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.