Why Management Consulting CRM is different
Consulting CRM is a relationship capital problem
Management consulting firms win mandates through relationships, reputation, and perceived expertise. The partner who has a long-standing relationship with a CFO wins the mandate before the pitch. But when that partner retires, the relationship walks out the door because it was never captured in a CRM system. Consulting CRM is about making relationship capital institutional rather than personal.
Talk to a Management Consulting specialist →What we deliver
CRM services for management consultancies
Client result
What we delivered for a Management Consulting business
"We genuinely did not know if this would move the needle or if people would just ignore a chatbot. Within a month we had real evidence, not a guess, and it justified expanding the approach to more of the site."
Insights
Articles written for Management Consulting professionals
Regulatory & compliance context
We design CRM for management consultancies that satisfies GDPR and UK GDPR for client contact data, client confidentiality obligations for engagement data and pipeline intelligence, Anti-Bribery Act 2010 hospitality and entertainment recording requirements, ICO guidance on business contact data, and professional indemnity insurance documentation requirements.
Free assessment - Management Consulting
Start your consulting CRM project
Tell us about your BD process and where relationship visibility is lacking.