The dynamic landscape of consulting places a considerable premium on relationships, client retention, and streamlined service delivery. These are the pillars that determine the success trajectory of a consultant or consulting firm.
Consultants who expertly handle these aspects usually have a powerful tool at their disposal, one that's often underestimated in its potential: customer relationship management (CRM) software.
They can't just use any CRM — they need one tailored to the needs of consultants. The number of options can seem overwhelming, and not all CRMS are created equal. So how does a consultant determine which CRM aligns with their operations and will truly serve as an asset?
This comprehensive guide breaks down what consultants should look for in a CRM, explores potential pitfalls in the selection process, and details the top eight CRMs that stand out in the industry.
As an added bonus, we'll take a close look at Jetpack CRM, a solution that seamlessly integrates with WordPress and offers features tailored for consultants.
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