CRM Solution for Consulting Firms
Control Your Pipeline, 2x Your Proposal Conversion
With Rapitek CRM, clarify your project pipeline, get proposal opening notifications, and generate recurring revenue from existing clients.
CRM Challenges in Consulting
Project pipeline visibility, proposal tracking, and client relationship depth were lacking. Consultant capacity planning and referral cycle weren't being managed.
Discover how Rapitek CRM's features address these challenges with industry-specific workflows.
Features for Consulting
With Rapitek CRM, clarify your project pipeline, get proposal opening notifications, and generate recurring revenue from existing clients.
Crystal Clear Pipeline
Every opportunity's stage, weighted value, and closing forecast on one screen.
Proposal Opening Notification
Get instant alerts when client opens proposal, call while it's hot.
Periodic Client Check-in
Don't lose clients after project ends, 3-6-12 month touchpoint automation.
Consultant Capacity Map
Who's fully booked, who can take new project - instant visibility.
Multi-User WhatsApp Integration
Your entire team responds from one WhatsApp business number. Team inbox, automatic conversation assignment, manager oversight. No more personal phones!
See CRM for Consulting
Request a personalized demo configured for your industry. 2-4 week implementation, all features included.
What Rapitek CRM Can Do for Consulting
Built from hands-on experience across 200+ enterprise CRM projects. See transparent pricing for all features included.
Crystal Clear Pipeline
Every opportunity's stage, weighted value, and closing forecast on one screen.
Proposal Opening Notification
Get instant alerts when client opens proposal, call while it's hot.
Periodic Client Check-in
Don't lose clients after project ends, 3-6-12 month touchpoint automation.
Enterprise-Grade Security & Compliance
GDPR Compliant
European data protection ready
Data Security
Enterprise-grade encryption
2-4 Week Setup
Fast implementation
200+ Projects
Proven enterprise experience
Why Companies Invest in CRM
Industry research shows significant returns from CRM adoption
Average sales increase with CRM
(Source: Salesforce Research)
Increase in customer satisfaction
(Source: Capterra)
ROI achievable with proper CRM
(Source: Nucleus Research)
Get Your Consulting CRM Demo
See how Rapitek CRM solves consulting challenges. Live demo with your data in 30 minutes.
Frequently Asked Questions
Common questions about CRM for Consulting
What makes CRM different for consulting firms?
How does proposal tracking work?
How accurate is pipeline forecasting?
Can multiple people use the same WhatsApp number?
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We're Here with Consulting Expertise
With experience from 200+ enterprise projects, we offer industry-specific CRM solutions. Contact us for a free demo.