The client relationship is the entire business in consulting. Losing track of a stakeholder or a commitment doesn't just cost a deal, it costs the account.
WHY IT MATTERS
The relationship problem consulting actually has
- Every engagement has multiple contacts with different priorities to track
- Billable time and relationship history need to sit in the same view
- Referrals and repeat engagements depend on remembering the details of the last one
WHAT TO LOOK FOR
Choosing a CRM for consulting
- Project or engagement tracking alongside contact records
- Easy logging of meeting notes and follow-ups
- Integration with time-tracking or invoicing tools
RECOMMENDED CRMS
CRMs worth considering for consulting
HubSpot
Marketing and CRM in one place suits consultancies building their own pipeline.
Pipedrive
Simple pipeline view keeps engagement stages clear without extra overhead.
Monday CRM
Board-based views suit teams juggling engagements alongside internal projects.
NOT SURE WHERE TO START
Match your needs to a CRM in a few questions
FAQ
Common questions about CRM for consulting
Does a consulting firm need project management features in its CRM?
Can a CRM track billable hours?
How many contacts per client should be tracked?
Is a CRM necessary for a two- or three-person consultancy?
OTHER INDUSTRIES