CRM System for Sales Consultants
Bitrix24 is the best free fully featured CRM for consultants or consulting firms. Bitrix24 offers a complete contact center and project management tools as well. Use Bitrix24 for collaboration for with clients or other parties that are involved in your consulting projects.
Being a consultant means dealing with hundreds, or even thousands of clients. It concerns any type of business: travel, insurance, lawyer services, and so on. With the help of CRM for consultants, you can manage clients and avoid overbooking.
If you are a consultant or a consulting firm looking for a CRM, you are in the right place. First, Bitrix24 is essentially free. Second, it comes with all the necessary tools – not just database of your existing clients, but contact center and project management as well.
Third, Bitrix24 is a collaborative CRM, meaning you can use it to collaborate with your clients or other parties that are involved in your consulting projects.
Bitrix24 is a free comprehensive CRM for agents and agencies. Powerful CRM and marketing automation solution for consultants with agency management tools: projects, docs, time and attendance tracking. Register today and take your business to the next level with Bitrix24.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited records
- Free 5GB online storage
- Email marketing
- Contact center
- Customizable fields
- Quotes & invoices
- Call center
- Cloud or self hosted (open source code access)
- Free mobile CRM iOS and Android
- Free integrations (RestAPI)
CRM for Consultants
- Contact management
- Core CRM & Full Sales Cycle Management
- Custom forms and fields
- Lead distribution among agents
- Sales funnel
- CRM reports
- Business Processes (Workflow Automation
Sales Tools for Agents
- Quotes and Invoices
- Products and Product Catalog
- Currencies and taxes
- Online call center
- Email marketing
- Mobile CRM
Task Management for Consultants
- Workgroups/Projects
- Tasks and subtasks
- Checklists
- Task templates
- Recurring tasks
- Time tracking
- Gantt chart
- External users (extranet)
Document Management
- Online storage (5GB to Unlimited)
- Online editing
- File sharing
- Download links
- File access rights
- Cloud-PC-Mac-iOS-Android sync
- Document approvals
- Learn more
For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
12,000,000+ organizations have chosen Bitrix24