CRM for Consultants & Coaches
Fill your pipeline with qualified prospects, nurture long-cycle leads, and turn every engagement into a referral source
Trusted by consulting businesses to automate customer engagement, streamline operations, and drive growth.
Challenges in Consulting
These common pain points hold consulting businesses back from growing. SMBcrm was built to solve them.
Feast-or-Famine Pipeline
When you're deep in client engagements, business development stops. Without a system nurturing prospects in the background, your pipeline dries up the moment a project ends.
Proposals That Go Silent
You invest hours crafting proposals only for prospects to disappear. Without structured follow-up, high-value opportunities quietly die while you move on to the next one.
No Referral System
Satisfied clients gladly recommend you when asked, but most consultants never ask systematically. Your most powerful growth lever -- word of mouth -- runs on luck instead of process.
How SMBcrm Solves It
Purpose-built tools for consulting businesses to automate, engage, and grow.
Proposal Pipeline Tracking
Track every opportunity from initial conversation through proposal, follow-up, and signed engagement with visual pipeline boards designed for consulting sales cycles.
Automated Proposal Follow-Ups
Send timely, personalized follow-up sequences after delivering proposals so prospects stay warm without your team chasing them manually.
Thought Leadership Nurture
Keep prospects engaged between touchpoints with automated email sequences sharing insights, case studies, and content that positions you as the trusted expert.
Discovery Call Scheduling
Let prospects book discovery calls and consultations directly from your website or email signature with automated confirmations and reminders.
Post-Engagement Referral Campaigns
Trigger referral requests and testimonial asks at the close of every engagement when client satisfaction is highest, turning every project into your next lead source.
Measurable Impact for Consulting
More proposals followed up with automation
Pipeline value with consistent lead nurturing
Built for Consulting Businesses
SMBcrm works for a wide range of consulting businesses, from solo practitioners to multi-location organizations.
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