Simple CRM for consultants
Leverage your skillset as a consultant. Offer personalized and customized advice to your customers with CRM for Consultants that organizes and automates data efficiently.
How can Solastis be helpful as a CRM for consultants?
Build Better relations
Stop spending time on manual processes. Focus more on building customer relationships.
Effective project management
Use sequential case management to execute client projects on time with ease.
Manage client enquiries from any device and provide solutions from anywhere.
How is Solastis CRM different than other CRM software?
With Solastis CRM, you can avoid communication gaps with the help of clear visual tools. You can integrate all your customer database seamlessly on one platform and access it at any time from everywhere.
Use Solastis CRM for Consultants to grow your consulting business manifold.
Why should you use Solastis CRM for consultants business?
Retain customers with more personalized service
- Access specific information about any client with one click
- Customize pipeline for each client by creating task templates
- Track the time taken to resolve each case to meet your deadlines
Manage enquiries efficiently with email integration
- Link any email service easily with Solastis CRM
- Organize email threads according to clients
- Separate or mark conversations according to the type of enquiry
Offer tailored advice by assigning tasks to a specific expert
- Delegate task to an advisor who has suitable skills for a client’s needs
- Organize your tasks by assigning them chronologically
- Stay in tune with the client’s demands through the sequential dashboard and know when to intervene for timely delivery.
Decide on the right CRM for consultants
As a consultant, you want to offer the best advice to your clients and cultivate a long-term relationship with them. In return, they want to rely on your knowledge and use it to the best of their benefit.
In the consulting industry, nurturing and maintaining customer relationships is of paramount importance. CRM can optimize your relationships with your clients, but you need to decide if it is suitable for your business.
Factors to consider before choosing a CRM solution for your consulting business
1. CRM software should enhance your customer knowledge and store it on a single platform.
When you have all the information about your customers in one place, you can prioritize their needs. A single platform also gives a better overview to improve your processes which leads to better customer service. It also enables you to pick and choose information as and when you want.
2. CRM should track every email conversation and integrate them seamlessly with your customer database. It should be compatible with any email service provider.
Every time you satisfy a customer’s requirements you still need to do more work to retain him. Because every time you do a good job, you raise the bar of expectations for the next one. When customers decide to work with you again, they expect a personalized experience.
Moreover, as a business, you want to hold on to old customers and attract new ones. It means you will always have more data and more emails to manage.
When you handle multiple customer requests and work on different projects, it is likely that you may overlook some emails, confuse customer names or miss a deadline. So, you should also pick a CRM solution that lets you track all incoming and outgoing email communication to provide prompt services to your customers. You should be able to get any specific information with a click and not waste time parsing emails for data.
It is also possible that your clients use different email service providers. In such cases, you should choose CRM that can be used with any email service provider easily.
Solastis CRM structures all your interaction, and you can separate it according to customer requests and ongoing projects.
3. CRM should offer uncomplicated visual dashboards for optimal delegation and efficient time management.
Simply put, dashboards convert data into usable insights.
With dashboards, you can also create and monitor case types and assign cases to a specific person with relevant expertise. You can also track the time taken to resolve a particular case. If it takes more time than required, you can set reminders to meet deadlines. You can also create templates for similar case types and save time in the future.
Solastis CRM has all the above capabilities, so start augmenting your consulting services and enhancing your customer relationships today.
Ask for a demo or try it for free.
An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the Case is moving in an efficient and predefined order. You will also know exactly where the case it stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. Never miss an important update.