Limited-time offer ends in 0d 0h 0m 0s

The #1 CRM exclusively for Consulting Firms

Unlike traditional CRM tools, our platform is built specifically for Consulting Firms — aligning with their unique Sales Process to help every Consultant drive Revenue and Business Growth.

To register you will need to agree to our Privacy Policy and the Terms and Conditions

Developed with MHP Managers and Sales Experts for Consulting Firms

Features

The easiest way to turn your Consultants into Sales Experts

Company-wide Network Database

Connections

Company-wide Overview of all Contacts

Emails, phone numbers, and more in one place

Support for maintaining key relationships

Deals and Project Opportunities

Deals

Structured Pipeline for Centralized Organization

All Project Opportunities at a Glance

Automated Reminders for active Project Tracking

Information about your Services

Services

Central Knowledge Base for Products and Services

Sales Materials, Case Studies, and References in one Place

Collection of Best Practices for Client Communication

Set Goals and Measure Success

Insights

Define Sales Goals and Track Progress

Identify new Project Opportunities

Restrict Access to Protect Sensitive Information

Never miss a Project Opportunity

Tips & Reminders

Automated Tips and Recommendations

Notifications for new Project Opportunities

Support for Networking and Follow-ups

Mission

Enable every consultant to contribute to business success

We want every consultant to get excited about building a network, identifying client needs and pitching solutions

Make it obvious

Align sales processes across the company

Make it attractive

Provide insights and recommendations

Make it easy

Guide employees with intuitive workflows

Make it satisfying

Show instant impact and provide feedback

Pricing

Choose the plan that fits the size of your consulting firm - or contact us for a custom offer

Free

For consulting firms to try

Free

2 users included

1 GB of storage

Email Support

Pro

Limited offer

For small consulting firms

€150/month

up to 20 users included

5 GB of storage

Priority Email Support

Premium

Limited offer

For bigger consulting firms

€250/month

up to 50 users included

15 GB of storage

Priority Email Support

Get everyone in your company contributing to business growth

Start using Customermates as your CRM and enable your consultants to effectively drive revenue