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Save up to 20% with our annual plans.
Save up to 20% with our annual plans.
Increase your contract success rate & optimize your productivity as a consultant with the implementation of a CRM!
Do you ever wish there were more hours in a day or that you could be in two places at once?
With DigiTree's CRM and marketing automation, you can streamline your workload, delegate tasks with ease, enhance your professional reputation, and provide your clients with exceptional service - all while saving valuable time.
14-day free trial. No credit card required
DigiTree has been a game-changer for me. It's amazing that I can configure all the necessary settings just once and then let it run seamlessly in the background while I focus on other aspects of my business.
— Gustav B. Achu | Icon IT Consulting
#1 all-in-one CRM, sales and marketing automation platform
DigiTree CRM + marketing automation helps you:
Collect & pre-qualify leads
See lead status at a glance
Automate follow-up & appointment booking
Send quotes & invoices
Accept payments
Nurture leads until ready to buy
Analyze sales performance
Analyze sales performance
Analyze sales performance
Take your business to the next level with DigiTree's CRM for consultants
DigiTree's sales and marketing automation software is suitable for a range of industries, from marketing and HR consulting to education, IT, and immigration services. Whether you are an independent consultant or represent a firm, our software can help you scale your business intelligently.
Convert more highly qualified leads into clients
Spend less time on busy work so you can focus on clients
Enable peak team performance with everything in one place
Get paid faster and grow more easily
Convert more highly qualified leads into clients
Easily and promptly personalize a stunning pre-designed landing page template that features an automated lead capture form which integrates directly with your CRM. Employ a pre-qualification form to streamline lead assessment and distribute your appointment booking link and follow-up email series automatically. Configure it once, then sit back and watch it work for you!
Spend less time on busy work so you can focus on clients
Growing your client base—and keeping current clients happy—is easier than ever with targeted email and text broadcasts, personalized automation, and segmented nurture campaigns, all in one system.
Enable peak team performance with everything in one place
Work your sales pipeline, manage appointments, send emails and text messages, accept payments, and much more, all in one place. Delegation gets easier when your processes are organized and automated in Keap, and you’ll look even more professional to your clients.
Get paid faster and grow more easily
Quickly create and send quotes, convert a quote to an invoice with a single click, and even collect payments from Keap, synced with your financial tools. Analyze performance and identify bottlenecks to efficiency and growth so you know where to focus your efforts next.
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How CRM helps other industries
Take your business to the next level with DigiTree CRM for consultants
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