Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Consulting Firms. Client organizations and pursuits, written by every conversation

AI CRM is a CRM for consulting firms that fills itself from every call, chat, form and e-mail: each person becomes a contact under the client organization, with a health score and its reason, and each opportunity becomes a deal that moves as the prospect acts. Partners read the record instead of typing it.

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Zanus AI · AI CRM · Client organizations

CRM for consulting firms: a company record formed from a verified e-mail domain, its people and deals, real Zanus AI screen

Client organizations

One verified business domain, one company: the sponsor, the finance lead and procurement appear together with the open pursuits and tasks.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Name the contact kinds client, prospect, referral partner and alumni.”

Lisa“Your contact kinds will be client, prospect, referral partner and alumni, shown on every record and filter. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Consulting Firms use it

A sponsor, a finance director and a procurement lead from one prospect are grouped under its company, each with the role their questions revealed.

A prospect who watched your capability demo and replied this week appears first under READY TO BUY, with the reason under her name.

The managing partner asks Lisa which quoted pursuits have been silent for a week and gets each contact's health beside it.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

No typing

A CRM for consulting firms that fills itself

Customer relationship management usually depends on partners typing after every meeting. Here the Front Office writes the records as it talks with prospects, so client relationships are on file from the first contact.

Every inquiry a contact

A name with an e-mail or a phone, given on a call, a chat, a form, a mail or a demo request, becomes a contact by itself, with its source on the row.

The whole story on one record

Calls, mail, chats, quotes, files, deals and tasks on one timeline, newest first, so the partner sees the relationship before picking up the phone.

Leads scored before you call

The AI verifies the e-mail without sending, visits the organization's website and scores the budget, the buyer type and the risk that the inquiry comes from a competitor.

Health with its reason

Each contact carries a health score from 0 to 100, and its tooltip says why it moved, such as a reply received or a long silence.

Pursuits that keep themselves

A deal opens on the first sales signal and moves forward as the prospect acts, while only a person can mark it lost.

Brief me before every call

One press and Lisa writes a one-page brief from the story: who the person is, what they asked, what was sent and what to say next.

Client organizations

Consulting CRM for buying committees, not single contacts

Consulting engagements are bought by several people at once. Contact management here follows the organization, not one name.

Companies from e-mail domains

People writing from the same verified business domain become one company record by themselves; you can edit it or merge two records into one.

Roles read from questions

Each person at the prospect is tagged economic buyer, technical evaluator or champion from the questions they asked, next to their health and engagement.

The empty chair

When nobody has spoken to the economic buyer yet, the company's health line says so, so the partner knows whom to reach before proposing.

One account timeline

Every person at the client organization, its deals and tasks, and a combined timeline sit in one record, with a deal plan for the whole account.

Kinds of your own

Client, prospect, referral partner, alumni or any kind you name; each person can also belong to several of the 39 types of business the firm serves.

Imports reviewed

A list from a conference or an old spreadsheet waits in Import review until each lead is accepted, and imported leads are never auto-called.

Pipeline

CRM software for consulting firms: pipeline, forecast and win-loss

Pipeline management for a partnership is mostly a weekly question: what is open, what is likely and where pursuits stall.

Board or list

Pursuits sit in seven stages, from New through Quoted to Won or Lost, shown as a board or a list you sort, filter by owner and save as your view.

Weighted forecast

Open deals, the pipeline and the weighted forecast sit above the board, each amount multiplied by a probability that blends the stage with the contact's health.

Every move written

The stage history keeps when a pursuit moved, the move, who made it and why; the machine never moves a deal backward.

Why pursuits are lost

LOST asks for the reason, and the win-loss report reads the amounts, the reasons, the stage where deals stop and the days spent in each stage.

Quotes on the deal

Quotes sent, opened and paid move the contact's status and the deal's stage, and each quote sits one click away from its pursuit.

Tasks and the TO DO desk

Tasks you create and the TO DO desk of replies to answer, calls due and drafts to review share one list, with each contact's local time on the line.

Compared

Consulting CRM software compared with what firms use today

Many small consulting firms run business development from a spreadsheet or a CRM system that only knows what someone typed into it.

What a consulting firm needs	A spreadsheet	A CRM you fill in	AI CRM
Capturing inquiries	Typed when someone remembers	Typed after each call	Captured from every channel,: with the source kept on the row
The buying committee	One row per name	Linked by hand	Grouped by verified domain,: roles inferred from questions
Pipeline stages	A column updated weekly	Moved by the partner	Moved by the prospect's actions,: marked lost only by a person
Call notes	None	Typed after the call	Summary and transcript,: on the contact's timeline
Preparing a call	Search the inbox	Read the record	Brief me,: one page written from the story

Choosing

Choosing the right CRM for a consulting firm: the key features

CRM platforms for professional services firms look alike on paper. These are the key features a good CRM for consultants needs, and what AI CRM does with each.

Client management without retyping

Client management starts with a complete record: every call, chat, form and e-mail is filed on the person and the client organization, so team members never retype a conversation.

A sales pipeline that follows the prospect

The sales pipeline mirrors your sales process: a pursuit opens on the first sales signal and moves as the prospect acts, so partners and the sales team see where each deal stands.

Every client interaction on file

Calls, chats, e-mails, quotes and meetings share one timeline, so client interactions sit beside the deal and the CRM data stays current without a weekly clean-up.

Marketing automation on the same records

With AI Marketing and AI Follow-up, marketing campaigns read the same contacts, segments and deal stages, and marketing automation holds every step for a client a partner asked to keep quiet.

Not a project management tool

AI CRM is the front office of the client relationship, not a project management tool: project delivery and timesheets stay in the tools your firm runs, while client work starts from a complete record.

One CRM platform for the firm

One CRM platform for every partner and consultant, priced per company and never per seat, with a 7-day free trial on your own inquiries and no credit card.

A partner's week

A week with the CRM for consultants

Monday morning

Sort by READY TO BUY: the people who opened a quote, watched a demo or replied in the last two weeks come first, each with the reason under the name.

Before a discovery call

Ask Lisa for a brief on the prospect's organization and read one page: what was asked, what was sent, the open deal and the next point to make.

Wednesday's pipeline review

Ask which quoted pursuits have been silent for a week; the list comes back with each contact's health and the follow-up plan running for them.

When a client asks for quiet

Tell Lisa to pause marketing to a client during a sensitive engagement; every scheduled step holds until you resume, and a reply written by hand still goes out.

Set-up

Set up the consulting CRM in 2 minutes

Nothing to migrate

Every chat, call, form or mail that gives a name and an e-mail lands in Contacts & Leads from day one; a CSV import waits in Import review.

Your contact kinds

Tell Lisa the kinds you use, such as client, prospect, referral partner or alumni, and the types of business the firm serves.

Your stages and fields

Keep the shipped stages or rename them for pursuits, and add fields of your own such as practice, sector or engagement type.

A week on real inquiries

Seven free days with no credit card, then read every contact it captured and every deal it opened during the week.

Questions & answers

Questions consulting firms ask about a CRM

What is the best CRM for a consulting business?

The one nobody has to feed, because partners spend their days with clients, not with data entry. Many CRM tools and CRM systems know only what someone typed; look for contacts captured from every channel, companies that group a buying committee, pursuits that move as the prospect acts and a price per company. AI CRM does all four.

What is a CRM in consulting?

It is the system a firm uses to manage client relationships and new business: who each prospect, client and referral source is, what was said, which opportunities are open and what comes next. In AI CRM that record is written by the conversations themselves, on the phone, the chat, the forms and the inbox.

What should a CRM track for consulting engagements?

For the front office: every contact with its source, the client organization and its people, each pursuit with its stage, amount and probability, the tasks due and the timeline of calls, mail, quotes and meetings. Delivery details such as timesheets and project plans stay in the tools your firm already runs for them.

What are the most important CRM features for consulting firms?

Capture without typing, company records that show the whole buying committee, a pipeline that keeps itself, a weighted forecast for the partners' meeting and a brief before every call. AI CRM adds the reason behind each health score, so a partner sees why a relationship cooled.

How do consulting firms use CRM software beyond pipeline management?

To remember relationships: the source of each inquiry, every person at a client organization and the role each plays, what was promised on the last call and which past client has gone quiet. Business development then builds on facts rather than on a partner's memory.

Do partners have to update the pipeline themselves?

No. A deal opens on the first sales signal, such as a demo or a quote asked for, and moves forward as the prospect watches the demo, opens the quote or pays. A person decides LOST, never the machine, and every move is written in the stage history.

Can we rename the deal stages for consulting pursuits?

Yes. Keep New, Qualified, Demo, Quoted, Negotiation, Won and Lost as shipped, or rename them to match your pursuit process, and add fields of your own to contacts, companies and deals: text, number, date or choice.

Can each partner see only their own pursuits?

Deals carry an owner, the board and the list filter by owner, and a saved view gives each partner their own pursuits at a glance. Exports of customer data are for Managers only, and every export is logged with its author.

Does the CRM record calls with prospects and clients?

Add AI Phone and each call the AI takes is written onto the contact's timeline, summary included. Switch call recording on and each call keeps its recording and transcript in the call register; recording is off as shipped, and callers can be told the call may be recorded.

Will AI replace the CRM a consulting firm uses?

AI changes who does the typing, not who decides. In AI CRM the conversations write the records and the AI scores, briefs and drafts, while partners decide which pursuits to chase, what to propose and when a deal is lost.

Is an AI CRM hard for consultants to learn?

There is little to learn because there is little to enter. Contacts arrive by themselves, a partner presses Brief me before a call and reads one page, and questions about the pipeline are asked to Lisa in plain words.

How is AI CRM priced for a consulting firm?

Per company, never per seat, so every partner, consultant and coordinator works in it without a license each. The plans are on the pricing page with the other Front Office modules, and seven days of trial need no credit card.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.