{"id":73907,"date":"2025-02-13T12:18:42","date_gmt":"2025-02-13T20:18:42","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=73907"},"modified":"2025-02-13T12:18:47","modified_gmt":"2025-02-13T20:18:47","slug":"crm-for-consulting","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/crm-for-consulting\/","title":{"rendered":"10 Best CRMs for Consulting in [year]"},"content":{"rendered":"\n<p>Is your customer relationship management (CRM) system working for you or against you? Whether you\u2019re a boutique firm or a member of the Big Four, you need the best CRM for consultants for your team. \ud83d\ude4c<\/p>\n\n\n\n<p>According to the <a href=\"https:\/\/www.researchandmarkets.com\/reports\/5834856\/global-management-consulting-market-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">Global Management Consulting Market 2024 report<\/a>, the consulting industry was valued at $307.62 billion in 2022, a figure expected to rise to $511.88 billion by 2028. And while big numbers often translate to big sales, it can also lead to big burnout (read: late nights, working weekends, multiple cups\u2014er, pots?\u2014of coffee). \u2615<\/p>\n\n\n\n<p>To help your consulting team work smarter, not harder, you need a CRM system that automates tasks, makes follow-up a no-brainer, logs sales activities, and ultimately makes it easier to close deals.<\/p>\n\n\n\n<p>Fortunately, we\u2019ve done the leg work for you. Below, find our list of the top 10 CRMs for consulting firms.&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-60f2abbb-e715-4e3f-8075-0a0e46ef99ba\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#0-what-should-you-look-for-in-a-crm-for-consultants\" style=\"\">What Should You Look for in a CRM for Consultants?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#1-the-10-best-crms-for-consultants-\" style=\"\">The 10 Best CRMs for Consultants\u00a0<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#2-1-clickup-\" style=\"\">1. ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#7-2-hubspot\" style=\"\">2. HubSpot<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#12-3-zoho-crm\" style=\"\">3. Zoho CRM<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#17-4-keap\" style=\"\">4. Keap<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#22-5-bitrix24\" style=\"\">5. Bitrix24<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#27-6-freshworks\" style=\"\">6. Freshworks<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#32-7-salesforce\" style=\"\">7. Salesforce<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#37-8-capsule\" style=\"\">8. Capsule<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#42-9-salesflare\" style=\"\">9. Salesflare<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#47-10-pipedrive\" style=\"\">10. Pipedrive<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#52-find-the-best-crm-for-consultants\" style=\"\">Find the Best CRM for Consultants<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-should-you-look-for-in-a-crm-for-consultants\">What Should You Look for in a CRM for Consultants?<\/h2>\n\n\n\n<p>Before you transform this top 10 list into your top pick, you need to know what to look for. Throughout the selection process of a CRM, keep these must-have features top of mind:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Native integrations: <\/strong>The purpose of a CRM software system is to simplify the sales process and overall business processes. Therefore, your system will need to integrate with your email marketing, e-commerce, accounting, or help desk platforms<\/li>\n\n\n\n<li><strong>Custom account features: <\/strong>CRM software systems can be quite rigid out of the box. Look for systems that meet your unique needs through custom fields, reports, and views<\/li>\n\n\n\n<li><strong>Support teams: <\/strong>If you don\u2019t have an in-house CRM administrator, you\u2019ll need a platform that offers chat, phone, or email support to help customize your solution<\/li>\n\n\n\n<li><strong>Automated workflows: <\/strong>The <a href=\"\/blog?p=65218\">right CRM strategy<\/a> can save countless hours for your business. Look for a platform that can <a href=\"\/blog?p=14477\">automate sales<\/a> activity creation, follow-up tasks, or contract approval processes. CRM systems are even better if they offer marketing automation features that connect sales processes with the marketing team.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-the-10-best-crms-for-consultants-\">The 10 Best CRMs for Consultants&nbsp;<\/h2>\n\n\n\n<p>Looking for the best CRM platform for your consulting firm? Use this list to find a solution that fits your unique needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-1-clickup-\">1. <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a><\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-49017\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation-1400x930.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation-1400x930.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation-300x199.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation-768x510.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation-1536x1020.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation-700x465.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/ClickUp-Automation.png 1600w\" alt=\"CRM for consultants: ClickUp Workflow Automation\" width=\"1400\" height=\"930\">\n<figcaption class=\"wp-element-caption\">Use pre-built automation recipes or customize them based on your needs, so your team can focus where it matters most<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>ClickUp offers a highly customizable CRM tool for consulting companies of all sizes. As an all-in-one productivity hub where consultants can collaborate via Docs, Chat, and Whiteboards, ClickUp allows you to close more deals while better serving existing clients. \ud83e\udd29<\/p>\n\n\n\n<p>Consulting firms can leverage <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp\u2019s CRM tools<\/a> for generating leads, providing customer support, and upselling existing customers. To get started, your consulting team can download <a href=\"https:\/\/clickup.com\/templates\/crm-t-6331882\">ClickUp\u2019s CRM template<\/a>, then customize views, statuses, and fields to fit your unique business.&nbsp;<\/p>\n\n\n\n<p>With extensive dashboard widgets, consultants can easily collect data on individual accounts or their sales pipeline as a whole for quarterly check-ins with the executive team. To <a href=\"\/blog?p=63722\">save time on client management<\/a>, team members can assign tasks, create proposals, and get executive sign-off using customizable, automated workflows.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"3-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Understand your audience at a glance using 10 customizable views<\/li>\n\n\n\n<li>Easily present customer data to your executive team using 50+ dashboard widgets, including customer lifetime value, deal sizes, and other analytics<\/li>\n\n\n\n<li>Integrate web forms to capture data for new prospects and automatically assign tasks<\/li>\n\n\n\n<li>Easily manage clients and prospects while traveling using ClickUp\u2019s Mobile CRM<\/li>\n\n\n\n<li>Track sales activities with <a href=\"\/blog?p=56401\">built-in consulting templates<\/a><\/li>\n\n\n\n<li>Fast-track <a href=\"\/blog?p=76991\">client communication<\/a> and keep team members on the same page through seamless email management<\/li>\n\n\n\n<li>Close deals faster through automated workflows that assign tasks, trigger status updates, alert teammates, and ultimately close deals faster<\/li>\n\n\n\n<li>Keep your accounts organized and better serve your clients through the use of custom tags<\/li>\n\n\n\n<li>Create Custom Fields for client information, project details, and other relevant data for your consulting work<\/li>\n\n\n\n<li>Save time by integrating <a href=\"\/blog?p=45205\">your CRM software<\/a> with 1,000+ popular tools, such as Dropbox, Slack, Zoom, Loom, and others<\/li>\n\n\n\n<li>Automate the sales process for your consulting business by adding custom statuses, so you know which deals are in progress, receiving a quote, or nearing the finish line<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The vast number of features may be too overwhelming for those looking for a <a href=\"\/blog?p=22324\">simple project management tool<\/a><\/li>\n\n\n\n<li>It may take several days to onboard new consultants on the CRM system<\/li>\n\n\n\n<li>Not all CRM templates are available on the mobile app (yet!)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Unlimited:<\/strong> $7\/month per user<\/li>\n\n\n\n<li><strong>Business:<\/strong> $12\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Contact for pricing<\/li>\n\n\n\n<li><strong>ClickUp Brain: <\/strong>Available on all paid plans for $5\/Workspace member\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-ratings-and-reviews\">ClickUp ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.7\/5 (8,500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (3,700+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-2-hubspot\">2. HubSpot<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-65089\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Hubspot.png\" sizes=\"auto, (max-width: 1170px) 100vw, 1170px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Hubspot.png 1170w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Hubspot-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Hubspot-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Hubspot-700x394.png 700w\" alt=\"CRM for consultants: Hubspot Sales Pipeline\" width=\"1170\" height=\"658\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>With over 100,000 customers worldwide, <a href=\"\/blog?p=55273\">HubSpot<\/a> moves prospects further down the pipeline.<\/p>\n\n\n\n<p>Built for boutique to enterprise consulting firms, HubSpot\u2019s CRM platform simplifies the customer experience by automatically logging data. HubSpot CRM integrates with consultants\u2019 business emails to track sales activities across the organization. Consultants can communicate with prospects through snippets, email replies, or automated campaigns.<\/p>\n\n\n\n<p>HubSpot CRM suite comes complete with HubSpot\u2019s marketing tools, allowing you to launch email marketing campaigns, analyze web traffic, and build custom web forms to simplify lead generation. With ad management, email reply tracking, and live chat tools, HubSpot makes your marketing and sales teams run more smoothly.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-hubspot-best-features\">HubSpot best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Streamline your consultants\u2019 everyday tasks by keeping your <a href=\"\/blog?p=3892\">task management<\/a> and CRM functionality all in one place<\/li>\n\n\n\n<li>Integrate with your Gmail or Outlook to log activity automatically for your consulting businesses<\/li>\n\n\n\n<li>Keep your consultants productive on-the-go through the mobile app<\/li>\n\n\n\n<li>Simplify customer support through the use of snippets\u2014short, reusable blocks of text<\/li>\n\n\n\n<li>Easily collect prospect data through custom forms with a drag-and-drop builder<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-hubspot-limitations\">HubSpot limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lower pricing tiers don\u2019t come equipped with some must-have features<\/li>\n\n\n\n<li>There can be a lack of customization with some features, such as views<\/li>\n\n\n\n<li>The professional plan can be too expensive for boutique consulting firms or independent consultants<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-hubspot-pricing\">HubSpot pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM Suite Free Tools:<\/strong> $0<\/li>\n\n\n\n<li><strong>CRM Suite Starter:<\/strong> $20\/month per user<\/li>\n\n\n\n<li><strong>CRM Suite Professional:<\/strong> $1,600\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-hubspot-ratings-and-reviews\">HubSpot ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (10,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (3,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-3-zoho-crm\">3. Zoho CRM<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-58004\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Zoho-CRM.png\" sizes=\"auto, (max-width: 889px) 100vw, 889px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Zoho-CRM.png 889w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Zoho-CRM-300x156.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Zoho-CRM-768x399.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Zoho-CRM-700x364.png 700w\" alt=\"CRM for consultants: Zoho CRM\" width=\"889\" height=\"462\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zoho.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"\/blog?p=69747\">Zoho\u2019s<\/a> user-friendly CRM platform makes it easy to conduct lead management, deal management, and contract management all in one place. Consultants can score leads to identify deals with the best chance of conversion. From there, Zoho CRM\u2019s automation tools make it easy to streamline <a href=\"\/blog?p=110567\">customer communication<\/a> and gain executive sign-off.<\/p>\n\n\n\n<p>Zoho CRM syncs with Zoho\u2019s built-in marketing tools, including web-to-lead forms, live chat, and email marketing campaigns. Zoho also comes complete with integrations with popular support tools\u2014like Zendesk or Salesforce Desk\u2014to better serve and upsell existing customers.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-zoho-crm-best-features\">Zoho CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personalize <a href=\"\/blog?p=104297\">contact management<\/a> with 500 custom fields per module<\/li>\n\n\n\n<li>Allow CRM admins to test new tools, fields, or modules through the use of a sandbox<\/li>\n\n\n\n<li>Boost productivity for your consulting team through 1,000 email notifications per user<\/li>\n\n\n\n<li>Sync your sales and marketing automation efforts through unlimited email templates<\/li>\n\n\n\n<li>Easily collect new prospect data through the use of 100 web-to-lead forms per module<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-zoho-crm-limitations\">Zoho CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some custom functions require coding knowledge, which might be challenging for some consulting firms<\/li>\n\n\n\n<li>The out-of-the-box modules can be limited, and you may need to hire an admin to customize the platform for your unique business needs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-zoho-crm-pricing\">Zoho CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard:<\/strong> $14\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $23\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $40\/month per user<\/li>\n\n\n\n<li><strong>Ultimate:<\/strong> $52\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-zoho-crm-ratings-and-reviews\">Zoho CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4\/5 (2,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (6,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-4-keap\">4. Keap<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-63523\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image4-4.png\" sizes=\"auto, (max-width: 1373px) 100vw, 1373px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image4-4.png 1373w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image4-4-300x186.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image4-4-768x475.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image4-4-700x433.png 700w\" alt=\"CRM for consultants: Keap CRM\" width=\"1373\" height=\"849\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/keap.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Keap<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Keap\u2019s CRM solutions are built specifically for small businesses. Rated in the top 50 in G2\u2019s Best Software Awards for both sales and marketing products, Keap is known for its ease of use and top-notch customer support.<\/p>\n\n\n\n<p>Keap handles lead collection, prospect follow-up, invoicing, lead nurturing, and payment collection all in one place. Its built-in marketing tools allow you to onboard and request referrals from existing clients.&nbsp;<\/p>\n\n\n\n<p>Overall, Keap\u2019s key features allow you to spend less time on busy work, so your sales team can focus on converting more leads into clients.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-keap-best-features\">Keap best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send invoices, create proposals, and accept payments for all your consulting clients<\/li>\n\n\n\n<li>Keep consultants productive on-the-go through Keap\u2019s mobile app<\/li>\n\n\n\n<li>Contact leads through email, social media, chat support, and other tools directly from the contact record<\/li>\n\n\n\n<li>Easily sync your CRM tool with popular platforms like Gmail, PayPal, QuickBooks, and more<\/li>\n\n\n\n<li>Spend less time on prospect communication through the use of email templates, triggers, and segmented email campaigns<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-keap-limitations\">Keap limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some must-have features, like lead scoring or advanced reporting, are not available on the pro plan<\/li>\n\n\n\n<li>Some CRM software features, such as the calendar application, lack some customizations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-keap-pricing\">Keap pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pro:<\/strong> $159\/month for two users<\/li>\n\n\n\n<li><strong>Max:<\/strong> $229\/month for three users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-keap-ratings-and-reviews\">Keap ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.2\/5 (1,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.1\/5 (1,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"22-5-bitrix24\">5. Bitrix24<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"761\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM-1400x761.png\" alt=\"Bitrix24 product example\" class=\"wp-image-43632\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM-1400x761.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM-300x163.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM-768x417.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM-1536x834.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM-700x380.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-19-at-3.20.04-PM.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via\u00a0<\/em><a href=\"https:\/\/www.bitrix24.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Bixtrix24<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>With 35+ business tools, <a href=\"\/blog?p=14047\">Bitrix24<\/a> helps 12 million companies worldwide run more efficiently.<\/p>\n\n\n\n<p>Scaling businesses can run sales activities, marketing campaigns, and business operations all in one platform with Bitrix24. With a drag-and-drop website builder, workflow automation, help desk, SMS marketing, and e-commerce tools, Bitrix24 can strengthen existing client relationships while closing new business deals.<\/p>\n\n\n\n<p>Plus, Bitrix24\u2019s CRM tools let consultants <a href=\"\/blog?p=63807\">submit time tracking logs<\/a>, track KPIs, assign tasks, and convert leads. Live chats, web forms, and VoIP telephone systems streamline client service, while a unified workspace allows you to store all client documents in one place.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-bitrix24-best-features\">Bitrix24 best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create, edit, and share all documents for your consulting business in a cloud-based storage system<\/li>\n\n\n\n<li>Leverage an online time clock, video conferencing, and online tasks to keep remote workers productive<\/li>\n\n\n\n<li>Launch marketing campaigns and build landing pages to move potential clients down the sales funnel<\/li>\n\n\n\n<li>Submit quotes and send invoices to clients<\/li>\n\n\n\n<li>Re-engage old customers with customer reactivation, using Bitrix24\u2019s customer tracking software<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-bitrix24-limitations\">Bitrix24 limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Has learning curve that can be a bit steep for those unfamiliar with CRM software<\/li>\n\n\n\n<li>With a website builder, human resources management, project management, and other tools available all on one platform, it can be too convoluted for someone looking for a simple CRM platform<\/li>\n\n\n\n<li>Some must-have features\u2014like CRM analytics, triggers, required fields, and email integration\u2014are unavailable on the free plan<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-bitrix24-pricing\">Bitrix24 pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic:<\/strong> $43\/month for five users<\/li>\n\n\n\n<li><strong>Standard:<\/strong> $87\/month for 50 users<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $175\/month for 100 users<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Starts at $325\/month for 250 users (can customize for up to 10,000 users)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-bitrix24-ratings-and-reviews\">Bitrix24 ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.1\/5 (400+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.1\/5 (700+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"27-6-freshworks\">6. Freshworks<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-73916\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Freshworks-Contacts.jpg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Freshworks-Contacts.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Freshworks-Contacts-300x169.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Freshworks-Contacts-768x432.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Freshworks-Contacts-700x394.jpg 700w\" alt=\"Example of Freshworks Contacts Page\" width=\"1200\" height=\"675\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.freshworks.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshworks<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Freshworks CRM, or Freshsales, is a platform trusted by 60,000 businesses around the globe.<\/p>\n\n\n\n<p>Freshworks uses artificial intelligence (AI) to identify leads most likely to convert and to automate follow-up communication. With Pipeline Management 2.0, users can predict deal performance, engage with potential customers, forecast revenue for executives, and ultimately move deals throughout the pipeline.&nbsp;<\/p>\n\n\n\n<p>Consultants can get a 360-degree visual of their prospects through activity timelines, customizable views, highlight cards, and multiple sales sequences.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-freshworks-best-features\">Freshworks best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Prevent commission disputes through the use of sales teams and territory management<\/li>\n\n\n\n<li>Get a better visual of your sales forecast with AI-based insights and drag-and-drop contact cards<\/li>\n\n\n\n<li>Close leads more efficiently through AI-powered contact scoring and sales sequences<\/li>\n\n\n\n<li>Create multiple sales pipelines for different consulting services<\/li>\n\n\n\n<li><a href=\"\/blog?p=73306\">Collaborate with prospects and clients<\/a> through built-in chat, email, and phone support tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-freshworks-limitations\">Freshworks limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The mobile version lacks some features available on desktop<\/li>\n\n\n\n<li>Since Freshsales is a different platform than other Freshworks platforms, like <a href=\"\/blog?p=106705\">Freshdesk<\/a>, Freshmarketer, or Freshservice, it can be overwhelming understanding which features fall under which umbrella<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-freshworks-pricing\">Freshworks pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Freshsales Free:<\/strong> $0<\/li>\n\n\n\n<li><strong>Freshsales Growth:<\/strong> $15\/month per user<\/li>\n\n\n\n<li><strong>Freshsales Pro:<\/strong> $39\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $69\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-freshworks-ratings-and-reviews\">Freshworks ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (1,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"32-7-salesforce\">7. Salesforce<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-65079\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud-1400x1012.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud-1400x1012.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud-300x217.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud-768x555.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud-1536x1110.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud-700x506.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Salesforce-Sales-Cloud.png 1600w\" alt=\"Salesforce Sales Cloud Pipeline example\" width=\"1400\" height=\"1012\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"\/blog?p=70090\">Salesforce CRM<\/a>, or Salesforce Sales Cloud, allows you to handle activity management, prospect management, and opportunity management all in one place.&nbsp;<\/p>\n\n\n\n<p>Salesforce provides lead routing, lead scoring, email productivity, lead metrics, custom dashboards and reports, and contract creation, allowing you to move potential clients across the finish line.&nbsp;<\/p>\n\n\n\n<p>Find something missing? You can even build your own Salesforce app through the Lightning App Builder.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-salesforce-best-features\">Salesforce best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>See which prospects are most likely to convert through opportunity scoring<\/li>\n\n\n\n<li>Assign product prices, create sales orders, create quotes, and send contracts for approval all on one platform<\/li>\n\n\n\n<li>Collaborate with other consultants or third parties with Salesforce Chatter<\/li>\n\n\n\n<li>Create more upsell opportunities and address specific needs of existing customers through case management<\/li>\n\n\n\n<li>Keep all client documents in one place with file storage<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-salesforce-limitations\">Salesforce limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some customizations, like views, are not available on the mobile app<\/li>\n\n\n\n<li>You may need support from a Salesforce consultant or developer to customize the out-of-the-box solution to your unique business processes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-salesforce-pricing\">Salesforce pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales Cloud Starter:<\/strong> $25\/month per user<\/li>\n\n\n\n<li><strong>Sales Cloud Professional:<\/strong> $80\/month per user<\/li>\n\n\n\n<li><strong>Sales Cloud Enterprise:<\/strong> $165\/month per user<\/li>\n\n\n\n<li><strong>Sales Cloud Unlimited:<\/strong> $330\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-salesforce-ratings-and-reviews\">Salesforce ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (15,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.4\/5 (17,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"37-8-capsule\">8. Capsule<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-73913\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Capsule-CRM.jpg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Capsule-CRM.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Capsule-CRM-300x150.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Capsule-CRM-768x383.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Capsule-CRM-700x349.jpg 700w\" alt=\"Example Capsule CRM Updates\" width=\"1200\" height=\"598\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/capsulecrm.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capsule<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Capsule is a simple, easy-to-learn CRM platform built for small to medium-sized consulting firms. The user experience has less of a learning curve than some competitors, allowing you to get up and running in no time.<\/p>\n\n\n\n<p>Capsule allows you to track pipeline milestones, create tasks for meetings and appointments, send reminder emails, create automated approval processes, and trigger marketing sequences.&nbsp;<\/p>\n\n\n\n<p>Plus, consultants can seamlessly sync their CRM with their Gmail or Outlook to automatically log prospect activities.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-capsule-best-features\">Capsule best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Integrate your CRM platform with popular platforms like Microsoft 365, Google, Xero, Mailchimp, and Zapier<\/li>\n\n\n\n<li>Save time and increase your consulting firm\u2019s profitability through workflow automations and 1,000 AI assists<\/li>\n\n\n\n<li>Create different sales pipelines for different consulting services<\/li>\n\n\n\n<li>Spend less time in your inbox with easy-to-use email templates (up to 500 on the enterprise plan)<\/li>\n\n\n\n<li>Understand your opportunities with 10+ reports on won\/lost opportunities, pipeline growth, and average length of opportunity<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-capsule-limitations\">Capsule limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Capsule is a newer company with a smaller market share than many competitors, so it\u2019s difficult to understand pros and cons with so few reviews and case studies<\/li>\n\n\n\n<li>Reporting capabilities are less robust than many competitors<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-capsule-pricing\">Capsule pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Professional:<\/strong> $18\/month per user<\/li>\n\n\n\n<li><strong>Teams:<\/strong> $36\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $54\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-capsule-ratings-and-reviews\">Capsule ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (90+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (100+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"42-9-salesflare\">9. Salesflare<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-73915\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Salesflare-Accounts.jpg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Salesflare-Accounts.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Salesflare-Accounts-300x158.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Salesflare-Accounts-768x403.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Salesflare-Accounts-700x368.jpg 700w\" alt=\"Example of Salesflare Accounts\" width=\"1200\" height=\"630\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/salesflare.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesflare<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Recognized by Capterra in 2022 for Best Value and Best Ease of Use for CRM systems, Salesflare is becoming a go-to option for scaling businesses.<\/p>\n\n\n\n<p>Salesflare is a CRM provider built for B2B businesses wanting to save time during the sales cycle. The simple-yet-effective platform conducts account management, pipeline management, and marketing automation all in one place.&nbsp;<\/p>\n\n\n\n<p>With Salesflare, consultants can craft email sequences, segment their audience, track web visitors, and build reports and dashboards all in one location.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-salesflare-best-features\">Salesflare best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track links and website visits through a web-tracking script<\/li>\n\n\n\n<li>Integrate your CRM with your Gmail, Microsoft 365, iCloud, or LinkedIn accounts<\/li>\n\n\n\n<li>Enrich your existing accounts and contacts with publicly available sources<\/li>\n\n\n\n<li>Receive automated reminders to follow up, add notes, reply to emails, or attend meetings so you never drop the ball on client communication<\/li>\n\n\n\n<li>Learn to navigate the system with free onboarding and a one-on-one training session<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-salesflare-limitations\">Salesflare limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It\u2019s a young company, and doesn\u2019t have as many integrations as its competitors<\/li>\n\n\n\n<li>Some must-have features, like custom reports, are only available in the pro or enterprise plans<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-salesflare-pricing\">Salesflare pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Growth:<\/strong> $29\/month per user<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $49\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-salesflare-ratings-and-reviews\">Salesflare ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.8\/5 (200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (100+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"47-10-pipedrive\">10. Pipedrive<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56291\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive.jpg\" sizes=\"auto, (max-width: 1103px) 100vw, 1103px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive.jpg 1103w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive-300x169.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive-768x432.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive-700x393.jpg 700w\" alt=\"Pipedrive Deals example\" width=\"1103\" height=\"620\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>With 100,000 paying customers across nearly 180 countries, consulting firms are drawn to <a href=\"\/blog?p=65064\">Pipedrive<\/a> for its simple user experience. With Pipedrive, you can create your sales pipeline from an existing template, then conduct sales forecasting, lead segmentation, and follow-up activities all in one place.&nbsp;<\/p>\n\n\n\n<p>Plus, Pipedrive\u2019s <a href=\"\/blog?p=56904\">CRM software solutions<\/a> come complete with email marketing and project management tools.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-pipedrive-best-features\">Pipedrive best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sync your CRM consulting platform with 400 tools, including Google, Xero, Asana, Slack, and Kixie<\/li>\n\n\n\n<li>Generate and qualify leads through customizable online forms<\/li>\n\n\n\n<li>During the CRM implementation process, build a personalized pipeline to mimic your sales cycle<\/li>\n\n\n\n<li>Leverage AI technology to identify lucrative opportunities<\/li>\n\n\n\n<li>Collaborate with colleagues in real time on new deals and sales activities<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-pipedrive-limitations\">Pipedrive limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There are few native integrations, with most third-party tools needed to be routed through Zapier<\/li>\n\n\n\n<li>Triggers are not available for automated workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-pipedrive-pricing\">Pipedrive pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential:<\/strong> $14.90\/month per user<\/li>\n\n\n\n<li><strong>Advanced:<\/strong> $27.90\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $49.90\/month per user<\/li>\n\n\n\n<li><strong>Power:<\/strong> $64.90\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-pipedrive-ratings-and-reviews\">Pipedrive ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.2\/5 (1,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (2,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"52-find-the-best-crm-for-consultants\">Find the Best CRM for Consultants<\/h2>\n\n\n\n<p>The right CRM platform saves your consultants time, makes it easier to upsell existing customers and close new deals, and stores all contact information in one place. While choosing a new system can be daunting, selecting one with the right automations, customizations, and reports necessary can make your sales team run more efficiently. \ud83d\udc4a<\/p>\n\n\n\n<p>ClickUp is a top choice amongst consulting firms of all sizes. Why? With 1,000+ integrations, 50 customizable widgets, 10 customizable views, and <a href=\"\/blog?p=38108\">available CRM templates<\/a>, it can be molded to fit your unique needs. With ClickUp, your consultants can spend less time pushing leads through the sales funnel and more time celebrating their latest deal.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/signup\">Sign up for ClickUp today<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Is your customer relationship management (CRM) system working for you or against you? Whether you\u2019re a boutique firm or a member of the Big Four, you need the best CRM for consultants for your team. \ud83d\ude4c According to the Global Management Consulting Market 2024 report, the consulting industry was valued at $307.62 billion in 2022, [&hellip;]<\/p>\n","protected":false},"author":125,"featured_media":73914,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-73907","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg","author_info":{"display_name":"Engineering Team","author_link":"https:\/\/clickup.com\/blog\/author\/engineering\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Best CRMs for Consulting in 2026 | ClickUp<\/title>\n<meta name=\"description\" content=\"Need to simplify the sales process? Discover CRMs for consultants that organize contacts, automate workflows, track communication, and more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 Best CRMs for Consulting in 2026 | ClickUp\" \/>\n<meta property=\"og:description\" content=\"Need to simplify the sales process? Discover CRMs for consultants that organize contacts, automate workflows, track communication, and more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\" \/>\n<meta property=\"og:site_name\" content=\"The ClickUp Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-13T20:18:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-13T20:18:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"901\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Engineering Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@clickup\" \/>\n<meta name=\"twitter:site\" content=\"@clickup\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Engineering Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\"},\"author\":{\"name\":\"Engineering Team\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/fd9a8ab5492a85bda4a7dc698c3c73fc\"},\"headline\":\"10 Best CRMs for Consulting in [year]\",\"datePublished\":\"2025-02-13T20:18:42+00:00\",\"dateModified\":\"2025-02-13T20:18:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\"},\"wordCount\":2826,\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg\",\"articleSection\":[\"Software\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\",\"url\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\",\"name\":\"10 Best CRMs for Consulting in [year] | ClickUp\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg\",\"datePublished\":\"2025-02-13T20:18:42+00:00\",\"dateModified\":\"2025-02-13T20:18:47+00:00\",\"description\":\"Need to simplify the sales process? Discover CRMs for consultants that organize contacts, automate workflows, track communication, and more.\",\"breadcrumb\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg\",\"width\":1200,\"height\":901,\"caption\":\"CRM for consultants Blog Feature\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-for-consulting\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/clickup.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Software\",\"item\":\"https:\/\/clickup.com\/blog\/software\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"10 Best CRMs for Consulting in [year]\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/clickup.com\/blog\/#website\",\"url\":\"https:\/\/clickup.com\/blog\/\",\"name\":\"The ClickUp Blog\",\"description\":\"The ClickUp Blog\",\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/clickup.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/clickup.com\/blog\/#organization\",\"name\":\"ClickUp\",\"url\":\"https:\/\/clickup.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg\",\"width\":503,\"height\":125,\"caption\":\"ClickUp\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/clickupprojectmanagement\",\"https:\/\/x.com\/clickup\",\"https:\/\/www.linkedin.com\/company\/clickup-app\",\"https:\/\/en.wikipedia.org\/wiki\/ClickUp\",\"https:\/\/tiktok.com\/@clickup\",\"https:\/\/instagram.com\/clickup\",\"https:\/\/www.youtube.com\/@ClickUpProductivity\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/fd9a8ab5492a85bda4a7dc698c3c73fc\",\"name\":\"Engineering Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3f1543e2e7e1e9ca0bef5c781d533c8ffa5089d38319a999b769c7f6572c7de0?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3f1543e2e7e1e9ca0bef5c781d533c8ffa5089d38319a999b769c7f6572c7de0?s=96&d=retro&r=g\",\"caption\":\"Engineering Team\"},\"description\":\"ClickUp Engineering comprises a group of tech enthusiasts who double up as the authoritative and creative force behind ClickUp's blog. With a passion for both problem-solving and storytelling, their goal is to help tech engineers and product managers across the globe.\",\"url\":\"https:\/\/clickup.com\/blog\/author\/engineering\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"10 Best CRMs for Consulting in 2026 | ClickUp","description":"Need to simplify the sales process? Discover CRMs for consultants that organize contacts, automate workflows, track communication, and more.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/clickup.com\/blog\/crm-for-consulting\/","og_locale":"en_US","og_type":"article","og_title":"10 Best CRMs for Consulting in 2026 | ClickUp","og_description":"Need to simplify the sales process? Discover CRMs for consultants that organize contacts, automate workflows, track communication, and more.","og_url":"https:\/\/clickup.com\/blog\/crm-for-consulting\/","og_site_name":"The ClickUp Blog","article_publisher":"https:\/\/www.facebook.com\/clickupprojectmanagement","article_published_time":"2025-02-13T20:18:42+00:00","article_modified_time":"2025-02-13T20:18:47+00:00","og_image":[{"width":1200,"height":901,"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg","type":"image\/jpeg"}],"author":"Engineering Team","twitter_card":"summary_large_image","twitter_creator":"@clickup","twitter_site":"@clickup","twitter_misc":{"Written by":"Engineering Team","Est. reading time":"14 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#article","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/"},"author":{"name":"Engineering Team","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/fd9a8ab5492a85bda4a7dc698c3c73fc"},"headline":"10 Best CRMs for Consulting in [year]","datePublished":"2025-02-13T20:18:42+00:00","dateModified":"2025-02-13T20:18:47+00:00","mainEntityOfPage":{"@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/"},"wordCount":2826,"publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"image":{"@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg","articleSection":["Software"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/","url":"https:\/\/clickup.com\/blog\/crm-for-consulting\/","name":"10 Best CRMs for Consulting in [year] | ClickUp","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage"},"image":{"@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg","datePublished":"2025-02-13T20:18:42+00:00","dateModified":"2025-02-13T20:18:47+00:00","description":"Need to simplify the sales process? Discover CRMs for consultants that organize contacts, automate workflows, track communication, and more.","breadcrumb":{"@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/clickup.com\/blog\/crm-for-consulting\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#primaryimage","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/CRM-for-consultants-Blog-Feature.jpg","width":1200,"height":901,"caption":"CRM for consultants Blog Feature"},{"@type":"BreadcrumbList","@id":"https:\/\/clickup.com\/blog\/crm-for-consulting\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/clickup.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Software","item":"https:\/\/clickup.com\/blog\/software\/"},{"@type":"ListItem","position":3,"name":"10 Best CRMs for Consulting in [year]"}]},{"@type":"WebSite","@id":"https:\/\/clickup.com\/blog\/#website","url":"https:\/\/clickup.com\/blog\/","name":"The ClickUp Blog","description":"The ClickUp Blog","publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/clickup.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/clickup.com\/blog\/#organization","name":"ClickUp","url":"https:\/\/clickup.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","width":503,"height":125,"caption":"ClickUp"},"image":{"@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/clickupprojectmanagement","https:\/\/x.com\/clickup","https:\/\/www.linkedin.com\/company\/clickup-app","https:\/\/en.wikipedia.org\/wiki\/ClickUp","https:\/\/tiktok.com\/@clickup","https:\/\/instagram.com\/clickup","https:\/\/www.youtube.com\/@ClickUpProductivity"]},{"@type":"Person","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/fd9a8ab5492a85bda4a7dc698c3c73fc","name":"Engineering Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3f1543e2e7e1e9ca0bef5c781d533c8ffa5089d38319a999b769c7f6572c7de0?s=96&d=retro&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3f1543e2e7e1e9ca0bef5c781d533c8ffa5089d38319a999b769c7f6572c7de0?s=96&d=retro&r=g","caption":"Engineering Team"},"description":"ClickUp Engineering comprises a group of tech enthusiasts who double up as the authoritative and creative force behind ClickUp's blog. With a passion for both problem-solving and storytelling, their goal is to help tech engineers and product managers across the globe.","url":"https:\/\/clickup.com\/blog\/author\/engineering\/"}]}},"reading":["12"],"keywords":[["Software","software",223]],"redirect_params":{"product":"","department":""},"is_translated":"true","author_data":{"name":"Engineering Team","link":"https:\/\/clickup.com\/blog\/author\/engineering\/","image":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-25-at-2.14.52\u202fPM.png","position":""},"category_data":{"name":"Software","slug":"software","term_id":223,"url":"https:\/\/clickup.com\/blog\/software\/"},"hero_data":{"media_url":"","media_alt_text":"10 Best CRMs for Consulting in 2025","button":"","template_id":"","youtube_thumbnail_url":"","custom_button_text":"","custom_button_url":""},"_links":{"self":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/73907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/users\/125"}],"replies":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/comments?post=73907"}],"version-history":[{"count":24,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/73907\/revisions"}],"predecessor-version":[{"id":421711,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/73907\/revisions\/421711"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media\/73914"}],"wp:attachment":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media?parent=73907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/categories?post=73907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/tags?post=73907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}