# CRM for consultants > CRM for consultants selling B2B. Capture customer data automatically, manage client relationships and follow up consistently with Salesflare. Source: https://salesflare.com/customers/consulting Language: en --- ## Build relationships. Follow up consistently. Salesflare is the B2B CRM for consultants that captures customer data, emails and meetings automatically. Spend less time updating records and more time with clients. [Try it for free](https://app.salesflare.com/#/signup/) Book a demo ![Salesflare rating](https://salesflare.com/assets/imported/49daebf341dfd575a040.svg) **4.8/5** based on 400+ reviews ![Salesflare relationship alert beside a person on a call](https://salesflare.com/assets/imported/e9321a38deefbba0f6f0.webp) ## Consistent follow-up ### Never lose a promising relationship Get reminded to follow up and reply. Keep the full relationship history and next steps ready for every client conversation. [How to set up auto reminders](https://howto.salesflare.com/en/articles/2436745-will-salesflare-remind-me-when-to-follow-up) ![Salesflare follow-up reminders and tasks](https://salesflare.com/assets/imported/5b30dd77c22b746c8a89.avif) ## Automatic data capture ### Let the CRM build itself Get suggested contacts and accounts, enriched from signatures and public sources. Emails and meetings are logged automatically through Gmail or Outlook. [How to use the enrichment](https://howto.salesflare.com/en/articles/4815162-how-does-salesflare-enrich-accounts-and-contacts) ![Contact details imported from an email signature](https://salesflare.com/assets/imported/57a589814cf7fff95064.webp) ## LinkedIn to pipeline ### From LinkedIn conversation to opportunity Add prospects through the LinkedIn sidebar, find their business email and create an opportunity. Follow up personally or with Pro email sequences. [How to use the LinkedIn sidebar](https://howto.salesflare.com/en/articles/5951448-can-i-use-salesflare-with-linkedin) ![Salesflare sidebar alongside a LinkedIn profile](https://salesflare.com/assets/imported/49b54de9c54ec9283f00.avif) ## Account-based relationships ### Keep every client stakeholder in view Keep sponsors, budget holders and other decision-makers under one account. See who knows whom and ask the right colleague for an introduction. [How to explore team relationships](https://howto.salesflare.com/en/articles/10267119-how-can-i-explore-my-team-s-relationships) ![Team connections and relationship strengths at a company](https://salesflare.com/assets/imported/043497bdb411b14992a6.webp) ## Your consulting sales process ### Build pipelines around your consultancy Create pipelines for prospecting, new business, existing-client opportunities and partnerships. Adapt the stages to the way your consultancy sells. [How to set up your pipeline](https://howto.salesflare.com/en/articles/624720-how-do-i-best-set-up-my-sales-pipeline) ![Visual sales pipeline with opportunities arranged by stage](https://salesflare.com/assets/imported/33e80d206bbef7cc6c72.avif) ## Sales insights ### Find what holds sales back Track conversion, sales cycle and forecasts. Use Pro custom dashboards to compare sources, services and lost reasons. [How to customize reporting](https://howto.salesflare.com/en/articles/5511505-how-can-i-make-custom-dashboards-reports) ![Sales funnel analysis showing conversion between stages](https://salesflare.com/assets/imported/8fa01052ef4240b018d8.avif) ## Customer experience ### How ResultConsulting improved its sales process ResultConsulting used Salesflare to follow up consistently and find sales bottlenecks. The team reports revenue growth from better follow-up and ongoing improvements to its sales process. 2.5× Reported revenue growth from better follow-up 6.5× Overall reported revenue growth, 2020–2022 > “Looking for a CRM, we knew that the biggest roadblock towards success would be to actually use the CRM we chose.” Matteo Mirabella, CEO at ResultConsulting [Read more →](https://blog.salesflare.com/how-consultants-use-crm) ## Get started ### Set up your CRM in four steps 1. 01**Connect your inbox** Link your business email and calendar to start capturing relationship history. 2. 02**Add client accounts** Review suggestions and group the relevant stakeholders under each company. 3. 03**Define the next step** Set clear stages, opportunity owners and follow-up tasks. 4. 04**Review together** Check stalled deals weekly. Use consistent sources and lost reasons to learn. ## Is Salesflare right for you? ### Good fit B2B consultants selling expertise through conversations, proposals and ongoing client relationships. ### Less good fit Project scheduling, billable time or invoicing. Keep those in your delivery tools. ## Frequently asked questions ### Can an independent consultant use Salesflare? Yes. Start with one user, connect your inbox and add your active opportunities. ### Can I manage renewals and cross-selling? Yes. Add opportunities at existing accounts, with a separate pipeline if renewals follow a different process. ### How does Salesflare help consultants spend less time on CRM admin? Salesflare automatically logs emails and meetings from connected inboxes and calendars, suggests contacts and accounts, and enriches records from email signatures and public sources. Follow-up reminders help you keep client relationships moving. ### Does Salesflare replace consulting delivery software? No. Use Salesflare to win and grow client relationships. Keep project planning, time tracking and invoicing in your delivery tools. ### Can I compare sales across consulting services? Yes. Record the service on each opportunity and use Pro custom dashboards to compare results. Keep service names and lost reasons consistent for useful reporting. ## Pricing Automatic data capture is included on all of our CRM plans. ## Starting from $29 /month [View plans](https://salesflare.com/pricing) ## Explore more for your team ### [Consulting CRM comparison](https://blog.salesflare.com/best-crm-for-consultants) Compare the options for consultants and consultancies. Read more → ### [ResultConsulting’s setup](https://blog.salesflare.com/how-consultants-use-crm) See the actual pipelines, workflows and reporting behind the story. Read more → ### [Email integration](https://salesflare.com/sales-crm/email-integration) Bring client conversations and your CRM closer together. Read more → ## We're here for you Not sure how to do something or facing a problem? Our team knows the software through and through, plus there's always a developer standby. Book a call[Contact our team](mailto:support@salesflare.com) ## Track your sales better with Salesflare [Try it for free](https://app.salesflare.com/#/signup/) 30 days free trial.  No credit card required