CRM for consultants - AI tools

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial

CliniGro is user-friendly CRM software designed for clinics, simplifying management, automating marketing, and boosting business growth.

• Free Trial

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.

• Paid
• From 49$

WORKetc is a comprehensive cloud business management platform combining CRM, project management, billing, and help desk features into a single solution. Designed to centralize operations, it streamlines collaboration, reporting, and customer engagement for growing businesses.

• Paid
• From 78$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Fyrestone CRM is an intelligent business management platform designed to help busy business owners organize contacts, automate workflows, manage bookings, invoices, and drive growth with ease.

• Paid
• From 9$

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Erecpr is a comprehensive cloud-based business management solution that combines HR, CRM, and project management features to help businesses streamline operations, track performance, and improve productivity.

• Freemium
• From 5$

ERPCA is a cloud-based practice management software designed for CA, CS, tax, and financial consultancy firms, offering automation, team coordination, and client service enhancement.

• Contact for Pricing

Pejtic is an all-in-one platform designed specifically for IT consulting companies, streamlining operations from recruitment to invoicing with features like project management, employee management, timesheet automation, and client relationship management.

• Contact for Pricing

The Customer Factor is a CRM platform designed to streamline customer management, scheduling, invoicing, and business automation for service-based businesses. Its extensive set of features supports growth and organization, helping users manage contacts, tasks, and payments with ease.

• Paid
• From 45$

ExpertBox is an AI-powered service business management tool that streamlines scheduling, booking, billing, video meetings, and client management to enhance daily operations and client experience.

• Other

Super Easy CRM is a unified productivity platform that combines project management, contact tracking, and automated workflows, designed specifically for freelancers, bloggers, and small businesses.

• Freemium
• From 10$

ActiveCollab is a comprehensive project management and productivity tool designed to streamline workflows, enhance collaboration, and manage invoicing and client communication for service-based businesses.

• Paid
• From 5$

DaeBuild CRM is an integrated cloud-hosted or on-premises platform for real estate builders and developers to manage pre-sales and post-sales processes, connecting builders, brokers, and property buyers on a single web/mobile platform.

• Contact for Pricing

AllClients is a comprehensive CRM platform designed to help small businesses efficiently manage contacts, nurture leads, and automate follow-ups for sustained business growth.

• Paid
• From 9$

Streak is a CRM integrated directly within Gmail, designed to manage various workflows like sales, support, and hiring. It offers features to streamline processes and enhance team collaboration.

• Freemium
• From 19$

Enzigma provides specialized CRM consulting services and Salesforce-native accelerators to enhance customer relationship management, streamline operations, and drive business growth across various industries.

• Contact for Pricing

Bolten offers a customizable white-label CRM platform for partners to provide personalized solutions to their clients, featuring AI-powered data entry, WhatsApp integration, and a generous revenue-sharing model.

• Free Trial
• From 20$

SellPress enables users to sell online paid consultations with ease, providing customizable landing pages and integrated payment features without any percentage cut of revenue.

• Freemium
• From 49$