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CRM software for Consulting

CRM for service and consulting firms

Collect leads from your site, calls and referrals in one place, move every opportunity through a Kanban pipeline to the contract and never miss a follow-up. Sales managers see each rep’s performance and the revenue forecast.

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PinDesk for Consulting

  • Kanban pipeline

    Custom stages, win probability and revenue forecast.

  • Calls and meetings

    Tasks, calls and meetings with reminders and outcomes.

  • Invoices and receivables

    Invoices, payments received and overdue reports.

  • Team and access

    Reps see only their own customers; managers see all.

Frequently asked questions

How many pipelines can I have?

Each business can have several pipelines with custom stages, e.g. one for new services and one for renewals.

Are there sales rep reports?

Yes. Sales, activities and win rate per rep, exportable to Excel and PDF.

Other uses of PinDesk

Gyms & clubsBeauty salonsClinicsSchoolsReal estateRetailAgencies

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Sign-up takes less than a minute and every feature is unlocked during the trial.

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