CRM for Consultants
All the tools you need to win the right business, more regularly
- Centralised contacts database
- Manage leads & opportunities
- Microsoft Outlook integration
- Forecast & demand reporting
Integrated CRM & PSA for Consultancies
Not only does our full CRM enable you to win more business, but it flows directly through to project delivery and resourcing, giving you a single view of pipeline and live projects.
Project performance also flows back into the CRM, providing full 360° client profiles which allow you to see which relationships are your most lucrative.
Grow Accounts with 360° Client Views
CMap provides perfect clarity on client relationships, including a breakdown of past, present and future projects, as well as performance data that highlights how successful your projects are with the client.
Leveraging CMap's “activities” functionality to record interactions (e.g. sales follow-up, meeting notes, etc.) and rich pipeline management tools, you have everything you need to manage and grow your best accounts.
Cross-Sell Additional Services
Maximising existing accounts is key to the commercial success of any consultancy, but which service lines should you be cross-selling, and into who?
CMap's "Sales Matrix" report shows you the services clients have - and haven't - bought, identifying the white space, and enabling you to take proactive steps to promote relevant services and generate new opportunities.
Centralized Contacts Database
The companies and contacts within your known universe are one of your greatest assets. CMap ensures that this critical data is accessible and secure.
CMap is packed full of tools that help your consultancy effortlessly get contact data where it needs to be—into the database—and helps you to keep your data accurate and up-to-date.
A rock-solid contacts database is at your fingertips.
The Power of Inbuilt CRM
With a separate CRM, data is inconsistent. For example, a “deal value” may be nothing more than a number typed into a field. Whereas CMap’s innovative “Fee Estimator” robustly calculates this value, considering roles, rates and deliverables.
Separate CRMs are limited to a pipeline-only view, but with CMap you get the full picture: combining pipeline and live project data into powerful, consistent reporting.
Microsoft Outlook Integration
People live within email, which is why we took popular functionality from the web-app and put it at their fingertips within Outlook.
When a new opportunity hits your inbox, the days of manually creating an opportunity in the CRM are over. With “CMap For Outlook”, opportunities are recorded without ever needing to leave the comfort of your inbox.
"It’s really good to see the client base being worked and the product being moved forward to the demands of the existing client base – it’s massively positive that you can make these suggestions and there’s a good chance it will actually happen if other users think it’s worthwhile: we never had anything like that before."