Without a managed CRM, follow-ups fall through the cracks and high-value prospects go to the firm that called back first.
6–10 hrs
Billable hours lost per consultant/week
$800/mo
Average software waste per firm
67%
Breaches start with phishing
30 days
Free CRM trial included
Management Consultants face three specific risks that make managed crm critical—not optional.
Email is your delivery system
Proposals, contracts, and strategy documents all live in unencrypted email threads. One compromised account exposes every active client engagement.
No IT function
No monitoring, no patching, no security awareness training. You’re operating without visibility into what’s happening on your own devices.
Client confidentiality obligations
A breach doesn’t just cost money—it permanently destroys the client relationship and your reputation for discretion.
We understand management consultants’ specific challenges and compliance requirements.
All deliverables move through email—strategies, models, and sensitive findings—with no encryption or access controls.
Most consulting firms have no dedicated IT. No monitoring, no patches, and no incident response plan.
M&A intelligence and financial models are prime targets. Competitors pay for this data on the dark web.
Freelance researchers and subcontractors retain full file access long after projects end.
Four components that protect and optimize your management consultants practice.
Full CRM setup, data migration from spreadsheets or legacy systems, and team training.
Automated follow-up sequences, reminders, and lead nurturing—nothing falls through the cracks.
Real-time pipeline visibility, conversion tracking, and monthly performance reports.
We run your CRM so you don’t have to—updates, integrations, and user support included.
$395/mo
Everything included. No surprises. Cancel anytime.
Start Your 30-Day Trial90-day satisfaction guarantee. PIPEDA-compliant.
Get your free Management Consultants Managed CRM assessment. We’ll show you exactly what’s at risk and how to fix it.
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