This task can be performed using CRM Chief
Consulting
Best product for this task
What to expect from an ideal product
- Track client interactions and project milestones in one place to keep consulting engagements organized and on schedule
- Automate follow-up reminders and proposal deliveries so no potential client falls through the cracks during busy periods
- Store client history and project details to quickly reference past work and provide more personalized service recommendations
- Generate reports on consulting hours and project profitability to identify which services bring the best returns
- Streamline client onboarding with templates and checklists that ensure consistent delivery of consulting services
