Client Relationship Management Software

What is Client Relationship Management?

CRM client relationship management is an access to managing a company’s relationships with current and potential customers. It uses data research about customers’ past contacts with a company and to refine business relationships with customers, particularly focusing on customer retention and in the long run contributing to sales growth.

One of the most important features of the CRM is that the systems gathers data from a number of different communication channels, including a company’s website, telephone, email, live chat, marketing materials and social media.

Due to the CRM approach companies get more aware of their target audiences and how to best correspond to their needs. Implementing the CRM approach may also lead to a situation when some of the customers would become more significant than other consumers, resulting in dissatisfaction among customers and destroying the purpose of CRM.

The idea of customer relationship management started in 1970s, when information about customer satisfaction was obtained by using annual surveys. At that time, companies had to depend on offline mainframe systems to automate sales, but this type of technology allowed them to categorize information about customers in charts and lists. Continue reading “Client Relationship Management Software”

Most Popular Consulting CRM Softwares Your Business Will Benefit from

Day by day, business owners have to resolve lots of different problems. The latter include a wide variety of issues, from sales and marketing to client servicing and reselling. Those who head up private consulting firms are no exception. Naturally, they can handle all their problems using old good card-catalogues and traditional books of records. But how time-consuming and inconvenient they are!

Smart consultants give preference to customer relationship management softwares that help them regain control over the whole scope of their daily operations. Let us gain an insight into the key benefits of CRM for consulting firms:

  • They improve the company’s workflows.
  • The systems of the kind move leads through the sales funnels.
  • Such platforms promote customer experience.

We are ready to present you the top five CRM for Management Consulting Firms that help organizations of all sizes in their marketing efforts. Here they are:


Bpm’online Consulting CRM

It is a cloud-based customer relationship management system for consulting firms and professional consultants that improves resource allocation, boosts officer productivity and enhances human resource management efficiency. Bpm’online allows users to implement smart enquiry management tools and organize all the company’s documentation in a single stream. The software lets modern organizations centralize all their collective knowledge and experience in the single database. With this CRM for consultants, you will have a perfect opportunity to elevate your client relationships and sales management to higher standards. You will bу able to organize all types of activities in a user-friendly interface, plan workload for your team, calculate costs of services and control all additional expenses. Besides, with bpm’online you can monitor the results of your day-to-day activities, continuously improve the firm’s business processes and gain competitive advantage as compared to other companies working in the same industry.


Bitrix24 Consulting CRM

It is a highly secure, turnkey CRM system for small and medium-sized companies aimed at efficient collaboration, communication as well as business process management. The software helps consulting organizations get rid of data silos and move all the necessary pieces of information to a well-protected centralized database. Using Bitrix24, you can apply to a variety of effective instruments, which will help you create reports, import and export contacts, perform the analysis of the team’s performance and so on. This CRM for consulting companies gives users a quick look at their sales funnels and allows them to monitor all their transactions in progress. What is more, this customer relationship management platform features a Gantt chart, in which you can view all the company’s tasks and subtasks with their statuses, responsible employees and chronological relationships. All this enables consultants to work more effectively and with greater confidence.



It is an integrated professional service designed to automate business processes of consulting firms and agencies. The platform streamlines all the company’s workflows and helps employees deliver their projects on time. The CRM tools of Accelo let consultants manage the firm’s budget, maximize revenue and avoid value leakage. The software integrates sales, projects, support service and the staff into the single centralized system, saving you from the trouble of using multiple platforms and spreadsheets. With this CRM for Consulting Firms, you will be able to focus on client relationships, as you will know what is going on with every customer at any given time. Moreover, Accelo enables organizations to increase their billable hours, utilize their resources more efficiently and get rid of redundant administrative procedures. Finally, the system can be easily integrated with other apps used by most modern consulting agencies.



It is a comprehensive CRM solution that helps consulting firms accelerate their employee productivity, increase the level of client satisfaction and gain the maximum visibility of human relationships within their organizations. Bullhorn equips companies with the real-time insights into the client’s situation. For instance, you will hold information about the person’s relationship history, his orders, top engaged contacts and so on. With this CRM for management consulting firms, you will receive alerts about client issues right to your mobile phone, so be ready to respond to them as quickly as possible. Besides, the system helps companies manage all their eventual personnel operations with timesheets, expenses, commissions, invoicing and onboarding programs. Bullhorn is a fully customizable platform that can be changed in accordance with the users’ preferences; you can easily adjust it with a simple drag and drop function.



It is a dynamic CRM solution that will help you digitize your sales management consulting firm. The system lets users identify the areas for improvement, makes them more proactive and increases the level of customer loyalty. It features a user-friendly dashboard, which will be very helpful in management of a client contact information, keeping track of the firm’s projects and recent dealings, making schedules for the stuff and so on. All this data can be used later for the purpose of reporting on the consultants’ performance and the clients’ actions. With Base, you will have a perfect opportunity to prioritize the company’s leads and customize multiple sales pipelines in order to track and manage different deals. The platform will let you associate a number of contacts with a single deal, so that you could easily navigate multiple decision makers. What is more, you’ll stay connected on the go using the system’s mobile app for iOS and Android.

Turbocharge Your Sales With The Top 4 Sales Management Software Tools

The Art of The Deal: Then And Now

In the not so distant past, sales professionals around the world relied on manual tools and methods to push sales orders along the sales pipeline. Sales teams sent letters and contracts by post or by hand, transmitted messages internationally through facsimiles and waited to get back to their desk to receive “while you were away” notifications on post-it notes from the company secretary or receptionist.

Within three decades, a new tech savvy generation of sales professionals now dominate the field. The old way of conducting sales has become extinct. The loud keystrokes of typewriters and bulky keyboards has been replaced with the silence of virtual keyboards on smartphones and tablets. The sound of the facsimile printer (or worse, the dot matrix printers of telex machines) has been replaced by a single chime of incoming mail or notifications in powerful new apps, all designed to reduce the response time for incoming sales inquiries to seconds or minutes instead of days or weeks.

Sales teams can now collaborate and share real time information about their various prospects and deals, digitally acquire new leads and close deals from a single digital platform, designed specifically with them in mind.

The Top 4 Sales Management Systems In 2017

Although no common standard for sales software solutions exists to aid in their ranking, the best software for sales management share a common set of features that include the ability to tweak the platform to fit particular use cases, environments and industries. Sales funnels are generally similar but the tasks describing the progress of a lead through it is unique to those cases, environments and industries.

Having said that, all modern software for sales management aim to help businesses boost their sales operations through various techniques such as automation and industry-specific templates for workflow and documents. With that in mind, we present to you 4 of the best sales management software platforms available in the market today that will fit the most common requirements along with the ability to configure and customize the solution to meet particular needs.

BPM’online: Bpm’online is our top choice in this list of best sales management software and is one of the market’s leading and most intuitive and user friendly sales management platforms available in the market today. Its comprehensive sales, marketing, and customer service capabilities are integrated in a unified platform, thus enabling sales teams with the ability to automate lead generation while generating more repeat business by providing customers with a personalized sales experience based on their previous preferences and service history.

Bpm’online online sales software

One of the most beneficial advantages of Bpm’online is that it comes with a rich library of pre-defined sales process templates that follow industry best practices for many common industries. It boasts powerful 3rd party integration capabilities with various communication channels such as online digital marketing campaigns, email servers, call center management engines and social media channels. Among its other powerful benefits are custom reporting, real time dashboards, team communications and management, process editing, collaboration tools, document libraries and much more. It can be deployed on-premise and in the cloud and is suited for businesses of any size.

Sugar CRM: SugarCRM is a general, multi-feature open source CRM solution with powerful sales management capabilities, which are a subset of a robust CRM solution. This platform is ideal for businesses of any size that require good scalability from their software. It comes with a rich feature set for the end-to-end management of sales operations, including live dashboards, visual reports, workflow management, offer and order management, client profiling and order histories. Because of its open source nature, a passionate open source community contributes many additional modules, features and integrations that allow further customization to meet any kind of requirement and environment. Like Bpm’online, SugarCRM can also be deployed on-premise and in the cloud.

Sugar CRM online sales software

PipeDrive: PipeDrive is an online sales management platform that is available as a Software-As-A-Service. Its simple and intuitive interface allows for rapid deployment for small and medium sized teams looking to hit the ground running. It has a robust feature set, though not as extensive as the ones provided by Bpm’online and SugarCRM. Nevertheless, it compensates with its simplicity and rapid adoption rates. It provides sales pipeline visualization capabilities, sales team management, sales forecasting and places emphasis on customer interaction logging. It has decent 3rd party integration capabilities with other online platforms such as Google Apps for productivity and collaboration and MailChimp for email marketing.


HubSpot Sales: HubSpot Sales is an online sales software system designed to integrate easily with existing workflow. The strategy that HubSpot follows here is to minimize adoption time by introducing a learning curve only to the platform, not the process. The reasoning behind this is that process change comes over time and not necessarily at the time of implementing a new platform.

HubSpot’s online sales management system is an intelligent option that combines common sales management capabilities in an intuitive interface, with a strong focus on change management but without the complexity found in other platforms. Like others on this list, HubSpot can be integrated with online campaigns, email services, social media platforms, call centers and many others. Like PipeDrive, HubSpot is an online subscription only platform. And even though its subscription costs may be considered cheap, its ROI is realized over the long term with savings in reduced deployment downtime and seamless change management capability.

HubSpot Sales

Marketing automation software

Marketing automation software is the top of any list of best solutions for modern businesses. This technology allows companies to streamline workflows and operational efficiency.

The goal of the marketing automation software is, as it follows, quick automation of marketing actions. Using the technology makes repetitive tasks (emails, social media, different website actions) much easier and saves up a lot of time. Besides, it simplifies marketing ROI measurement.

Marketing software is used in many modern business processes. It’s widely presented in the B2B and B2C types of organizations. The software helps increase sales and stimulates profits.

Opportunities offered by marketing CRM software:

  • placing all the marking data in one spot;
  • providing clear customer database segmentation;
  • aligning marketing, sales and service on the same CRM platform;
  • segmenting and targeting right messages to each customer;
  • customer interactions across online and offline channels;
  • analytics for testing, measuring, and optimizing marketing ROI;
  • tracking new leads, evaluating the efficiency of different channels;
  • automation of marketing campaigns;
  • extensive integration possibilities.

Why marketing automation platforms are so powerful

To be successful and efficient, specialists in marketing should respond personally to every customer who shows the slightest interest in buying. But in real business it’s hardly possible. And only technological platforms can fully automate all marketing communications.

Top 5 Best marketing automation softwares

The best solutions for business automation are determined by customer satisfaction according to the users’ reviews. All the software products introduced below have “all-in-one” business options: blogging, email, analytics, social media, automation and much more.

  1. Bpm’online marketing automation software is a cloud CRM multichannel management software for businesses of all sizes. The platform enables to have a constant dialogue with your customers. Engaging interface, free of redundant information, makes communication and marking easy and pleasant. This software is widely recognized by key industry analysts.

Special features:

  • email-marketing tools for personalized communications with every customer;
  • three basic products aligned on a single platform (marketing, sales and service);
  • no coding or any technical difficulties in changing processes;
  • bulk data import and export;
  • complete monitoring of workflows and history tracking.

Marketing automation software bpmonline

  1. Autopilot a is visual marketing software, which helps communicate with customers and manage leads smarter. It’s easy to use and suitable for multi-channel marketing automation needs. Autopilot marketing automation tools successfully serve both small and large businesses. The software connects different apps to integrate and automate tasks.

Special features:

  • enables to send texts or emails to the right people at the right time;
  • built-in integrations with Twilio, Segment, Salesforce, Lob and more;
  • tracking real-time activities;
  • action-based trigger automation;
  • visualization of data and revenue reporting.


  1. Oracle Eloqua is a good choice for large enterprises that provides real time data transformation. This software offers a lot of features in its basic package. It integrates with other CRM systems. Oracle marketing automation tools are well-designed for a precise event and budget management. It allows to create a network of over 500 partners and represents over 700 integrations.

Special features:

  • function of progressive profiling,
  • possibility of email A/B testing,
  • in-depth analytics;
  • tracking of lifecycle and revenue progress.

Oracle Eloqua

  1. Marketo offers online marketing automation for mid-sized businesses. It helps find the right customers and prioritize potential customers based on the fit with your business. Marketo applications plan marketing activities across the team. One platform handles millions of activities per day. The software gives you flexibility to launch targeted campaigns to generate more revenue.

Special features:

  • a built-in marketing calendar;
  • advanced social media promos;
  • advanced content abilities on landing pages;
  • the ability to allow sales and marketing to communicate through the same system.


  1. Hubspot CRM for marketing management serves for effective setting up workflows and their financial boosting. It saves time on repetitive tasks and helps control targeted workflows in real time. This automation tool is aimed at small businesses. The platform is easy to use and gives business owners a possibility to learn about online marketing.

Special features:

  • publish relevant, conversion-optimized content in social media;
  • insight analytics depicting main marketing impacts;
  • ability to tie all the data together with analytics;
  • the software is easily installed on laptops, tablets and smartphones.


Give it a try

Today only innovative strategies can really attract new customers. Hypercompetitive business environment requires being aware of all modern opportunities for effective business management.

Choose one the best online marketing software, presented in the review to evaluate the possibilities for streamlining your business processes. Using online marketing software is the best way to coordinate workflows and produce high-quality leads for the sales department. With the help of CRM marketing tools, you can control your entire business performance and make it more effective.

You can have your free trial of the chosen software to analyze its functions and opportunities first.

Top 5 game-changing CRM software solutions

Customer relationship management is all about establishing personal and emotional linkage with clients and partners. The robust interaction between consumers and a brand is a pillar of a business stability and success in today’s dynamic market landscape. One of the ways to solidify relationships with perspective and existing clients and at the same time reduce operational costs and boost productivity is investing in the right CRM product. CRM is a program (web-based, on-premise or hybrid), which enables companies achieve excellence in marketing, sales, and service by providing powerful tools to administrate every aspect of customer relationships.

An ideal CRM solution is entangled with the following features:

  • Business process management and automation
  • Customer data management and segmentation
  • Content management
  • Lead management
  • Social media integration
  • Reports and dashboards
  • User interface customization
  • Big Data management and storage
  • Files sync and share
  • Sales funnel management
  • Campaign management
  • Email and social media marketing
  • Product catalog
  • Mobile CRM
  • Order processing

Based on these criteria we have developed our list of the most sophisticated CRM tools and hope it will help business owners and executives figure out which solution will suit their needs best of all.


bpmonline crm software solutions

The acknowledged leader in online CRM software solutions, bpm’online provides a central hub for customer experience management and sales force automation.  What sets bpm’online out of the competition is that it is the first in the world process-driven CRM program, which allows non-technical users to easily design, modify, and run customer-facing processes on a single platform.

Such a powerful CRM+BPM engine enables to consolidate customer-related information, build efficient promotional campaigns, create and automate workflows using the inbuilt process designer, assign tasks and responsibilities, retrieve documents and contracts from the system, sharing information among multiple users and departments, track leads through a sales pipeline, analyze the results of each business activity, and much more.

Full-featured bpm’online software is able to serve every business need by incorporating three products in one CRM package:

  • Bpm’online marketing to develop and deliver compelling demand generation campaigns via different channels and evaluate their success;
  • Bpm’online sales to manage and automate vital business processes and keep an eye on sales performance;
  • Bpm’online service to solve customer cases, process orders, handle requests, and manage omnichannel communications with customers.

   Zoho CRM


One of the best CRM software products on the market, Zoho CRM is a powerful yet simple-to-operate platform helping its users manage sales and customer-related information in one place. The rich functionality of this solution can address many business challenges like planning activities for the target groups, creating invoices and quotes, managing deals and contracts, and tracking the progress of marketing campaigns directly from the system. The main features of Zoho CRM are:

  • Pipeline management
  • Task management
  • Contract management
  • Account management
  • Marketing reporting and analytics
  • Lead management
  • Campaign management
  • Social media synchronization

ProsperWorks CRM

prosper works crm software solutions

Smart and simple, ProsperWorks CRM is aimed at helping companies close deals faster. A seamless integration with Google apps makes ProsperWorks a high-performer among CRM solutions. The software provides all necessary tools to track leads in a sales process, capture specific data on new opportunities and create call-to-actions based on informational triggers, design customer engagement projects, manage a database, establish consistent communication with members and clients, and implement standard sales procedures. This CRM product provides such functionality:

  • G-suite integration and extension to Gmail and Inbox
  • Emails tracking
  • Sales tasks automation
  • Team activity tracking
  • Pipeline management and reports
  • Forecast management
  • Leads and sales dashboards
  • VoIP Calling

Salesforce CRM

Salesforce CRM

Cloud-based CRM software solution, Salesforce is an ideal program for midsize to large businesses of different types that are focused on overall monitoring and reporting. Salesforce can keep track of every prospect, client, and partner and provide insightful custom reports on sales and marketing activities, thus, contributing to more accurate decision-making and forecasting. Owing to rock-solid functionality, integration, and configuration, the suite can be very beneficial for companies looking to:

  • Manage lead and contact-related information
  • Build and execute online marketing campaigns
  • Get the real-time stats on sales
  • Reach out to the customers straight from the system
  • Share content among the participants
  • Track the teams’ and individual performance



Affordable and easy-to-use customer relationship management software, Nimble provides everything to effectively manage contacts, communications, and sales activities from one place. It can help the shareholders to organize workflows around new lead generation, segment contacts to determine the right audience for a new product/service, create and perform email and social media marketing campaigns, manage tasks and calendar events, etc. The key competencies of this solution are:

  • Customer database management
  • Lead management
  • Deal tracking and invoicing
  • Sales forecasting and analytics
  • Email marketing and tracking
  • Task management and reminders
  • Social networking services integration and social listening
  • Enterprise social network


5 CRM Solutions Designed To Help Your Business Increase Profits

CRM software is all about recording and maintaining institutional knowledge about customers from contact details up to purchasing behavior and history of interactions. A failure to keep every bit of customer information is fraught with lost opportunities, foregone income and utmost dissatisfaction with your brand. Hence, the essence of CRM products is undeniable. Still, it is very difficult to find the best solution as the modern CRM market offers over 200 tools.

Turning a prospect into a loyal patron and the automation of customer-facing processes are what a professional CRM suite is supposed to be capable of. For this, a fine customer relationship management program must serve a large scale of business needs across all departments and meet the following requirements:

  • Sales process automation
  • Contact and account management
  • Data analysis and insights
  • Custom reports
  • Social media features and social engagement measuring
  • Opportunity and pipeline management
  • Customer care tools
  • Prospects tracking
  • Unified database
  • Integration and mobility
  • Partner relationship management

A properly chosen CRM system can help organizations dramatically improve their teams’ collaboration and efficiency, build target marketing campaigns with a high conversion rate, detect prospects for up- and cross-selling, evaluate clients’ satisfaction, keep an eye on what consumers say about the company in the social networks and use the customer data to develop more personalized offerings. If a CRM product can address all these business concerns, a company is sure to boost overall productivity and, eventually, increase revenues. The only thing left is to select a decent CRM system.

Bpm’online CRM

Bpm’online CRM

Best-in-class cloud CRM solution, bpm’online is committed to making your business more profitable and competitive by providing an opportunity to align sales, marketing, and customer care processes on a single platform. This cutting-edge process-driven CRM software is the game-changing solution that incorporates customer relationships with business process management.

Such a revolutionary approach to CRM enables bpm’online users design and automate mission-critical processes, view customers from different angles, supervise promotion activities, monitor employees’ performance, deliver multichannel customer support and make more accurate data-based sales forecasts. What sets bpm’online apart from other CRM vendors is that it provides a truly rich functionality to manage every aspect of cooperation with both existing and to-be customers and bring sales and marketing initiatives under one roof:

  • Business process engine
  • Change management
  • Contact center
  • Customer database management and segmentation
  • Document management
  • Email marketing
  • Event management
  • Incident management
  • Knowledge management
  • Lead management
  • Mobile app
  • Multichannel communication
  • Opportunity management
  • Orders and invoices
  • Other services synchronization and integration
  • Product/service portfolio
  • Productivity tools
  • Project management
  • Reporting and analytics
  • Sales force automation
  • System designer/custom fields

BigContacts CRM

BigContacts CRM

BigContacts is a right choice for small to mid-sized companies looking for a flexible yet affordable online CRM solution. A full-featured lead-to-revenue tool, BigContacts allows for managing a complete customer journey, tracking contacts, calendars and tasks, capturing and keeping all conversations with clients/partners in a centralized database, sending automatic event-triggered notifications and alerts to stakeholders, putting emails on the autopilot and getting real-time sales reports. Such powerful CRM software provides the next modules:

  • Contact management
  • Email marketing
  • Landing page creation
  • Mobile CRM
  • Opportunity management
  • Reports and dashboards
  • Shared calendar
  • Social media
  • Task management

Infusionsoft CRM

Infusionsoft CRM

Infusionsoft is considered the one of the best CRM solutions for small and medium organizations of any type as it helps companies stay organized as the business grows. Infusionsoft is capable of centralizing customer interactions in a single place, streamlining daily workflows, capturing new leads and managing payment procedures. A user-friendly interface and smooth integration with other apps and services add points to the Infusionsoft’s popularity. This software comes with:

  • Contact management and customer tracking
  • Data management
  • Segmentation
  • Calendar and task management
  • Lead scoring
  • Mobile application
  • Report builder
  • Billing/invoicing
  • Inventory management

LeadMaster CRM

LeadMaster CRM

Yet another effective tool to drive your business to success, LeadMaster can help commercial organizations manage contacts, automate marketing activities and convert leads. Good for all business sectors, this cloud-based CRM solution also provides smart virtual call center features to give companies more opportunities for marketing and selling. To ensure a quick return on investments, LeadMaster has the following capabilities:

  • Analytics and customer reporting
  • Collaboration panel
  • Email marketing
  • Lead lifecycle management
  • Queue management
  • Sales management
  • Workflow automation

LeadSquared CRM

LeadSquared CRM

Simple but multifunctional LeadSquared CRM enables its users to generate real and measurable business outcomes by providing everything sales professionals need for the successful lead generation. This online CRM solution can address many business challenges including landing page creation, leads identification and nurturing, marketing campaigns tracking and sales funnel automation. To help companies win more sales, LeadSquared CRM offers:

  • Conversion analytics
  • Email and drip marketing
  • Dashboards
  • Lead management
  • Landing page templates
  • Automatic notifications
  • Social sites integration
  • Sales automation and tracking
  • Mobile CRM

5 Outstanding consulting CRM solutions that will take your company to the next level

CRM for consulting companies will help your team to process and analyze data, make process-driven solutions and automate workflow. This is an all-in-one solution that can replace many programs and apps.

Even if your company has skilled advisors, the success of the consulting organization can’t be complete without properly optimized operations and processes. CRM for Management Consulting Firms is a versatile solution that helps to deal with project management, human resources, data and knowledge, and marketing. These five solutions have been created for consulting firms to leverage all useful services.


Bpm’online consulting CRM

This CRM for consultants is considered to be highly efficient and affordable, and selected by thousands of companies around the world. What makes users love it? Together with a simple intuitive interface, bpm’online offers the whole gamut of features for:

  • organizing all documents in a unified stream;
  • boosting efficiency of HR management;
  • improving resource allocation;
  • deploying an integrated approach to business operation management;
  • managing a centralized knowledge database.

The software will perform all time management for you: notifications, workflow optimization, and organization of customer communication, calculation of costs, reports and data analysis. You can streamline more than half of routine tasks to offload your staff and let them focus on really important matters.

With this CRM for consulting, you will benefit from integration with many services and applications to get relevant data. Enquiry resolution can be monitored, and you can assign advisors for this or that enquiry. The result of work can be monitored with the help of reports and diagrams: you won’t miss a detail. Bpm’online solution can be used as a desktop and mobile solution, and is compatible with various platforms.


Bitrix24 consulting CRM

Bitrix24 is a globally acknowledged platform for business process management that can also be successfully used by CRM consulting companies. If you need an affordable solution and endless opportunities, Bitix24 consultant CRM solution will be the right choice. Users get the full spectrum of necessary tools: not only customer database, but also quotes, invoices, project management instruments, etc. The platform may serve to collaborate with clients and all involved partners.

While not all similar solutions include email marketing and self-service portals, Bitrix24 provides them for users. It also helps to generate leads, personal messages, invoices and many other documents. Time managers will like the wide choice of helpful tools like Clock-in /Clock-out, billlable hours, workload management, absence tables, work reports and calendars.

Time Consultant

Time Consultant

This web-based solution can be used by different organizations including CRM Consulting Firms. It has most basic features like other CRM solutions:

  1. Improved time reporting. Users can receive automatically generated notifications, submit timesheets and have steady access to data via an Internet browser.
  2. Timesheets in electronic form are easy to manage.
  3. The system calculates the time requires for operations and processes.
  4. Expense reporting options show bill expenses of particular projects, defines currency and payment method, and shows expenses to be approved.
  5. Streamline of invoices and billing based on expenses and time. Bill rate changes for every employee can be displayed or sent via email.
  6. Analysis of gross include at all levels of the organization and immediate reporting of gross income by project, department or consultant.

Time Consultant is a surprisingly cheap ($4 per user per month) solution that helps to automate employee time reporting, timesheet approval, invoicing and project management. This is a suitable solution for startups and companies with tight budget.


Bullhorn consulting CRM

Another popular solution for consulting business, Bullhorn helps to grow business without much expenses and efforts. It boosts employees’ productivity during relationship transitions and provides visibility of business processes. With Bullhorn CRM software, management of consulting firms becomes much easier. There are several outstanding features that are worth mentioning.

The platform provides real-time insight into relationship history, the most engaged contacts and tasks in progress. Customer contacts and personal data are also automatically obtained from different services and platforms. With total transparency, you will get a clear vision of employee relationships, business opportunities, results and client health. With Bullhorn software, you will be able to overcome the main challenge: provision of consistent service in ever-changing environment with altering customers’ demands. One more important advantage of this suite is convenient intuitive interface in both desktop and mobile versions.



To ease sales management in consulting firms, you can implement this software. CAS CRM is a versatile solution that has the following benefits:

  1. Total confidentiality. Define who is authorized to access customer data.
  2. Central knowledge database that provides information about clients and will help to make a decision.
  3. Secure and easy access via mobile devices.
  4. Let employees know what tasks are being performed, and enhance communication providing them with an integrated platform for collaboration.

CAS CRM software also has many options for sales optimization: sales funnel, sales reports, convenient dashboard, comprehensive project plans. This is an available solution for consulting organizations in need of basic CRM functions.

With suitable consulting CRM software in place, you will get overall control over data and automate various processes to offload your employees. This is a perfect solution for organizations that care about their teams and customers.

Top 5 Banking CRM Software Solutions

Financial organizations have to deal with a large amount of workflow and clients on a daily basis. Keeping tabs on data and maintenance of consistent level of service is a pretty hard task. This is why CRM for banks is irreplaceable: today, there is no better solution than this software. Compare CRM banking software of different brands and find the one that meets your organization’s demands.



The company provides high-quality banking CRM software for financial organizations to track the entire story of customer’s actions and improve client experience while keeping high efficiency of operations. What makes bpm’online programs special is the opportunity to personalize communication and handle client requests according to pre-defined processes. They guide users through ready algorithms and suggest appropriate steps for the interaction with customers and service. All data about customers’ actions, orders and transactions is stored in their profiles. With CRM in bank, the complete customer journey can be traced starting from the initial request and following by permanent profile maintenance.

Bpm’online CRM for banking is easy to adopt: it is compatible with most platforms, and can be used on any device (PC, tablet, smartphone).  Thanks to a smart and intuitive interface, users don’t have to waste much time on training or be tech-savvy. Besides, this banking CRM solution may boost cross-selling and up-selling volumes, analyze customer experience and satisfaction, and make interaction simple. The software features functions for:

  • campaign planning and performance;
  • opportunity management;
  • improvement of customer service;
  • lead control;
  • creation and promotion of products.



NetSuite provides cloud-based software for small- and middle-scale organizations, and it’s a great idea to use their CRM in banking sector. The programs help thousands of companies across a wide range of spheres: wholesale and retail trade, manufacturing, media, etc. NetSuite is chosen by hundreds of users, because it allows for the deployment of software-as-a-service (SaaS), which means that the program features extended architecture, and all data is securely stored in a reliable data center. Customers may also use NetSuite Business Operating Platform to create applications with required industry-specific tools and resources.

NetSuite bank CRM software has the following features:

  1. Sales automation;
  2. E-commerce opportunities;
  3. Client data processing;
  4. Partner relationship management;
  5. Marketing analytics.

The analytics functions can integrate back-office data with front-office operations to give the complete view of the organization. This corporate banking CRM can be used on computers and iOS devices that extend functionality of mobile version.

Marketing 360

Marketing 360

If you need bank CRM as a web-based platform, Marketing 360 is the right choice. This solution is created for both entrepreneur and middle- and small-size businesses. It gives companies the opportunity to create successful advertisement campaigns, organize SEO optimization programs and analyze performance of digital marketing. With Marketing 360 CRM in banking, users can easily create web pages with call-to-action buttons – no specific knowledge of programming is required. The system features ready templates that may be customized by drag-and-drop actions.

Who is recommended Marketing 360 CRM in banking and financial services? This is a solution for financial organizations that need in-depth analysis of audience and proper SEO optimization. First, the solution helps to improve website’s search results by tracking ranking in search engines and keyword statistics. Secondly, it compares SEO performance of competitors and suggests ways for boosting of conversion rates. Thirdly, the organization can target and segment customers according to their location, gender, age, interests, etc.

Salesforce for banking

One of the most popular CRM solutions for banks, Salesforce is a cloud on-demand suite that provides numerous applications for enterprises of any scale. The app with a focus on sales and service can be used for:

  • sales management;
  • marketing automation;
  • partnership management;
  • customer service;
  • management of client accounts;
  • tracking of sales leads;
  • organization of marketing campaigns;
  • post-sale service.

Salesforce CRM software for banks can be synchronized with Outlook to export contacts, emails, calendars and customer information in applications. With this software, users can tracks deals and sales, manage events and tasks, and evaluate performance. It features the whole gamut of options, such as API integration, customizable applications, and a full-fledge control of business workflow. Salesforce banks CRM is deployed as SaaS solution, and provides maximum security of databases.


Prophet CRm for Banks

People use Prophet CRM in banking industry, because it makes work with customer data easy. Being integrated with Outlook, it extends its functionality and gives team the opportunity to unify contacts, emails and communication data in the frames of a single application. With Prophet CRM banking users can work and communicate with each other in one application and control sales and activities. Such functions as task scheduling, setting of follow-ups, and configuration of reminders help to organize workflow smartly. Besides, this solution gives an in-depth insight into the sales process and losing and winning leads.

CRM in banks helps to automate business processes and optimize the communication with every single customer. Every financial organization will benefit from such software, as it contributes to more efficient integration with clients and allows for improving service.

Customer Database Software Solutions

Customer database software solutions are tools designed for analyzing and visualizing complex data. These solutions help companies to effectively control their data centers and mission-critical applications. Some are designed for use in Big Data warehouses, where simplicity, speed, and transparency are essential for success of analytics. Others were developed for e-commerce and offer transaction processing and secure data management. In any case, these solutions help deal with terabytes of data, support thousands of users and are instrumental in building a customer database. Continue reading “Customer Database Software Solutions”

CRM and BPM play well together

To compete effectively, companies need to maintain a customer focus, which is naturally a key to profitability, business growth, and market success. In the era of evolving IT-technologies, these business objectives have never been so near. The bpm’online company is a pioneer in merging CRM with BPM to provide enterprises with powerful software, with a help of which they can design dynamic business processes that can completely meet customers’ demands and market trends. Continue reading “CRM and BPM play well together”