Free CRM For Consultants

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 track orders, manage invoices, and avoid overbooking.

CRM Software For Consultants

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 track orders, manage invoices, 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 with virtually no limitations. Second, it comes with all the necessary tools – not just database of your prospects or existing clients, but quotes, invoices, time tracking 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. 


Choose Bitrix24

Bitrix24 is a free CRM for agents and agencies. Unlike other supposedly free CRM solutions, which restrict what you can do with the free plan, all CRM records, quotes and invoices are free and unlimited in Bitrix24. Consultant CRM is a comprehensive solution for managing your entire agency - not just sales and clients, but tasks, projects, time, and documents. 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.

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic Features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • Contact center
  • Free customizable fields
  • Free quotes & invoices
  • Free 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:
9,000,000+ organizations have chosen Bitrix24