Whether you’re a one-man show with a handful of clients or perhaps you’ve built a multi-person brain trust advising prestigious fortune 500 companies. Whatever your consulting background is, you probably already know that using a CRM to keep track of client communication is a must.
The success of a consulting organization depends not only on the skills of advisors, but also on well-organized processes and operational aspects. By choosing the right system to manage the day-to-day work of your firm, you can improve advisor’s efficiency and focus on serving your clients.