CRM for Consultants: 7 Features You Need [Video]

You need a CRM that’ll simplify your life—not complicate it. You need to keep up with multiple clients, send quotes, update schedules, etc. Here are seven things you’ll want to look for:

1. Automation and processes
2. Team scheduling
3. Team inbox
4. Track and sync
5. Automated notifications
6. Mobile app
7. Quotes

1. Automation and processes

Your firm needs to schedule recurring tasks & check-ins. It’s time-consuming but extremely important for ensuring a project’s success. So what if you could automate this work? Watch this video to see how easy it is to automate recurring tasks in Accelo.

2. Team scheduling

Figuring out who is available to work on what is time consuming. Pick a CRM that provides a clear view of your team’s schedules so you can decide when to begin new projects based on their future workload projections.

3. Team inbox

Sifting through emails looking for information a client sent you two weeks ago is annoying, right? What about scrambling …