Go from consultant to invaluable partner with Maxo for Consultancy.
You’ve got a lot going on. Our CRM for consultancy is here to help you manage your projects and pipeline so you can keep your growing client list delighted — while saving hours each week.
Capture and retain more loyal clients.
Find and keep clear track of your best opportunities with the 360-degree customer view and use key insights to seamlessly guide prospects toward closing the deal.
After each deal to the next, engage your clients with personalised communication and know where to upsell and cross-sell additional services and retainers.
With your client and project information consolidated and ready at your fingertips, Maxo for consultancy helps you gain trust with your clients to build long-term, valuable relationships.
Join 330,000 users already growing with efficy's platform
What is CRM for consultancy?
Customer relationship management (CRM) software allows consultants to develop their business by streamlining activities such as lead generation, scheduling, revenue control, and document reporting and storage. Essentially, CRM software for consultancy manages the process of converting new leads into long-term customers.
-
"We needed a tool that was simple, quick to set up and very collaborative."
Stay adaptable with improved organisation.
Ditch juggling multiple apps — with seamless integrations and all your tools, documents, and data organised in one place, you’ll free up hours of valuable time so you can stay ahead and ready to meet all your clients’ needs.
Maxo for consultancy enables you to access key information right on the spot, shift tasks across your team in seconds, and keep everyone aligned.
Reduce your time spent on busy work — increase your revenue.
Keeping your focus where it matters most becomes easy when your processes are organised and automated in Maxo. Save even more time and optimise your resources by automating your busy work, from routine workflows to emails and manual data entry.
Get paid faster and take your business to the next level.
Getting paid just got a lot easier with Maxo for consulting services. Create and send quotes with only a few clicks, automate your invoicing process, and collect payments right from the CRM.
With our highly-configurable reports, easily analyse the projected value of your deals over time so you can prioritise your efforts and streamline your growth.
-
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
-
"All our contracts, claims and policy holder documents are in efficy's platform. It is very easy to find information"
FAQ - CRM Consulting for Consultancy Firms
What is CRM consulting and why is it essential for consultancies?
CRM consulting helps firms select, implement, and optimize CRM systems to improve client relationships, streamline operations, and boost profitability.
What features should a CRM for consultancy firms include?
Key features include contact management, project tracking, GDPR compliance, ERP integration, and marketing automation tailored to service workflows.
👉 Discover Maxo's features.
How does CRM consulting differ from traditional CRM implementation?
CRM consulting goes beyond setup—it aligns CRM features with business goals, ensures data sovereignty, and reduces risks through expert-led deployment.
What are the benefits of working with a CRM consulting partner?
You gain strategic guidance, faster ROI, reduced implementation errors, and a CRM tailored to your firm’s size, industry, and operational needs.
Is CRM consulting suitable for small and mid-sized consultancy firms?
Yes. Scalable CRM consulting adapts to company size, offering cost-effective solutions with intuitive interfaces and modular integrations.
How does CRM consulting ensure GDPR compliance and secure data hosting?
Consultants help select platforms with European data hosting, ensuring full GDPR compliance and sovereignty over sensitive client information.
👉 Discover our page dedicated to GDPR.
Can CRM consulting support AI-driven features like predictive analytics?
Absolutely. CRM consulting enables integration of AI tools for sentiment analysis, client segmentation, and forecasting—boosting strategic decision-making.
👉 Discover our AI functionality for CRM and our AI Assistant.
What’s the typical pricing model for CRM consulting services?
Pricing varies by scope, company size, and integration needs. Transparent models often include setup, training, and ongoing optimization.
👉 Explore our plans for detailed options.