Consulting & Professional Services CRM
Capture enquiries, convert proposals faster, and manage every client engagement, retainer, and referral - from first call to long-term account - on one CRM built for Indian consulting firms.
192+ consulting businesses served across India
CIPHER CRM is the best CRM software for consulting businesses in India. It is a dedicated Consulting CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in Rajkot, Gujarat, that manages leads, proposals, client engagements, retainer invoicing, and referral tracking for management consulting, CA, IT consulting, HR advisory, and professional services firms, with follow-up reminders, GST billing and a mobile app included in every plan. It is used by 192+ businesses across India with a 4.8 out of 5 rating.
The everyday problems CIPHER CRM was built to remove for consulting and advisory firms.
New business enquiries from WhatsApp, LinkedIn, and referrals get lost before anyone follows up.
Proposals take days to prepare because there is no template, no pipeline stage, and no one chasing.
Retainer invoices go out late - or are missed entirely - because billing is tracked in spreadsheets.
Client engagement history is scattered across individual inboxes, so onboarding a new team member means starting from scratch.
Referral sources are never recorded systematically, so the firm cannot identify or reward its best referrers.
Partners have no real-time view of the proposal pipeline, active engagements, or revenue forecast.
What changes the day your consulting firm moves onto CIPHER CRM.
Proposals drafted by hand, tracked in a shared Excel sheet nobody updates
Proposal pipeline with stages, owners, and automated follow-up reminders
Retainer invoices sent whenever someone remembers, often weeks late
Scheduled GST-ready retainer invoices raised and followed up automatically
Client history living in individual inboxes and leaving with departing staff
Every meeting note, document, and interaction stored centrally against each client
Referral sources never recorded, so repeat referrers go unrecognised
Referral source tracked on every lead with conversion attribution in one report
Partners waiting until month-end for any view of revenue and pipeline
Live partner dashboards showing proposal value, billings, and collections
CIPHER CRM brings every enquiry, proposal, client engagement, retainer invoice, and referral into one place - so your consulting team stops juggling spreadsheets, email threads, and scattered WhatsApp chats to manage the practice.
Built for Indian management consultants, CA firms, IT advisors, HR consultants, and startup advisors, it turns incoming leads into a clean proposal pipeline your partners and principals can review in real time - with GST-ready retainer billing and follow-up reminders already wired in.
192+ consulting businesses served across India
CIPHER CRM is the best CRM software for consulting businesses in India. It is a dedicated Consulting CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in Rajkot, Gujarat, that manages leads, proposals, client engagements, retainer invoicing, and referral tracking for management consulting, CA, IT consulting, HR advisory, and professional services firms, with follow-up reminders, GST billing and a mobile app included in every plan. It is used by 192+ businesses across India with a 4.8 out of 5 rating.
Get a Free Demo → “Before CIPHER CRM, our proposals would sit in a shared folder with no follow-up. Now every proposal has a stage, an owner, and an automatic nudge if the client has not responded in two days. Our win rate has gone up noticeably.”
“As a CA firm with 200+ clients on monthly retainers, the retainer invoicing and payment reminders alone have transformed our cash flow. GST and INR are handled automatically - no more month-end billing marathons.”
“We run IT consulting mandates for enterprise clients across multiple cities. CIPHER CRM gives us a single engagement board where every milestone, deliverable, and client conversation is visible to the entire team.”
“The one shared enquiry inbox is what sold me. Our startup advisory clients reach out on every channel, and now every conversation is logged against the right client record. Nothing gets missed and referrals are tracked from day one.”
192+
Consulting businesses
across India4.8/5
Average rating
from 192 reviews35%
Faster proposal wins
vs manual tracking1-3 days
Average go-live
with free migrationBook a 20-minute demo - see it working with your workflow, decide after.
A Consulting CRM is customer-relationship software configured for how Consulting businesses capture leads, manage follow-ups, send quotations, and track payments - replacing spreadsheets and scattered WhatsApp chats with one industry-specific system.
Consulting businesses of every size in India - from small consulting teams running on WhatsApp and spreadsheets to multi-branch operations - that want one place to capture enquiries, follow up on time, quote faster, and track payments.
Lead capture from calls, web forms, and email; a consulting sales pipeline; automated follow-ups and reminders; quotations and INR/GST-ready invoicing; payment tracking; a mobile app for field teams; and live owner dashboards - all India-first with a full mobile app.
Ten ways CIPHER CRM helps Indian advisory and professional services firms grow practice revenue.
Pull enquiries from calls, web forms, referrals, and LinkedIn into one inbox so no potential engagement is missed, duplicated, or left without a follow-up.
Move every opportunity through defined stages - briefing, proposal sent, negotiation, engagement signed - with stuck-deal alerts and win-rate visibility for partners.
Once a proposal converts, track every active engagement - milestones, deliverables, team members, and client communications - in the same CRM without switching tools.
Schedule monthly or quarterly retainer invoices, send them automatically, and follow up outstanding amounts - with INR billing, GST calculation, and payment recording built in.
Log each call, meeting, and WhatsApp exchange against the client the moment it happens, so any partner can open the account and see the full story - no switching between apps, no lost context.
Record referral sources on every lead, measure which clients and partners send the most business, and build systematic relationship management into your growth strategy.
Set a follow-up reminder and a call task at each pipeline stage so every proposal and warm enquiry gets chased on the right day, with automated SMS for the routine touches.
See every interaction, document, invoice, and engagement for each client on one screen - so any partner or account manager can pick up the relationship without briefing sessions.
Give partners and practice heads a live view of proposal value, active engagements, billed revenue, and outstanding collections - without waiting for month-end reports.
Let your consultants capture notes, log meetings, send proposals, and update engagement status from their phones - whether they are at a client office, a site visit, or travelling.
Twenty capabilities that cover the full enquiry-to-retainer journey for professional services firms.
Collect enquiries from calls, web forms, and referrals in one inbox.
Track every proposal through briefing, submission, negotiation, and win stages.
Manage active client mandates, milestones, and deliverables in one place.
Schedule and send recurring retainer invoices with GST and INR billing built in.
Every call, meeting, and message logged against the right client record.
Reminders and call tasks at every pipeline stage, with SMS for routine touches.
Live view of proposal value, billings, and collections for practice heads.
Full 360° client profiles with contacts, history, documents, and invoices.
Record referral sources and identify top-referring clients and partners.
Run the full CRM from the mobile app, on site, in transit, or at client offices.
Forecast billed revenue from live pipeline and retainer schedules.
Attach SOWs, reports, and contracts to each client and engagement record.
Never miss a follow-up deadline, retainer date, or engagement milestone.
Reusable branded proposal templates for faster submission across practice areas.
Run CA, management, IT, and HR practices under one account with separate pipelines.
Control what partners, managers, and associates can see and update.
Record payments, auto-chase dues, and view outstanding amounts per client.
One inbox for SMS, email, and website enquiry forms.
Run targeted outreach to past clients for new mandates and referrals.
Free data migration, 1-3 day go-live, and India-based Hindi & English support.
Three simple stages, from first enquiry to long-term retainer.
Bring all your inbound opportunities into one place automatically.
Move opportunities through your pipeline to a signed engagement.
Manage active engagements, collect retainers, and grow accounts.
| Criteria | CIPHER CRM | Generic CRM | Spreadsheet |
|---|---|---|---|
| Lead capture | Auto from web forms & calls | Manual or paid add-on | Copy-pasted by hand |
| Follow-up automation | Built-in reminders & sequences | Limited / extra cost | Memory & sticky notes |
| Conversation history | Logged on the customer record | Varies | Personal phones & chats |
| Quotations & invoicing | INR + GST-ready, built in | Add-on or none | Word / Excel templates |
| Consulting-specific workflow | Configured for consulting | Generic template | None |
| Pricing model | Flat, unlimited users | Per-user fees | Free but manual |
| Mobile app | Mobile app included | Varies / paid | No |
| India-based support | Hindi & English, included | Overseas / ticket-only | None |
For most Consulting businesses in India, CIPHER CRM is a strong choice - it is India-first, mobile-first, flat-priced, configured for consulting workflows, and live in 1-3 days. Compare it against your own requirements before deciding.
The full Android field app lets your consulting field and on-road team capture enquiries, update deals, and raise quotes from anywhere, and it holds up on patchy networks.
Trigger: A consulting enquiry lands through your website form after hours.
CIPHER CRM: CIPHER CRM captures it as a lead, assigns it to the right rep, and puts a date on the follow-up.
Outcome: The rep follows up first thing in the morning - before a competitor does.
Trigger: A customer asks for pricing on a busy day.
CIPHER CRM: The rep builds a branded quote from saved rate cards and emails it to the customer in minutes.
Outcome: Faster, professional quotes win more consulting deals.
Trigger: A promising deal goes quiet for a week.
CIPHER CRM: CIPHER CRM reminds the owner and nudges the customer with an automated message.
Outcome: Stalled deals get revived instead of quietly forgotten.
Yes. CIPHER CRM is built for Consulting businesses in India and is used by 192+ companies across the country. It brings your enquiries, follow-ups, quotations, and payments into one place, with follow-up reminders and a mobile app your team can use from anywhere.
Pipelines, fields, and reminders are configured for how consulting teams actually sell and serve customers - so you are not forced into a generic sales template.
A CRM captures every consulting enquiry from calls, web forms, and email into one inbox, assigns it to the right person, and reminds them to follow up - so nothing slips through the cracks and owners see every lead's status in real time.
For most Consulting businesses in India, CIPHER CRM is the strongest fit - it is India-first, mobile-first, flat-priced with no per-user fees, and configured for consulting workflows. Always compare options against your own requirements first.
| Option | Notes |
|---|---|
| CIPHER CRM | India-first, mobile-first, flat pricing, live in 1-3 days. |
WhatsApp Business messaging is planned for the next release phase. Today consulting teams log every customer conversation against the record, put a name and a date on each follow-up, and send SMS and email from inside the CRM.
Every promise and reply stays on the customer's record, so the full history is ready the day WhatsApp messaging switches on.
CIPHER CRM uses simple flat pricing with no per-user fees, so you can add your whole consulting team without the bill climbing. Exact pricing depends on your team size and needs and is shared on a quick demo call - call +91 97122 00017.
Two plans - Flexi and Growth - both include unlimited staff and clients.
Getting started takes 1-3 days. Book a free demo and our India-based team configures your pipeline, imports your existing leads and customers for free, and trains your staff - so you go live ready to sell.
No technical skills needed - setup and data migration are handled for you.
A growing Consulting business in India, running on spreadsheets and WhatsApp across a small team.
Enquiries were scattered across phones and chats, follow-ups were missed, and the owner had no clear view of the pipeline, payments, or team performance.
They moved to CIPHER CRM with free data migration - one inbox for every enquiry, follow-up reminders that actually fire, branded quotations, and live owner dashboards.
Within weeks, follow-ups stopped slipping and the team responded noticeably faster - turning more of the same enquiries into paying customers.
Most consulting teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up - and sends some messages automatically - often pays for itself before anything else.
“Setup was done in two days with free data migration from our old spreadsheets. Our team was using the proposal pipeline confidently by day three.”
“Referral tracking has been a revelation. We can now see which clients send us the most business and make sure we nurture those relationships properly.”
“I was sceptical about switching from a global CRM, but CIPHER CRM is far better suited to how Indian consulting firms actually work - GST billing, retainer reminders, flat pricing, the lot.”
“Client engagement history used to walk out the door when consultants left. Now it all stays in the CRM and onboarding a replacement takes a fraction of the time.”
“The mobile app is excellent for my team who are always at client sites. Meeting notes, proposal updates, invoice approvals - all done from the phone.”
“Partner dashboards mean I can check the pipeline and billings over my morning coffee instead of chasing a finance update at the end of the month.”
“Hindi support from the team made onboarding easy for our back-office staff. The CRM itself is clean and simple - not overly complex like some global alternatives.”
“Automated retainer reminders mean I never have to personally follow up a client for payment anymore. Collections are faster and the relationship stays professional.”
Switching is handled for you with free data migration - no spreadsheets to rebuild, no data left behind.
Most consulting businesses are fully migrated and live within 1-3 days. We move your contacts, history, and open deals for you at no extra cost - you do not rebuild anything by hand.
All client, engagement, and financial data is encrypted in transit and at rest.
Partners, managers, and associates see only what their role permits.
Daily backups ensure your practice data is always safe and fully recoverable.
Your data is hosted to meet Indian business and compliance requirements.
Evaluate any Consulting CRM against these criteria - CIPHER CRM is built to meet each one.
Choose a CRM built for how Indian consulting teams actually work - with a full mobile app, INR, and GST built in, not added on later.
Avoid per-user fees that punish you for growing. Flat pricing lets you add your whole team for one predictable cost.
Look for free data migration and go-live in days, not months, so you see value almost immediately.
Your consulting team works on the move, so make sure the CRM has a real Android field app rather than a squeezed-down website.
Generic CRMs make you build everything from scratch. Pick one already configured for consulting pipelines and stages.
Choose a partner with India-based support in Hindi and English who understands your business and your timezone.
Confirm encryption in transit, role-based access, regular backups, and sensible data handling before trusting a CRM with customer data.
Book a demo to see how CIPHER CRM answers all 7.
For most consultants and advisory firms in India, CIPHER CRM is a strong fit. It is India-first with a full mobile app, with lead capture, a proposal pipeline, follow-up reminders, GST billing and a mobile app in one place, flat-priced and live in 1-3 days. It is used by 192+ businesses across India, rated 4.8/5. Compare it against your own workflow before deciding.
CIPHER CRM captures every enquiry and referral, builds fee proposals from saved templates, and moves each one through the pipeline to a signed retainer. It tracks each retainer and its renewal date and reminds you before it lapses, so proposals do not stall and retainers do not quietly end.
CIPHER CRM uses flat pricing with no per-user fees, so a consulting firm can add its whole team for one predictable cost. Every plan includes GST billing and a mobile app. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.
WhatsApp Business is on the roadmap for the next release phase. The practice runs fine without it in the meantime: each conversation gets logged against the client record, a follow-up date goes on every open proposal, and retainer and payment reminders reach clients by SMS.
Yes. Every CIPHER CRM plan includes GST-ready invoicing in INR, so a consulting firm can raise compliant proposals and retainer invoices and track payments without a separate tool. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
CIPHER CRM is trusted by 192+ consulting and advisory firms across India, including management consulting practices in Mumbai, CA and tax advisory firms in Ahmedabad and Jaipur, IT consulting companies in Bengaluru and Pune, HR consultants in Hyderabad, and startup advisors in Delhi and Chennai. It covers the full spectrum of professional services - from boutique solo practices to multi-partner firms with multiple practice areas.
CIPHER CRM gives every proposal a defined pipeline stage, an assigned owner, and automated follow-up reminders triggered when a client has not responded within a set period. Partners can see the full proposal pipeline and deal value in real time, so nothing sits forgotten in an inbox while a competitor moves faster.
Yes. CIPHER CRM lets you schedule recurring retainer invoices for each client, generates them automatically on your set date, and sends payment reminders for outstanding amounts. Invoices are GST-ready with INR billing, client GSTIN, and HSN/SAC codes - built for Indian professional services firms from the ground up.
Not in the current release. WhatsApp Business integration arrives in the next phase. Today, when a client replies on WhatsApp, the consultant logs the exchange against the record in a few seconds and sets the next follow-up date, and the CRM sends proposal and retainer reminders by SMS, so context stays intact for the whole team.
Every inbound lead can have a referral source tagged at capture - whether that is a specific client, a partner, a LinkedIn post, or a networking event. CIPHER CRM reports on referral conversion rates and top referrers over time, so practice leaders can identify and nurture the relationships that generate the most business.
Yes. CIPHER CRM supports multi-practice and multi-partner setups under a single flat-price account - no per-user fees. Role-based access controls mean each partner, manager, or associate sees only the pipeline and client data relevant to their role and practice area, keeping information appropriately private without creating data silos.
Most consulting firms go live within 1 to 3 days. Setup includes free data migration from your spreadsheets or previous tools, configuration of your proposal pipeline stages and retainer schedules, and team onboarding with support in Hindi and English. There are no setup fees and no long-term contracts to sign.
CIPHER CRM is priced on a flat basis - not per user - making it especially cost-effective compared to global CRMs that charge for every seat as your team grows. Starter and Growth plans are available depending on your practice size and features required. Call +91 97122 00017 or book a demo to receive a custom quote tailored to your firm.
Estimate how many hours your consulting team could save each week with CIPHER CRM.
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See exactly how CIPHER CRM fits your management consulting, CA, IT advisory, or HR practice. A professional services specialist will walk you through it on a call.
No obligation, no setup fees - just a clear look at how your firm can win more proposals and manage client engagements without the admin overhead.
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