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The ultimate CRM solution for consulting & advisory firms

From lead to invoice – everything in one clear system

As a consultant, you don’t want to waste time on scattered tools, spreadsheets or chaotic processes. You want to focus on your clients, projects, and growth. Tribe CRM is specially designed for consulting firms that need control over sales, projects, and invoicing – without hassle. 
Try it free – set up in just 1 minute!

More overview. More time. More revenue. 

Ready to experience the ultimate CRM for consulting firms? Join thousands of users and discover why we are G2 award-winning.
Try it free – set up in just 1 minute!

The challenges for consulting companies

❌ No central overview: client info spread across emails, Excel, and disparate tools.
❌ Missed follow-ups: opportunities slip away due to lack of structure.
❌ Time lost to admin: time tracking and invoicing consume valuable hours.
❌ No insight into projects: hard to monitor status, budget, and planning.

Tribe solves this with one platform that connects everything.
“In Tribe CRM you immediately see who we’re in conversation with and what the next step is. That gives overview and calm.”
Larissa van der Velden • Co-founder at InTheArena

Why Tribe CRM is perfect for consultants

✅ From lead to cash in one system – Manage your entire client journey: from first contact to proposal, project planning, time tracking, and invoicing. Everything centralized and connected.
✅ Project management tailored to consulting engagements – Plan projects, assign tasks, track progress and budgets. Ideal for consultancies juggling multiple ongoing assignments.
✅ Time tracking & invoicing without errors – Easily log hours per project or employee. Automatically generate accurate invoices – in your own branding.
✅ Relationship management that works – Get a 360° customer view with all communications, documents, and appointments in one place. No more sticky notes or searching around.
✅ User-friendly & quick to implement – No IT department needed. Tribe is intuitive, cloud-based, and often up and running in no time.

4 reasons consultants choose Tribe

All-in-one: from lead to cash
Stop switching between Excel, separate project tools, and accounting software. Tribe unites sales, project management, and invoicing in one system. Log a lead, turn a proposal into a project with ease, and invoice directly from the same environment. Nothing gets lost and you keep the entire client journey under control.
Saves valuable time
Less manual work, more automation. Routine tasks like follow-up reminders, quote creation, or summing hours for invoices happen automatically. Consultants save hours each week on admin hassle. They can spend that time on clients and projects instead. And they never forget a follow-up: Tribe sends alerts and creates tasks so opportunities no longer get lost.
User-friendly & embraced by the team
User-friendly & embraced by the team – No complexity or endless implementations. Tribe is intuitive to use, even for non-techies. Our motto: a CRM only has value if it’s actually used. That’s why the interface is clear and in the local language, with local support. Your team will quickly experience the benefits: sharing information becomes easy and everyone works in the same way. Thus the CRM becomes a beloved tool instead of a chore.
Scalable & flexible
Whether you’re a boutique consulting firm of 5 people or a growing consultancy with 50+ employees: Tribe grows with you. You choose which modules to use (Sales, Projects, Time, Invoicing, etc.) and can easily expand later without hassle. No one-size-fits-all, but an adaptable platform that bends to your processes. Onboarding new colleagues is quick and all data stays neatly central, no matter how your organization evolves.

Tribe CRM vs. other CRM software

🔗 All included, no add-ons needed
🤝 User-friendly & local support
⚙️ Flexibility without complexity
💰 Transparent, affordable pricing
🚀 Built for SMB consultancies

Customer case: InTheArena

InTheArena is a change management consultancy from Amsterdam with 17 consultants. When the team grew, sales opportunities and contacts were getting scattered across Excel, Teams, and personal lists. Since implementing Tribe, InTheArena has one central overview of all relationships and projects. Larissa van der Velden notes that “it’s now natural to have Tribe open during our meetings – we use it actively, not as an archive”.
The result: better insight into the network, more consistent follow-up of leads, and internal “calm” because everyone works with the same up-to-date information. Read the full customer story on our website to discover how Tribe CRM contributed to InTheArena’s success.

Read the full customer story

Why choose Tribe CRM?

✅ Trusted by 10,000+ customers across Europe
✅ Built for service providers and consultancies
✅ Local support & multi language interface
✅ Integrations with e.g. accounting software and Office 365

10.000+ customers are already growing stronger with Tribe. 

Get started: make your consultancy future‑proof 

With Tribe CRM, you transform your consulting business into a streamlined, data-driven organization – without a complicated implementation or high costs. Our experience in the consulting industry means you benefit from best practices out of the box. 

✅ Schedule a free demo with one of our experts and see for yourself how Tribe can support your specific processes. We’ll gladly show use cases relevant to your niche (from management consulting to creative agency).
✅ Prefer to explore on your own first? Start a 14-day free trial. In about fifteen minutes you can import your first contacts and set up a project. Experience how intuitive it is – no technical knowledge required.
✅ Customer case: InTheArena. Curious how a peer experiences Tribe? Discover how change management firm InTheArena streamlined its commercial processes with Tribe CRM, accelerating its growth.

Read the full customer case

Frequently Asked Questions (FAQ)

A CRM system gives consulting companies a central place for client management, sales, and project information. Without a CRM, information quickly ends up isolated in separate Excel files, inboxes, and team members’ heads. This leads to missed follow-ups (and thus lost deals), duplicate data, and little insight into the sales funnel. With a CRM like Tribe, you keep everything together: you see exactly which contacts and opportunities are ongoing, the latest status, and who agreed to what. Even for small consulting firms, a good CRM acts as a memory and compass for the business, so nothing is overlooked and everyone can work more efficiently. 

 Tribe is designed with businesses like yours in mind. First, it’s an all-in-one solution – combining CRM, project management and invoicing. Many traditional CRMs focus only on sales opportunities; Tribe offers a broader set that’s perfect for consulting businesses that work in projects. Second, Tribe is user-friendly and local: not a complex beast but an intuitive interface in your language, with a helpdesk that speaks your language. We also offer transparent pricing (no unexpected extra costs for additional modules or users) and you can flexibly adapt the platform to your processes. In short, Tribe stands out for its completeness, simplicity, and focus on your success – areas where giants like Salesforce fall short for SMBs, and niche tools like Teamleader or Lime just don’t cover everything. 

 Absolutely. In fact, Tribe is very well-suited for smaller teams because it’s quick to implement and doesn’t require dedicated IT staff. You can start small (for example just CRM + Sales) and expand later if needed. Because the software is modular, you only use what you need – you can easily turn off the rest. Many of our clients start as a small consulting practice and grow with Tribe as their backbone. Even with 5 users you’ll benefit: one place for all client info, professional quotes and projects, and insight into your pipeline. And if your company grows? Tribe simply grows with you, without you having to switch to another system. 

Certainly. We help you import clients, projects, and invoices from Excel or other systems. 

Yes. Tribe CRM is available in Dutch, English, French, Italian, Spanish, German, Norwegian, Danish, Finnish, and Swedish – ideal for international teams.