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No-Bullsh*t CRM software for consultants

Relying on too many systems, spreadsheets or individuals? Free your fragmented data and use it to boost sales, track pipeline and deliver better client results. All with CRM software for consultants.

Get a demo eBook: 5 benefits for consultants

Turn spreadsheets and siloes into predictable revenue flows

Deliver your best service yet with a 360° view of each client

Recognize client and project profitability and spot at-risk engagements

5 challenges CRM software resolves for consultants

Check out some of the biggest challenges consultancy firms face. Find out how a CRM can help with a 360° view of relationships, revenue and delivery.

Gaps in your handover from sales to delivery? This can damage your client experience, lead to rework, and slow you down. Our CRM comes with integrated Project Management functionality, which gives you:

  • Shared visibility of client history, requirements, commitments and project scope
  • A way to identify at-risk engagements
  • Project profitability tracking
  • Compliance checks and contract generation
  • Project kick off can trigger once a deal is won
  • Cost savings through ditching disparate systems and aligning sales with delivery

If you’re finding it hard to track your pipeline and forecast revenue opportunities, you can improve visibility and consistency with CRM.

  • Get a centralized, real-time sales pipeline
  • Improve forecasting accuracy
  • Easily view deal progress and risks

Not tracking or sharing growth opportunities for each client? Then you’re likely missing cross-sell and up-sell opportunities.

  • Give consultants access to account history during delivery, engagement, activity, and pipeline
  • Easily see which services clients have and don’t have and quickly log any new requirements
  • Create upsell opportunities at the right time, based on how engaged a client is

Make sure your leadership team knows which clients are growing, deals that are closing and pipeline value with real-time reporting and sales forecasting.

  • Get clear, customizable dashboards
  • Base forecasts on sales and delivery data
  • Compare forecasted revenue with delivery performance

Relying on disconnected systems for anything from project management and event management to invoicing and order processing? Change that by getting a single view of revenue, clients and pipeline with one system that does it all.

  • Consolidate your systems to save time and get one full picture of your data, across the client lifecycle
  • Save on admin time without entering data into multiple systems and spreadsheets
  • Automate data capture and workflows
How consultants can protect margins
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Features

Key CRM features for consultants

Clients and relationship management

Our pricing

Organization and people management

Engage the right people with organization and contact relationship mapping.

Lead Tracking

Track lead sources, score against your ideal criteria, and easily convert leads to opportunities.

Activity Tracking and meeting records

Turn every conversation into actionable insights with automatic transcription and meeting summaries.

Email integration

Save time, eliminate silos, and keep every customer conversation in one place.

Explore CRM Let's talk
Clients and relationship management

Pipeline management and revenue forecasting

Our pricing

Opportunity management

Keep deals moving, prioritise high-potential opportunities, and track every stage from first contact to close.

Monitor pipeline performance

Roll up all opportunities for real-time dashboard visibility across your entire sales pipeline.

Track marketing ROI

Measure campaign performance and attribute revenue to lead sources with out-of-the-box reporting.

More on forecasting Let's talk
Pipeline management and revenue forecasting

Project Delivery

Our pricing

Task and project tracking

Identify risks early with roll-up dashboards to keep projects and tasks on track to ensure successful delivery.

Time logging and resource scheduling

Stay on budget, avoid resource bottlenecks, and plan future projects with confidence.

Budget management and revenue recognition

Control costs, protect margins, and maintain accurate financial reporting across every project.

More on projects Let's talk
Project Delivery

We're recognized by G2 as a High Performer in the US, UK and EMEA.

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Why choose Workbooks CRM for consulting firms?

Workbooks is the CRM software for consultants.

Win work and deliver it seamlessly

Connect sales and delivery teams with CRM and Project Management- all in one.

Explore Project Management

Predict revenue

Improve visibility of your sales pipeline and get accurate forecasting.

Explore Sales Forecasting

Get complete client visibility

Get insights on everything from your customers and prospects to business performance.

Explore Reporting

Get a clear roadmap, without committing to buy

Not sure how CRM will help you? Join a Shared Success Workshop to map out your needs.

Explore Shared Success

Only pay for what you need

No hidden costs or features you don’t need. Just pay for the features you need.

Explore Pricing

Trusted by B2B consultancy firms

Consultancy firms like ECC and XPS choose Workbooks as the all-in-one CRM that’s customizable and affordable.

Explore ECC’s story

Consulting CRM Case Studies

Case studies

XPS

“We now have a single view of data, and you can get far more insight much quicker, and it creates real value. We’re pulling all our revenue and the timesheet data into Workbooks so we can surface all that revenue on clients and calculate the recovery rates.”

Nick Jackson

CRM Manager, XPS 

ECC

“Each individual consultant produced project plans on Excel – they all looked different, and each person was creating their own version of that. Moving to Workbooks gives us that consistent and clear project layout. You can easily download it and just send that to the client. And that just creates a consistent, professional approach for all the consultants to follow.”

Shani Jackson

Head of Member Services, ECC 

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Frequently Asked Questions about CRM for Consultants

What is CRM and how does it help consulting firms?

CRM for consulting firms helps you manage client relationships, track opportunities, and support business development. Consulting businesses can:

  • Centralize client data
  • Manage communications

Monitor sales pipelines, and gain insights that support strategic decision-making. Workbooks CRM provides consulting firms with a unified platform to manage prospects, clients, and consulting engagements more effectively.

Do consulting firms actually need CRM?

Let’s face the facts – when you’ve got a lot of systems in place already, you probably don’t want to think about adding another. But Workbooks CRM software for consulting firms consolidates the functionality of those systems – meaning you can ditch the ones you don’t need, from project management and order processing to event management, saving time and money.

A CRM platform helps consulting teams maintain visibility across the sales pipeline, collaborate more effectively, and support long-term client relationships. Workbooks offers implementation support to help you adopt CRM in a way that aligns with their processes and growth goals.

How does CRM help consulting firms?

CRM helps consultants improve client management, streamline business development processes, track client profitability and gain better visibility into their pipeline using CRM.

  • Track interactions with prospects and clients
  • See all of your customer data in one place
  • Manage opportunities and client relationships more effectively
  • Improve decision-making based on live insights
  • Deliver better client experiences

What features should consulting firms look for in a CRM?

Consulting firms should look for CRM features that support client relationship management, opportunity tracking, pipeline visibility, and reporting:

  • Sales pipeline tracking
  • Customizable dashboards
  • Sales forecasting
  • Project management
  • Reporting
  • Marketing automation
  • Sales order processing

By using these features within your CRM, you can cut down on disparate systems and get full picture of your client lifecycle from sales to delivery.

How does CRM improve client relationships for consultants?

CRM enables consultants to maintain a complete record of client interactions, communications, and project history in one place. This helps consulting teams provide more informed and consistent service, respond quickly to client needs, and build stronger long-term relationships.

Only pay for what you need

No hidden costs or features you don’t need. Just pay for the features you need.

Explore pricing Free CRM pricing calculator

Get No-BS content

Access free tips, guides, and advice on CRM, sales and marketing.

Your guide to CRM project management

Your guide to CRM project management

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5 benefits of CRM for Professional Services

5 benefits of CRM for Professional Services

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Worried about switching CRM? 3 myths about moving CRM

Worried about switching CRM? 3 myths about moving CRM

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See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

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