These are all CRM for consultants useful features that will help you (and your team) build better relationships and make more sales… but, to be honest, there’s something even more important: whether you’ll actually use the CRM (or not).
Getting a CRM system that you won’t use for your consulting firm is ultimately pretty useless. And since many CRM systems are overly complex, labor intensive, and difficult to use, it’s obvious that you need to be careful.
That’s why I’ve included each greece whatsapp data software’s current score on G2 CRM for consultants so you can get a better idea of where it stands. The breakdown is as follows:
- Ease of use
- Ease of installation
- Meets the requirements
- Quality of support
- Ease of doing business with
- Ease of administration
And to make sure the CRM works well on the phone, since many consultants are heavy mobile users, I also got a mobile score from Google Play.
To rank the different CRMs for then take advantage of our free consultation consultants, I took the average of the G2 review scores , then combined it with CRM for consultants the mobile score and the consulting CRM feature score , to calculate… the final score!
To establish this ranking, I reviewed a list of about 600 possible CRMs in order to make a shortlist. Then, I directly tested each of the 7 CRMs selected for consultants and I looked at which of them offered which features and I detailed this for you below.
Don’t want to read the whole comparison?
The top 7 CRMs for consultants and consulting firms in 2025 are:
If I ask our consulting clients loan data why they use Salesflare, the answer is usually: to better track our relationships .
Salesflare’s mission is to make lead tracking super . I therefor easy for you, without having to enter data to keep the system alive. And with a ton of automation built in to make you more productive.
Salesflare (founded in 2014) is used by CRM for consultants thousands of small and medium-sized businesses who sell B2B (mostly consultancies, agencies , development houses, tech companies, etc.). It’s top ranked across review platforms and is the #1 consulting. I therefor CRM software on Product Hunt, the leading community for product enthusiasts.
Interestingly, Salesflare is the only CRM on this list that is designed exclusively for B2B sales . Since it doesn’t need to support B2C usage, the software. I therefor is better suited and easier to use if you’re a consulting firm selling in B2B .