CRM for management consultants

To retain valuable customers, management consultants strive to meet the requirements of their customers and satisfy their wishes as only satisfied customers will recommend services to other companies. Successful customer projects are easily implemented with a central client management tool and a streamlined project planning process. CRM software and project management/project controlling processes are combined to ensure successful business operations.

A professional CRM tool helps consulting companies to save time, reduce costs and deliver high-quality service to their customers.

• Knowledge transparency for efficient work processes
  All employees can easily access the central database. This makes it easier for them to coordinate appointments, manage tasks and documents, and work together on interdepartmental or intercompany projects. Project managers benefit from special dashboards for consultants that display all information at a glance.
  
  
• 360° view of your projects
  With just one glance you will be able to see which projects are currently important and who is responsible for them. All information about tasks, appointments or caller notes can be accessed centrally. Streamline your organizational processes within the company and speed up the flow of information. You can detect risks and include phases or milestones in the planning process right from the start. You can record times, expenses and external expenses and create analyses.
  
  
• Complete control with the dashboards
  Management dashboards present individual data for lead managers so they can keep an eye on all business operations. With access to real-time information, managers can plan and adjust their strategies relying on centrally stored data. A sophisticated rights system ensures that each employee can only access the data that he or she is allowed to see.
  
  
• Complete customer centricity
  Always well-informed about customers: benefit from an up-to-date address database and a real-time customer dossier. Keep track of your customer's data: Appointments, tasks, call notes, correspondence and opportunities are displayed in a well-structured manner and sorted chronologically in the dossier. Your consulting staff is always well-informed when talking to customers and customers in return will feel looked after.