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.

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 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. 

Choose Bitrix24

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.
12,000,000+ organizations have chosen Bitrix24