CRM for Professional Services
Stay organized by storing data for each of your clients all in one place. Improve customer relationships and streamline your sales process with Pipeline CRM customer relationship management (CRM) software. Whether you need a CRM for your accounting firm or are a financial advisor looking for an intuitive CRM solution, Pipeline CRM has a customizable solution to meet your needs.
No credit card required.
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.
Keep track of all your clients and land new leads with Pipeline CRM software.
- Easy adoption
Get Pipeline CRM up and running within 48 hours. It’s simple and intuitive enough for everyone on your team. You can watch a live demo, and get complete onboarding help, followed by our unbeatable customer support. With Pipeline CRM you’re never on your own.
- Seamless collaboration
Whether your team has two members or 2,000, with Pipeline CRM, you can keep track of every client and every sale. Every time a contact is updated, team members associated with that contact receive an alert, so you’re always connected and on the same page.
- Improve relationships
Spend more time on building your relationships and less time on admin. Keep track of leads, customers, and contractors. Save contact details, set communication reminders, and manage your relationships effortlessly.
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.”
Manage contracts and warm new leads — all in one place.
- Customize the details
Pipeline CRM is as simple or custom as you need it. You can rename each bid stage or metric to reflect your company’s language. Or set up recurring campaigns, include foreign currency, add your company logo, and more.
- Forecast sales
When you have better insight into your progress, you can make better business decisions. Map, record, and see every stage of the bid as it progresses through your sales cycle. Monitor where all your bids are so you can identify priorities and future opportunities.
- Documents and notes
Upload important documents and attach notes to your contacts, such as job titles, driving directions, and any unique attributes. Instead of making mistakes or relying on your memory for accurate numbers, trust Pipeline CRM for professional services to be your assistant.
- Email integration
Sync your Microsoft Outlook or Gmail account with Pipeline CRM, so you can keep important messages in the same place you track bids, contracts, and client information.
Explore all of our powerful CRM features.
work better
Ready to win more bids?
You don't have to take our word for it.
Digital Marketing Industry
Marketing Industry
Software Industry
- CRM for Professional Services - FAQs
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.
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.
