CRM for consultants
With NetHunt CRM, managing clients and projects is easy. Stay organized, meet deadlines, and grow your firm without the stress of manual tracking.
Businesses grow x5 with NetHunt CRM
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Client data is all over the place Emails, notes, spreadsheets — client info scattered everywhere makes it impossible to stay organized.
Struggling to meet deadlines Missing deadlines and delivering late becomes a recurring issue, damaging client trust and your reputation.
Opportunities for repeat business get lost You miss check-ins, timely follow-ups, and proactive communication, resulting in missed upsell opportunities and lost repeat business.
Project management feels like chaos Juggling tasks, and deliverables across multiple projects without clear organization causes delays and client frustration.
No structured sales pipeline? Without a clear pipeline, prospects go cold, deals are missed, and growth stagnates.
Manual processes drain your time Invoicing, tracking progress, scheduling meetings, generating reports — manual tasks steal time from growing your business.
All client data at your fingertips Store and quickly access all client information — emails, notes, project details — securely in one place.
Never miss a deadline again Stay on top of every project with automated reminders and clear timelines. Deliver on time, every time, and build stronger client relationships.
Track clients after projects end Monitor customers without active projects, proactively follow up, and identify upsell opportunities to boost revenue.
Project management, simplified Easily manage tasks, set milestones, and track deliverables. Stay organized and keep clients satisfied without the chaos.
Sales pipeline that converts Prioritize leads, automate follow-ups, and forecast revenue with ease. Adjust strategies in real-time, and watch conversion rates soar.
More time for projects with automations Automate client follow-ups, reminders, notifications, and project updates, so you can focus on delivering exceptional service.
NetHunt consulting CRM offers robust tools to effortlessly manage client relationships, organize and track projects, and automate the entire workflows, all while staying on time and within budget.
Why should consulting companies care?
The consulting industry is expected to rise to $511.88 billion by 2028, and so does the number of leads knocking into your agency’s door. But let’s be honest, lead capture gets very chaotic when you have to manually capture leads, especially from multiple channels like email, messengers, social media platforms, and calls. Leads get overlooked, follow-ups get delayed, and potential clients move on.
The good news is that a good consultant CRM optimizes your lead generation and capture efforts. A CRM software for consulting firms allows you to automatically capture leads from multiple sources and store their data in one place.
Effortlessly capture and organize leads from multiple sources — emails, website forms, social media, and networking events — all in one place. No more missed connections or scattered contact data.
Why should consulting companies care?
18% of businesses still use spreadsheets as the core tool to manage the entire business.
That’s fine, we don’t judge. But when contacts get scattered across spreadsheets, emails, and business cards, your contact management turns into a nightmare. Details get lost, follow-ups are inconsistent, and opportunities slip away.
A CRM for consultant solves the problem. Need to recall a past conversation? It’s there. Want to segment clients by industry or project type? Easy. With the right CRM for consulting business in place, you can store the data on every client, prospect, and partner in one place — complete with interaction history, project details, manager notes, client-related documents, and more.
NetHunt CRM is the best CRM for consulting firms looking to log every interaction with your clients. With our customizable records, you can store any type of information you need about your clients, including:
Emails, calls, and chats
Client industry, project scope, and key stakeholders
Associated documents and notes
Project timelines, milestones, and deliverables
Payment schedules and invoices
Follow-ups and reminders
Task associated with the client or project
Why should consulting companies care?
Every consulting firm operates differently. Some projects go through multiple stages, while others follow a simpler, faster process. That’s why a rigid, one-size-fits-all pipeline doesn’t work — deals stall, bottlenecks form, and revenue becomes unpredictable.
The best CRM for consultants offers fully customizable pipelines, allowing you to tailor every stage to fit your unique workflow, whether it’s client acquisition, project delivery, or retainer renewals.
NetHunt consultant CRM helps you track and manage the entire process that your deals go through — from the first inquiry to project completion and beyond. Build multiple pipelines to track every client, project, and business opportunity in one place. Use NetHunt CRM to manage:
Visualize deal progress
Sort deals by priority
Automate deal status updates
Set follow-up reminders and tasks
Assign managers
Spot blocked leads
See forecasted revenue
CUSTOMER STORY
Why should consulting companies care?
Office employees spend around 2 business days (12.6 hours) on low-priority tasks that can be automated. With a consultants CRM, you can fully automate processes that slow you down, such as manual follow-ups, data entry, proposal tracking, and client check-ins. Why spend time on admin when you can automate things and focus on strategy and client relationships?
Automated workflows that a consultancy CRM offers free up your time for high-value work. Schedule follow-ups, auto-assign tasks, trigger reminders, and send status updates without lifting a finger.
NetHunt CRM automates key processes to save you time and minimize manual effort. With built-in automation, you can streamline routine tasks and maintain consistency in client interactions. With NetHunt consulting CRM, you can:
Auto-assign leads from multiple channels to the right consultant
Nurture leads through automated workflows
Update deal or project stages
Re-engage past clients with personalized offers
Auto-calculate project costs, consultant fees, and more
Why should consulting companies care?
Our research says that inefficiency (40%) and limited functionality (32%) are the top reasons why businesses switch to a CRM for consulting companies after struggling with third-party tools that just don’t cut it. And guess what, those tools with limited functionality definitely didn’t include smart reporting.
When you don’t have the best CRM software for consultants, it’s hard to forecast revenue, track project progress, know which sources bring the most business, or measure client conversion rates. However, a CRM for consulting firms with reporting features helps you stop acting on a whim as you always know what works and what doesn’t.
NetHunt consulting CRM helps you track key performance metrics with real-time reports and dashboards. Here’s what you can measure and analyze with NetHunt as the best CRM for consultanting:
Total revenue and project profitability
Most effective lead sources (socials, referrals, etc.)
Individual and team performance metrics
Project completion rates and timelines
Assess client value (small vs. high-value clients)
Turns Gmail into your CRM
Manage client projects, track communication, and measure performance — all from one familiar interface.
Easy to use
NetHunt CRM is designed with consultants in mind, making it easy to get started. Sync your email, invite your team, add clients — everything you need is up and running in minutes.
Ultra-customizable
Tailor every aspect of the CRM to fit your consulting business. Modify fields, stages, views, and automations to match your specific workflows and client management process.
Multi-channel hub
NetHunt CRM integrates all your communication channels, giving you a complete history of interactions. Stay on top of client needs and close deals with confidence.
All your teams can thrive with automated project management, a single source for client data, and centralized collaboration — all made easy with a consulting CRM like NetHunt.
Whether you’re using the best CRM for small consulting business or larger enterprises, your sales team will benefit from automated multi-channel lead capture, customizable pipelines, and automated follow-ups — ensuring you never miss an opportunity to close deals or generate repeat business.
NetHunt CRM for consultant helps simplify project management and deliverables tracking from initial consultation to final delivery. Plus, your team collaboration gets centralized and efficient with shared notes, task assignments, and automated notifications.
With NetHunt CRM for consulting firms, your marketing team can create personalized email campaigns, segment clients based on industry, project scope, and other criteria, and automate follow-ups. Assess the performance of your lead sources and track campaign success in real-time.
With NetHunt CRM for consulting business, operations managers ensure that internal processes run efficiently, project timelines are met, and resources are allocated effectively. They can track project progress and optimize workflows across teams.
With NetHunt CRM, bring together all your communication channels and project tools in one place for operational efficiency.
See all integrationsCRM for consultanting like NetHunt offers a centralized space where team members can access project updates, client information, documents, and internal notes. This ensures that everyone is on the same page, leading to smoother workflows and better outcomes for clients.
CRM software for consulting firms allows you to automatically capture leads from multiple sources and store their data in one place. Plus, you can automate follow-ups and segment leads based on criteria like industry, service needs, or project scope.
NetHunt CRM is the best CRM for consulting business that helps you easily manage client relationships, track projects, and automate workflows — all within one intuitive platform. With customizable pipelines, automated lead capture, and native integrations with tools you already use (like Gmail, social media, and messengers), NetHunt consultants CRM helps you stay organized and focused on your clients' success.
NetHunt CRM for consulting allows you to centralize client data, making it easy to track every interaction, project, and task in one place. With customizable client records, you can store key details like communication history, project timelines, contracts, and revisit them any time. Plus, you can automate follow-ups and nurture your leads with highly personalized multi-step email sequences.
NetHunt CRM software for consultants offers customizable pipelines that perfectly match your consulting projects, whether it's client acquisition, project delivery, or retainer renewals. You can easily track progress, manage milestones, automatically assign & distribute tasks, and set automated notifications, all while ensuring projects stay within budget and on time.
Request a personalized product demo with our product expert
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We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!
Request a personalized product demo with our product expert
Thank you!
We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!
