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The Best CRM for Consulting Businesses

Keeping your consulting firm’s current client base happy and managing your sales and marketing efforts for new business from a spreadsheet is not going to cut it. As a consultant, your business is exceptionally customer-centric, which means that you need a robust customer relationship management (CRM) system designed for consulting companies to stay ahead of the game.

Nutshell provides the ideal all-in-one CRM for consulting businesses, small and large. It gives you the tools you need to track sales, manage customer interactions, and streamline your workflows for increased productivity and profitability.


Thousands of powerful integrations

Why you need a CRM for your consulting business

Perhaps you’re a private consultant working for yourself. Or, maybe you’re a consultant at a large firm managing a portfolio of clients. Either way, you likely spend most of your day with your clients, whether in-person or virtually. So, how do you find the time to attend to other crucial aspects of your business, such as marketing, lead nurturing, customer support, and more?

The reality is that many consultants struggle to do it all, forgetting about their past clients as they work to pursue new business when possible. With this approach, your marketing efforts are less effective than they could be, and your customer retention rate has taken a nosedive.

Investing in a CRM system can give you the time and tools to keep past clients engaged and boost your outreach for new business. In fact, here are some of the vital benefits of incorporating a quality CRM platform into your small or large consulting business:

Essential CRM features for your consulting firm

Regardless of the type of consulting work you do, whether you’re a financial, IT, or management consultant, you’ll benefit from several core CRM features. But it all comes down to your company type, size, and objectives. For example, the best CRM for small business consulting may have different features and priorities than those for enterprise-level consultants.

Consider your business needs and what you want from your CRM to determine which one is the best CRM for consulting. That said, two primary needs of consulting firms include streamlining processes to save time and building solid client relationships.

Nutshell offers the essential features to help you free up time by reducing repetitive, non-selling tasks. It also offers the tools to cultivate stronger customer relationships for long-term engagement and future business.

These are the Nutshell features your consulting company will find most useful:

Pipeline management for better lead journey monitoring

Pipeline management

With the need for new clients a priority, we understand that you require a consulting CRM that helps you stay on top of lead activity and progress through the pipeline. Nutshell allows you to set up custom pipelines and pipeline stages to fit your preferred sales process.

Our advanced pipeline management features make prospecting, lead nurturing, and sales less complicated with the following handy tools:

  • Structure your pipeline using cutting-edge automation tools that let you capture leads, assign them to a pipeline, and move them from one stage to the next when certain specific requirements are met.
  • Create different pipeline views, including list, chart, board, or map view, so you can manage leads using an interface you prefer.
  • View where leads are in the sales funnel, where they came from, and what you need to do next to move them closer to conversion.

You may find that just a few pipelines for different audiences are all you need for a winning system you can place on repeat. Keeping track of your leads and pipeline with Nutshell significantly reduces the time you spend on sales activities and lets you focus more on consulting.

Task automation for maximizing time and productivity

Sales Email Drip

From lead nurturing to relationship building, you’ll benefit from the ability to automate tasks that are essential but simply not the best use of your time. Making the most of Nutshell’s sales and task automation features is another way to shave some time off your day-to-day activities, which you can spend on critical marketing and relationship-building pursuits.

Keep your consulting business moving forward with these task automation options available via the Nutshell platform:

  • Let your CRM assign new leads to the correct pipeline based on specific criteria.
  • Ensure you don’t miss a beat when you set up tasks and reminders that take you step-by-step through working leads from one pipeline stage to the next.
  • Design personalized email campaigns that Nutshell sends to leads or existing clients automatically based on a schedule or actions the prospect or customer takes.
  • Use our advanced automation features to monitor pipeline stage performance and make necessary adjustments when you spot any potential dips.

Email marketing automation for an enhanced customer experience

automated emails example from Nutshell

Finding new clients is one vital aspect of being a consultant. But building trust and loyalty with existing clients and those you’ve served in the past is just as important. If you choose Nutshell as your consulting CRM partner, you have access to powerful email marketing automation tools to keep the conversation going and your clients engaged.

This email marketing functionality is offered through Nutshell Campaigns, a Nutshell add-on packed with game-changing tools to elevate your marketing campaigns. It’s also a great way to continue learning about your clients so you can send them more relevant and personalized messaging and experiences.

Using Nutshell’s email marketing automation features, you can do the following:

  • Create targeted messaging through on-platform segmenting and targeting, directly from your client database.
  • Design professional-looking emails, newsletters, and broadcast messaging with easy-to-use, top-of-the-line templates and email design tools.
  • Set up automated drip campaigns based on the conditions you specify so that Nutshell sends customers messages on your behalf.
  • View reports showing your email campaign success, including metrics like click-through rates and opens.
  • Use the Nutshell A/B testing tool to optimize your messaging for the best results by testing different versions of your emails, newsletters, and broadcasts.

Contact management for improved organization

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As a consultant, you may spend a great deal of time on calls and in meetings with several different clients from one day to the next. Organizing and storing your customer contact information makes it easier to access accurate information quickly.

A comprehensive CRM system is the perfect solution, and Nutshell offers next-level contact management that acts as a firm foundation for all other aspects of the platform. Client data is at the heart of the service you provide as a consultant, so investing in a top-notch CRM for contact management purposes alone is a no-brainer.

What can Nutshell offer you when it comes to contact data management? Let’s break it down here:

  • Import and capture client contact information seamlessly from a host of sources.
  • Access a detailed timeline record of all interactions with each client at the office or on the go via our mobile app.
  • Add reminders and notes within a client record for reference the next time you engage with the client.
  • Fill in the blanks with built-in tools that scour the internet for missing information, such as company role, business location, and more.
  • Spend less time entering data manually with tools that let you capture website visitor information, sync contact data from your mobile device, and input client details using Nutshell’s business card scanner.

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Thousands of CRM integrations for added functionality

Depending on your specialization, there’s a good chance you need other vital applications to do your job. The good news is that Nutshell lets you integrate the tools you need to conveniently deliver a complete service from your CRM platform.

There are literally thousands of apps you can integrate with Nutshell with just one click. And if your preferred app can connect via Zapier, you’ll have even more available. But if you’d like to integrate an app not currently on the list, our technical support team is ready to make that happen for you, if possible.

Currently, Nutshell’s single-click integrations span several categories, including the following:

a graphic showing various logos connected to one for Nutshell

Why use the Nutshell CRM for consulting business growth?

With so many other CRM systems on the market, you may be wondering what sets Nutshell apart. Well, Nutshell is more than just a CRM platform—It’s an all-in-one solution designed to benefit your business by meeting your unique needs and increasing your bottom line.

Nutshell is a leader in the CRM space, providing world-class features built and supported by a dedicated team at the top of their game. When you choose Nutshell, you become part of the Nutshell family and can expect to receive a service second to none.

It’s the perfect CRM for consulting companies, giving you the following unbeatable benefits:

CRM for Consulting G2 Review

But don’t just take our word for it.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
a logo for Nutshell Foundation with an orange acorn

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
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a Nutshell Pro logo with an orange acorn on it

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
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Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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a blue and orange logo for Nutshell Enterprise

No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
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When you choose Nutshell as your Consulting CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

See your business grow with the best CRM for consulting firms

Streamline your sales and marketing processes with a feature-rich CRM solution so you can focus on delighting clients as a consultant. Leverage Nutshell’s tools to effortlessly generate, capture, and nurture leads through your sales pipeline. Take advantage of the platform’s robust contact management, automation, and marketing tools to build trust, client relationships, and superior customer experiences.

Give Nutshell a try to discover what it can do for your consulting business. Sign up for a 14-day free trial now—no credit card required. Alternatively, you can contact our sales team to discuss your requirements and schedule a live demo to see Nutshell in action.

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