CRM for Consultants: Win More Consulting Projects
Track opportunities and manage client relationships throughout long sales cycles.
The Challenges You Face
As a consultants, managing client relationships comes with unique challenges:
- Managing long sales cycles with multiple touchpoints
- Tracking proposals and opportunities across clients
- Maintaining relationships with past clients for repeat work
- Following up consistently without being pushy
- Remembering key details about each client and project
- Forecasting revenue and managing pipeline
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Deal pipeline shows every opportunity at a glance
- Full contact history so you never forget a conversation
- Task management ensures timely follow-up
- Email campaigns keep you top of mind
- Track lead sources to focus your networking
- See your pipeline value at a glance
Key Features for Consultants
Everything you need to manage your consultants business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Simple Pricing for Consultants
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Consultants
Can I track proposals and their status?
Yes, the deal pipeline is perfect for tracking proposals. Create stages like 'Proposal Sent', 'Under Review', 'Negotiating', 'Won', 'Lost' and move opportunities through as they progress. You can see all active proposals at a glance.
How do I manage long sales cycles?
Kabooly's task system helps you stay on top of follow-ups over long periods. Set reminders, log every interaction, and never lose track of where you are with each prospect. The activity timeline shows your complete history.
Can multiple consultants share client information?
Yes, Kabooly is built for teams. All contacts, deals, and history are shared across your team with appropriate permissions. Everyone works from the same source of truth.
How do other consulting firms use Kabooly?
Consulting firms typically use Kabooly to manage their pipeline from initial contact to project completion, track where opportunities come from, maintain relationships with past clients for repeat work, and coordinate across team members.
Can I forecast revenue from my pipeline?
Yes, you can assign values to deals and see your total pipeline value at each stage. This helps with revenue forecasting and understanding your business trajectory.
Is there integration with email?
Kabooly has built-in email functionality for campaigns and templates. You can send emails directly from client records and track opens and clicks. For personal email, you can log conversations as notes.
How do I track where my best clients come from?
Lead attribution is built into Kabooly. When contacts come through your website forms, we capture UTM parameters automatically. You can see which marketing channels, campaigns, and referral sources bring your most valuable clients.
Can I segment clients by industry or project type?
Yes, you can use tags to categorise contacts however you like - by industry, project type, relationship status, or any other criteria. Then filter and create marketing lists based on these tags.
How a consultancy runs in Kabooly
Not a feature list. This is the setup most independent consultancies end up with.
Pipeline stages that survive a long sales cycle
Stages are yours to define. Consultancies usually land on Enquiry, Scoping Call, Proposal Sent, Negotiation, Won, and Lost. When a deal takes five months, the pipeline is the only thing standing between you and forgetting it existed.
Several people at the same client
Tags and custom fields let you record the organisation, the buying role, and which engagement someone relates to, so the sponsor, the budget holder and the person who actually briefed you are all on the record rather than in your head.
An enquiry form that captures the brief
Build the form, ask about the problem, the timescale and whether a budget exists, and embed it on your site. The answers are stored on the contact, so a scoping call starts from information rather than from scratch.
Scoping calls booked without the diary thread
Set up a booking type for a scoping call, set your availability, and publish the booking widget. Kabooly sends the reminder email before the call automatically, which matters when the other side has six meetings that day.
Staying present while the budget is decided
Marketing lists, email templates and campaigns are built in, with your own sending domain, so past clients and dormant prospects hear something useful from you once a month. Consultancy work is usually won by whoever was visible when the budget appeared.
Reporting that shows where work really comes from
UTM capture on form submissions, plus the tracking, attribution and deals reports, show which sources produced enquiries and which produced revenue. For most consultancies those are two different lists.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The enquiry answered while you are delivering
When a form is submitted, send an email with your current lead time and a link to book a scoping call, and create a task to review it. Delivery weeks are exactly when inbound enquiries get lost.
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The proposal that disappeared into a committee
When a deal moves to your Proposal Sent stage, wait five days, then send a short email offering to present it to whoever else needs convincing, and create a task to call.
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The client whose budget was not approved
When a deal is marked lost, wait six months, then send a brief email. Consultancy budgets refused in one financial year are frequently approved in the next, and nobody rings to tell you.
Ready to Grow Your Consultants Business?
Start your free trial today and see how Kabooly can help.