CRM for Consultants

Independent consultants and small consultancies live or die by their pipeline. A CRM keeps your leads, proposals and clients in one trusted place so you always know what needs your attention. These posts cover how to set up a system that fits the way you work rather than fighting it. I help small consultancies organise the business side so they can spend more time on the consulting. If your follow-ups depend on memory and sticky notes, read on.