Best CRM for Consultants is an independent review and comparison platform created to help solo consultants and small consulting teams choose the right CRM tools for how they actually work.
Most CRM software is designed for traditional sales teams — not consultants. These tools often assume rigid pipelines, aggressive deal stages, and short sales cycles. In reality, consultants manage long-term client relationships, repeat engagements, ongoing conversations, and follow-ups that don’t fit neatly into sales-first workflows.
Our goal is to cut through the noise and help consultants find CRM solutions that support relationship-driven work, not just deal tracking.
Who This Site Is For
This site is built specifically for:
- Independent consultants
- Freelancers working with recurring clients
- Small consulting teams
- Advisory and professional services businesses
If your work depends on context, history, and long-term trust, this site is for you.
How We Review CRM Software
We review CRM tools through the lens of real consulting use cases, including:
- Managing ongoing client relationships
- Tracking conversations, notes, and follow-ups
- Handling repeat projects instead of one-time deals
- Ease of setup for solo or small teams
- Flexibility without unnecessary sales complexity
We focus on practical questions like:
- Is this CRM easy to use daily?
- Does it reduce admin work or add to it?
- Can it adapt to non-sales workflows?
- Does it scale sensibly for consultants?
You can learn more about our approach on our How We Review CRM Software page.
Our Independence & Affiliate Disclosure
Best CRM for Consultants is an independent resource. We do not accept paid placements or sponsored rankings.
Some links on this site may be affiliate links, which means we may earn a commission if you choose to sign up — at no additional cost to you. These partnerships help support the site and allow us to continue publishing in-depth, unbiased content.
Affiliate relationships do not influence how tools are reviewed or ranked.
Our Mission
Our mission is simple:
Help consultants choose CRM software that actually fits how consulting work is done.
As the site grows, we plan to expand into deeper guides, comparisons, and practical CRM workflows designed specifically for consultants.
Get in Touch
If you have feedback, suggestions, or questions, feel free to reach out through our Contact Us page.