AI-Powered CRM for Modern Business Growth
Book a demonstration or try our unified CRM—automate sales, manage leads, and enhance client communications in one platform from Consultant.Biz.
Frequently Asked Questions
Solving Real Business Challenges with CRM
Consultant.Biz CRM addresses your real-world business challenges by providing a centralized hub for all customer interactions, sales data, and communications. Here is what our intelligent CRM system helps you overcome:
- Scattered client information that causes inefficiencies and delays in sales processes.
- Manual lead input and tracking, leading to lost opportunities and errors.
- Managing customer conversations across disconnected channels like messengers, email, and phone.
- Time-consuming task management and forgotten follow-ups by your team members.
- Inability to scale and automate essential workflows without technical expertise.
Your Unified Platform for Sales and Teamwork
With Consultant.Biz CRM, every touchpoint becomes efficient and traceable. Automatically gather leads from forms, chats, and social networks, and see them move through custom pipelines designed for your sales process. Collaborate with your team, assign responsible managers, and manage deadlines with built-in calendars and task boards.
Connect with customers on their preferred channels—including Messenger, Telegram, WhatsApp, Viber, and phone—right from the CRM, minimizing context-switching for your managers. Automate communications, send reminders, generate contracts, and track every transaction without leaving the platform. Seamless integrations and a public API ensure your business keeps growing—no matter your scale.
Intelligent CRM Features to Drive Your Revenue—All in One Platform
Consultant.Biz delivers a cutting-edge CRM platform, tailored for businesses that want real growth, operational efficiency, and excellent customer retention. Our solution brings together every essential function your sales, marketing, and support teams need—without switching systems or manual hassle.
Key features include:
- Lead Capture & Management: Collect leads from every source—website forms, chats, emails, messengers, social media—and automatically generate new deals. Each contact is profiled in detail, including history, preferences, and tasks.
- Sales Pipeline Automation: Customize multi-stage pipelines. Auto-move deals based on events, payment, or status updates, and trigger personalized messages or sequences for clients at each step.
- Omnichannel Communication: Reach clients via Messenger, Telegram, WhatsApp, Viber, online chat, phone, and SMS directly from your CRM interface. No more juggling multiple accounts and apps.
- Smart Task & Team Management: Assign deals and tasks to team members, use built-in calendars, set deadlines, and receive reminders to never miss an important follow-up. Collaborate efficiently on a single platform.
- Document Generation & Email Integration: Create contracts, invoices, and acts in one click, with client and order data auto-filled. Sync with your email accounts to archive conversations under every deal or task.
- Data-Driven Analytics: Monitor pipeline health, sales numbers, new contacts, manager performance, and channel attribution through interactive dashboards, so you always know what's working and where to improve.
- Integrations & API: Connect with popular business tools or use our API for custom integrations—making Consultant.Biz CRM a perfect fit for any tech ecosystem.
All these features are ready to use from day one, with a user-friendly onboarding and no credit card required to start. Whether you're an SMB or a scaling enterprise, Consultant.Biz keeps you in control of every deal, every client, and every opportunity—empowering your team for long-term success.
Our advantages
Our legal services are more than just consultations. We become your reliable partner in all legal matters, providing comprehensive protection for your business interests.
Qualified lawyers in the team
Successful cases and transactions for clients
We work with businesses in different jurisdictions
Years of experience in legal business support
What Clients Say
Sales Operations Manager
Consultant.Biz CRM transformed the way our sales and support teams collaborate. We cut our response times in half and never miss a follow-up. The automation rules are user-friendly—even for our non-technical team!
Marketing Director
The CRM’s multichannel features allowed us to consolidate messages from WhatsApp, Telegram, and our website chat into one place. This has helped us improve our customer service and led to a 30% increase in repeat sales.
E-commerce Owner
Starting with Consultant.Biz CRM was super easy—no credit card needed and onboarding was smooth and clear. Full control of my shop’s inventory, sales, and messaging from one dashboard saves me hours every week!
Customer Success Lead
Integration with our existing business tools via public API was seamless. Consultant.Biz CRM gave us visibility on every customer status and improved analytics. Our support tickets decreased rapidly after automation.