CRM for Consultants: Win More Consulting Projects
Track opportunities and manage client relationships throughout long sales cycles.
The Challenges You Face
As a consultants, managing client relationships comes with unique challenges:
- Managing long sales cycles with multiple touchpoints
- Tracking proposals and opportunities across clients
- Maintaining relationships with past clients for repeat work
- Following up consistently without being pushy
- Remembering key details about each client and project
- Forecasting revenue and managing pipeline
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Deal pipeline shows every opportunity at a glance
- Full contact history so you never forget a conversation
- Task management ensures timely follow-up
- Email campaigns keep you top of mind
- Track lead sources to focus your networking
- See your pipeline value at a glance
Key Features for Consultants
Everything you need to manage your consultants business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Consultants
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Consultants
Can I track proposals and their status?
Yes, the deal pipeline is perfect for tracking proposals. Create stages like 'Proposal Sent', 'Under Review', 'Negotiating', 'Won', 'Lost' and move opportunities through as they progress. You can see all active proposals at a glance.
How do I manage long sales cycles?
Kabooly's task system helps you stay on top of follow-ups over long periods. Set reminders, log every interaction, and never lose track of where you are with each prospect. The activity timeline shows your complete history.
Can multiple consultants share client information?
Yes, Kabooly is built for teams. All contacts, deals, and history are shared across your team with appropriate permissions. Everyone works from the same source of truth.
How do other consulting firms use Kabooly?
Consulting firms typically use Kabooly to manage their pipeline from initial contact to project completion, track where opportunities come from, maintain relationships with past clients for repeat work, and coordinate across team members.
Can I forecast revenue from my pipeline?
Yes, you can assign values to deals and see your total pipeline value at each stage. This helps with revenue forecasting and understanding your business trajectory.
Is there integration with email?
Kabooly has built-in email functionality for campaigns and templates. You can send emails directly from client records and track opens and clicks. For personal email, you can log conversations as notes.
How do I track where my best clients come from?
Lead attribution is built into Kabooly. When contacts come through your website forms, we capture UTM parameters automatically. You can see which marketing channels, campaigns, and referral sources bring your most valuable clients.
Can I segment clients by industry or project type?
Yes, you can use tags to categorise contacts however you like - by industry, project type, relationship status, or any other criteria. Then filter and create marketing lists based on these tags.
Ready to Grow Your Consultants Business?
Start your free trial today and see how Kabooly can help.