A consultant is hired to address one or more aspects of business management within a company. Such consulting can be provided at the very top—C-level—at executive or middle-management level, or in specialized areas such as IT or sales.

No matter where in a company consulting occurs, consultants and consulting companies have very specific needs when it comes to CRM.

Time is money

A key aspect of consulting is that time is money. Being billed by the hour, time must be utilized as cost-effectively as possible. Therefore any solution—CRM or otherwise—being utilized by a consultant or consulting company must, first and foremost, contribute to this factor.

Pipeliner CRM is instant intelligence, visualized. Because the application is so visual in nature, needed data is instantly available to the consultant, as are functions required to enter data.

For the consultant, Pipeliner’s Navigator feature is ideal. In one view, all of the consultant’s priorities are visually displayed so that there is no confusion as to “what to do next.” No time is wasted in chasing up the next task or activity—it’s right there, just click on it and start.

Because of the way Pipeliner is organized, anyone can be made part of a team, can be viewed, and can view data in CRM as required. This is true whether the person is on-site or remote.


The second major step in a consultancy is delivery of service. Because of Pipeliner’s totally visual, intuitive organization of data, needed information is only a click away regarding the next task or activity, the account, or the contact. Documents for each step of delivery—often utilized with every client—can be placed 1 click away, in the step to which they apply.

Along with this data will be needed pertinent communication with or about the account. Part of account data is Pipeliner’s feeds—showing email, internal correspondence, phone notes and even social media postings. This feed allows your consultants to not only be on top of particular companies with which they’re dealing, but also to follow a particular space or industry.

Data Gathering Made Simple

The first thing a consultant or a consulting company is going to do is gather pertinent information about the company being consulted. It is vitally important that such information be rapidly organized, and placed where it will be needed for later use.

Because of Pipeliner’s visual, intuitive structure, information can even be entered in real time, as it’s being gathered. Data about the account, contacts, the people involved and their interrelations, specifics on what issues need to be addressed and at what stage of engagement, can all be entered rapidly and with no delay as to application complexity or confusion.


A very key part of consulting is processes—there are usually numerous processes involved even with a single client. For example:

Discovery / Inspection

The phase, in which specific issues are uncovered


The phase, in which the solution for that client is created


The phase, in which the solution is implemented


The phase, during which results are precisely measured

Each of these phases is usually its own process—its own series of precise steps.

Because of this, Pipeliner CRM allows a company to utilize as many processes as they need within CRM. All processes are reliant on a single database, so that data can be easily shared from one process to another.

Due to its totally visual, intuitive functionality, Pipeliner CRM is a natural for fast-paced consulting and its constant demand for accurate data.