CRM by Industry

CRMs for Professional Services Firms

CRMs for consultancies, agencies, law firms, accounting practices, and professional services firms — quote-to-cash workflows, project profitability, utilization, and the integrated CRM-plus-PSA posture services billing requires.

Professional services CRM is shaped by one structural fact: the sold deal becomes a delivered project, and the delivered project has to be profitable. That breaks the standard CRM model in two ways. First, the deal-won stage isn't the end of the customer journey — it's the start of a project lifecycle that runs months or years, with milestones, hours logged, and a budget vs. actuals that the partner watches as carefully as the AE watches pipeline. Second, the "customer" is a long-running account where the same firm sells to the same buyer many times over a decade; the CRM has to handle a relationship graph (who at the firm sold to whom at the client, with what outcome, when) more than a deal pipeline. The vendors below are the CRMs and PSA platforms commonly deployed in services firms — HoneyBook, Bonsai, and Sellsy at the freelance-to-small-agency tier (CRM bundled with contracts, invoicing, and payments); Scoro and Teamleader at the European mid-market for agencies and consultancies wanting integrated PSA; Insightly and the larger CRMs at the enterprise tier (Salesforce, Dynamics 365) for services firms running consultative motions across multiple business units. Most firms eventually pair the CRM with a dedicated PSA tool (Kantata, Mavenlink) once project profitability tracking outgrows what the CRM can do alone — but for a services firm under 50 people, the bundled CRM-plus-invoicing tools listed here are usually enough.

Planhat

Customer Success

Customer platform for B2B companies that combines a customer success platform, a sales CRM and professional services automation on one data model. Prices are quote-based.

Salesloft

Sales Engagement

Sales engagement platform with cadences, a dialer, conversation intelligence, deal management and, since the Clari merger, Clari Forecast.

Bitrix24

CRM

Bitrix24 combines CRM, tasks and projects, chat and video calls, HR tools and a website builder in one workspace. Paid plans are flat-rate per organisation with a user cap, starting at $49 a month for 5 users.

Bonsai

CRM

Client and project management for service businesses: CRM, proposals, contracts, time tracking, invoicing and a client portal. Plans start at $9/user/mo billed annually.

Coevera

CRM

B2B sales CRM with Kanban, list, chart, bubble and map pipeline views and the Voyager AI assistant. Built for sales teams of 15 to 2,500 sellers with defined processes and complex deals.

Front

Help Desk

Shared inbox and help desk for email, SMS, chat and social conversations, with AI add-ons for drafting and auto-resolving. Built for customer-facing teams that share work across departments.

HoneyBook

CRM

Client management platform for independent service businesses, combining proposals, contracts, invoices, payments, scheduling and lead forms. Available in the US, Canada, UK and Australia.

Pipeline CRM

CRM

Sales pipeline CRM for small and mid-size B2B teams, with custom pipelines, weighted forecasting, email sync and 64 integrations. Founded in 2006 as PipelineDeals.

ProProfs Help Desk

Help Desk

Ticketing help desk with a shared inbox, AI response drafts and automation rules, from ProProfs. Has a free single-user plan and per-user paid plans.

ProsperWorks (now Copper)

CRM

Copper is a CRM that runs inside Gmail and Google Workspace, with pipelines, task automation and contact enrichment. Built for small and mid-sized service businesses.

Request Tracker (RT)

Help Desk

Open-source ticketing and request tracking software from Best Practical, available as Cloud RT, on-premise or self-hosted. Includes optional AI features.

Scoro

CRM

Work management and professional services platform that combines projects, resource planning, quoting, time tracking and invoicing. Sold as modular apps from $17 per user.

Teamwork Desk

Help Desk

Help desk from Teamwork.com that turns client emails into tickets and tasks on Teamwork projects. Built for agencies and service teams that already run projects in Teamwork.

vCita

CRM

Client management software with online scheduling, invoicing, payments, email/SMS marketing and AI receptionists, for solo and small service businesses.

Capsule CRM

CRM

Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.