CRM System for Sales Consultants

Bitrix24 is the best free fully featured CRM for consultants or consulting firms. Bitrix24 offers a complete contact center and project management tools as well. Use Bitrix24 for collaboration for with clients or other parties that are involved in your consulting projects.
Being a consultant means dealing with hundreds, or even thousands of clients. It concerns any type of business: travel, insurance, lawyer services, and so on. With the help of CRM for consultants, you can manage clients and avoid overbooking.

If you are a consultant or a consulting firm looking for a CRM, you are in the right place. First, Bitrix24 is essentially free. Second, it comes with all the necessary tools – not just database of your existing clients, but contact center and project management as well.

Third, Bitrix24 is a collaborative CRM, meaning you can use it to collaborate with your clients or other parties that are involved in your consulting projects.

Bitrix24 is a free comprehensive CRM for agents and agencies. Powerful CRM and marketing automation solution for consultants with agency management tools: projects, docs, time and attendance tracking. Register today and take your business to the next level with Bitrix24.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Unlimited records
  • Free 5GB online storage
  • Email marketing
  • Contact center
  • Customizable fields
  • Quotes & invoices
  • Call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

CRM for Consultants

  • Contact management
  • Core CRM & Full Sales Cycle Management
  • Custom forms and fields
  • Lead distribution among agents
  • Sales funnel
  • CRM reports
  • Business Processes (Workflow Automation


Sales Tools for Agents

  • Quotes and Invoices
  • Products and Product Catalog
  • Currencies and taxes
  • Online call center
  • Email marketing
  • Mobile CRM


Task Management for Consultants

  • Workgroups/Projects
  • Tasks and subtasks
  • Checklists
  • Task templates
  • Recurring tasks
  • Time tracking
  • Gantt chart
  • External users (extranet)


Document Management

  • Online storage (5GB to Unlimited)
  • Online editing
  • File sharing
  • Download links
  • File access rights
  • Cloud-PC-Mac-iOS-Android sync
  • Document approvals
  • Learn more


For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
12,000,000+ organizations have chosen Bitrix24