We surveyed over 100 HR consultants in the UK and US and asked them why they wanted a CRM
Here's what they said...
Helicopter view
Client information
Team capacity / utilisation
Insights and reporting
Team capacity / utilisation
Insights and reporting
Data Management
Client data
Prospect data
Client documents
Centralised Communication
Recording all conversations
Email integration and recording
Sharing client information
Task Management
Recording all conversations
Email integration and recording
Sharing client information
Marketing
List segmentation and management
Automated email sequences
Broadcasts and campaigns
Sales
Pipeline tracking and management Integrations with Better Proposals
We then researched the top CRMs being used by HR consultants
Here's our comparison table:
Here's our comparison table:
Best all-in-one solution but expensive
Most cost efficient Client Management Solution
Most cost efficient Sales and Marketing Solution
Need help setting up your CRM?
Here's how we can help you...
Client management CRM:
How to set up and use Capsule
Marketing CRM:
How to set up and use Active Campaign
All-in-one CRM