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What is a good CRM system for a small to medium-size consulting firm?

best crm softwre for consulting firms


Topic Expert
Regis Quirin
Title: Director of Finance
Company: Gibney Anthony & Flaherty LLP
LinkedIn Profile
(Director of Finance, Gibney Anthony & Flaherty LLP) |

Be more focused on your needs and the needs of the users of the CRM. I worked with a company that paid a tremendous amount for a SalesForce system. The company also populated the system with prospects from an outside vendor. But the Sales Manager usage was extremely low. You can have the nicest system, but if no one uses the system it serves no purpose. The better question - what are your needs?

Topic Expert
Wayne Spivak
Title: President & CFO
LinkedIn Profile
(President & CFO, |

I'll echo Regis' statement.

Needs Assessment. User Interaction. Vendor Assessment and with many of these Cloud based CRM systems, trial periods.

Make sure you hare a representative user group in the decision making algorithm!

Welles Hatch
Title: Senior Managing Director
Company: Adrian Loring Advisors LLC
LinkedIn Profile
(Senior Managing Director, Adrian Loring Advisors LLC) |

There are some very solid low cost entrants in the SaaS space, some with very handy hooks into Google Apps et al. I like Zoho CRM. myERP has a lot of important basic functionality but comes bundled with some pretty dumbed down G/L functionality.

Topic Expert
Dana Price
Title: Vice President, M&A
Company: McGraw Hill Education
(Vice President, M&A, McGraw Hill Education) |

Depends upon your integration and flexibility needs, but 37Signals/Highrise is a simple low cost solution for a small business. You can even bcc an email address so the data feeds into the CRM.

John Weber
Title: Business Developer
Company: Affiliate Network
(Business Developer, Affiliate Network) |

There are many tips for choosing a CRM software like your business size - it's learning curve - reporting features - total price - free trial or Demo - it's 3rd party integrations; you can read more about that here:
However you can try HubSpot 's CRM, it offers the following: Free versions, you can get extra features as marketing and sales hubs - unlimited data storage - unlimited contact storage - sales lead filter - excellent pipeline management. Finally; you can go through the top 10 CRM Software for Small business;
Hope i could help.


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