CRM for Professional Services​

Professional Services crm system

A custom CRM for professional services—any business selling an intangible service such as legal advice, financial planning, architectural consulting, etc. In this field, we know that client expectations, project planning, and team productivity pose enough challenges, so choosing a CRM shouldn’t be one of them! If each engagement is tailored to the specific needs of your client, your CRM solution should offer the same flexibility. 

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Professional Services crm system

Professional Services CRM

Manage clients. Win more jobs. Double revenue.

Get up and running fast, within 48 hours. Pipeline CRM software for professional services is easy to use and install.
And it’s affordable — licenses cost only $1.10 per person per day.​


crm for professional services

Meet Clients’ Needs with a Customizable CRM for Professional Services

crm for professional services

Turning leads into buyers involves many small steps that require accurate information. Our CRM tool for professional services allows you to quickly identify and capture prospects’ details. You’ll have the flexibility to tailor data properties, as well as structure a workflow to prevent incorrect database entries. Capitalize on these insights to create compelling sales pitches that drive success. Gather and enhance client data to provide tailored services.

The one-size-fits-all approach doesn’t always work in sales. You need to segment leads to create personalized interactions. Pipeline’s CRM software for professional services helps you group your audience based on the basic parameters (e.g., job titles), attached notes (unique pain points), or leads status (‘‘Proposal Sent’). This way, your emails will resonate and yield high returns.

When a deal is signed, it’s time to manage a project. A CRM for professional services enables you to seamlessly transfer communication history, deal details, and other related data to other teams. Monitor the milestones to ensure timely delivery and utilize our task and project management integrations for extra support.

Craig Wishner,

Wire Stone Digital Marketing

“Pipeline CRM gives me what I need to be successful in my journey when starting out my day… it really just gets things at my fingertips and makes my life a lot easier.”

Automate Personalization with a Custom CRM for Professional Services

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Advocate for clean, structured data in your contact and lead management. Our Conditional Formatting feature ensures all necessary data is entered in the right field with the correct value. When the rules aren’t met, you’ll instantly be notified, and the entry won’t be saved. This will prevent inaccurate, missing, or duplicate entries and help create a standardized data management system.

Leverage Email Drip Campaigns to engage with new, in-progress, or idling contacts. You can set the email sequence based on the chosen entry and exit criteria (time- or action-based triggers), see each contact’s performance (e.g., CTR, delivery, and unsubscribed rate), and test your next campaign with our A/B Testing feature.

Combine your favorite sales and marketing apps with Pipeline CRM for greater efficiency. The vast options include emails and calendar tools (Google Apps and Outlook), project management (Asana and Trello), chat or phone transcriptions (Userlike and CallRail), as well as price and invoice generation (Paycove and QuickBooks).

Explore all of our powerful CRM features.

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Ready to win more bids?
You don't have to take our word for it.

Go ahead and read success stories from our customers who adopted our CRM software as their CRM.
wire stone 100

Digital Marketing Industry

Wire Stone takes their daily activity up a notch by taking full advantage of Pipeline CRM.
mgecom 100

Marketing Industry​

MGECOM relies on Pipeline CRM to tell their salespeople what they need to do and when they need to do it.
8th light 100

Software Industry​

Pipeline CRM has helped 8th Light manage their growth by making it easy to see what needs to be prioritized and run monthly reports for board meetings.

CRM software can help professional services to generate quality leads while building trustworthy relationships with current clients.


Acquiring new leads is the most critical and challenging task in professional service industries. With seamless email integration and automation, salespeople can easily set up bulk or drip email campaigns directly from a CRM tool—allowing them to gain and nurture leads in one place.


Additionally, businesses can leverage the detailed information added to leads to create personalized emails and business proposals. In turn, prospects will feel more appreciated and interested in making buying decisions.

No matter what professional services you’re running (consulting, advertising, or financial services), Pipeline CRM helps you turn one-time buyers into repeat ones.


Our intelligent lead management system ensures every lead in your pipelines is monitored and cared for. Easily differentiate which leads are at high risk and which will bring the most profits by filtering them or adding tags. Then, see who in your team has the capacity to engage with them and use the detailed information added to the contacts to create irresistible offers. This way, you’ll treat prospects like kings, and in turn, you’ll be granted sweet results.


💡 This advertising agency has used Pipeline CRM for more than ten years, and they never consider switching to another CRM.


Learn what they say about us.

Some of the best Pipeline CRM features for professional services include:


  • Email sync and tracking: access all your sales email communication in one easy-to-filter place. You can effortlessly continue the conversation or quickly search for vital information that helps seal the deal.


  • Sales team management: easily track what your teams are up to and their performance. Compare them with your goals to decide the next smart steps. 


  • Lead management: discover your daily priority task in seconds by looking at your “dashboard.” See who to contact, what for, and when to ensure every lead moves down the sales pipeline.