Term used
Your working draft
www.consultingsuccess.com/crms-for-consultants#1 desktop
www.softwareadvice.com/crm/consulting-comparison/#2 desktop
www.softwareadvice.com/crm/consulting-comparison/#2 desktop
digitalagencynetwork.com/best-crm-tools-for-consulting-business/#2 mobile
digitalagencynetwork.com/best-crm-tools-for-consulting-business/#2 mobile
www.pipedrive.com/en/blog/crm-consultants#3 desktop
www.pipedrive.com/en/blog/crm-consultants#3 desktop
crmside.com/crm-for-small-consulting-business/#5 desktop
crmside.com/crm-for-small-consulting-business/#5 desktop
www.trustradius.com/buyer-blog/crm-for-consultants#6 desktop
www.trustradius.com/buyer-blog/crm-for-consultants#6 desktop
www.copper.com/industries/consulting-crm#7 desktop
www.copper.com/industries/consulting-crm#7 desktop
weareindy.com/blog/indy-the-best-crm-for-consultants#7 mobile
www.accelo.com/industries/business-consulting/crm-for-consultants/#8 desktop
www.accelo.com/industries/business-consulting/crm-for-consultants/#8 desktop
www.salesmate.io/crm-consulting-companies/#9 desktop
www.salesmate.io/crm-consulting-companies/#9 desktop
www.honeybook.com/risingtide/best-crm-for-consultants#10 desktop
www.honeybook.com/risingtide/best-crm-for-consultants#10 desktop
www.veloxity.com/crm-for-consulting-firms-why-is-it-important/#10 mobile
www.veloxity.com/crm-for-consulting-firms-why-is-it-important/#10 mobile
fridaycrm.com/blog/free-crm-for-consultants/#11 desktop
fridaycrm.com/blog/free-crm-for-consultants/#11 desktop
ascendix.com/blog/selecting-crm-consultant/#11 mobile
ascendix.com/blog/selecting-crm-consultant/#11 mobile
clutch.co/it-services/crm#12 desktop
clutch.co/it-services/crm#12 desktop
smallbizcrm.com/industries/best-crms-for-consultants/#14 desktop
smallbizcrm.com/industries/best-crms-for-consultants/#14 desktop
www.insightly.com/industry/crm-for-consulting/#15 desktop
www.insightly.com/industry/crm-for-consulting/#15 desktop
keap.com/business-success-blog/business-management/maximize-independent-consultant-crm#15 mobile
keap.com/business-success-blog/business-management/maximize-independent-consultant-crm#15 mobile
www.scnsoft.com/services/crm/consulting#16 desktop
quandarycg.com/crm-consultant-benefits/#18 desktop
quandarycg.com/crm-consultant-benefits/#18 desktop
www.appvizer.co.uk/magazine/customer/client-relationship-mgt/crm-for-independent-consultants-2021#18 mobile
www.appvizer.co.uk/magazine/customer/client-relationship-mgt/crm-for-independent-consultants-2021#18 mobile
www.findmycrm.com/industries/crm-for-consulting#19 desktop
www.findmycrm.com/industries/crm-for-consulting#19 desktop
bigbang360.com/choosing-the-right-crm-with-the-help-of-a-crm-consultant/#20 desktop
bigbang360.com/choosing-the-right-crm-with-the-help-of-a-crm-consultant/#20 desktop
www.bitrix24.com/uses/free-crm-for-consultants-consulting-companies.php#21 desktop
consultport.com/crm-consultants/#22 desktop
consultport.com/crm-consultants/#22 desktop
congruentx.com/the-benefits-of-hiring-crm-consulting-services/#23 desktop
congruentx.com/the-benefits-of-hiring-crm-consulting-services/#23 desktop
www.bitrix24.com/amp/uses/free-crm-for-consultants-consulting-companies.html#23 mobile
themanifest.com/crm/consultants#24 desktop
themanifest.com/crm/consultants#24 desktop
www.ziprecruiter.com/e/What-Is-a-CRM-Consultant#25 desktop
www.ziprecruiter.com/e/What-Is-a-CRM-Consultant#25 desktop
www.quora.com/Whats-the-best-CRM-for-consulting#26 desktop
www.payscale.com/research/US/Job=Customer_Relationship_Management_(CRM)_Consultant/Salary#27 desktop
www.payscale.com/research/US/Job=Customer_Relationship_Management_(CRM)_Consultant/Salary#27 desktop
isetech.co/crm-consulting/#28 desktop
isetech.co/crm-consulting/#28 desktop
www.designrush.com/agency/it-services/crm#29 desktop
www.designrush.com/agency/it-services/crm#29 desktop
www.affirma.com/consulting-services/business/crm-consulting#30 desktop
www.affirma.com/consulting-services/business/crm-consulting#30 desktop
crm
H
Typical: 22–66 (50)
pricing
Typical: 2–4 (15)
functionality
Typical: 2–4 (8)
crm software
H
Typical: 2–6 (1)
workflow
Typical: 1–3 (3)
consulting business
Typical: 1–3 (2)
consulting firm
Typical: 2–6 (2)
customer relationship management
Typical: 1–3 (1)
follow-up
Typical: 1–3 (1)
best crm
H
Typical: 1–3 (5)
templates
Typical: 1–2 (3)
streamline
Typical: 1–3 (3)
dashboards
Typical: 1–2 (4)
marketing automation
Typical: 1–3 (1)
business processes
Typical: 1–2 (1)
sales process
Typical: 1–2 (2)
sales pipeline
Typical: 1–3 (1)
providers
Typical: 1–2 (1)
project management
Typical: 1–2 (1)
small businesses
Typical: 2–4 (2)
crm system
Typical: 2–6
customer support
Typical: 1–2 (3)
customer experience
Typical: 1–2 (1)
customizable
Typical: 1–2 (2)
crm platform
Typical: 2–4 (1)
consulting crm
H
Typical: 1–3 (1)
crm solution
Typical: 3–7 (4)
independent consultant
Typical: 2–4 (1)
email marketing
Typical: 1–3 (1)
forecasting
Typical: 1–2 (2)
microsoft
Typical: 1–3 (1)
client relationships
Typical: 1–3 (1)
salesforce
Typical: 3–9 (4)
real-time
Typical: 1–2 (1)
task management
Typical: 1–2 (1)
business needs
Typical: 1–3 (1)
sales team
Typical: 1–3 (1)
notifications
Typical: 1–2 (2)
lead management
Typical: 1–2 (2)
contact management
Typical: 1–2 (2)
social media
Typical: 1–2 (1)
crm tool
Typical: 1–3 (1)
marketing campaigns
Typical: 1–2 (1)
hubspot
Typical: 1–3 (6)
mobile app
Typical: 1–2 (1)
retainers
Typical: 1–2 (1)
ecommerce
Typical: 1–3 (1)
pipeline management
Typical: 1–2 (1)
sales activities
Typical: 1–3 (3)
client communication
Typical: 2–4 (1)
right crm
Typical: 1–2 (1)
new business
Typical: 1–2 (1)
time tracking
Typical: 1–2 (1)
optimization
Typical: 1–2 (1)
customer data
Typical: 1–2 (3)
user experience
Typical: 1–2 (1)
metrics
Typical: 1–2 (1)
customer journey
Typical: 1–2 (1)
referrals
Typical: 1–2 (1)
pipedrive
Typical: 2–4 (4)