Consulting CRM

CRM for Sales Marketing Consulting

Turn conversations into contracts.

A brand wants a quote for a marketing overhaul, a proposal you pitched has gone quiet, and a monthly consulting retainer is up for renewal. CIPHER CRM keeps every enquiry, proposal and retainer on one screen, made for how an Indian sales and marketing consultancy really wins clients.

CIPHER CRM is a purpose-built CRM for sales and marketing consultants, part of its Consulting edition from CIPHER Craft Pvt. Ltd. (Rajkot, est. 2018). It captures client enquiries and referrals, sends fee proposals, tracks the pipeline, and follows up on monthly retainers, on one screen. Used by 192+ businesses across India, rated 4.8/5, with GST billing and a mobile app in every plan, and live in 1-3 days.

★★★★★ 4.8/5192+ Indian businessesTrusted since 2018India-firstMobile-app ready
★★★★★
“Every sales & marketing consultants enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Sales & Marketing Consultants owner, Mumbai
Mumbai
Sound familiar?

Running your business on spreadsheets and WhatsApp?

A brand enquiry comes in and the proposal is slow, so a quicker consultant wins the pitch.

Past clients are not followed up for the next campaign or project.

Monthly retainers slip at renewal because nobody tracked the date.

Follow-ups on sent proposals stall while the team is delivering campaigns.

The client relationship sits with one consultant, so a departure risks the account.

The difference

From the old way to the CIPHER way

Sales & Marketing Consultants enquiries scattered across notebooks, calls and WhatsApp

Every sales & marketing consultants enquiry captured in one inbox and auto-assigned to an owner

Nobody is sure who was meant to manage client leads and proposals

A named owner and a due date on every sales & marketing consultants follow-up

Quotes rebuilt by hand and sent hours late

Branded, GST-ready quotes from saved rate cards in minutes

No single view of how you track engagements and follow-ups

Live pipeline, payments and balance-due on one dashboard

Sales & Marketing Consultants history walks out of the door when staff leave

Every deal, quote and note kept on the customer record

Definition

What is a Sales & Marketing Consultants CRM?

A sales and marketing consulting CRM is one place to win and keep clients: it captures enquiries and referrals for strategy and campaign work, sends fee proposals, tracks each pitch through negotiation, and reminds you before monthly retainers lapse, instead of loose emails and a diary.

Who it's for

Sales and marketing consultancies across India selling strategy, campaign and growth advisory to brands and businesses, from a solo consultant to a small agency-style practice.

Core capabilities

Lead capture from calls, web forms and walk-ins; a sales pipeline that fits how you work; automated follow-ups and reminders; quotations and INR and GST-ready invoicing; payment tracking; a mobile app; and live owner dashboards.

CIPHER CRM has a purpose-built CRM for Sales & Marketing Consultants (part of its Consulting edition); trusted by 192+ Indian businesses, rated 4.8/5, GST billing + follow-up reminders + a field app included in every plan.

Why a CRM

Why teams like yours need a CRM

Never lose a sales & marketing consultants enquiry

Every enquiry from calls, web forms and walk-ins lands in one inbox, gets an owner, and gets followed up.

Follow up on time, every time

Automated reminders keep every sales & marketing consultants lead warm until they decide.

Quote and collect faster

Send branded, GST-ready quotes in minutes and chase balance payments automatically.

Finally track engagements and follow-ups

One dashboard shows exactly where every deal stands and what each person is working on today.

Keep sales & marketing consultants customers for life

The full customer history stays with the business, not with whoever leaves.

Features

Everything your team needs

Sales & Marketing Consultants CRM features and capabilities

Lead capture

Collect enquiries from calls, web forms and walk-ins automatically.

Sales pipeline

Move every deal through clear, visible stages.

Follow-up reminders

Never miss a follow-up, renewal, or callback.

Quotations

Build and send branded quotes from saved rate cards.

WhatsApp Business (next phase)

Log every conversation against the record today; WhatsApp messaging joins in the next release.

Payment tracking

Record payments and chase balance dues automatically.

Mobile app

Run the full CRM from the Android app in the field.

Reports & dashboards

See leads, revenue, and team performance live.

Customer database

Keep every customer and contact in one searchable place.

Automations

Automate repetitive follow-ups and status updates.

Role-based access

Control what each user and branch can see and do.

Integrations

SMS, email and website forms feed one inbox.

Sales & Marketing Consultants CRM key facts

192+

businesses on CIPHER CRM

CIPHER Craft, 2026

4.8/5

average rating

192 reviews

1-3 days

average go-live

CIPHER onboarding

31

industries served

ciphercrm.co
In practice

A day in your business with CIPHER CRM

A brand enquiry

Trigger: A brand asks for a proposal to overhaul its marketing.

CIPHER CRM: The enquiry is captured with the scope and a fee proposal goes out promptly.

Outcome: You win the pitch before a rival consultant responds.

A repeat client

Trigger: A brand you advised last quarter is planning a new campaign.

CIPHER CRM: The CRM prompts a follow-up with the past project on hand.

Outcome: The new project comes to you first instead of being pitched out.

A retainer renewal

Trigger: A monthly consulting retainer is nearing renewal.

CIPHER CRM: The CRM flags it early, with the terms on record.

Outcome: The retainer renews rather than lapsing quietly.

Questions, answered

Common questions

How does a CRM help Sales & Marketing Consultants teams manage leads?

A CRM captures every sales & marketing consultants enquiry from calls, web forms and walk-ins into one inbox, assigns it to a named owner, and reminds them to follow up, so nothing is missed and owners can track engagements and follow-ups in real time.

Every sales & marketing consultants lead is tagged by source, so you know which channels actually bring you business.

Which CRM is best for Sales & Marketing Consultants in India?

For most Sales & Marketing Consultants businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced with no per-user fees, and live in 1-3 days. Compare options against your own workflow before deciding.

OptionNotes
CIPHER CRMIndia-first, mobile-first, flat pricing, live in 1-3 days.

Does a CRM help Sales & Marketing Consultants teams follow up faster?

Yes. Automated reminders mean every sales & marketing consultants enquiry is followed up on time, not when someone remembers. Teams respond noticeably faster and far fewer enquiries go cold while waiting on a callback.

Set the follow-up sequence for sales & marketing consultants leads once, and the CRM runs it for every new enquiry.

How do Sales & Marketing Consultants teams track quotations and payments?

Your team builds branded, GST-ready quotations from saved sales & marketing consultants rate cards, sends them by email or SMS, and tracks each one until it is accepted, then records payments and chases outstanding balances automatically.

  • Quote in minutes, not hours
  • See which sales & marketing consultants quotes were viewed and won
  • Record payments against each customer
  • Automatic reminders for balance dues

Can Sales & Marketing Consultants teams use WhatsApp inside the CRM?

WhatsApp Business messaging is on the next-phase roadmap. Today sales & marketing consultants teams log every customer conversation against the record, put an owner and a date on the next follow-up, and send SMS and email from the CRM.

Nothing about a sales & marketing consultants customer lives in a personal phone; the whole story sits on their record, ready for the day WhatsApp messaging goes live.

How much does a Sales & Marketing Consultants CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a sales & marketing consultants team can add every user for one predictable cost. What you pay depends on your team size and the modules you enable, so call +91 97122 00017 for a quote and a free demo.

Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.

Proof

What teams like yours say

★★★★★
“Every sales & marketing consultants enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Sales & Marketing Consultants owner, Mumbai
Mumbai
★★★★★
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
Sales & Marketing Consultants sales head, Ahmedabad
Ahmedabad
★★★★★
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
Sales & Marketing Consultants founder, Bengaluru
Bengaluru
★★★★★
“Setup took under a week with free migration, and we can finally track engagements and follow-ups without chasing anyone.”
Sales & Marketing Consultants director, Delhi
Delhi
Independently rated

What third parties say

4.8★Google reviews
192+businesses
2018established
1-3 daysgo-live
Compare

CIPHER CRM vs a generic CRM vs spreadsheets

CriteriaCIPHER CRMGeneric CRMSpreadsheet
Built for Sales & Marketing ConsultantsPipeline, fields and rate cards preset for sales & marketing consultantsGeneric sales pipeline you configure yourselfWhatever the last person set up
Helps you handle enquiries and retainersPipeline & reminders set up for itCustom build or add-onManual, easy to forget
Lead captureAuto from web forms & callsManual or paid add-onCopy-pasted by hand
Follow-up automationBuilt-in reminders & sequencesLimited / extra costMemory & sticky notes
Conversation historyOn the customer recordVariesPersonal phones
Quotations & invoicingINR + GST-ready, built inAdd-on or noneWord / Excel templates
Pricing modelFlat, unlimited usersPer-user feesFree but manual
Mobile appMobile app includedVaries / paidNo
Onboarding speedLive in 1-3 daysWeeks to monthsImmediate but chaotic
India-based supportHindi & English, includedOverseas / ticket-onlyNone
Decision

Best CRM for Sales & Marketing Consultants businesses in India

For most Sales & Marketing Consultants businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced, and live in 1-3 days. Evaluate options against your own workflow before deciding.

  • CIPHER CRM - India-first, mobile-first, flat-priced, and built for how Indian teams actually work, the best fit for most.
  • Generic global CRM - Powerful, but built for overseas sales; INR/GST billing is usually a paid add-on and per-user pricing adds up.
  • Spreadsheets & WhatsApp - Free and familiar, but leads slip, follow-ups are missed, and there is no single view of your pipeline or payments.
By the numbers

By the numbers

51
tools included in every plan ciphercrm.co
1-3 days
to go live with free migration CIPHER onboarding

Methodology: directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.

Connected

Mobile app & integrations

Mobile app

The Android field app lets your sales & marketing consultants team capture enquiries, update deals and raise quotes on site or on the road, and it keeps working on a weak signal. Everything lands in the same pipeline the office sees, and your customers get a client mobile app of their own.

Integrations

  • SMS & email
  • Website enquiry forms
  • Excel import & export
  • Customer portal
  • Client mobile app

See CIPHER CRM in your workflow

Book a 20-minute demo, see it live, decide after.

Book a free demo for your team

Tell us about your business and our specialist, who has worked with 192+ similar teams, will tailor a live demo.

1

You send your details

Tell us about your business in two minutes.

2

Our specialist calls you

Within a few working hours, not days.

3

You get a personalised demo

See CIPHER CRM running your exact workflow.

📩 Send on WhatsApp · Get Free Demo

No card, no commitment. Join 192+ businesses on CIPHER CRM.

No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.

Switching

Moving your Sales & Marketing Consultants data across

Your existing Sales & Marketing Consultants records - contacts, enquiries, quotes and payment history - are migrated for you, free. Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted and access-controlled.

Success story

How a business like yours grew with CIPHER CRM

The client

A sales and marketing consultancy selling strategy and campaign work to brands, tracking pitches in spreadsheets.

The challenge

Proposals were slow, past clients were not followed up, and monthly retainers slipped.

The solution

They moved to CIPHER CRM: enquiries in one inbox, fee proposals on record, and retainer reminders.

The result

Faster pitches, more repeat projects from past clients, and retainers renewed on time.

Get started

How to set up CIPHER CRM in 4 steps

  1. Import your sales & marketing consultants contacts & enquiries

    We migrate your existing sales & marketing consultants contacts, customers and open deals for free, so you rebuild nothing.

  2. Set up your pipeline & rate cards

    Your stages, fields and pricing are configured around how sales & marketing consultants teams track engagements and follow-ups.

  3. Invite your team

    Add your whole team with no per-user fees, and set who sees what with role-based access.

  4. Go live and start selling

    Most sales & marketing consultants teams are live within 1-3 days, with hands-on onboarding from our India-based team.

Success stories

Loved by teams across India

★★★★★
“Every sales & marketing consultants enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Sales & Marketing Consultants owner, Mumbai
Mumbai
★★★★★
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
Sales & Marketing Consultants sales head, Ahmedabad
Ahmedabad
★★★★★
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
Sales & Marketing Consultants founder, Bengaluru
Bengaluru
★★★★★
“Setup took under a week with free migration, and we can finally track engagements and follow-ups without chasing anyone.”
Sales & Marketing Consultants director, Delhi
Delhi
★★★★★
“Automated follow-ups mean no enquiry goes cold. Our conversion has clearly improved.”
Proprietor, Pune
Pune
★★★★★
“We run multiple branches on one account now, and owners see performance from anywhere.”
Managing partner, Hyderabad
Hyderabad
★★★★★
“Hindi and English support meant our whole team was comfortable from day one.”
Operations head, Chennai
Chennai
★★★★★
“Customer history stays with the business now, not with whoever leaves. Onboarding new staff is painless.”
Owner, Surat
Surat

Sales & Marketing Consultants CRM frequently asked questions

FAQ

Sales & Marketing Consultants CRM - frequently asked questions

What is the best CRM for Sales & Marketing Consultants in India?

CIPHER CRM is a strong choice for Sales & Marketing Consultants in India. It is India-first and mobile-first, with lead capture, a sales pipeline, follow-up reminders, GST-ready billing and a field app in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.

Which CRM works for Sales & Marketing Consultants businesses?

A CRM that fits how Sales & Marketing Consultants teams actually work, capturing enquiries from calls, web forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.

Does Sales & Marketing Consultants CRM support WhatsApp and GST billing?

GST-ready invoicing in INR is built into CIPHER CRM today, so your team raises compliant bills without leaving the CRM. WhatsApp Business messaging is planned for the next release phase; until it lands, conversations are logged on the customer record and SMS covers instant updates.

How do Sales & Marketing Consultants manage leads and follow-ups?

Every enquiry from calls, web forms and walk-ins lands in one inbox, gets assigned to a person, and triggers automatic follow-up reminders so nothing goes cold. Owners see each lead's stage in real time. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is CIPHER CRM good for Sales & Marketing Consultants businesses in India?

Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

How much does a Sales & Marketing Consultants CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a sales & marketing consultants team can add every user for one predictable cost. What you pay depends on your team size and the modules you switch on. Call +91 97122 00017 for a quote and a free demo.

Does CIPHER CRM work on WhatsApp for Sales & Marketing Consultants?

WhatsApp Business messaging arrives in the next release phase. Right now a sales & marketing consultants team logs each conversation on the customer record, gets reminded before every follow-up, and sends SMS from the CRM, so no reply is lost in a personal phone.

Is there a mobile app for a Sales & Marketing Consultants team?

Yes. The Android field app lets your sales & marketing consultants team capture enquiries, update deals and raise quotes on site or on the road, even on a weak signal, and your customers get a client mobile app of their own. Everything lands in the same pipeline the office sees.

How long does CIPHER CRM take to set up for Sales & Marketing Consultants?

Most sales & marketing consultants teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track engagements and follow-ups, and hands-on onboarding from our India-based team in Hindi and English.

Can I migrate my Sales & Marketing Consultants data to CIPHER CRM?

Yes. Your existing sales & marketing consultants contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is my Sales & Marketing Consultants customer data secure?

Yes. Your sales & marketing consultants records travel encrypted over HTTPS, sit behind role-based access with auto-logout on idle screens, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Which CRM is best for a small Sales & Marketing Consultants business?

For most small sales & marketing consultants businesses in India, CIPHER CRM is a strong fit: flat-priced, mobile-first, and live in 1-3 days with free setup. It is built to help you manage client leads and proposals without adding admin work.

Quick assessment

How CRM-ready is your business?

How do you track enquiries today?

You'd see fast value from a CRM built for how you work. Most teams like yours go live in 1-3 days.

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Before you decide

Choosing a CRM for Sales & Marketing Consultants

The right CRM for Sales & Marketing Consultants is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.

Free resources

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Five quick questions to see if you're ready for a CRM.

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