CRM For Consulting Firms

Unify Your Consulting Business With the #1 CRM for Consulting Services

Consultants unify their businesses around their customers with Insightly

Clients are the lifeblood of your consulting business

Without a strong customer relationship management (CRM) tool, your business may miss opportunities to provide optimal service.

Why consultants need CRM software

Building strong and lasting client relationships involves everything from screening leads and responding to requests to invoicing contract proposals. A disparate assortment of spreadsheets, documents, and software won’t cut it when it comes to managing your business processes.

A scattered workflow leads to inefficiencies and missed opportunities. Each moment spent handling these challenges is time not spent on your clients. It becomes difficult to give clients the attention they deserve. Plus, with poor tracking of your customers and leads, you run the risk of missing out on opportunities to drive more business revenue.

Consulting firms grow faster with Insightly

Consulting firms that deliver a unified customer experience are winning more clients, generating higher revenue, and retaining clients longer. You need the technology to support your team and make this possible.

Insightly Marketing

Marketing automation helps consulting firms attract site visitors, convert them to prospects, and run marketing campaigns at scale.

Insightly CRM

A CRM helps consulting services firms streamline sales processes, improve profitability, and create long-term customer relationships.

Insightly Service

Offer great customer service with a ticketing application that includes a convenient customer portal, knowledge management and insights, SLA management and in-depth analytics.

“Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.”
Jennifer Nietz
Vice President, COACT

“With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals.”
Ansela Poonisammy
New Business Coordinator, Momentum

“We work with a lot of different people and companies,” Macrae said. “Insightly lets us link our records together, offering a 360-degree view of each relationship.”
Kirsty Macrae
COO, Hardman & CO.

Give your consulting firm an edge

Explore a CRM with the privacy/security you need that will unite your teams and drive revenue growth.

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Accelerate Sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management

Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs

Deliver on Commitments

  • Convert closed opportunities into projects
  • Coordinate employee, contractor, and partner activity with task management
  • Automatically generate tasks, events, emails, and update milestone statuses

Integrate with all the apps your consulting firm uses

Your consulting firm has apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

AppConnect puts Insightly CRM at the center

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.

Insightly can connect to hundreds of the apps you use every day like accounting systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your consulting firm an edge