CRM for Consulting
Win and manage consulting engagements with confidence.
Consulting firms sell relationships and expertise. HeySales helps you nurture client relationships, track opportunities, manage proposals, and transition smoothly from sales to delivery. Keep your network warm and build the trust that leads to repeat engagements.
Why Choose HeySales for CRM for Consulting
Relationship-first
Track every interaction and maintain relationships that lead to new opportunities.
Win more proposals
Manage the proposal process with templates, tracking, and collaboration.
Smooth transitions
Hand off from sales to delivery with complete context and requirements.
Key Features
Everything you need to succeed with crm for consulting
Opportunity management
Proposal tracking
Project management
Resource allocation
Time tracking integration
Client relationship mapping
How Teams Use HeySales
Real-world applications for your business
Track opportunities through the proposal process
Map client relationships and decision-makers
Transition won deals to project teams seamlessly
Maintain relationships for future opportunities
Frequently Asked Questions
Can I track billable vs. sales time?
Yes, HeySales integrates with time tracking tools so you can see time spent on sales activities vs. billable client work.
Does it support relationship mapping?
Yes, you can map relationships between contacts, companies, and opportunities to understand influence and decision-making.
Ready to get started?
Join thousands of teams using HeySales to close more deals. Start for free, no credit card required.