Overview
Consolidate CRM centralizes communication, scheduling, and client data for cross-functional visibility. Despite some interface limitations on mobile phones, it boosts daily workflow efficiency with built-in video meetings and smart coordination features. It is ideal for teams seeking clarity without tech clutter.
Overall Rating
Based on 4 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Consolidate CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Consolidate CRM?
Consolidate CRM is a cloud-based and on-premises customer relationship management software designed for small and medium-sized enterprises (SMEs). The software offers features such as centralized email communication, integrated video meetings, shared calendars, and full-team CRM visibility. It enables users to track all customer interactions across teams, ensuring nothing falls through the cracks.
By bringing together messaging, scheduling, and relationship data in one place, Consolidate CRM helps organizations boost collaboration, maintain context, and drive more informed customer engagement without switching between tools.
Consolidate CRM Pricing
Disclaimer: The pricing is subject to change.
Consolidate CRM Integrations
Who Is Consolidate CRM For?
Consolidate CRM software serves a wide range of industries and sectors, including:
- Information technology
- Professional services
- Engineering
- Manufacturing
- Legal services
- Architecture
- Marketing
Is Consolidate CRM Right For You?
Need a CRM that keeps your entire team aligned, context-rich, and ready for action—without toggling between tools? Consolidate CRM centralizes client data, team communications, scheduling, and task tracking to eliminate workflow fragmentation.
Consolidate complies with General Data Protection Regulation (GDPR) standards, ensuring customer data privacy and traceability. This software offers encrypted on-premise or cloud-based hosting and scales easily with growing teams and workloads.
Still not sure if Consolidate CRM is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.
Consolidate CRM Features
Consolidate CRM features full visibility into every customer interaction by centralizing internal and external communications. Users can view not just their own emails but also those shared by colleagues, ensuring transparency and context-rich conversations across departments.
Emails automatically sync into the platform, removing the need for duplicate inboxes or constant forwarding. Teams can choose which messages are shared, creating a unified communication hub without compromising on individual control.
The calendar feature integrates with employee availability, making it easier to plan team meetings or client appointments. Whether in person or virtual, the scheduling process is seamless, fast, and fully embedded within the CRM.
Consolidate provides built-in video meeting capabilities with chat and screen sharing. You can initiate meetings directly from within the CRM, reducing tool switching and allowing uninterrupted collaboration with clients or internal teams.
Top Recommended Software
