New enquiries go missing
New business enquiries from WhatsApp, LinkedIn, and referrals get lost before anyone follows up.
Advisory CRM for Consultancies
Consulting CRM for Advisory & Management Firms in India
A referral comes in on LinkedIn while your partner is in a client workshop. A proposal takes days to go out as there is no template and no one is chasing it. A retainer invoice slips past its date because the billing is in a spreadsheet. Right now that runs across inboxes and a partner's memory, and a new hire starts from zero on an account they should already know by now. CIPHER CRM puts every enquiry, proposal, project and retainer on one screen, made for how an Indian consulting firm actually runs day to day.
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Trusted by 192+ Consulting businesses across India
Turn enquiries into proposals, retainers and long-term clients
A consulting practice grows on proposals and relationships. A referral comes in, a proposal goes out, and a retainer starts. When enquiries sit in partners' inboxes and invoices in a spreadsheet, a new hire starts from zero and a good referrer never gets thanked.
CIPHER CRM for consulting keeps every enquiry, proposal, engagement, retainer invoice and client conversation in one place. Partners see the pipeline, the team sees who to call today, and client history stays with the firm. Tell us what you advise on and we will show you your setup.
Trusted across India.192+ businesses served across 31 industries in 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 India, that manages leads, proposals, client engagements, retainer invoicing, and referral sources for management consulting, CA, IT consulting, HR advisory, and professional services firms, with follow-up reminders, invoices with GST on each line and a branded client portal included in every plan.
It runs in the browser on any device and keeps working offline.
It is used by 192+ businesses across India with a 4.8 out of 5 rating.
- 4.8/5
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192+ businesses -
Trusted since 2018 -
India-first -
Works offline
Do these everyday consulting firm problems sound familiar?
If two or three of these sting a little, the problem is not your team. Enquiries, proposals, retainers and client history are spread across WhatsApp, LinkedIn, inboxes and Excel, with no one place to run the firm from.
See how CIPHER CRM solves this
Proposals nobody chases
Proposals take days to prepare because there is no template, no pipeline stage, and no one chasing.
Retainer invoices go late
Retainer invoices go out late - or are missed entirely - because billing is tracked in spreadsheets.
Client history in inboxes
Client engagement history is scattered across individual inboxes, so onboarding a new team member means starting from scratch.
Best referrers unknown
Referral sources are never recorded systematically, so the firm cannot identify or reward its best referrers.
Partners asking around
Partners cannot see the proposal pipeline or which retainer invoices are still unpaid without asking around.
The difference From scattered to sorted
What changes the day your consulting firm moves onto CIPHER CRM.
Make the switch - Book a Free Demo 
Proposals drafted by hand, tracked in a shared Excel sheet nobody updates
Proposal pipeline with stages, owners, and a follow-up reminder on each one
Retainer invoices sent whenever someone remembers, often weeks late
Retainer invoices raised from saved fee lines, with GST on each line and a reminder for the next one
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 saved on every lead, so you can filter by who sent the work
Partners waiting until month-end for any view of the pipeline and dues
A progress board of your leads with deal values per stage, and invoice statuses anyone can check
Why CIPHER CRM
One CRM for your whole consulting practice
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 see update live as the team works, with retainer invoices, GST on each line and follow-up reminders set up from day one.
192+ businesses served across 31 industries in 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 India, that manages leads, proposals, client engagements, retainer invoicing, and referral sources for management consulting, CA, IT consulting, HR advisory, and professional services firms, with follow-up reminders, invoices with GST on each line and a branded client portal included in every plan. It runs in the browser on any device and keeps working offline. It is used by 192+ businesses across India with a 4.8 out of 5 rating.
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92 Features included - 4.8/5 Average rating
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192+ Businesses served
Product preview
4.8 What Consulting teams say about CIPHER CRM
Halfway through a cost reduction study, the promoter dropped the plant layout work. Our credit note on that invoice cut the balance before his accounts team paid.
Kunal Sabharwal Managing Partner, ManagementGurugram
My clients are family-run companies, and their advance-tax dates and board meetings used to sit in my desk diary. Each one is now a reminder on that client's record, so the board papers are ready before the MD rings.
Anwesha Tripathy Lead Partner, ManagementBhubaneswar
Our client, a car parts maker near Sriperumbudur, has separate hiring managers for production, quality and accounts. Each is a contact on the client's record with a job title and number, so CVs for a quality engineer go to the quality head, not to whoever took our last call.
Nandhini Rajendran Team Lead, Client ServicingChennai
Family business owners here always tell us to call after Diwali, and by then nobody remembers who promised what. I set a reminder on the lead while I am on the phone, and when it comes up after the festival, the notes from every earlier call are right there.
Ayush Sethi Senior Manager, SalesIndore
Most of my days go inside warehouses in Butibori and Hingna, and past the loading bay my phone has no signal. I still type my notes into the client's project in the phone's browser, and it all syncs on its own once I walk back out to the gate.
Tejas Wankhede Senior Consultant, ProjectsNagpur
I copied last month's retainer bill in Word, and once two clients got the same number. Now CIPHER numbers each GST invoice in our own series.
Bhavika Parekh Senior Executive, AccountsSurat
Capabilities
Everything a consulting firm needs to win and retain clients
Ten ways CIPHER CRM helps Indian advisory and professional services firms grow practice revenue.
Talk to a Consulting CRM Expert 
Consulting lead management Consulting lead management that captures every new business enquiry
Website enquiries land on their own through an online enquiry form, and you add calls, referrals and LinkedIn messages in seconds, so every potential engagement sits in one list with an owner.
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Capture enquiries from calls, referrals, and online enquiry forms - Tag referral source on every inbound lead
- Assign to the right partner or manager instantly
Proposal pipeline Proposal pipeline built for professional services deal cycles
Move every opportunity through stages you name - briefing, proposal sent, negotiation, engagement signed - on a list or a progress board you drag cards across, with the deal value added up at the top of each stage.
- Custom pipeline stages tuned to consulting sales cycles
- Deal-value totals for every stage on the board
- A reminder on any proposal nobody has chased yet
Client engagement projects Client engagement & project tracking for active mandates
Once a proposal converts, run the engagement as a project - tasks, dates, team members, files and client conversations - in the same CRM without switching tools.
- Each mandate as a project with tasks and due dates
- Attach the SOW, reports, and correspondence to each project
- Several team members assigned to one mandate
Retainer invoicing Retainer invoicing in rupees, with GST on each line
Raise the monthly or quarterly retainer invoice from saved fee lines, record full or partial payments by UPI, cheque or bank transfer, and watch each invoice move from Unpaid to Paid. A reminder you set nudges the team before the next retainer is due.
- Retainer fees saved in your price list
- GST and other taxes on each line, with the client's tax number printed
- Unpaid, Partially paid and Paid status, with a live Overdue flag
Follow-up tracking Every client conversation logged on the lead
Log each call, meeting and WhatsApp exchange as a follow-up on the lead, with its outcome, the moment it happens. Any partner can open the account and see the full story and when the client was last contacted.
- Full follow-up history on every lead, with outcomes
- Last contacted shown on the lead at a glance
- One-click call, WhatsApp or email from the lead row
Referral sources Referral tracking and client relationship management
Record who sent each lead as its source or a tag, filter your list by it, and see which clients and partners keep sending you work, so you know whose relationships to look after.
- Referral source saved on every lead and won client
- Filter leads and customers by source or tag
- Customer groups for key referrers and long-term clients
Follow-up reminders Follow-up reminders for long consulting sales cycles
Set a reminder and a call task at each pipeline stage, for yourself or a colleague, so every proposal and warm enquiry gets chased on the right day. The reminder pops up in the notification bell when it is due.
- Reminders and call tasks set at each pipeline stage
- A chase lands on the owner's list the day it is due
- Clear the reminder in one click when the client responds
Client account management Client account management with the whole relationship on one page
See every contact, document, project, proposal and invoice for each client on one screen - so any partner or account manager can pick up the relationship without a briefing session.
- One client page with contacts, projects, documents, and invoices
- Several contacts per client, with one marked primary
- Activity history on every client, project and invoice
Customer portal A client portal that answers the "where are we" questions
Give each client a branded web portal with your logo, where they see their proposals, invoices, payment history and project status, and message your team in the portal chat. Fewer check-in calls, and the answers are always current.
- Clients accept or decline proposals online
- Invoices, receipts, and payment history in one place
- A separate login for each client contact
Offline mode A CRM that keeps up with consultants on the move
Consultants open CIPHER CRM in the browser on a phone, tablet or laptop - at a client office, a site visit, or on a train. If the signal drops, it keeps working and syncs the moment you are back online.
- Runs in the browser on any phone, tablet, or laptop
- Keeps working offline and syncs when you reconnect
- Log meeting notes against the right client on the spot
Features
A complete toolkit for consulting sales and client delivery
Twenty capabilities that cover the full enquiry-to-retainer journey for professional services firms.
CIPHER CRM consulting features and capabilities
Lead capture
Website forms, calls, and referrals in one lead list.
Proposal pipeline
Track every proposal through briefing, submission, negotiation, and win stages.
Engagement tracking
Run each client mandate as a project with tasks, dates, and a team.
Retainer invoicing
Retainer invoices in rupees, with GST on each line.
Follow-up tracking
Every call, meeting, and message logged with its outcome on the right lead.
Follow-up reminders
Reminders for you or a colleague on any proposal, client, or task.
Deal values by stage
Deal-value totals for each stage on the progress board of your leads.
Client database
Client profiles with contacts, history, documents, and invoices.
Referral tracking
Record the referral source on every lead and filter by it.
Works offline
Keeps working on a weak signal and syncs when you reconnect.
Customer portal
A branded web portal where clients see proposals, invoices, and projects.
File attachments
Attach SOWs, reports, and contracts to each client and engagement.
Calendar
Due dates, document dates, and reminders on one month or week view.
Saved text for quotes
Write your usual scope and fee paragraphs once, then add them to any proposal in one click.
Run several companies
Keep another practice apart under the same login, with its own team and logo, and switch in one click.
Roles and access
Choose what partners, managers, and associates can see and change, by job role.
Payment tracking
Record full or partial payments and see what each client still owes.
Online enquiry forms
Put an enquiry form on your website and each enquiry lands in the CRM.
Customer support chat
A support chat for each client, kept apart from your team's own chat.
Onboarding & support
Free data migration, 1-3 day go-live, and India-based Hindi & English support.
Watch
See CIPHER CRM for consulting in action
A two-minute look at how Indian advisory firms manage proposals, engagements, and retainers with CIPHER CRM.
Product preview
Compare CIPHER CRM vs spreadsheets vs a generic CRM
| Criteria | CIPHER CRM | Spreadsheet | Generic CRM |
|---|---|---|---|
 Lead capture | Online enquiry forms, built in | Copy-pasted by hand | Manual or paid add-on |
 Follow-ups | Reminders and follow-up tracking | Memory & sticky notes | Limited / extra cost |
 Conversation history | Logged on the customer record | Personal phones & chats | Varies |
 Quotations & invoicing | INR with GST on each line, built in | Word / Excel templates | Add-on or none |
 Consulting-specific workflow | Configured for consulting | None | Generic template |
 Pricing model | Flat, unlimited users | Free but manual | Per-user fees |
 Weak signal | Keeps working offline, then syncs | No | Varies |
 India-based support | Hindi & English, included | None | Overseas / ticket-only |
Consulting CRM, answered
Common questions about CRM for Consulting
Question: 1
Does CIPHER CRM work for Consulting businesses?
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 CRM your team can open in the browser from anywhere.
Pipelines, fields, and lead sources are configured for how consulting teams actually sell and serve customers - so you are not forced into a generic sales template.
Question: 2
How does a CRM help Consulting teams manage leads?
A CRM keeps every consulting enquiry - from online enquiry forms, calls and walk-ins - in one list, gives each one an owner, and reminds them to follow up, so nothing slips through the cracks and owners see every lead's status update live as the team works.
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Online enquiry forms drop enquiries straight into your leads -
Give every lead one or more owners -
Set a reminder for each follow-up and get a nudge when it is due -
See each lead's status and source update live
Question: 3
Which CRM is best for Consulting in India?
For most Consulting businesses in India, CIPHER CRM is the strongest fit - it is India-first, ready for a weak signal, flat-priced with no per-user fees, and configured for consulting workflows. Always compare options against your own requirements first.
CIPHER CRM: India-first, works on a weak signal, flat pricing, live in 1-3 days.
Question: 4
Can Consulting businesses use WhatsApp inside the CRM?
Not as a built-in chat today. Every lead and contact row has a one-click WhatsApp button that opens the chat, and consulting teams log each conversation as a follow-up on the record, with a name and a date on the next step.
Every promise and reply stays on the customer's record, so the full history is there for whoever picks up the phone next. A WhatsApp-style messaging tab is in development.
Question: 5
How much does a Consulting CRM cost?
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.
Question: 6
How do I get started with CIPHER CRM for Consulting?
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.
Success story
How a Consulting business grew with CIPHER CRM
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The client
A growing Consulting business in India, running on spreadsheets and WhatsApp across a small team.
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The challenge
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.
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The solution
They moved to CIPHER CRM with free data migration - every enquiry in one list, follow-up reminders with a name and a date, branded quotations, and invoices that show what is paid and what is overdue.
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The result
Within weeks, follow-ups stopped slipping and the team responded noticeably faster - turning more of the same enquiries into paying customers.
Success stories Loved by Consulting businesses across India
Each trader I handle gets one task a month with a checklist: purchase bills received, input credit matched, return filed by us. CIPHER only tracks the list and does not file anything, but before the due date I can see which hosiery units have not sent their bills.
Gagandeep Bedi Chief Consultant, ManagementLudhiana
Some of our clients are in the US and the Gulf. Each client record carries its own billing currency, so dollar invoices and rupee invoices with GST come out of one place.
Pavan Kondapalli Founder Director, ManagementHyderabad
An enquiry once sat for days because each of us thought someone else had answered. Every lead in CIPHER has one name against it, and that person replies.
Mohit Khandelwal Sales Coordinator, MarketingJaipur
Clients trust us with board minutes and shareholding records, so I cannot have every junior opening every file. In CIPHER CRM an associate sees only the companies given to them, and the partners see the whole firm.
Sayantan Mukherjee Senior Partner, ManagementKolkata
Founders used to ring me late at night asking if an invoice had gone out. Each startup now has its own login to our branded portal.
Nabanita Kalita Programme Lead, IncubationGuwahati
On a plant audit my team sends photos of energy meters and ETP logbooks all day. They post them in that client's project chat, not our old crowded WhatsApp group, and each photo lands in the project's attachments, so whoever drafts the BRSR knows where to look.
Rhea Fernandes Audit Manager, DeliveryPune
Getting a hospital ready for NABH means a long list for every department, pharmacy and OT included. Each hospital is a project for us, with a task per department and its checklist inside, and I can see how far each one has got without phoning their quality manager.
Shahana Rasheed Project Manager, OperationsKochi
We send a school trust our CBSE affiliation proposal as a link they can accept or decline. One trust secretary accepted ours during the trustees' meeting itself.
Vartika Bajpai Regional Manager, SalesLucknow
Our garment exporters each have a yearly LUT and an RCMC with an expiry, and those dates lived in my head. Both papers now sit in the exporter's Documents tab, and a lapsed one shows a flag.
Gokul Kandasamy Deputy Manager, ComplianceTiruppur
One more thing
Did you know?
Most consulting teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up, with a name and a date on every next step, often pays for itself before anything else.
Built secure and reliable for your consulting practice
Talk to a Consulting CRM Expert 
Locked in transit
Client, engagement, and billing data travels over HTTPS between your team and CIPHER CRM.
Always on
Built for 99.9% uptime, so the CRM is there whenever a partner needs it.
Roles and access
Partners, managers, and associates see only what their job role allows.
Regular backups
Regular backups keep your practice data safe and recoverable.
Buyer's guide
How to choose a CRM for your Consulting business
Evaluate any Consulting CRM against these criteria - CIPHER CRM is built to meet each one.
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India-first, not translated
Choose a CRM built for how Indian consulting teams actually work - with rupee billing and GST on every line built in, not added on later.
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Flat, transparent pricing
Avoid per-user fees that punish you for growing. Flat pricing lets you add your whole team for one predictable cost.
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Fast onboarding & migration
Look for free data migration and go-live in days, not months, so you see value almost immediately.
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Ready for field teams
Your consulting team works on the move, so make sure the CRM opens on any phone and keeps working when the signal drops, instead of losing what they typed.
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Built for consulting workflows
Generic CRMs make you build everything from scratch. Pick one already configured for consulting pipelines and stages.
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Local, India-based support
Choose a partner with India-based support in Hindi and English who understands your business and your timezone.
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Secure & compliant data handling
Confirm encryption in transit, access by job role, regular backups, and sensible data handling before trusting a CRM with customer data.
Book a demo to see how CIPHER CRM answers all 7.
Consulting CRM terms explained
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Product preview
Pipeline
The stages a consulting deal moves through - from new enquiry to quotation to won - so you always know where every opportunity stands.
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Product preview
Lead source
Where a consulting enquiry came from - an online enquiry form, a referral, a walk-in - so you can see which channels bring the leads worth chasing.
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Product preview
Follow-up cadence
The planned schedule of calls, messages, and reminders that keeps every consulting lead warm until they decide.
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Product preview
Quotation
A priced offer sent to a customer; in CIPHER CRM it is built from your saved price list and tracked until the customer accepts or declines it.
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Customer 360
A single view of everything about a customer - enquiries, deals, quotes, payments, and conversations - in one place.
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Product preview
Sales funnel
The journey from many enquiries at the top to fewer won customers at the bottom, showing where consulting deals drop off.
Consulting CRM frequently asked questions
Still thinking it over? Consulting CRM - frequently asked questions
The things Indian business owners ask us most, answered straight.
What is the best CRM for consultants in India?
For most consultants and advisory firms in India, CIPHER CRM is a strong fit. It is India-first, with lead capture, a proposal pipeline, follow-up reminders and invoices with GST on each line in one place. It runs in any browser, keeps working offline, is flat-priced and goes 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.
How do consultants manage proposals and retainers?
CIPHER CRM captures every enquiry and referral, builds fee proposals from your saved text, and moves each one through the pipeline to a signed retainer. You keep the renewal date on the client's page with a reminder set against it, so the partner gets a nudge before it lapses and retainers do not quietly end.
How much does a Consulting CRM cost in India?
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 every feature, from proposals to invoicing with GST. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.
Does Consulting CRM work with WhatsApp?
You can open a WhatsApp chat with one click from any lead or contact row. It opens the chat on your device; it does not send messages for you. A WhatsApp-style messaging tab is in development. Until then, each conversation gets logged as a follow-up on the lead, and every open proposal carries a reminder date.
Can a consulting firm bill with GST in CIPHER CRM?
Yes. Every CIPHER CRM plan includes invoicing in rupees with GST and other taxes on each line and the client's tax number printed, so a consulting firm can raise proposals and retainer invoices and record payments without a separate tool.
Which consulting firms across India are already using CIPHER CRM?
CIPHER CRM is used by 192+ businesses across 31 industries in India, and consulting and advisory firms are among them - management consultants, CA and tax practices, IT advisors, HR consultants and startup advisors. It fits a boutique solo practice and a multi-partner firm with several practice areas alike.
How does CIPHER CRM help consulting firms win more proposals?
CIPHER CRM gives every proposal a pipeline stage, an assigned owner, and a reminder date so someone chases it on time. Partners see every lead on a progress board with deal values per stage as it updates, and the client can accept or decline online from a share link, so nothing sits forgotten in an inbox while a competitor moves faster.
Can CIPHER CRM handle retainer billing for a CA or advisory firm?
Yes. Save your retainer fees in your price list, raise each month's invoice in a few clicks, and set a reminder for the next one. Invoices carry GST on each line, the client's tax number and your payment details, and each shows Unpaid, Partially paid or Paid with a live Overdue flag. Invoices do not raise themselves on a schedule, so the reminder is what keeps the cycle on time.
Can consultants follow up on WhatsApp from CIPHER CRM?
Yes, in a simple way. One click on the lead or contact row opens a WhatsApp chat with that person. When a client replies, the consultant logs the exchange as a follow-up in a few seconds and sets the next reminder, so context stays intact for the whole team. A WhatsApp-style messaging tab inside the CRM is in development.
How does CIPHER CRM track referrals for a consulting practice?
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. You can filter leads and won clients by that source at any time, so practice leaders can see and look after the relationships that send the most business.
Can multiple partners in a consulting firm use the same CRM account?
Yes. CIPHER CRM is one flat price with no per-user fees. Access by job role, plus the option to limit staff to their own work, means each partner, manager, or associate sees the pipeline and client data their role allows. If a practice needs its data fully apart, it can run as a separate company under the same login.
How long does it take to set up CIPHER CRM for a consulting firm?
Most consulting firms go live within 1 to 3 days. Setup includes free data migration from your spreadsheets or previous tools, your proposal pipeline stages and lead sources, and team onboarding with support in Hindi and English. There are no setup fees.
How much does CIPHER CRM cost for a consulting firm, and is there per-user pricing?
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. Every plan includes every feature, and you choose to pay quarterly or yearly. Call +91 97122 00017 or book a demo to receive a custom quote tailored to your firm.
Sub-Industries
Explore Consulting CRM by Sub-Industry
15 dedicated Consulting sub-vertical CRM pages - each with specific workflows and FAQs
Sub-Industries
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Management Consulting Firms
crm for management consulting firms -
CA & Tax Advisory Firms
crm for ca tax advisory -
HR & Recruitment Consultants
crm for hr recruitment consulting -
IT & Technology Consultants
crm for it consulting -
GST & Compliance Consultants
crm for gst compliance consulting -
Business Strategy & Growth Advisors
crm for business strategy and growth advisors -
Financial Planning & CFO Advisory
crm for cfo advisory -
Sales & Marketing Consultants
crm for sales marketing consulting -
Legal & Corporate Compliance Advisors
crm for legal compliance advisors -
Operations & Supply Chain Consultants
crm for operations consulting -
Start-up Advisory & Incubation
crm for startup advisory -
ESG & Sustainability Consultants
crm for esg sustainability -
Healthcare Management Consultants
crm for healthcare consulting -
Education Consulting Firms
crm for education consulting firms -
Export & FEMA Compliance Consultants
crm for export fema consulting
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