As a consultant, you don't sell a product off the shelf. You sell trust, expertise and your time. That's exactly why a good CRM isn't an admin tool for you, but your sales memory: every first contact, every proposal, every follow-up email and every next meeting belongs in one place. AM CRM is an all-in-one sales CRM built so that you, as a consultant, have more qualified conversations and lose less time to organisation.
Why consultants need a dedicated CRM
Consulting sales are relationship-driven and often stretch over weeks. A lead comes in through a form, you have a call, you send a proposal, you hear nothing for two weeks, and you still need to know exactly where you left off. Spreadsheets and an overflowing inbox can't carry that.
A CRM for consultants solves the typical problems:
- Long sales cycles stay under control instead of disappearing into your inbox.
- Multiple channels (phone, email, WhatsApp, SMS) come together in a single history.
- Follow-ups happen automatically instead of slipping through the cracks.
- Every touchpoint is documented, even after weeks of silence.
With the 360-degree history in AM CRM, you see the full timeline for each contact at a glance: calls, messages, meetings and notes, in chronological and searchable order.
Run your consulting pipeline visually
Consulting thrives on clear stages. With visual drag-and-drop pipelines, you map your process exactly the way it works for you, for example: inquiry, first call, needs analysis, proposal, negotiation, close. You simply drag deals from column to column and immediately see where things stall and which opportunities are hot.
This helps especially when you manage many mandates in parallel. Instead of guessing which prospect is next, the pipeline shows you in black and white where action is needed.
First calls and meetings without friction
In consulting, the first contact often decides everything. AM CRM brings built-in telephony right into the CRM: you call with one click, the auto-dialer works through your list efficiently, calls are recorded and logged in the call history. You no longer have to type up anything after a call, and next time you instantly know what you discussed.
For scheduling, the connection to Google Calendar and Google Meet is built in. Prospects receive an .ics confirmation, and you save yourself the back-and-forth of finding a slot. Especially for consultants whose calendar is their most valuable asset, this takes off real pressure.
Communication across every channel
Some clients you reach best by email, others only respond on WhatsApp. AM CRM supports two-way communication across WhatsApp, SMS and email, all in the same contact history. Incoming replies don't land in some inbox, but right next to the correct deal.
WhatsApp compliance is built in: the 24-hour window, approved templates, opt-in and opt-out via STOP, a daily limit and an emergency stop as a fail-safe. You communicate professionally and on the safe side, without having to manage the rules yourself.
Automations and AI that take routine off your plate
With the visual flow builder, you build automations without code: a new inquiry automatically triggers a welcome message, a reminder goes out after a first call, an open proposal gets a friendly follow-up after three days. That way no lead falls through.
On top of that come the AI features that save real time in everyday consulting:
- AI replies for WhatsApp, SMS and email give you fast response suggestions.
- AI call summaries condense long calls into a few key points.
- The AI scheduling funnel helps you turn inquiries into first calls in a predictable way.
Integrations and tools you already use
AM CRM connects natively to what matters in consulting: telephony, SMS and WhatsApp run through Twilio and SignalWire, Gmail syncs both ways, Google Calendar is directly connected, and Facebook Lead Ads bring leads in automatically. Another 6,000+ apps are within reach through Zapier, plus webhooks and HTTP.
Tools like Stripe, Make, Shopify, Outlook or LinkedIn are not natively integrated, but you can connect them via Zapier or webhooks if you need them in your setup.
Fairly priced from solo consultant to consulting team
Whether you work alone or lead a team: with AM CRM everything is included in every contract, so you never have to buy features one by one. Pricing starts at 12 EUR/month (Solo), 220 EUR/month (Team) and 550 EUR/month (Business). Annual billing saves 40 percent, and the product is Europe- and GDPR-oriented, which is especially important for consulting data.
Try AM CRM free for 14 days, cancel anytime, and see for yourself how much calmer your consulting sales feel with everything in one place.