CRM for Consultants

Turbulent times produce enormous change, and this is precisely the reality faced by many consultants today. Whatever your consulting background is, you have to deal with numerous clients that require keeping a record of every interaction, attend meetings with prospects, managing marketing campaigns, and so on. To adapt to rising marketplace pressures and stay abreast of others, you need to embrace best CRM for consulting business.

CRM for Consultants

Why should you use FinCRM for your consulting business?

Landing new customers, retaining old customers, time tracking, lead management, generating reports, and the list of the works done by consultants goes on. It might not be easy to execute and complete all these tasks smoothly. Whether you are a financial consultant, IT consultant, business consultant, or any other consultant, we have got you all covered. FinCRM helps you cultivate your business by breaking down company silos and increasing clients' success with visibility into all your relationships' health. Our versatile CRM for consulting firms and independent consultants can be customized effortlessly so that you can grow your business manifold. Let us explain to you how FinCRM makes all of this possible.

Lead Management

Less Time, More Leads

The consultancy industry is a people-driven domain. To stay alive in the competition, you need to create a large customer pool. FinCRM provides you with leads by automatically capturing them from different third party channels so that you can reach out to multiple individuals in less time. Simply integrate our CRM software for consulting services with the desired online channels and let it work for you. You can also manually add leads and import unlimited leads in bulk without any additional costs through our consultancy CRM software.

Task Management At Your Fingertips

Is your business a victim of inefficient task execution, consistently missed deadlines, and lack of team collaboration? If yes, then it’s high time for you to choose FinCRM. Our CRM for consulting business helps you keep an eye on every task progress. To efficiently manage your tasks better, you can set the priority of tasks while assigning them to anyone within a few clicks through our best CRM for consultants. Also, use the kanban view feature of FinCRM to present tasks methodically and save time from menial work.

Task Management
Meeting Reminder

Stay Updated About Meetings and Appointments

As previously mentioned, you need a large customer pool to stay alive in today’s intense competition. This is possible when you conduct productive meetings with your clients. However, a situation can occur where you may forget about attending the meetings and let ample opportunities for your business to slip through your fingers. FinCRM Calendar feature allows you to set the meeting reminder beforehand with just a few clicks. A reminder pops up and pushes you to get ready for your meeting on time. By using our best CRM for consulting firms, you can stay up-to-date with all your meetings & appointments and never let any opportunity slip.

Market Your Business with SMS / Email Reminders

A great practice to keep an open line of communication with clients is to send customized reminders. Use FinCRM to send SMS and email reminders to your clients/prospects nudging them about new products/services, events, payment deadlines, follow-ups, or meetings. You can also send holiday, birthday, and anniversary wishes through our best CRM for small consulting business. Thus, you can always be a step ahead with our CRM for consultants and delight customers with your personalized service.

SMS / Email Reminders
Generate Estimate & Invoice

Generate Invoice/Estimate Instantly with FinCRM

Why prepare estimates & invoice somewhere else when you have FinCRM to do it for you with minimal effort. Use the pre-built estimates & GST compliant invoices templates available in our CRM and instantly share them with clients or prospects. Store all payments received details and use the debtor's aging reports to never miss a payment from someone. Use our CRM for consulting organizations and companies to stay free from the burden of calculating the total payable amount after adding all types of taxes.

Leverage In-depth Reports to Forecast Business Revenue

If you have been running your company for a while or more, revenue forecasting is something you have to do, no matter how small or big your company is. The revenue forecasting is driven by factual information and actionable insights. So get insightful graphical reports within FinCRM and streamline your avenues for your business revenues. Use these reports to plan effectively, make vital decisions, and take your business to new heights. Leverage our CRM for consultants to check teams' performance, marketing campaigns, leads conversion, etc., within a few clicks.

Revenue Forecasting
Document Security

Ensure Unmatched Security of Important Documents

When your records are exposed to unauthorized users, or unwanted data loss occurs, security and confidentiality become a big concern for you and your clients. As a professional consultant, it is your responsibility to maintain a safe record of confidential documents and keep them secured from any threat. Here, FinCRM lets you store documents with excellent privacy and reliability via Document Manager. Furthermore, in our CRM for consultants, you can set access permission of assigned employees for a particular document. Other than the assigned employee and admin, no one can access that document; that’s how secured it is!

Maintain Transparency To Build Long-Term Relationships

Maintain transparency to build long-term relationships with clients. But, how you can achieve and maintain it? Worry not! FinCRM is here to help you. Use our Client Portal feature to share information with clients without much effort. Just grant access to your clients for viewing or performing required actions in our consultancy CRM software. By doing this, you can build trust in business and strengthen your client relationship.

Client Portal
Lead Management

Less Time, More Leads

The consultancy industry is a people-driven domain. To stay alive in the competition, you need to create a large customer pool. FinCRM provides you with leads by automatically capturing them from different third party channels so that you can reach out to multiple individuals in less time. Simply integrate our CRM software for consulting services with the desired online channels and let it work for you. You can also manually add leads and import unlimited leads in bulk without any additional costs through our consultancy CRM software.

Task Management

Task Management At Your Fingertips

Is your business a victim of inefficient task execution, consistently missed deadlines, and lack of team collaboration? If yes, then it’s high time for you to choose FinCRM. Our CRM for consulting business helps you keep an eye on every task progress. To efficiently manage your tasks better, you can set the priority of tasks while assigning them to anyone within a few clicks through our best CRM for consultants. Also, use the kanban view feature of FinCRM to present tasks methodically and save time from menial work.

Meeting Reminder

Stay Updated About Meetings and Appointments

As previously mentioned, you need a large customer pool to stay alive in today’s intense competition. This is possible when you conduct productive meetings with your clients. However, a situation can occur where you may forget about attending the meetings and let ample opportunities for your business to slip through your fingers. FinCRM Calendar feature allows you to set the meeting reminder beforehand with just a few clicks. A reminder pops up and pushes you to get ready for your meeting on time. By using our best CRM for consulting firms, you can stay up-to-date with all your meetings & appointments and never let any opportunity slip.

SMS / Email Reminders

Market Your Business with SMS / Email Reminders

A great practice to keep an open line of communication with clients is to send customized reminders. Use FinCRM to send SMS and email reminders to your clients/prospects nudging them about new products/services, events, payment deadlines, follow-ups, or meetings. You can also send holiday, birthday, and anniversary wishes through our best CRM for small consulting business. Thus, you can always be a step ahead with our CRM for consultants and delight customers with your personalized service.

Generate Estimate & Invoice

Generate Invoice/Estimate Instantly with FinCRM

Why prepare estimates & invoice somewhere else when you have FinCRM to do it for you with minimal effort. Use the pre-built estimates & GST compliant invoices templates available in our CRM and instantly share them with clients or prospects. Store all payments received details and use the debtor's aging reports to never miss a payment from someone. Use our CRM for consulting organizations and companies to stay free from the burden of calculating the total payable amount after adding all types of taxes.

Revenue Forecasting

Leverage In-depth Reports to Forecast Business Revenue

If you have been running your company for a while or more, revenue forecasting is something you have to do, no matter how small or big your company is. The revenue forecasting is driven by factual information and actionable insights. So get insightful graphical reports within FinCRM and streamline your avenues for your business revenues. Use these reports to plan effectively, make vital decisions, and take your business to new heights. Leverage our CRM for consultants to check teams' performance, marketing campaigns, leads conversion, etc., within a few clicks.

Document Security

Ensure Unmatched Security of Important Documents

When your records are exposed to unauthorized users, or unwanted data loss occurs, security and confidentiality become a big concern for you and your clients. As a professional consultant, it is your responsibility to maintain a safe record of confidential documents and keep them secured from any threat. Here, FinCRM lets you store documents with excellent privacy and reliability via Document Manager. Furthermore, in our CRM for consultants, you can set access permission of assigned employees for a particular document. Other than the assigned employee and admin, no one can access that document; that’s how secured it is!

Client Portal

Maintain Transparency To Build Long-Term Relationships

Maintain transparency to build long-term relationships with clients. But, how you can achieve and maintain it? Worry not! FinCRM is here to help you. Use our Client Portal feature to share information with clients without much effort. Just grant access to your clients for viewing or performing required actions in our consultancy CRM software. By doing this, you can build trust in business and strengthen your client relationship.