Best CRM for professional services

As a professional services team, managing client relationships, tracking projects, and ensuring timely follow-ups are essential for delivering high-quality service and driving growth. A dedicated Customer Relationship Management (CRM) system can help you streamline these tasks by organizing client data, automating follow-ups, and tracking project milestones—all from one platform. The right CRM will enable you to enhance client communication, improve team collaboration, and ensure no detail is missed.
In this blog post, we’ll explore the best CRM options for professional services teams like yours, focusing on tools that will help you manage relationships effectively and grow your business.

Why you need a CRM

Having the right CRM in your tech stack can make a difference to your day to day operations, and the way you manage your client relationships as a professional services team. A good CRM can make a huge difference in the way you streamline operations and drive growth.

Challenges without a CRM

Without the right CRM, your team will experience challenges that can hinder business performance and take them away from important priorities.

• Disorganization: Without a centralized system, keeping track of client information and project details becomes chaotic.
• Missed opportunities: Inconsistent follow-ups and lack of automated reminders can result in lost business prospects.
• Inefficient processes: Manual handling of tasks and data entry can consume valuable time and resources.
• Lack of insight: Without analytics, it’s difficult to gain actionable insights into client behavior and project performance.
• Inconsistent communication: Disparate communication channels lead to fragmented client interactions and reduced satisfaction.

Benefits of a CRM

Fortunately, the right one can address these challenges and provide extra benefits.

• Centralized information: A CRM consolidates all client and project data in one place, ensuring easy access and better organization.
• Enhanced efficiency: Automation of routine tasks frees up time for more strategic activities, boosting overall productivity.
• Improved customer relationships: With detailed client histories, personalized service becomes easier, fostering stronger relationships.
• Better decision-making: Real-time analytics provide valuable insights, enabling more informed business decisions.
• Increased sales: Efficient tracking of leads and opportunities helps in closing more deals and driving revenue growth.
• Consistent communication: A unified communication platform ensures seamless and professional client interactions.
  
  

How to boost your professional services efficiency with a CRM

Wondering how a CRM can help you with your operational efficiency? Below we've mapped out some common use cases popular among professional services teams.

1. Mapping your process

Mapping your process is the first step to leveraging a CRM effectively. Define and track the stages of your process to ensure every client interaction is streamlined. From initial contact to project completion, having a clear workflow helps you monitor progress and identify bottlenecks. Use your CRM to create custom stages that reflect your specific service delivery process, enabling better project management and enhanced client satisfaction.

2. Lead qualification

Effective lead qualification is crucial for professional service firms. Use your CRM to assess and qualify leads, customers, and candidates by setting up criteria such as budget, project timeline, and service needs. Implement scoring systems to prioritize high-potential leads and automate the initial qualification process. This ensures your team focuses on the most promising opportunities, improving conversion rates and optimizing resource allocation.

3. Outreach and follow-up

Automated outreach and follow-up campaigns are essential for maintaining consistent communication with leads and clients. Use your CRM to set up email and LinkedIn campaigns tailored to different stages of the client journey. Automate follow-up reminders to ensure no lead falls through the cracks. Personalized outreach not only saves time but also enhances client engagement, leading to higher conversion and retention rates.

4. Nurture existing client relationships

Nurturing existing leads, customers, and candidates is key to long-term success in professional services. Use your CRM to implement strategies for upselling and cross-selling by identifying client needs and offering relevant additional services. Automated nurturing campaigns can keep your clients informed about new offerings, industry updates, and personalized recommendations, fostering stronger relationships and driving repeat business.

How to evaluate and choose a CRM

With a lot of CRMs to choose from, it can be hard to figure out which platform fits your teams needs and business goals. To help you with your decision making process, we've put together the following tips.

1. Define your requirements

When selecting the best CRM for professional services, start by identifying the key features that will benefit your business. Consider functionalities like client management, project tracking, billing and invoicing, and integration with existing tools. Feeling lost? Start with the following key features.

Key features of a CRM for professional services

• Automated processes: Streamlines tasks by automating repetitive workflows.
• Contact enrichment: Automatically finds email addresses and contact information, enhancing efficiency.
• Structured pipeline: Tracks your leads, customers, and candidates through defined stages, ensuring process clarity and effectiveness.
• Email sequences: Increases communication efficiency with follow-up templates and automated sequences.
• LinkedIn connection: Seamlessly imports your leads, customers, candidates from LinkedIn and tracks conversations within the CRM.
• Analytics: Provides essential data analysis and predictive insights for better planning.

2. Budget considerations

Balancing cost and return on investment is crucial when choosing a CRM for professional services. While premium CRMs offer extensive features, they may not always be necessary for small businesses or startups. Affordable CRM solutions can provide essential functionalities without breaking the bank. Evaluate the cost against the potential benefits, such as improved client retention, streamlined operations, and enhanced productivity. Remember, the best CRM for professional services should offer a good balance between affordability and utility.

3. Selection process

Choosing the right CRM vendor involves thorough research. Start by reading reviews and testimonials from other professional service firms. Look for vendors with a strong reputation and reliable customer support. Consider requesting demos or free trials to get a feel for the software. Additionally, check if the vendor offers customization options to tailor the CRM to your specific needs. A well-chosen vendor can significantly impact the effectiveness of your CRM implementation.

4. Get a demo

To make an informed decision, try and compare different CRM platforms tailored for professional services. Utilize free trials to explore the user interface, ease of use, and core features. Pay attention to how well the CRM integrates with your existing tools and workflows. Gather feedback from your team to ensure the chosen CRM meets their needs. Ultimately, the best CRM for professional services should enhance efficiency, improve client relationships, and provide a solid return on investment. Get started with a demo of folk to see how it can be personalized according to your requirements.

3 tips for implementing a CRM

At this stage, it's time to get excited about your brand new CRM. To help you make the most of your first few weeks with it, we suggest making sure you keep the following tips front of mind and tick them off as early as possible.

1. Import your data in your new CRM

Transitioning to a new CRM involves migrating your existing data. Export your current data as a CSV file from your existing CRM. This ensures a smooth transfer of your valuable information. And, you won't have to worry about manually adding contact information.

2. Create your first pipeline

Once your data is imported, it's time to set up your first pipeline. For professional services, create a pipeline that reflects your business processes. For instance, you might have stages like "Lead Qualification," "Proposal Sent," "Negotiation," and "Project Kickoff." Customizing these stages to fit your workflow will help you track progress and manage client relationships more effectively.

3. Onboard your team

Successful CRM implementation requires team buy-in. Conduct training sessions to familiarize your team with the new system. Highlight the benefits, such as improved client management and streamlined operations, to encourage adoption. Provide ongoing support and resources to ensure everyone is comfortable using the new CRM, which will ultimately enhance your professional services firm's efficiency and client satisfaction.

The 5 best CRMs for professional services

1. folk

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting.

Key features

• Contact enrichment: Automatically enriches contact details by finding emails and LinkedIn URLs, enabling efficient outreach without manual data entry or additional costs for email services.
• LinkedIn integration: Seamlessly import contacts from LinkedIn, Sales Navigator and other social media platforms to track contacts within folk, and use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook with templates, and tracking features, enabling users to manage all communications directly from the CRM.
• AI-powered features: AI tools assist in managing contacts and relationships, automating routine tasks, and suggesting actions to improve productivity.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Pros

• Ease of use: folk is praised for its intuitive interface, making it accessible even to non-technical users with quick onboarding and a minimal learning curve.
• All-in-one: folk streamlines your workflow by allowing you to import contacts from LinkedIn, automatically find their emails, reach out through customizable email sequences, and track interactions in a pipeline, eliminating the need for multiple tools and saving time and money.
• LinkedIn integration: Seamlessly import contacts from LinkedIn, track conversations within folk, and use templates for quicker, streamlined communication.
• Full customizability: Make folk work for you with its custom fields, pipelines, dashboards, automation and workflows that supports multiple business functions including sales, marketing, recruitment and more.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Cons

• Reporting: Currently lacks reporting features, but there are plans for future implementation.

2. HubSpot

HubSpot CRM is a user-friendly, scalable platform offering integrated tools for managing sales, marketing, customer service, and operations efficiently.

Key features

• Marketing hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, crucial for attracting and nurturing leads.
• Sales hub: Provides deal tracking, pipeline management, sales automation, and reporting, essential for converting leads into customers.
• Service Hub: Offers customer service tools like ticketing, live chat, and knowledge bases, ensuring top-notch support for your clients.
• Operations hub: Syncs and automates business processes across different systems, streamlining operations for efficiency.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency and focus on high-potential clients.

Pros

• User-friendly interface: HubSpot is known for its intuitive and easy-to-use interface, making it accessible for users of all skill levels in professional services.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, ideal for small professional service firms and startups.
• Seamless integration with Marketing Tools: HubSpot integrates smoothly with its marketing, sales, and service hubs, creating a unified platform for inbound marketing and client management.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, helping professional services save time and improve efficiency.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track metrics and gain insights into business performance, essential for decision-making.

Cons

• High cost at higher tiers: HubSpot’s pricing can become expensive as you move to higher tiers, which may be prohibitive for small professional service firms as they scale.
• Limited customization in free plan: The free plan and lower tiers have limited customization options, which can restrict flexibility for growing businesses.
• Complexity in advanced features: Some advanced features, such as custom reporting and workflows, have a steep learning curve and may require additional training.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, which can be a drawback for businesses with larger lists.
• Additional costs for add-ons: Many useful features, like advanced CRM capabilities and integrations, come as paid add-ons, increasing the overall cost.

Price and plans

Prices and plans on the CRM suite for an annual subscription are as follows.

• Starter: $15 per user, per month.
• Professional: $450 per user, per month.
• Enterprise: $1,500 per user, per month.

3. Pipedrive

Pipedrive is a web-based CRM for small businesses, offering lead management, automation, email integration, and customizable pipelines to optimize sales.

Key features

• Lead and deal management: Centralized tools to manage leads, customers, and candidate data, streamlining interactions and sales pipelines for professional services teams.
• Sales automation: Workflow automation to handle repetitive tasks like lead routing, follow-ups, and email sequences, freeing up time to focus on client relationships and closing deals.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all client communications directly from the CRM.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track performance, forecast revenue, and gain actionable insights for professional services firms.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect sensitive client data.

Pros

• User-friendly interface: The intuitive and visually appealing interface makes it easy for professional services teams to navigate and manage their workflows.
• Customization: High degree of customization allows users to tailor the platform to their specific processes, including custom fields and workflows for managing leads, customers, and candidates.
• Affordability: Competitive pricing makes it accessible to small and medium-sized professional services firms without sacrificing essential CRM features.
• Automation features: Automation tools streamline repetitive tasks, such as sending follow-up emails and managing client interactions, boosting productivity.
• Reporting and analytics: Robust reporting and analytics tools provide valuable insights into performance, helping identify areas for improvement and better decision-making.

Cons

• Limited advanced features: Lacks some advanced CRM features like extensive marketing automation and AI capabilities, which might be available in other platforms.
• Basic reporting in lower tiers: Reporting and analytics features in the basic plans are somewhat limited, requiring upgrades for more in-depth insights.
• No built-in email marketing: Does not include built-in email marketing features, requiring integration with third-party tools for such functionality.
• Limited customer support hours: Customer support is not available 24/7, which can be inconvenient for businesses needing immediate assistance.
• Limited project management features: Primarily focused on sales, lacking robust project management features, necessitating additional tools for project tracking.

Price and plans

Pipedrive's annual subscription plan basis is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

4. Salesforce

Salesforce is a robust CRM platform for large enterprises, offering tools for sales, marketing, service, and analytics, with extensive scalability.

Key features

• Customization and scalability: Tailor the platform to fit specific workflows, whether managing leads, customers, or candidates, and scale as your business grows.
• Artificial intelligence (AI) integration: Salesforce Einstein provides AI-driven insights to optimize client interactions and candidate management.
• Extensive integration capabilities: Seamlessly integrate with third-party applications to streamline processes across different business systems.
• Advanced analytics and reporting: Gain deep insights into client and candidate data to make informed decisions and improve service delivery.
• Mobile accessibility: Manage your CRM on the go with a robust mobile app, ensuring you stay connected with leads, customers, and candidates anytime, anywhere.

Pros

• Comprehensive feature set: Covers all aspects of client and candidate management, from sales and service to marketing and analytics.
• Highly customizable: Adapt the platform to your specific needs with custom fields, objects, and workflows.
• Extensive integration capabilities: Ensure seamless data flow across platforms with a vast array of third-party application integrations.
• Advanced analytics and reporting: Utilize powerful tools to gain insights into your data and make data-driven decisions.
• Mobile accessibility: Access all key features on the go with a robust mobile app.

Cons

• High cost: Can be expensive, especially for small to medium-sized professional services firms, with high licensing fees and additional costs for customization.
• Steep learning curve: Requires significant time and training for users to become proficient due to its extensive feature set.
• Complex setup and customization: Often requires expert help or certified consultants for initial setup and customization, adding to the overall cost.
• Overwhelming for small teams: Robust features may be overkill for smaller teams, leading to underutilization of the platform’s capabilities.
• Integration complexity: Integrating with third-party applications can be complex and require technical expertise.

Price and plans

An annual subscription plan of Salesforce's Service Cloud is as follows.

• Starter suite: Starts from $25 per user, per month.
• Pro suite: Starts from $100 per user, per month.
• Enterprise: Starts from $165 per user, per month.

5. Zoho

Zoho is a CRM system with a strong sales focus. It has journey orchestration, sales process management, and workflow automation features. There's also something for marketing teams, including event management and customer segmentation.

Key features

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions, which is crucial for managing client relationships and projects in professional services.
• Customizable dashboards and reports: Allows professional service firms to create and customize dashboards and reports for in-depth analytics on client interactions and project progress.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage interactions with leads, customers, and candidates seamlessly.
• Lead and contact management: Manages client and candidate information, tracks interactions, and segments contacts for targeted outreach and follow-ups.
• Workflow automation: Automates routine tasks and processes, improving efficiency and reducing manual effort for service delivery and client management.

Pros

• Affordability: Zoho CRM offers competitive pricing with various tiers, making it accessible to small and medium-sized professional service firms.
• Customization: Extensive customization options allow firms to tailor the CRM to their specific needs, including custom fields, modules, and workflows.
• Integration with Zoho suite: Seamless integration with other Zoho products (like Zoho Books, Zoho Projects, and Zoho Campaigns) creates a comprehensive ecosystem for managing different business functions.
• Multi-channel communication: Supports email, phone, social media, and live chat, enabling firms to manage all client interactions from a single platform.
• AI-powered features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve client management and service delivery efficiency.

Cons

• Steep learning curve: The extensive customization options can be overwhelming for new users, requiring a significant time investment to master the platform.
• Complex setup: Initial setup and configuration can be complex, particularly for firms without technical expertise or dedicated IT resources.
• User interface: Some users find the interface to be outdated or cluttered compared to other modern CRM platforms, which can affect usability.
• Performance issues: Occasional reports of slow performance, especially with large datasets or complex operations, can hinder productivity.
• Limited third-party integrations: While Zoho integrates well with its own suite of products, integration with third-party applications can be limited or require additional effort.

Price and plans

Zoho's free plan is limited to three users. After that, for more features and seats an annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Professional: $35 per user, per month.
• Enterprise: $50 per user, per month.

Conclusion

Choosing the best CRM for professional services depends on your specific needs, budget, and business processes. Platforms like Folk, HubSpot, Pipedrive, Salesforce, and Zoho offer unique features and advantages tailored to different aspects of professional service management. Folk stands out for its ease of use and LinkedIn integration, making it ideal for contact management and outreach. HubSpot offers a comprehensive suite with strong marketing tools, while Pipedrive excels in sales automation and customization. Salesforce provides extensive scalability and advanced features suited for larger enterprises, and Zoho offers affordability and integration with its suite of products, making it a versatile choice for small to medium-sized firms. By carefully evaluating your requirements and leveraging free trials, you can find the CRM that best enhances your workflow and client relationships. Try folk for free here.

Need a helping hand? Use our free tool to find your perfect CRM match.

Frequently Asked Questions

What do professional services companies use as a CRM?

Professional services companies often use CRMs like folk, Hubspot, Pipedrive, Salesforce, and Zoho to streamline their operations, manage client relationships, and enhance productivity. These platforms offer various features tailored to the needs of professional services, including contact management, project tracking, and automated workflows.

Do I need a CRM?

Yes, depending on the complexity of your process, a CRM can significantly improve your business operations. It helps streamline client management, automate repetitive tasks, and provide valuable insights through analytics. For founders of professional services companies, a CRM is essential for maintaining organized and efficient workflows.

How much does a CRM cost?

The cost of a CRM can vary widely, typically ranging from $10 to $150 per user per month. Basic plans are often more affordable, while advanced features and higher-tier plans can be more expensive. It's crucial to evaluate your specific needs and budget to find the best CRM solution for your professional services business.

Does folk’s CRM respond to professional services needs?

Yes, folk’s CRM is well-suited to professional services needs. It offers an intuitive interface, customizable pipelines, and AI-driven tools for managing contacts and workflows. Features like LinkedIn integration, email sequences, and contact enrichment streamline operations and enhance productivity, making it an excellent choice for professional services companies.