly with a wide range of other tools is a game-changer. Whether it's email marketing platforms, social media tools, or project management software, HubSpot ensures that all your systems work together harmoniously. This integration capability enhances productivity and ensures a smooth workflow.
User-friendly design for easy adoption
The user-friendly design of HubSpot makes it accessible even to those new to CRM systems. Its intuitive interface means you can quickly get up to speed and start managing client relationships effectively. This ease of use is a significant advantage for consultants who need to focus on their clients rather than learning complex software.

Pros and Cons

Performance Ratings

Feature Ratings

4.6

Most Versatile CRM

Zoho CRM

Zoho CRM empowers consultants with robust client management tools and insightful analytics. Its customizable dashboards and advanced automation streamline workflows, making it an essential tool for enhancing client relationships and optimizing business processes.

Highly customizable workflows.
Affordable pricing.
Wide range of integrations.
Steep learning curve.
Interface can feel cluttered.
Limited customer support on free plans.

Free plan?

Yes

Starting price

₹800 per month per user

Try for free

Zoho CRM Review

Editor’s Take

Zoho CRM has been a revelation in managing client relationships. Initially, I was overwhelmed by its extensive features, but its intuitive design quickly won me over. The ability to customize dashboards and automate tasks has streamlined my workflow significantly. While it takes some time to explore all its capabilities, the efficiency it brings to managing client interactions is unparalleled.

Why We Picked It?

Zoho CRM stands out due to its comprehensive feature set tailored for consultants. Its ability to automate repetitive tasks and provide insightful analytics makes it a top choice. The platform's adaptability to various industries and its robust integration capabilities further enhance its appeal. Despite a learning curve, its potential to transform client management processes is undeniable.

Best For

Best for businesses seeking affordability
Zoho CRM offers a cost-effective solution for businesses looking to manage customer relationships without breaking the bank. Its affordable pricing and comprehensive features make it a great choice for budget-conscious companies.
Ideal for teams needing customization
Zoho CRM provides extensive customization options, allowing you to tailor the platform to fit your unique business needs. This makes it perfect for teams that require a flexible CRM solution that can adapt to their specific processes.
Great for businesses using Zoho suite
If your business already uses other Zoho products, Zoho CRM is a natural fit. Its seamless integration with the Zoho suite ensures a cohesive experience, making it ideal for businesses looking to streamline their operations with a unified platform.

Standouts Features

Customizable dashboards for tailored insights
Zoho CRM offers highly customizable dashboards that allow you to tailor insights according to your specific needs. This feature is invaluable as it lets you focus on the metrics that matter most to your consulting business, providing a clear view of your performance and areas for improvement.
Advanced automation for task efficiency
The advanced automation capabilities in Zoho CRM are a game-changer. They allow you to automate repetitive tasks, freeing up your time to focus on more strategic activities. This feature is particularly beneficial for consultants who need to manage multiple clients and projects simultaneously.
Comprehensive analytics for informed decisions
Zoho CRM's comprehensive analytics tools provide deep insights into your client interactions and sales processes. This feature helps you make informed decisions by offering detailed reports and analytics, which are crucial for optimizing your consulting strategies and improving client satisfaction.
Seamless integration with popular tools
Zoho CRM seamlessly integrates with a wide range of popular tools, enhancing its functionality and making it easier to incorporate into your existing workflow. This feature ensures that you can continue using your favorite applications while benefiting from the powerful capabilities of Zoho CRM.

Pros and Cons

Performance Ratings

Feature Ratings

4.5

Best For Sales Teams

Pipedrive

Pipedrive acts as your digital sales assistant, streamlining deal tracking and task automation. Its customizable pipelines and intuitive interface make it a powerful tool for consultants, though mastering its features requires some initial effort.

Intuitive pipeline management.
Affordable for small businesses.
Easy to set up and use.
Limited advanced features.
Basic reporting capabilities.
No free plan available.

Free plan?

Yes

Starting price

$14 per month per user

Try for free

Pipedrive Review

Editor’s Take

Using Pipedrive transformed how I manage my sales process. The automation features are a huge time-saver, allowing me to focus more on closing deals rather than chasing tasks. Its intuitive interface allows easy customization of pipelines, and though there’s a bit of a learning phase, once you’re comfortable, it becomes a vital tool for staying on top of leads and progress.

Why We Picked It?

Pipedrive stands out due to its exceptional customization capabilities and user-friendly interface, making it a top choice for consultants. Its ability to streamline sales processes and automate tasks significantly enhances productivity. The tool's scalability ensures it grows with your business, and its robust customer support is a valuable asset. These factors, combined with its comprehensive feature set, make it a preferred choice for many.

Best For

Best for sales-focused teams
Pipedrive is designed with sales teams in mind, offering a streamlined interface that helps you focus on closing deals. Its intuitive pipeline management and automation features make it perfect for sales-driven businesses looking to boost productivity and efficiency.
Ideal for small businesses needing simplicity
For small businesses that need a straightforward CRM solution, Pipedrive is a great fit. Its simple setup and easy-to-use features allow you to get started quickly without the need for extensive training or technical expertise.
Great for visual sales pipeline management
Pipedrive's visual sales pipeline is a standout feature, making it ideal for teams that prefer a clear, visual representation of their sales process. This tool helps you track deals and progress at a glance, ensuring you never miss an opportunity.

Standouts Features

Customizable sales pipelines
Pipedrive offers highly customizable sales pipelines, allowing you to tailor them to fit your unique business processes. This feature is invaluable as it lets you align the tool with your specific workflow, ensuring that you can manage leads and deals in a way that suits your style. This flexibility is a game-changer for consultants who need a personalized approach.
Powerful automation tools
The automation tools in Pipedrive are a standout feature, designed to save you time and effort. By automating repetitive tasks, you can focus more on strategic activities like closing deals. This feature is particularly beneficial for consultants who juggle multiple clients and need to streamline their operations efficiently.
Intuitive user interface
Pipedrive's intuitive user interface makes it easy to navigate and use, even for those who are not tech-savvy. The design is clean and straightforward, reducing the learning curve and allowing you to get up and running quickly. This ease of use is crucial for consultants who need to manage their time effectively.
Comprehensive reporting features
The comprehensive reporting features in Pipedrive provide valuable insights into your sales performance. You can track key metrics and generate detailed reports to understand your progress and identify areas for improvement. This feature is essential for consultants who rely on data-driven decisions to enhance their business strategies.

Pros and Cons

Performance Ratings

Feature Ratings

4.4

Best For Small Businesses

Freshsales

Freshsales empowers consultants with its AI-driven lead scoring and customizable pipelines. Its integrated communication tools and advanced analytics make it a powerful ally in managing client relationships and driving business growth. Ideal for those seeking efficiency and insight.

AI-driven insights.
Seamless integration with Freshworks suite.
Affordable for startups.
Limited third-party integrations.
Occasional performance lags.
Basic plan lacks features.

Free plan?

Yes

Starting price

€9 per month per user

Try for free

Freshsales Review

Editor’s Take

Freshsales has truly transformed how I manage client relationships. The intuitive interface and robust features make it easy to keep track of interactions and follow-ups. I particularly love the automation capabilities, which have saved me countless hours. While it takes a bit of time to explore all its features, the payoff in efficiency is well worth it.

Why We Picked It?

Freshsales stands out due to its comprehensive suite of features tailored for consultants. Its ability to automate repetitive tasks and provide insightful analytics makes it a top choice. The platform's scalability ensures it grows with your business, and its seamless integration with other tools enhances its utility. These factors, combined with excellent customer support, make it a preferred option.

Best For

Perfect for businesses seeking AI-driven insights
Freshsales leverages AI to provide valuable insights and recommendations, making it perfect for businesses looking to enhance their sales strategies with data-driven decisions. Its AI-powered features help you identify the best leads and optimize your sales process.
Great for teams needing integrated communication tools
With Freshsales, you get a CRM that integrates communication tools like email, phone, and chat, all in one place. This makes it ideal for teams that need to streamline their communication and ensure consistent interactions with customers.
Ideal for startups and growing businesses
Freshsales is a great choice for startups and growing businesses that need a scalable CRM solution. Its flexible pricing and feature set allow you to start small and expand as your business grows, ensuring you always have the tools you need to succeed.

Standouts Features

AI-driven lead scoring system
Freshsales offers an AI-driven lead scoring system that intelligently prioritizes leads based on their engagement and potential. This feature is invaluable for consultants who need to focus their efforts on the most promising prospects, ensuring higher conversion rates and more efficient use of time.
Customizable sales pipelines
The customizable sales pipelines in Freshsales allow you to tailor the sales process to fit your unique business needs. This flexibility ensures that you can align the CRM with your workflow, making it easier to track progress and manage deals effectively.
Integrated phone and email
With integrated phone and email capabilities, Freshsales enables seamless communication with clients directly from the platform. This feature streamlines interactions, allowing you to log calls, send emails, and track conversations without switching between different tools.
Advanced reporting and analytics
Freshsales provides advanced reporting and analytics that offer deep insights into your sales performance. These reports help you identify trends, measure success, and make data-driven decisions to optimize your sales strategy and improve overall business outcomes.

Pros and Cons

Performance Ratings

Feature Ratings

4.3

Ideal For Freelancers

HoneyBook

HoneyBook is your all-in-one solution for managing consulting projects. Its robust features, like automated workflows and integrated invoicing, streamline operations. Perfect for consultants seeking efficiency and enhanced client interactions, HoneyBook is a must-have tool for your business.

All-in-one solution for freelancers.
User-friendly design.
Strong client management features.
Limited customization.
Higher cost for advanced features.
Not ideal for large teams.

Free plan?

Yes

Starting price

$16 per month

Try for free

HoneyBook Review

Editor’s Take

HoneyBook has truly transformed the way I manage my consulting projects. Initially, I was overwhelmed by the sheer number of tasks and client interactions. However, HoneyBook's intuitive interface and robust features have streamlined my workflow. The ability to customize client interactions and automate repetitive tasks has been a game-changer. While it took some time to explore all its features, the efficiency it brings is worth the effort.

Why We Picked It?

HoneyBook stands out in our list due to its comprehensive suite of features tailored for consultants. Its ability to integrate project management, client communication, and invoicing into one platform is impressive. The tool's focus on automation and customization makes it ideal for consultants looking to enhance productivity and client satisfaction. Its user-friendly interface and strong support system further solidify its position as a top choice.

Best For

Perfect for creative professionals
HoneyBook is tailored for creative professionals like photographers, designers, and event planners. Its intuitive interface and project management features help you manage client relationships and streamline your workflow, making it a top choice for creatives.
Great for freelancers needing contract management
For freelancers who need to manage contracts and invoices, HoneyBook offers a comprehensive solution. Its built-in contract templates and payment processing features make it easy to handle the business side of freelancing, so you can focus on your craft.
Ideal for small businesses seeking simplicity
HoneyBook's user-friendly design makes it perfect for small businesses that need a simple, all-in-one CRM solution. Its straightforward features help you manage projects, clients, and payments without the complexity of larger platforms.

Standouts Features

Streamlined client communication tools
HoneyBook offers a seamless way to manage client communications. Its integrated email and messaging system ensures that all interactions are organized and easily accessible. This feature is invaluable for consultants who need to maintain clear and consistent communication with clients, reducing the risk of missed messages or misunderstandings.
Automated workflow management
The automated workflow feature in HoneyBook is a lifesaver for busy consultants. It allows you to set up automated processes for tasks like sending invoices, follow-up emails, and appointment reminders. This not only saves time but also ensures that nothing falls through the cracks, enhancing overall efficiency.
Customizable project templates
HoneyBook's customizable project templates are a standout feature. They allow you to create templates for different types of projects, which can be tailored to fit specific client needs. This flexibility is crucial for consultants who handle diverse projects, as it ensures consistency and professionalism in project delivery.
Integrated invoicing and payments
With HoneyBook, invoicing and payments are integrated into the platform, simplifying financial management. You can create and send invoices directly to clients, and they can make payments through the system. This feature reduces administrative work and ensures timely payments, which is essential for maintaining cash flow.

Pros and Cons

Performance Ratings

Feature Ratings

4.3

Best For Lead Management

Salesflare

Salesflare is your go-to CRM for consultants, offering automated data entry and seamless email integration. Its visual pipeline management and powerful analytics make it an invaluable tool for enhancing client relationships and driving business growth.

Automated data entry.
Strong integration capabilities.
User-friendly interface.
Limited customization.
Higher cost for advanced features.
Not ideal for large teams.

Free plan?

Yes

Starting price

$29 per user / month

Try for free

Salesflare Review

Editor’s Take

Salesflare has truly transformed the way I manage client relationships. Its intuitive design and automation features have made tracking interactions and follow-ups a breeze. Initially, I was overwhelmed by the array of features, but once I got the hang of it, the tool became indispensable. The ability to automate data entry and sync with my existing tools has saved me countless hours.

Why We Picked It?

Salesflare stands out due to its seamless integration capabilities and automation features, which are crucial for consultants who juggle multiple clients. Its user-friendly interface and robust data management tools make it a top choice. The tool's ability to streamline communication and provide insightful analytics ensures consultants can focus on delivering value rather than administrative tasks.

Best For

Perfect for small businesses needing automation
Salesflare is designed for small businesses that want to automate their sales processes. Its automation features help you save time and streamline operations, making it a great choice for businesses looking to boost efficiency.
Great for teams needing seamless integration
Salesflare offers seamless integration with popular tools like Gmail and Outlook, making it perfect for teams that need to connect their CRM with existing software. This ensures a smooth workflow and consistent data across platforms.
Ideal for startups seeking simplicity
For startups that need a straightforward CRM solution, Salesflare provides an easy-to-use platform with essential features. Its user-friendly design and intuitive interface make it a great choice for new businesses looking to manage customer relationships efficiently.

Standouts Features

Automated data entry saves time.
Salesflare's automated data entry feature is a game-changer. It automatically collects and organizes data from emails, social media, and other sources, saving you the hassle of manual entry. This ensures that your CRM is always up-to-date without the tedious work, allowing you to focus on building relationships.
Seamless email integration boosts efficiency.
The seamless email integration in Salesflare allows you to manage all your client communications in one place. It syncs with your email accounts, ensuring that every interaction is logged and easily accessible. This feature enhances your ability to track conversations and follow up promptly, improving client satisfaction.
Visual pipeline management enhances clarity.
Salesflare offers a visual pipeline management system that provides a clear overview of your sales process. This feature allows you to easily track the progress of each deal, identify bottlenecks, and prioritize tasks. The visual representation helps in making informed decisions quickly, ensuring no opportunity is missed.
Powerful analytics for informed decisions.
With Salesflare's powerful analytics, you gain valuable insights into your sales performance. The tool provides detailed reports and metrics that help you understand trends, forecast sales, and make data-driven decisions. This feature is essential for consultants aiming to optimize their strategies and achieve better results.

Pros and Cons

Performance Ratings

Feature Ratings

4.2

Best For Automation

Keap

Keap empowers consultants with automation and customization, streamlining client management. Its robust features, like automated follow-ups and integrated scheduling, enhance productivity. While there's a learning curve, mastering Keap unlocks its full potential for efficient CRM management.

Comprehensive automation tools.
Strong customer support.
Ideal for small businesses.
Complex interface.
Limited third-party integrations.
Higher cost for advanced features.

Free plan?

Starting price

$249 per month

Try for free

Keap Review

Editor’s Take

Keap has truly transformed how I manage client relationships. Initially, I was overwhelmed by the array of features, but once I got the hang of it, the automation capabilities became indispensable. The ability to customize workflows to fit my consulting needs has been a game-changer. While it takes some time to master, the efficiency it brings is worth every minute spent learning.

Why We Picked It?

Keap stands out in our list due to its robust automation features tailored for consultants. Its ability to streamline client management and automate repetitive tasks makes it a top choice. The platform's flexibility allows consultants to customize workflows, enhancing productivity. Despite a learning curve, its comprehensive features and strong support make it a valuable tool for consultants aiming to optimize their CRM processes.

Best For

Best for small businesses needing automation
Keap is designed for small businesses that want to automate their sales and marketing processes. Its automation features help you save time and streamline operations, making it a great choice for businesses looking to boost efficiency.
Ideal for service-based businesses
Service-based businesses will find Keap's appointment scheduling and invoicing features particularly useful. Its tools help you manage client interactions and payments, ensuring a smooth experience for both you and your customers.
Great for entrepreneurs seeking simplicity
Keap's intuitive interface and straightforward features make it perfect for entrepreneurs who need a simple CRM solution. Its easy setup and user-friendly design allow you to focus on growing your business without getting bogged down in technical details.

Standouts Features

Automate client follow-ups effortlessly
Keap's automation feature is a lifesaver for consultants. It allows you to set up automated follow-ups with clients, ensuring no opportunity slips through the cracks. This feature is unique because it not only saves time but also enhances client engagement by sending timely, personalized messages without manual intervention.
Customizable sales pipelines
The customizable sales pipeline in Keap is a standout feature. It lets you tailor the sales process to match your consulting business's unique needs. This flexibility is invaluable, as it allows you to visualize and manage your sales stages effectively, ensuring you stay on top of every lead and opportunity.
Integrated appointment scheduling
Keap integrates appointment scheduling directly into its CRM, which is a huge plus. This feature eliminates the hassle of back-and-forth emails to set up meetings. Clients can easily book appointments based on your availability, streamlining the scheduling process and allowing you to focus more on consulting rather than administrative tasks.
Comprehensive contact management
Keap offers comprehensive contact management, allowing you to store and organize all client information in one place. This feature is particularly valuable as it provides a 360-degree view of each client, enabling you to personalize interactions and build stronger relationships. The ease of access to client data enhances your ability to deliver exceptional service.

Pros and Cons

Performance Ratings

Feature Ratings

4.1

Simplest Interface

Capsule CRM

Capsule CRM is a powerful tool for consultants, offering customizable contact management and seamless integrations. Its intuitive task management and comprehensive analytics make it an essential asset for enhancing client relationships and optimizing business processes.

Simple and intuitive design.
Affordable for small teams.
Strong contact management.
Limited advanced features.
Basic reporting capabilities.
No free plan available.

Free plan?

Yes

Starting price

$18 per month per user

Try for free

Detailed Review

Editor’s Take

Capsule CRM has truly transformed how I manage client relationships. Initially, I was overwhelmed by the sheer number of contacts and tasks, but Capsule's intuitive interface made it easy to organize everything. The ability to customize contact fields and track interactions has been a game-changer for my consulting business. While it took some time to explore all features, the efficiency gained is undeniable.

Why We Picked It?

Capsule CRM stands out for its exceptional ability to streamline client management for consultants. Its customizable contact fields and interaction tracking are invaluable for maintaining detailed client records. The tool's user-friendly interface and robust integration capabilities make it a top choice for consultants looking to enhance their CRM processes. Despite a slight learning curve, its efficiency and adaptability make it a worthy investment.

Best For

Perfect for small teams needing simplicity
Capsule CRM is ideal for small teams that need a straightforward CRM solution. Its clean interface and essential features make it easy to manage customer relationships without the complexity of larger platforms.
Great for businesses seeking integration
Capsule CRM offers seamless integration with popular tools like G Suite and Mailchimp, making it perfect for businesses that need to connect their CRM with existing software. This ensures a smooth workflow and consistent data across platforms.
Ideal for startups needing affordability
For startups on a budget, Capsule CRM provides an affordable solution with essential CRM features. Its cost-effective pricing and user-friendly design make it a great choice for new businesses looking to manage customer relationships efficiently.

Standouts Features

Customizable contact management fields
Capsule CRM offers highly customizable contact management fields, allowing you to tailor the CRM to fit your specific business needs. This feature is particularly valuable for consultants who need to track unique client information and interactions, ensuring that no detail is overlooked.
Seamless integration with popular tools
One of Capsule CRM's standout features is its seamless integration with popular tools like Google Workspace, Mailchimp, and Xero. This integration capability ensures that your CRM works harmoniously with other essential business applications, enhancing overall productivity and efficiency.
Intuitive task and project management
Capsule CRM excels in task and project management with its intuitive interface. It allows you to easily assign tasks, set deadlines, and track progress, ensuring that projects stay on track. This feature is crucial for consultants managing multiple client projects simultaneously.
Comprehensive reporting and analytics
The comprehensive reporting and analytics feature of Capsule CRM provides valuable insights into your business performance. By analyzing client interactions and sales data, you can make informed decisions to improve your consulting services and client satisfaction.

Pros and Cons

Performance Ratings

Feature Ratings

4.0

Perfect For Solopreneurs

Bonsai

Bonsai is your all-in-one solution for managing consulting projects efficiently. With features like contract management, time tracking, and invoicing, it streamlines your workflow and enhances productivity, making it an essential tool for consultants.

Tailored for freelancers.
Comprehensive project management.
User-friendly interface.
Limited CRM features.
Higher cost for advanced features.
Not suitable for large teams.

Free plan?

Yes

Starting price

$9 per month per user

Try for free

Bonsai Review

Editor’s Take

Bonsai has truly transformed the way I manage my consulting projects. Its intuitive interface and comprehensive features make it a standout choice for consultants. I love how it seamlessly integrates contracts, invoicing, and project management into one platform. While it took a bit of time to explore all its capabilities, the efficiency it brings to my workflow is unmatched.

Why We Picked It?

Bonsai earned its spot on our list due to its all-in-one approach tailored specifically for consultants. It combines essential tools like contract management, time tracking, and invoicing, which are crucial for consultants. Its user-friendly design and robust features make it a top choice for those looking to streamline their consulting business operations.

Best For

Best for freelancers needing contract management
Bonsai is tailored for freelancers who need to manage contracts, proposals, and invoices. Its comprehensive features help you handle the business side of freelancing, ensuring you can focus on delivering great work to your clients.
Ideal for creative professionals
Creative professionals like designers and writers will find Bonsai's project management and time tracking features particularly useful. Its tools help you stay organized and manage your workload effectively, making it a top choice for creatives.
Great for small businesses seeking simplicity
Bonsai's user-friendly interface makes it perfect for small businesses that need a simple, all-in-one solution. Its straightforward features help you manage projects, clients, and payments without the complexity of larger platforms.

Standouts Features

Comprehensive project management suite.
Bonsai offers a comprehensive project management suite that allows you to handle everything from task assignments to deadline tracking. This feature is invaluable for consultants who need to keep their projects organized and on track. The ability to manage multiple projects within a single platform saves time and reduces the complexity of juggling various tools.
Integrated contract management system.
The integrated contract management system in Bonsai is a game-changer. It allows you to create, send, and sign contracts all within the platform. This feature ensures that your contracts are always professional and legally sound, which is crucial for maintaining client trust and protecting your business interests.
Efficient time tracking capabilities.
Bonsai's time tracking capabilities are efficient and easy to use. You can track time spent on different tasks and projects, which is essential for accurate billing and productivity analysis. This feature helps consultants ensure they are compensated fairly for their time and provides insights into how time is being allocated across projects.
Seamless invoicing and payment processing.
The seamless invoicing and payment processing feature in Bonsai simplifies the financial side of consulting. You can create professional invoices and accept payments directly through the platform. This not only speeds up the payment process but also reduces the administrative burden of managing finances, allowing you to focus more on your consulting work.

Pros and Cons

Performance Ratings

Feature Ratings

Why You Need CRM for Consultants

Are you struggling to manage client relationships effectively? In today's competitive market, the right CRM for consultants can be a game-changer. It helps you stay organized, improve client communication, and ensure every interaction is meaningful. As businesses face more complex demands, having the right tools is crucial to stay competitive.

Enhance Client Relationships
Do you find it challenging to maintain strong client relationships? With a CRM for consultants, you can keep track of all client interactions, preferences, and history in one place. This ensures personalized communication and helps you build lasting relationships. It's a simple way to enhance client satisfaction and loyalty.
Streamline Your Workflow
Are manual processes slowing you down? A CRM for consultants automates routine tasks, such as scheduling follow-ups and sending reminders. This frees up your time to focus on more strategic activities. By streamlining your workflow, you can increase efficiency and productivity, ultimately driving business growth.
Improve Data Management
Is managing client data becoming overwhelming? A CRM for consultants centralizes all your client information, making it easily accessible and manageable. This not only improves data accuracy but also enables you to make informed decisions based on real-time insights. It's about having the right data at your fingertips when you need it.

Our Rating Methodology

We meticulously evaluated each CRM tool for consultants, focusing on key aspects like functionality, ease of use, and scalability. By analyzing user reviews and conducting hands-on testing, we ensured our recommendations align with real-world needs. Each of the seven evaluation factors is weighted by importance to provide a reliable final rating, helping you make informed decisions.

Decision FactorScoring Weight

Value to Price

20%

Ease of Use

15%

Functionality

25%

Scalability

15%

Integrations

10%

Customer Support

10%

Security

Frequently Asked Questions

Why is a CRM important for consultants?

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Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.