Simple CRM for
consultants
With OnePageCRM, it’s easy to keep clients at the heart of your consulting business. Nurture client relationships, follow up on time, expand network, and build a profitable business.
Why consultants & consulting firms choose OnePageCRM
OnePageCRM is the only action-focused CRM system designed to help consultants and advisors focus on selling, nurturing relationships with clients, and growing their business.
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to clients and leads and sort them by urgency.
Simplicity & zero admin
Built on productivity principles, OnePageCRM helps consultants prioritize tasks and automate workflows.
Proactive sales
OnePageCRM is the best CRM built for those who take action rather than store contact data.
Keep in touch with clients and leads
You can add a follow-up reminder or a task to any contact in OnePageCRM. All contacts are then arranged in a color-coded list, with the most urgent tasks floating to the top.
This way, you always know what needs to be done next, and nothing slips through the cracks. No more dead databases!
Focus only on work-related emails
Thanks to our smart AI-recognition system, only client-related emails are added to your consulting CRM.
Enable the full email sync, send personalized emails in bulk straight from within your CRM, use free email templates, track opens, and much more!
Get complete client profiles
Everything you need to know about your clients and leads—from their contact information to associated deals, call notes, emails, past interactions, and latest Activity—is on one scrollable page.
Keeping track of your clients and leads is easy with OnePageCRM.
Capture leads smarter and faster
Capture contact information from any web page or social media profile in a click and automatically create new CRM contacts with this data.
With OnePageCRM, getting new leads is easy!
Automate repetitive tasks
Do you have repetitive tasks? OnePageCRM can help you automate them so that you focus on building and nurturing relationships with clients.
Invoice clients in a click, send automatic follow-up emails after introductory calls, easily move leads through your pipeline, and much more.
Track client projects from CRM
OnePageCRM also gives you a light project management feature—a Delivery Pipeline:
— Customize project delivery stages,
— Keep track of progress for each client,
— Schedule check-in reminders.
The best CRM for your team
OnePageCRM works for consulting teams too. Share one email inbox, leave notes on any client, and hand tasks or deals to a colleague.
Managers can check KPIs and pipeline progress at any time.
Mobile CRM for consultants & advisors
OnePageCRM works on any platform and any device.
Mobile CRM
OnePageCRM comes with free mobile apps for iOS and Android. You can find a client’s details, log a call, set a reminder, and more, while you’re out of the office.
Route Planner
OnePageCRM has a free route planning app. It puts your client visits in the best order, shows how long each drive takes, and can call your next client.
Connect OnePageCRM to
your favorite apps
OnePageCRM is a powerful consulting CRM that integrates with several apps to make sure that you have everything you need to boost your sales.
GmailStore emails in your CRM, send and track emails in bulk, create templates, and more.
OutlookUse custom templates, send emails in bulk, track email opens, and much more.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
WhatsAppConnect WhatsApp to your CRM for easier calls and messaging.
Lead ClipperAdd contacts from any webpage to your CRM in just a few clicks.
Quick QuotesCreate and email sales quotes in a flash from your CRM for free.
Fireflies.aiOpen Fireflies.ai meeting transcripts straight from the right CRM contact.
MailchimpGenerate leads, sync contacts, and track email campaigns from one place.
DropboxKeep all important files within the reach of your CRM.
ZapierConnect your CRM with thousands of apps and automate your work.What consultants & advisors say about OnePageCRM
100%
follow-up rate
“OnePageCRM is our planning mechanism. We had used Trello before as a business planner. And then I went like: you know what, OnePageCRM is just as functional, plus I get to stay in contact with my clients and assign information to a specific customer rather than switching back and forth between applications, which was driving me crazy.”
Barry MarstonMarKee Partners Co-Founder“OnePageCRM has been a game changer for our sales team. The Next Action sales method and Action Stream ensure we stay on track with leads, actions, and follow-ups. It’s simple and intuitive interface makes it one of the best CRM systems for SMB’s.”
Martin LeuschenPresident & CEO at Computrek“OnePageCRM was so easy to use and get started. In the first two months of using it I found an increase in sales and bookings. This top CRM system gets the job done.”
Margo CrawfordProductivity Coach at Wave Productivity“OnePageCRM is like having an assistant I don’t have that gets our sales on a priority list, reminds me of what I need to do daily and provides a proven solution for us in building new business.”
Geoff FlynnCreative and Operations Director at Brand BlueCRM for Consulting & Consultants
CRM stands for customer relationship management.
A consulting CRM system is a tool that helps consultants and consulting firms keep all client data organized and up-to-date.
Consultants rely on strong business relationships. That’s why a good Customer Relationship Management (CRM) system is the backbone of any consulting business.
CRM is a central tool that helps consultants keep all client data organized and up-to-date. By choosing a good system, you’ll be able to build long-lasting relationships with clients, partners, and other stakeholders.
Consultants often run small businesses that don’t have as many resources as large corporations do. A proper CRM system can help you automate repetitive tasks and focus on value-added activities that contribute to your business growth.
As the only action-focused CRM in the world, OnePageCRM helps consultants build their business around their clients.
Every contact in OnePageCRM has a dedicated Contact Page with all important information: from their contact details to email threads and call notes. This way, consultants always have full client profiles in front of them.
Besides, in OnePageCRM, you can set tasks and follow-up reminders next to any contact. This CRM will remind you when it’s time to get in touch with a new client or re-connect with an old one.
OnePageCRM is also one of the simplest CRMs for consultants with powerful features and a lightweight and clutter-free interface. Small consulting companies around the world use OnePageCRM every day to grow their business.
— Use an interactive sales pipeline to close deals faster.
— Visualize relationships in your network to build stronger connections.
— Set follow-up reminders next to any contact in your database to generate repeat business.
— Automate repetitive tasks to save time and focus on building trust instead.
— Have full client profiles in front of you to provide a personalized experience.
1. Follow-up reminders
Clients are at the heart of your consulting business. But simply finding more clients is not enough to grow sales or get more referrals. You need to nurture these relationships.
With the unique Next Actions feature, you can rest assured that you’ll never forget about any client in your database.
2. Workflow automation
A small consulting business doesn’t need complex automation tools but there are, for sure, a few repetitive tasks that can be automated.
By setting triggers in your CRM, you can speed up a few processes. For example, you can trigger automatic emails each time you add a note after a call with a new client. See Autoflow for more information.
3. Project management
Every client is different so you probably have a few different projects running simultaneously.
Once you start getting more and more clients, it’s easy to get overwhelmed but with a proper consulting CRM system, you can store all project-related documents on the contact’s individual page, easily move deals like projects from one stage to another on the Kanban board, and keep an eye on the most important metrics in your CRM dashboard.
The consulting CRM
you’ve been looking for
The consulting CRM that is built with small businesses in mind. It makes your follow-up process easy, helps you generate sales, and build long-term relationships. Simple and action-focused.
21-day free trial • No credit card required • Simple setup