Best CRM for Consultants to Take Your Firm to The Next Level

Use an all-in-one tool CRM with social selling & sales prospecting features

Introducing Upsurge CRM for Consultants

Consultants often work with clients to provide expert advice and solutions. Here’s how you can tailor Upsurge CRM to enhance your consulting practice:

Client Relationship Management

Utilize Upsurge CRM to manage client information, communication history, and project details.

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Project Tracking

Organize project details, timelines, tasks, and resources within Upsurge CRM to ensure smooth project execution.

Communication History

Log interactions, meetings, and calls with clients in Upsurge CRM to maintain a comprehensive history.

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Task and Reminder Management

Set reminders for client follow-ups, project milestones, and important deadlines.

Document Storage

Store project-related documents, contracts, and important files securely within Upsurge CRM.

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Proposal and Contract Management

Manage proposals, contracts, and scope of work documents in Upsurge CRM for easy access.

Billing and Invoicing

Streamline billing processes by tracking invoices, payment statuses, and financial transactions in Upsurge CRM.

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Consultation Notes

Use Upsurge CRM’s note-taking features to document insights, recommendations, and progress during client consultations.

Analytics and Reporting

Leverage Upsurge CRM’s reporting features to track project progress, client satisfaction, and consulting performance.

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Networking and Referrals

Maintain relationships with past clients in Upsurge CRM, encouraging referrals and repeat business.


Segment clients based on industry, consulting needs, or engagement type for targeted communication.

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Online Collaboration

Collaborate with clients and team members within Upsurge CRM, sharing updates and insights.

Remember, while Upsurge CRM may not be designed specifically for consultants, its flexibility allows you to adapt it to your consulting needs. Customize the platform to match your workflows and provide enhanced value to your clients.

For the latest information on features or capabilities that can specifically support consultants, I recommend visiting the official Upsurge CRM website or contacting their support for accurate and up-to-date details.

Social Selling CRM For B2B Companies​

You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.

Trusted by 100+ enterprises to run their entire consulting business

James Roberts Business Consultant

UpsurgeCRM has become an indispensable tool in my consulting practice. It streamlines client interactions, project management, and billing. I can't recommend it enough.

Maria Lopez HR Consultant

Managing multiple clients and projects is a breeze with UpsurgeCRM. It's a powerful tool for consultants. The customizable features are a standout.

Ready to try Upsurge CRM for Consultants?

Sign up for a free trial with Upsurge CRM.