Gather the right information for your consulting leads.
Follow your construction opportunities through the sales cycle from initial contact with the prospect to project management of existing construction projects, making sure all information is documented along the way. Get Stage Tracking, Activity Tracking, Task Management, Notifications, Document Attachments and more.
Contact and Company Management Designed for Consultants
It’s important for consultants to keep an accurate database of their contacts and leads handy for times when they collaborate with colleagues to locate additional sales opportunities. Useful features include: Importing all existing contacts and companies, Activity Tracking, Document Storage, Company Hierarchies, Send Notifications, and Customizable List Views.
IOS & Android App Designed for Consultants
The Indition Sales CRM App is designed for consultants to keep all the information about your clients and leads in one convenient place. You can view all of your past interactions with a client, or lead, before meeting with them. Indition Sales CRM allows you to store notes, log calls and emails, and view related tasks for both your professional consulting business and personal contacts.
Gather all the information you can about your clients.
Consultants can create and track tasks with the comprehensive tasking system to make sure all task are completed and goals are archived.
EMAIL FUNCTIONALITY DESIGNED FOR CONSULTANTS
Create emails for your consulting business that can be saved and tracked to send to existing contacts, as well as create automated email campaigns. See how your consulting business contacts engage with your emails with our engagement tracking.
Your daily interaction with your consultant clients produces a lot of data. This data can tell you what your clients and leads are most likely to want so you can offer it to them. Turning this data into actionable insights can mean the difference between keeping a client or losing them. Indition includes a completely configurable reporting system that allows you to create, schedule, and export the data as you need, when you need.
MOBILE SHORTCUT FEATURES FOR CONSULTANTS
Having all your consultant client data on your phone is incredibly useful. With a simple swipe down get a glance at your sales without even opening the app. Download all or choose individual contacts on your mobile device to import. Search for your contacts, and opportunities in your devices spotlight search. Add contacts and opportunities without even opening the app.
Indition CRM Features List
Spend time managing your content the way you want.
|Maximum Number Users||10||50||100||No Minimum, No Limit|
|Monthly Price Per User||$50||$35||$25||Call|
|Initiative & Task Management|
|Customizable fields and attributes|
|Activity tracker and custom activities|
|Email template builder|
|Private knowledge base|
|Ownership role restrictions|
|Available on Mobile for iOS and Android|
|Auto Sign Up|
|RESTful APIs for ease of integration|
|Custom Module/Business Functionality|