The relationship CRM for consulting and professional services firms
Know who to call next. Before the relationship goes cold.
Consulting firms win work through people, not pipelines. Easy CRM 360 keeps every client, referral source and touchpoint in one place, and tells you which relationships need attention.
Going cold
Key relationships with no call, meeting or email in 60 days.
- Dana WhitfieldHarbor Point Developers74 days quiet
- Marcus LeeLee and Ortiz CPAs68 days quiet
- Priya RamanCoastal County Schools63 days quiet
Sample data. Yours updates every time someone logs a touchpoint.
How it works
Three habits, built into one tool
The firms that keep winning work are the ones that stay in touch. Easy CRM 360 makes that the default instead of a good intention.
Add the people who matter
Bring in your clients, prospects and referral sources. Mark the key relationships, the ones that send you work, so the system watches them for you.
Log every touchpoint
Calls, meetings and emails go on one timeline per person and per company, so anyone at the firm can see the whole history before they pick up the phone.
Get told before it goes cold
When a key relationship has had no real contact in the window you set, it moves to the top of your list with the person who knows them best.
What you get
The handful of tools a firm actually uses
No forecasting module, no quote builder, no admin to hire. Just what keeps relationships warm and turns them into work.
One timeline per relationship
Every call, meeting, email and note on the person and their company, in order.
Going-cold alerts
Key relationships with no contact in 30, 60 or 90 days, oldest first.
A pipeline without the overhead
Five stages from lead to won. No forecasting module to feed.
Who knows whom
See which partner knows a contact best before anyone makes the call.
Email campaigns
Send a newsletter or invitation to a filtered list and see who opened it. Pro.
Events that lead somewhere
Invite list, attendance and the follow-up tasks that turn a room into work. Pro.
Pricing
Two plans. Priced for firms, not enterprises.
Every plan starts with a 14-day free trial of everything, no card needed. Paid plans start at 3 seats, bill monthly, and can be cancelled at any time.
Core
$25
per seat, per month
- Companies, contacts and the full timeline
- Going-cold alerts on key relationships
- Opportunity pipeline
- Follow-ups and team assignments
- Who-knows-whom across the firm
Pro
$45
per seat, per month
- Everything in Core
- Email campaigns to filtered lists
- Events: invites, attendance, follow-up
- Reports: activity, cold accounts, event return
Questions firms ask first
Who is Easy CRM 360 for?
Consulting and professional services firms that win work through relationships and referrals: engineering and construction consultants, accountants, management consultants, agencies and similar firms, from a solo practitioner to a few dozen people.
How is this different from Salesforce or HubSpot?
Those are built around a sales pipeline and charge $90 to $100 a seat for the tiers most firms end up needing. Easy CRM 360 is built around relationships, with only the tools a consulting firm uses, at $25 or $45 a seat.
What does the free trial include?
Fourteen days of everything, including the Pro features, for up to 10 people. No card is needed to start.
Is there a minimum number of seats?
Paid plans start at 3 seats, so the smallest firm pays $75 a month on Core or $135 a month on Pro.
What happens when the trial ends?
Your data stays and you can still see all of it. Adding or changing records needs a plan.
Your best clients came from a relationship.
Keep the next one from going cold. Free for 14 days.
Start your free trial