Free CRM for consultants

Free CRM for consultants

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. Register now or check out videos and CRM manual for quick start.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic features

  • 12 users free or $99/mo unlimited users
  • 5GB free online storage
  • Works for any agency
  • Full sales cycle management
  • Client access
  • Email marketing
  • Call center
  • Cloud or self hosted (open source code access)
  • Free mobile apps for iOS and Android
  • API and marketplace
Free CRM for agencies

CRM for consulting companies

  • Client database
  • Prospects (leads)
  • Email marketing
  • Quotes
  • Invoices (Billing)
  • Business processes
  • Learn more
Free CRM for consulting agency

Time management for consultants

CRM for consutlants billable hours

Task management for consultants

  • Workgroups/Projects
  • Tasks and subtasks
  • Checklists
  • Task templates
  • Recurring tasks
  • Time tracking
  • Gantt chart
  • External users (extranet)
  • Learn more
CRM and task management for consultants

Document management for consultants

  • Online storage (5GB to Unlimited)
  • Online editing
  • File sharing
  • Download links
  • File access rights
  • Cloud-PC-Mac-iOS-Android sync
  • Document approvals
  • Learn more
Free CRM consultant document management

Communication tools for consultants

  • Private social network
  • Instant messaging/group chat
  • Videconferencing
  • Email server
  • Call Center
  • Mobile messaging
  • Learn more
Free consultant CRM

Total consulting company management

  • Intranet
  • Company News
  • HR
  • Employee onboarding
  • Vacations & Time Off
  • Knowledge Management
  • Learn more
Free consulting firm CRM

Bitrix24 CRM manual is available here. If you are interested in buying self-hosted editions of Bitrix24, which come with API, CMS and source code, can be easily customized and integrated with other tools, please download a trial version here.

4,000,000+ organizations are already using Bitrix24