CRM Consultants
A CRM for consultants that keeps every client in one place
Calls, texts, emails, web chats and social DMs from clients all land in one conversation view. Every discovery call, quote and payment is tracked in a pipeline built around how consultants actually work, from first inquiry to repeat business.
Serving consultants anywhere in the US. No contracts.
Why choose Ideally for CRM for consultants
What gets in the way
- Pipeline depends on referrals that come and go
- Proposals sit unanswered
- Thought leadership never turns into leads
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for consultants
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from clients in one thread.
A pipeline for discovery calls
Stages designed for consultants, from new inquiry to discovery call booked to won.
Calendars and reminders
Online booking for discovery calls with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for consultants
- 1
A client messages you about operations consulting
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book a discovery call from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for consultants
CRM works best alongside the rest of Ideally, on one platform.
Everything for consultantsDo you work with consultants anywhere in the US?
Yes. Ideally works with consultants nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for consultants different from a generic setup?
We build around how consultants win business: the discovery calls you book, the clients you serve, and services like strategy consulting and operations consulting.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how clients reach you today and show you what we would set up first.
No contracts. Cancel anytime.