What Is The Best CRM For Consulting?

What is the best CRM for consulting?

Hands down, it’s got to be Sheetify CRM. Curious why? Let’s get into it.

Modern consulting is all about speed, precision, and client focus. To stand out, consultancies need to stay agile, organized, and ready to deliver results the moment clients need them.

Between juggling leads, managing projects, and keeping every stakeholder happy, there’s zero room for disorganization.

Despite this, too many consulting firms are still relying on scattered spreadsheets and endless email chains that simply can’t keep up.

The result? Missed follow-ups, lost opportunities, and frustrated clients. That’s why a CRM isn’t just helpful; it’s essential.

A CRM essentially brings everything together in one place, helping consultants stay organized, deliver a seamless client experience, and focus on what truly drives results.

Between managing leads, tracking deals, and staying on top of every single client interaction at all times, your CRM system needs to simplify (not complicate) your day.

Enter….Sheetify CRM.

What is Sheetify CRM?

Sheetify CRM is essentially a Google Sheets template that transforms Google Sheets into a fully functional, easy-to-use CRM (without the endless monthly subscriptions).

It’s built specifically for all types of small teams, including consultants, freelancers, and firms who want total control and efficiency inside a tool they already know and love.

It might look like a spreadsheet, but don’t be fooled! Sheetify CRM is a complete business management powerhouse disguised as a simple Google Sheet.

Sure, this Google Sheets CRM template can help effectively manage your leads, contacts, and entire sales process with ease.

But did you know that Sheetify CRM also acts as a dynamic all-in-one platform that keeps every part of your business running smoothly?

Here’s everything you can do with it:

●     Manage your products, services, and transactions.

●     Track customer interactions and communication history.

●     Create and manage support tickets, invoices, and purchases effortlessly.

●     Monitor sales pipelines and deal progress in real time.

●     Launch and send bulk email campaigns directly from your Google account.

●     Sync seamlessly with Google Forms, Contacts, and Tasks.

●     Use built-in calendars to manage client meetings and sales follow-ups.

But that’s just the start! The built-in dashboard gives you a bird’s-eye view of your business, from team performance and monthly revenue to top-selling services and pipeline insights.

Thanks to Google Sheets’ unmatched level of flexibility, every single feature is fully customizable to match exactly how your business works.

Better yet, with Sheetify CRM, you can manage your entire customer database in one streamlined dashboard for a one-time, affordable cost of $67!

If you’ve been searching for a CRM that’s built for real consultants instead of big corporate sales teams, Sheetify CRM is the ultimate solution you’ve been looking for.

Find out more about Sheetify CRM and if it’s the best CRM solution for you here.

What is a CRM for consulting?

Running a consulting firm means constantly balancing two worlds: winning new business deals and delivering exceptional results for existing clients.

One minute you’re prospecting, writing proposals, and negotiating contracts. And the next? You’re managing projects, tracking milestones, and ensuring every client feels supported!

Quite frankly, without a CRM, things can get messy fast. Leads slip through the cracks, client data gets scattered, and consultants double-handle documents or forget to follow up.

Plus, as the team grows, onboarding new consultants only becomes more difficult.

Worse still, a lack of visibility makes it nearly impossible to understand your sales pipeline. Which leads are active? Which proposals are pending? And which deals are about to close?

But a well-structured CRM changes all that.

It essentially aligns your sales and delivery processes, giving you complete visibility from the first contact to project completion.

This is exactly where a CRM specifically built for consulting teams steps in, acting as the central hub that brings your entire operations and workflows together.

It lets you manage every interaction, deal, and project in one place, so you don’t need to hunt through your emails, spreadsheets, and sticky notes to find what you need.

With a consultancy CRM, you should be able to:

●     Track leads, proposals, and upcoming follow-ups.

●     Organize ongoing projects, clients, and deliverables.

●     Store meeting notes, documents, and communications in one shared space.

●     Manage multiple contacts within each client company.

●     Monitor deadlines, renewals, and upcoming contracts.

Honestly? A consultancy-based CRM doesn’t just organize your consulting business; it transforms it.

It brings structure, clarity, and consistency to every client relationship, helping your firm deliver a professional, efficient, and scalable experience every single time!

Why use Sheetify CRM for consulting?

For consulting agencies, there’s always a constant battle between balancing client acquisition, delivery tracking, relationship management, and business growth.

Therefore, a CRM tool that centralizes your leads, tasks, communications, and analytics (while remaining affordable and easy to use) is seriously a strategic asset!

While this can be hard to find, Sheetify CRM’s blend of features maps very closely to those needs:

●     It helps capture and nurture leads so you don’t miss new business opportunities.

●     It supports tracking project stages, client interactions, and follow-ups in one place so you deliver consistently.

●     It gives you visibility into both performance and revenue so you can scale wisely.

●     It keeps your costs low (especially important for consultancies that don’t want large fixed overheads).

●     It doesn’t force you to learn new software! You stay entirely within the Google ecosystem.

Basically, consultancies should use Sheetify CRM because it's an affordable, no-subscription option for managing clients, projects, and sales pipelines seamlessly.

It’s as simple as that!

Check out this visual guide on how you can use Sheetify CRM here.

Sheetify CRM key features for consulting

Sheetify CRM comes packed with powerful features designed to help consulting firms stay organized, streamline client management, and keep every project running smoothly.

So, what are Sheetify’s key features? And how can they specifically help consultants?

●     Contact and Lead Management: The dedicated sheet for managing leads, prospects, and clients is available in one place. This means you’ll never lose track of which organizations you’re working with, what stage each opportunity is at, or what follow-up your clients or deals require and when.

●     Sales Pipeline and Deal Tracking: With a built-in ‘Kanban style’ pipeline, you can visually see your current deals by status, value, close date, and more. As consultants are often juggling proposals, retainers, and project bids, this lets you visualize where each sits and prioritize accordingly.

●     Task and Client Workflow Integration: The seamless integration with Google Tasks makes tracking tasks linked to clients effortless. Consulting isn’t just about just tracking clients; you’re tracking deliverables, meetings, milestones, and more. So, having tasks tied to the CRM keeps everything aligned!

●     Built-In Email Marketing and Gmail Integration: Send personalised bulk emails to your clients via Gmail directly inside your sheet! As consultants often need to send proposals, follow-ups, and status updates quickly, having this at your fingertips means fewer tools to switch between and more coherence in client communication.

●     Issue / Ticket / Interaction Tracking: Simply manage client issues or service requests, and track interactions in the dedicated tabs. For consultancies offering ongoing support or advisory services, it’s essential to capture client requests and track feedback to ensure nothing gets missed along the way.

●     Dashboard and Reporting Tools: Includes sales dashboards showing team performance, top services, revenue by client, and more. As a consultancy grows, it's essential to dig into your metrics. Which service lines are working? Which clients generate the most value? Where are the bottlenecks? Sheetify CRM does it all.

●     One-Time Purchase / No Subscription: Sheetify CRM offers lifetime access for a one-time payment, eliminating those pesky monthly fees. As many consultancies have fluctuating workloads, uncertain pipelines, and need lean cost structures, this dynamic one-time cost completely eliminates overheads and supports budgeting.

●     Built within Google Sheets: Sheetify CRM lives in Google Sheets and integrates with Google Workspace Apps like Gmail, Tasks, and Forms. Because many consultants already use Google Workspace (and are comfortable with spreadsheets), this leads to faster adoption, fewer training issues, and a tool that fits into already existing workflows!

Read more about Sheetify CRM’s key tools and features here.

For consultancies that need complete control and customizable tools, Sheetify CRM seriously offers the flexibility and visibility that other systems just can’t match.

And the good news? It’s not just the best CRM for consulting firms….It’s the ultimate no-subscription solution for all small businesses!

Sheetify CRM was designed to keep your team organized, efficient, and focused on delivering exceptional results for every client.

Ready to simplify your consulting workflow? Try Sheetify CRM today and see the difference for yourself.