crm for consulting business

Turn leads into loyal clients with CRM for consulting

Consulting businesses often have the hassle of juggling multiple tools. See how Salesmate solves this problem for all sales, marketing, and CX teams.

  • Generate leads with built-in tools.
  • Nurture prospects and turn them into life-long clients.
  • Manage relationships using industry-best automation.

15-day free trial · No credit card required

Turn leads into loyal clients with CRM for consulting

Trusted by 8,500+ businesses globally

Trusted by <strong>8,500+</strong> businesses globally
Trusted by <strong>8,500+</strong> businesses globally
Trusted by <strong>8,500+</strong> businesses globally
Trusted by <strong>8,500+</strong> businesses globally
Trusted by <strong>8,500+</strong> businesses globally
Consulting CRM Software

How Salesmate solves 7 biggest pain-points of consulting business?

Consulting businesses often face the challenge of staying organized, managing client communication, and investing time in manual tasks which could’ve been automated. With Salesmate, an all-in-one CRM for consultants, businesses can easily manage their clients in a centralized location, automate the repetitive tasks, and enhance productivity.

Pain Points

  • Spending a fortune on multiple tools.
  • Managing multiple sales conversations.
  • Numerous sources of data to manage.
  • Time-consuming and repetitive manual tasks.
  • Inefficient resources to make data-driven decisions.
  • Gaining and retaining people’s trust.
  • Implementing follow-up against vendor invoices.
SalesMate

Solutions

  • One tool to manage sales, marketing, and CX.
  • Easily manage prospects with pipeline management.
  • Manage all your data in one centralized location.
  • Automate the mundane tasks with workflows.
  • Make smart decisions and eliminate guesswork with reports.
  • Consistently engage with prospects with built-in channels.
  • Automatically follow-up using email and text Sequences.

Transform your business with a versatile CRM for consulting

Salesmate is the perfect CRM for consulting, as it packs in everything your teams will need from lead generation to deal closure.

crm for consulting firms

Cut costs, not corners: Save at least 50% annually for sales, marketing, and CX needs

Growing in the consulting industry isn’t easy. However, with the right tools by your side, such as Salesmate consulting crm software, you can make your everyday processes easier, build better relationships with clients, and close more deals.

Built-in lead gen tool, centralized data, no hassle!
lead generation and capturing

Built-in lead gen tool, centralized data, no hassle!

  • Capture leads even while you’re asleep and store them in a central location.
  • Engage with website visitors and capture
    vital lead information using intelligent bots.
  • Save time and effort by automating the meeting scheduling process and focus on building relationships.
  • Gather leads from multiple sources and start nurturing with industry-best automation.
  • Web Forms
  • Meeting Scheduler
  • Chatbots
Spend time on leads that bring money to the table 💰
Lead nurturing

Spend time on leads that bring money to the table 💰

  • Easily score prospects and focus your efforts on the
    most profitable opportunities.
  • Nurture prospects with personalized campaigns to build
    stronger relationships and increase chances of conversions.
  • Enhance productivity and simplify operations by automating
    your lead nurturing and other marketing processes with ease.
  • Lead Scoring
  • Automation Journeys
  • Personalized Campaigns

From logging calls to scheduling emails and text messages automatically, Salesmate is one of the most adaptable software we've found.

Leatrice T.
Leatrice T.

I tried many different CMS. This one just works! Great follow up features, and the templates are such a lifesaver!

Jason R.
Jason R.
Ditch multiple apps; everything is inside!
sales communication

Ditch multiple apps; everything is inside!

  • Connect with prospects seamlessly with Built-in Calling and Texting.
  • Reach more prospects in less time and reduce manual
    efforts by automating the dialing process.
  • Engage with prospects and take automated follow-ups
    with Sequences.
  • Manage your entire email inbox within Salesmate and
    stay on top of client communication.
  • Built-In Calling
  • Text Messaging
  • Power Dialer
  • Sales Sequences
  • 2-way Email Sync
Know everything you need from a single screen
sales management

Know everything you need from a single screen

  • Create multiple sales pipelines for various types of leads
    and segments.
  • Get a detailed view of communication history, deal status,
    and activity history with 360° deal and contact view.
  • Stay updated on the latest conversations, follow-ups, and
    more, of each contact with timeline entries.
  • Multiple Sales Pipelines
  • 360° Contact & Deal View
  • Timeline Entries

Top rated across all platforms

Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.

Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Build long-term relationships with your clients
Customer Experience

Build long-term relationships with your clients

  • Be available for your clients 24X7 and provide exceptional
    customer support with Live Chat & Bots.
  • Collaborate and quickly resolve client issues like
    a true team with Shared Inboxes.
  • Drive meaningful experiences with loyalty and CX chat
    campaigns.
  • Live Chat
  • Shared Team Inbox
  • Chat Journeys
Make meaningful decisions with valuable insights 📊
Reports & insights

Make meaningful decisions with valuable insights 📊

  • Generate detailed reports to monitor performance, track
    progress, and derive insights to identify trends.
  • Make better data-driven decisions with predictive analytics
    to forecast sales.
  • Easily track and analyze the effectiveness of marketing with
    Campaign Insights, Live View, and Logs.
  • Reports
  • Sales Forecasting
  • Campaign Insights
  • Campaign Logs

Salesmate is one single source of truth for all our conversations with prospects and customers.

Chitti B.
Chitti B.Verified Customer

This product is becoming so valuable to my company and our selling efforts, easy 5 STARS!

Paul P.
Paul P.Verified Customer
Integrate Salesmate with your most-loved tools
Integrations

Integrate Salesmate with your most-loved tools

  • Document signing integrations
  • Calendar sync integrations
  • Invoicing integrations
  • Time tracking integrations
  • Accounting integrations
  • Webinar hosting integrations
SIMPLE PLANS & TRANSPARENT PRICING

The ultimate CRM for real estate businesses, at just $23!

For a growing business, to spend thousands of dollars unfeasible. Sign-up from our value-driven plans and start growing.

Basic

Build & organize your sales function

$23

per user/ month

$276, billed annually Or $29 per user if billed monthly

Pro

Automate sales and close more deals

$39

per user/ month

$468, billed annually Or $49 per user if billed monthly

Business
Most Popular

Become a revenue machine

$63

per user/ month

$756, billed annually Or $79 per user if billed monthly

Enterprise

Perfect fit for enterprise sales teams

Custom

Connect with our sales team for enterprise pricing.

Frequently asked questions

Got questions? Find answers!

What is a CRM in Consulting?

In consulting, a CRM (Customer Relationship Management) is a software that helps consulting firms manage their interactions with potential leads and clients.  

The software provides a centralized database that allows consulting firms to track and manage various aspects of the client relationship, including contact information, communication history, project timelines, and customer support requests. 

A CRM in consulting can help consulting firms improve their leads and client relationships as well as streamline their operations by providing various features to manage and automate various processes.  

These processes can include contact management, drip email campaign, meeting scheduler, lead scoring, built-in calling, power dialer, deal management, pipeline management, workflow automation, integration, shared team inbox, live chat, and many more. 

Do consulting firms use CRM?

What is the role of CRM in consulting businesses?

How much does a CRM software cost for a small consulting business?

What are the use-cases of consulting CRM across multiple industries?

What is the use-cases to look for in a CRM for consulting business?

What is the best CRM for consulting business?