Best CRM for Consultants
Manage customer communications from deals to projects. Organize emails, notes, tasks, and documents. Automate routine activities and enhance your customer support.
Get eWay-CRM and turn your Outlook into fully-fledged CRM software.
What is a CRM for Consultants?
CRM for consultants (customer relationship management software) is a tool that helps consultants and consulting firms organize their projects, deals, clients, and all related communications.
It’s a tool that allows all team members to coordinate their day-to-day activities to extend customer experience while providing management with the big picture with Power BI reports.
All Projects in One Place
Create a single database of all projects. Track their statuses, due dates, and profits. Build a shared table everybody can benefit from.
Unified List of Customers
Build a shared contact list. All data will be automatically synchronized throughout everybody’s devices so nobody needs to manage their own contacts anymore.
Structured Sales Pipeline
Keep track of all business opportunities in our module Deals. Organize them by products, statuses, territories, or your own criteria.
Set the workflow to make sure everybody follows your sales processes.
Emails and Notes Tightly Organized
Use the eWay-CRM email tracking feature to organize emails and notes by deals or projects. You and your staff will always find the relevant correspondence in one place.
Tasks and Reminders
Plan tasks to keep your day-to-day activities under control. eWay-CRM will automatically remind you about the important due dates.
Document Repository Included
Make sure that all important documents are in CRM. Turn eWay-CRM into the information HUB where you and your team will always find all data.
Integrated Email Marketing
Approach your potential and existing customers with personalized bulk emails and amazing email templates. No need to export contact lists to Mailchimp. eWay-CRM has it all.
Set up your workflow automation for routine tasks. Save yourself time on delegating boring things to eWay-CRM.
Run your consulting business efficiently.
Power BI Reporting
Use the Power BI connector and build your interactive dashboards and reports.
Pay attention to our free Sales Executive and CFO Dashboards.
I can’t imagine going back to writing down who called me, what they wanted, and sending myself emails with notes. eWay-CRM does it all for me.
COO at MBK Consulting
Why do Consultants love CRM inside Outlook?
Most consultants live inside Microsoft Outlook. They keep their emails, contacts, meetings, and tasks.
eWay-CRM is a great CRM tool because it allows them to manage their clients and projects without ever leaving Outlook. With features such as email tracking, tasks, contacts, and calendars, consultants can stay organized and get more done. Plus, with the integration of Power BI, consultants can create interactive dashboards and reports to help them better analyze their data.
All of this makes eWay-CRM an ideal choice for consultants who are looking for an efficient way to manage their clients and projects.
Get eWay-CRM and take your Outlook to the next level. Organize all activities by projects and deals and seamlessly share them across the entire organization to boost.
ALL ABOUT A CUSTOMER RIGHT IN FRONT OF YOU
Select an email to get complete data about the person you are writing to. Refresh your memory by reviewing your past communications. Make sure you are not answering an email somebody else already answered.
SAVE AND ORGANIZE EMAILS. IT'S REALLY EASY
Save emails to eWay-CRM and organize them by deals or projects. It’s just three clicks.
Even better. Activate the automatic email tracking and let eWay-CRM do it for you.
Can’t be any simpler.
INTEGRATE YOUR CALENDAR
When planning a meeting, select a project or deal. The meeting will be automatically related to the item so everybody knows that you are about to talk to the customer.
Let others know you are already in charge.
CONVERT EMAILS TO TASKS OR PROJECTS
Have you received an important email? Convert it to a task, deal, or project. eWay-CRM automatically fills in all the important fields and you can start working right away.
Don’t retype anything manually.
CHAT ABOUT A PROJECT IN MICROSOFT TEAMS
Need to coordinate your steps with somebody who is not around? Click Chat in Teams and get connected.
eWay-CRM will automatically send a link to open the project so your colleague knows what you want to talk about.
TWO-WAY CONTACT SYNC
Do you have contacts in Microsoft Outlook? Keep it that way.
Turn on the two-way sync with eWay-CRM so they can be available to the rest of your team. If someone updates a contact or adds a new one, the changes will be automatically synchronized with your Outlook.
AVAILABLE ANYWHERE AND ANYTIME
It doesn’t matter if you are on a PC, Mac, or mobile. eWay-CRM works in any Outlook.
Activate eWay-CRM Desktop, eWay-CRM Online, and eWay-CRM Mobile (iOS or Android). They are all included.
EWAY-CRM LOOKS AND WORKS EXACTLY LIKE OUTLOOK
eWay-CRM looks and works exactly like Microsoft Outlook. We wanted to build an easily accessible CRM that doesn’t force you to switch between apps, or learn a new interface.
Just take what you already use and take it to the next level. With eWay-CRM.
TRUSTED BY 1,500+ COMPANIES WITH OUTLOOK
HOW TO SET UP EWAY-CRM FOR CONSULTING BUSINESSES?
If you need CRM software for consultants, start with eWay-CRM Free or eWay-CRM Enterprise 14-day trial. You can choose the preferred version during the sign-up. When you create your account, follow these steps to set up eWay-CRM for you.
Step 1: Set Your Workflows
Consultants provide various types of products and services. Some of them are delivered quickly while others can take longer and need to follow an exact set of steps.
eWay-CRM contains workflows that allow you to take your business processes and automate them. You can let eWay-CRM check for mandatory fields, and documents, and generate tasks and email notifications.
Start by taking your best practices and setting them in eWay-CRM. eWay-CRM will make sure that every team member will follow your lead.
To help you start, watch our tutorial videos - one related to the customization of the existing workflows and the other one for creating a brand-new workflow.
Step 2: Customize Forms
Every business is unique. This is why eWay-CRM contains Form Designer. This feature allows you to customize layouts of all screens to fit your needs.
If you change the look of the most important screens to fit your needs, you will create a familiar interface everybody will like to work with. If you change the look of the screens to fit your needs, you will turn eWay-CRM into YOUR CRM.
Step 3: Import Your Existing Data
You probably keep your current jobs in Excel. You can import them via our import feature, but wait for a second, please.
Before you do that, we recommend you import contacts and companies first. If you import projects AFTER, all data will be nicely linked.
Step 4: Start Saving Emails and Taking Notes
Once you have your projects and customers in eWay-CRM, you can start saving emails, taking notes, and planning tasks. You basically start doing your job.
You can save emails manually or activate the automatic option.
The manual option allows you to keep everything under control. You decide what emails are important and which ones stay just in Outlook.
If you turn on the automatic email tracking feature, you can be sure that eWay-CRM will save everything you receive from contacts listed in your eWay-CRM.
Also, start taking notes. If you receive a call or go to a meeting, put your notes in the journal. This is our module for keeping track of all minutes. All journals and emails will be tightly organized in the HUB.
Step 5: Bring the Rest of Your Team
The last step is bringing others. eWay-CRM is ready and you can show them what they need to do.
You can invite other users in the Admin Center, section Users. Just create their accounts and send them invitations. It's easy.
Thank you for choosing eWay-CRM. If you have ANY questions, we are here for you.
START WITH EWAY-CRM FREE
Click the button below to create an account for eWay-CRM. If you only have 30 min, book a demo with our consultants. They will take you through.