Professional Services CRM

The best CRM for Professional Services?

Professional services firms such as lawyers and accountants, architects and consultants, are turning to Client Relationship Management systems to improve growth and revenue. Talk to us about choosing the right CRM solution for your business to help you increase cross-selling and up-selling, improve client retention, and discover new clients.

We give free, impartial CRM advice to help you with your Client Relationship Management requirements or take it to the next level! We are independent CRM experts with many years’ experience working with professional services firms as proven by our clients below.

Call us now on 01959 560410 or start a Live Chat with us or request a call back at your convenience.

Our Professional Services Clients

Ward Hadaway
Veale Wasbrough Vizards
CRM and Compliance

Where should I start with professional services CRM?

Let’s have a look at the reasons why you might be looking to implement CRM. The Professional Services CRM eBook is a free resource we’ve created to help you do just that.

This eBook is designed as an introduction to Client Relationship Management and to explain what works and what doesn’t when implementing and maintaining a CRM system in a professional services firm. The eBook should help you start to make decisions about what you want to achieve with CRM and how you plan to go about doing so. The Professional Services CRM eBook is just one of a series of titles covering a range of different topics about CRM. If you’d like to dig a little deeper, you can view the whole library here.

If you’re a visual learner, you might like to check out our range of CRM videos covering a whole range of topics; or if you’d like to read more about CRM then visit our regularly updated blog.

CRM Installation

Should I be looking at software?

Certainly! But make sure you have asked yourself a key question first.

  • “What do I want to achieve from CRM?”

Try not to find yourself being swayed on lists of software features alone. And remember, just buying and installing CRM software never works! You need to get your team on board as well if you want to develop excellent Client Relationship Management. Refer back to The Professional Services CRM eBook for some information on increasing team buy-in for CRM.

Independent CRM Consultancy

Where can I get help finding the right professional services CRM for my firm?

We discussed earlier how having our own system, Metis CRM, presents a conflict of interest when it comes to offering independent CRM advice to professional services firms. However, if you are looking for advice on CRM we can still act as your independent advisors, without discussing or suggesting Metis CRM as a recommended platforms.

If you would like our independent (Metis free!) advice on Client Relationship Management for professional services firms, book a free consultation with our CRM team today. Alternatively, if you would like to know more about Metis CRM itself, book a demo with our Metis CRM team now.