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CRM for Consultants

CRM for Consultants, Agencies and Professional Services

Customer relationships are paramount for agencies and consultants; you’re often working one-on-one with your clients and need to keep track of all their activity. A flexible CRM that logs your day-to-day interactions, as well as provides business insights, will help you maximise those relationships.

SpotlerCRM is an out-of-the-box solution that’s ideal for business consultants, marketers, PR agencies, HR, and other professional services.

Designed for small and mid-sized businesses B2B, it helps you effectively manage your sales, track your leads and organise your workflow.

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Time Saving Sales and Marketing Automation

When time equals money, you’ll not want to be spending it entering data to your CRM. That’s why we automate your data flow for you: email integration, capturing and responding to new inquiries, scheduled newsletters, and drip marketing campaigns. This means you get to focus on driving and developing your consultancy business, and not on administration.

Track incoming and outgoing referral business

Record man days or hours in your sales pipeline

Send quotations directly from the CRM

Pass completed assignments to your accounting system for billing

Send targeted newsletters to multiple customer segments

Sync your customers emails to the CRM

Run reports for full customer insight

Never Miss Another Sale

Our lead management software helps you manage your prospects from initial inquiry through to a confirmed sale.

You can track each sales opportunity to effectively prioritise your sales effort, giving you visibility of your sales team’s pipelines right through the sales process.

You can create sales opportunities showing the value of the deal and give each a probability of success with a weighted value. This lets you run fairly reliable, helping you manage your accounts and cash flow.

CRM System Integrations

SpotlerCRM includes integrations to your accounting software, Office 365 and Google Apps. In addition, our integration with offers the ability to integrate to over 5,000 other cloud applications, from timesheets and project management to SMS messages and event management.

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