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Grow faster and smarter with a CRM for professional services
Digitree CRM and sales & marketing automation platform helps small businesses run like a well-oiled machine and grow to the next level of success.
14-day free trial. No credit card required.
Investing in Digitree was crucial to the growth we experienced. It challenged us to redefine how we did our sales and marketing.
Ben Marshall | Artist Management Services Ltd.
Explore these business & organizational consultant CRM resources
Marketing / Business Management
How to Best Use a CRM for Independent Consultants
Mar 01, 2020 · 6 min read
Marketing / Sales
How to Best Use a CRM for Independent Consultants
Mar 01, 2020 · 6 min read
Marketing
How to Best Use a CRM for Independent Consultants
Mar 01, 2020 · 6 min read
Digitree CRM + marketing automation helps you:
Collect & segment leads
Follow up automatically
Automate upsell campaigns
Identify high-value leads
See lead status at a glance
Automate appointment booking
Accept payments
Send quotes & invoices
Request reviews & referrals
Take your business to the next level with Keap’s CRM for consultants
Whether you’re a marketing or HR consultant, in education or IT or immigration, an independent consultant or a firm, Digitree sales & marketing automation software can help you scale the smart way.
Get the whole team organized in one place
Easily keep track of every lead and client
Make it simple to get paid your way
Automate repetitive tasks so you can focus on growing
Get the whole team organized in one place
Digitree CRM keeps all prospect and client data in one place so everyone from sales to customer service has the most current info. Use internal forms to routinely gather important information your team needs to know about each client’s needs.
Easily keep track of every lead and client
With Digitree visual sales pipeline tool, your team can quickly see where prospects and clients are in your process at any moment. Set up multiple tracks to customize your sales outreach by lead segment, and track client progress through your service delivery process.
Make it simple to get paid your way
Accept payments directly from Digitree, in whatever style fits your business. Create quotes and later turn them into invoices with a single click. Process single payments, multiple payments (such as a deposit and final payment), or set up recurring payments.
Automate repetitive tasks so you can focus on growing
Send email and text messages to individuals, a segment, or your entire list via automation. Keap stores all of your communications in one place and automates follow-up and sales nurture. The appointment booking feature allows clients to choose from times you’re available, freeing up your staff from scheduling hassles.
Explore these professional services CRM resources from the Digitree Blog
Marketing / Business Management
Client Intake Forms for Professional Services That Get Sales
Mar 01, 2020 · 6 min read
Marketing / Sales
Benefits of Using a CRM for Professional Services
Mar 01, 2020 · 6 min read
Marketing / Growth
Proven Ways to Increase Your Rates and Keep Clients
Mar 01, 2020 · 6 min read
How CRM helps other industries
Level up your business with Digitree CRM for professional services
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