Consulting is a real relationship business.
That’s why a customer relationship management (CRM) system can be a real game-changer for advisors.
I said “can” because, to actually make it work for you, you need to carefully choose y implement your CRM .
To help you achieve this, let me introduce you to some of the best CRM software for advisors and give you some tips on how to set it up and use it successfully.
Here’s what I’m going to cover in a nutshell
What makes a good CRM for advisors?
Ranking of the 7 best CRMs for advisors
Key Features of CRM for Consultants + Ranking Methodology
Here are 10 basic features that a CRM software solution for advisors can offer you to help you better track your leads:
Add and manage your leads from LinkedIn (personal and Sales Nav) with a Chrome extension
See who your colleagues know and how well, with “relationship strength scores” based on your email traffic.
Remember the emails you haven’t answered and the customer conversations that have gone silent.
Automatically create contacts for people you email or meet with
Automatically enrich your contact database by synchronizing your contacts’ email signatures
Track whether people open your emails and click on links in your emails sent from Gmail and Outlook.
Live sync your email inbox and calendar meetings with CRM
Send automated and personalized email sequences
Now, these are all useful features that will help you (and your team) build better relationships and make more sales… but, to be honest, there’s gambling data china something more important: whether you’re actually going to use the CRM (or not).
Getting a CRM system that you’re not going to use for your consulting business is pretty much pointless after all. And since many CRMs are overly complex, labor intensive, and difficult to manage, it’s clear that you need to be careful with that, too.
That’s why I’ve included each software’s current G2 rating, to give you a better idea of how they stack up. The breakdown is as follows:
Ranking of the 7 best CRMs for advisors
To compile this ranking, I reviewed a list of around 600 possible CRMs to make a shortlist. I then tested each of the 7 selected CRMs for advisors first-hand and investigated which of them offer which features, which I detail below.
Salesflare CRM for B2B consulting companies
If I ask our consulting clients what they essentially open google results in a new telegram data use for, the answer is usually: to improve our relationship tracking .
mission is to make lead tracking super easy for you, with no data entry required to keep the system running. And with plenty of built-in cmo email list automation to make you more productive.
2014 miles de small and medium-sized businesses who sell B2B (mostly consultancies, , development houses, tech companies, …). It’s top ranked across review platforms and is the #1 consulting CRM software on Product Hunt, the leading community for product enthusiasts.
Interestingly, Salesflare is the only CRM in this listing that is exclusively built for B2B sales . As it doesn’t need to support B2C use, the software is more tailored and easier to use if you’re a consultancy selling B2B .
