Guía programática
Mejor Marketing automation para consulting firms
Client intake, matter tracking, and follow-up CRM picks for consulting firms — not full practice-management or billing suites.
For client intake and follow-up — not legal practice management (billing, trust accounting, court calendaring).
Nuestros criterios de evaluación
- Proposal-stage pipeline with custom stages for long, multi-touch sales cycles
- Referral-source tracking so you nurture the partners who send the best work
- Retainer renewal and expansion reminders for active engagements
- Lightweight enough for a small partner group, not an enterprise sales suite
- Pairs with a project/PM tool that owns delivery rather than duplicating it