Any independent consultant who wants to scale their business needs to use a CRM. The client relationship is the most important element to track in a service-based business and no human is mentally capable of remembering every conversation or task that needs to be done. However, like with any tool, the results are only as masterful as the user.

Many independent consultants struggle with getting the most out of their Customer Relationship Management (CRM) software. This is understandable as most consultants are not technical consultants. Often, software is not the strongest skill. That's why in this blog post, I'm going to show you how to maximize a CRM from the standpoint of an independent consultant.