Seamless Client Communication for Consultants

‘Consultants deserve a CRM solution that lets them personalize every interaction with potential and existing clients. As the only CRM specifically designed for lead generation and telemarketing, FiveCRM powers your consulting efforts, helping you reach the right people at the right time.’

Jaine Husbands

Jaine Husbands

Operations Director

Team Telemarketing

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Find out why these companies choose FiveCRM:

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consulting crm software

Centralized Engagement

  • With FiveCRM you can engage multiple prospects and industries from one centralized tool, removing the need for several disparate systems. With in-built call guides, call scripts, and appointment-setting features, you have all the tools to facilitate effective outreach on a single CRM for consultants.
  • Coordinate and optimize outreach telecommunications campaigns for your consultancy with an easy-to-use interface, saving time switching between contacts in-between calls with click to dial functionality and automated workflows.
centralized engagement
consulting CRM software

Say Goodbye to those Tedious Tasks

  • Time is money when generating leads for your consulting business. FiveCRM saves you both through automated workflows based off of the custom call wrap-up categories you create.
  • Automatically send a follow-up email, schedule an appointment and switch to the next contact within seconds all from one consolidated location.
  • Devote your energy to engaging with prospects and moving them through your lead generation funnels rather than call preparation. With access to contact history, customer information and social media data each call is a breeze, focusing on lead generation rather than administration.
Consulting CRM Software

Insightful Analytics

  • No longer do you have to spend time and money moving sensitive data to a third-party business intelligence tool. With all-inclusive analytics and reporting tools, FiveCRM provides extraordinary insights into your business and customer metrics.
  • Pinpoint your top performing campaigns with metrics that matter. Inform your decision making through analyzing open rates and engagement levels of each email and campaign as well as insights into sales efficiency, customer engagement, website tracking and much, much more.
insightful analytics
consulting compliance

Consulting Compliance

  • FiveCRM is a GDPR-compliant CRM, helping you stay on the right side of the law when prospecting leads in the European Union and United Kingdom. Avoid expensive penalties for non-compliance and safeguard your most prized asset: customer data.
  • Offering an incredible range of security features that prevent your data from falling into the wrong hands, FiveCRM also offers features to create compliance checklists ensuring world-wide privacy legislation compliance and the safeguarding of data.

Featured Story

Jaine Husbands

Jaine Husbands

Operations Director

Team Telemarketing

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San Diego, CA




Pursuit Marketing

“Staff are always available, friendly and helpful. And the solution meets all my business needs.”

Host Europe Group

“I’m really impressed with how flexible and customisable the CRM is within one simple application.”


business wire trb demob job vitality viva oparatix

Frequently Asked Questions

FiveCRM's software helps consultants manage their client relationships by providing automated workflows, email campaigns, and customizable dashboards for contact management. It enables consultants to easily stay in touch with clients, automate repetitive processes like data entry and scheduling, keep track of conversations and tasks for each individual contact, and store all client data securely in one place. Additionally, its comprehensive reporting capabilities make it easy to track results from client interactions and adjust strategies accordingly.

FiveCRM helps consultants improve their sales efforts by providing an array of tools to streamline their processes. These include:

  • - Automated follow-up and email campaigns to nurture relationships with new and existing leads.
  • - User-friendly dashboards for contact management that track conversations and create tasks quickly.
  • - Accurate reporting capabilities to measure success and adjust strategies accordingly.
  • - Customizable workflows that integrate into existing systems with ease.
  • - Comprehensive data security features to ensure client information is always safe and secure.

FiveCRM offers a range of features for consultants, including:

  • - Automated follow-up campaigns to nurture relationships with leads
  • - Intuitive dashboards for contact management
  • - Accurate reporting capabilities to measure results and adjust strategies
  • - Customizable workflows that easily integrate into existing systems
  • - Comprehensive data security solutions

Yes, you can integrate FiveCRM's software with common systems and platforms used by consultants. The integration is seamless and allows users to access their data from a variety of sources.

Yes, FiveCRM can be customized to meet the specific needs of consultant lead management. Users have access to a range of features that can be tailored to their individual business requirements, such as:

  • - Customizable contact management forms
  • - Ability to assign contacts to team members
  • - Automated reminders and follow-up processes
  • - Integration with third-party software solutions
  • - Robust reporting capabilities

FiveCRM's software provides comprehensive analytical and reporting capabilities for consultants. It allows them to track the performance of lead generation and conversion, as well as monitor customer satisfaction. Additionally, it includes a detailed dashboard that displays data in real-time, providing insights into key metrics such as:

  • - Lead sources
  • - Conversion rates
  • - Customer lifetime value (LTV)
  • - Retention rates
  • - Average deal size

Implementing FiveCRM for consultant businesses typically begins with a personalized onboarding experience, designed to fit the business's specific needs. This includes assistance in setting up the system and configuring custom options. Once set-up is complete, consultants can access a wide range of features to help them manage leads, contacts, deals and more. FiveCRM also provides an intuitive user interface that allows users to quickly gain insights from their data and assist them in making informed decisions in their respective fields.

More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.