7 Best CRMs for Consultants and Consulting Firms

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mdsakilmdsak0987
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Joined: Tue Dec 03, 2024 5:59 am

7 Best CRMs for Consultants and Consulting Firms

Post by mdsakilmdsak0987 »

Pipeliner CRM (ex Pipelinersales) è una società di software fondata nel 2009 uae phone number list con l'obiettivo di costruire un software migliore per i venditori.

While Salesflare is almost never compared to Pipeliner by those looking to better track their relationships, I decided to include it in this comparison because the software is used by many consulting firms and focuses on “putting the ‘R’ back in CRM.”

The software is relatively feature-rich compared to the other platforms in this comparison, although it is a bit dated and not very easy to use.

Pipeliner’s prices increase significantly as you require more features, which likely makes it best suited for mid-sized businesses with deeper pockets.

account hierarchy functionality, social media profile import, ease of use, [and the] many customizable features.” writes Jeremy M. , business development director at a store decoration company, about Pipeliner CRM.


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Processo
Trying out Pipeliner CRM was like stepping into a platform designed with a strong focus on visual data representation. The pipeline visualization is particularly impressive, offering a clear and colorful drag-and-drop interface that allows you to easily monitor the status of each lead.

As I worked with the CRM, I noticed that it excels at visualizing the sales process. You can customize the pipeline stages to fit your specific workflow, which is a nice touch. The ability to track email engagement was also helpful, as it gave me insights into which prospects were engaging with my emails.

That said, the user interface does feel a bit dated and cluttered, especially compared to more modern CRMs. The abundance of features, while powerful, can be overwhelming at times and requires a steeper learning curve. Additionally, when I explored the advanced features, I found that the pricing quickly increased, making it more suitable for larger teams with bigger budgets.

Score
Features offered by Pipeliner CRM: 5/10

View your leads in multiple drag-and-drop pipelines
Track whether people open your emails and click on links in your emails sent from Gmail and Outlook
Real-time synchronization of email inbox and calendar meetings with CRM
Send automated and personalized email sequences
Digitize contact information with the built-in business card scanner
Features Pipeliner CRM doesn't offer:

Add and manage your contacts from LinkedIn (personal & Sales Nav) with a Chrome extension
Find out who your colleagues know and how well, with “relationship strength scores” based on their email traffic.
Remember the emails you didn’t reply to and the customer conversations that went unnoticed.
Automatically create contacts for people you email or meet with.
Automatically enrich your contact database by syncing your contacts' email signatures.
Pipeliner CRM G2 Review Scores:

Ease of use: 9.4
Ease of installation: 9.2
Meets requirements: 9.3
Support Quality: 9.3
Ease of doing business with: 9.4
Ease of Administration: 9.3
Pipeliner CRM Final Scores:

CRM Features Score for Consultants: 5/10
Overall Score (G2): 9.3/10
Mobile App Score: 4.3/5 → 8.6/10
PUNTEGGIO FINALE DELLA RECENSIONE: 7.6/10
Prezzi
The Pipeliner Business plan offers all of the above features (5 out of 10):

$70/utente/mese (billed annually only)
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