CRM for management consulting

To retain valuable customers, management consultants strive to meet the requirements of their customers and grant their wishes, because satisfied customers are more likely to recommend their services by word of mouth. Successful customer projects are easily implemented with a central client management tool and a streamlined project planning process.

Your CRM software requirements

  • Managing data of your clients and customers.
  • Planning, executing and analyzing complex projects.
  • Using intelligent functions to help you in your daily work when consulting customers.

The benefits

Using a CRM software tool, all employees can easily access the central database. This makes it easier for them to work in a team and to coordinate appointments, manage tasks, and work together on projects.

All information on customer projects is stored centrally. One glance at your CRM system – and you will see which projects are currently important and who is responsible for them. Streamline your organizational processes and speed up the flow of information.

During the project planning process, you can detect risks and set phases or milestones right from the start. Times, expenses and external costs are easily entered and analyzed. Your project managers and executive managers benefit from special dashboards for consultants and managers that display all information at a glance.

CAS Consulting is a CRM solution tailored to the specific requirements of consulting companies. The flexible complete solution helps consulting companies to manage customers' data and information across the entire company. CAS Consulting is based on CAS genesisWorld, the award-winning CRM solution for small and medium-sized enterprises.

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  • Opportunities
    Our CRM services support an excellent sales method and you can make the best of your sales opportunities. Use your sales opportunities to keep track of ongoing acquisitions and your lead's potential. The automatic notification and action service keeps you regularly informed about events such as your leads' birthdays or rescheduled appointments. You can create sales forecasts and report with just a click of your mouse. Using this smart CRM solution, your entire sales process will become more transparent and efficient.
  • Project management
    Successful consultation depends on a high-level of expertise and efficient project management. CAS Consulting helps you to plan and control your consulting projects. While planning, you can add targets, risks, different phases, milestones as well as tasks and resources. You can also enter working hours, expenses and third-party services and compare them with your budget, and then generate reports automatically with just a click of your mouse.
  • Monitoring and controlling projects
    Being able to assign working hours to a project is essential for effectively monitoring and controlling projects. CAS Consulting ensures that times, expenses and external service costs can be entered correctly and from anywhere, differentiating between customer and project data. You can include budget and material costs and enter details of hourly rates and estimate-to-complete figures. Daily status reports keep you regularly informed as to the status of your project and ERP-system integration lets you calculate the costs of your project at the touch of a button.
  • Task management
    The task management features enable you to view instantly all tasks that have just been started, are being processed or have been completed. You can delegate and monitor tasks and once they have been completed, you can then create follow-ups. The sophisticated filter allows you to sort and display tasks by due date, person responsible, and so on.
  • Managing appointments
    The calendar lets you view all your appointments, events and holidays. You can choose from three different views: day, week or month. A particularly useful feature is the shared calendar view. Say you want to schedule a meeting for a number of your colleagues. Well, the shared calendar lets you see when they are all available with just a few clicks of your mouse.
  • Mobility
    No matter whether your employees are visiting customers or working from home, or your consultants are using smartphones or laptops while on the road, or your company has a number of subsidiaries - through replication and online access, CAS Consulting ensures that your people have direct access to up-to-date information at all times. Not only can your employees view this information, they can also edit it. All this means that your employees are always kept up to date wherever they are.

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Interested? Contact us.

Contact us to arrange a free consultation. We are available Mondays to Fridays from 8:00 to 18:00: