CRMs for Consultants
CRMs for independent consultants and small consulting firms — relationship tracking, proposals, and a system of record that doesn't get in the way.
Consulting CRMs have to do three things well: track long-lived client relationships (not just one-off deals), respect the proposal-contract-invoicing workflow that consultants spend half their week in, and stay out of the way when there's no ops team to maintain them. The vendors below either fit that workflow natively or integrate cleanly with the document and billing tools consultants already use. For a ranked shortlist, see Best CRM for Consultants.
Copper
CRMCRM for Google Workspace users that works inside Gmail, with pipelines, project management and workflow automation. Sold on Basic, Professional and Business plans from $23 per seat a month.
Daylite
CRMCRM and project management app for Mac, iPhone and iPad. It combines contacts, pipeline, projects, email, calendar and tasks for service-based small businesses.