Last Updated
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
Teamwide CRM
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.
Centralized Email Management
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.
Smart Calendar Coordination
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.
Video Telephony
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.
Pros And Cons of Consolidate CRM
Pros
Smooth task and project collaboration
Efficient document search and filing
Intuitive, customizable user interface
Cons
Performance slow over VPN connections
Mobile app usability needs improvement
Consolidate CRM Reviews
Total 4 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars75%
4
Stars25%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Consumer Services, 1-10 employees
More than a year
“Offers a wide range of color options”
Pros
The whole process is easy to manage and the interface is clear and makes sense. Overall I find it simple to use without any confusion.
Cons
Well the current contributions in the inbox and tasks are not clearly distinguished by color such as Today, Yesterday etc. Also it would be better if these had more contrast or were more visible in color. And the comments added with F6 should retain their color settings. In our company everyone has their own color so it is easy to see who added what. Currently I have to manually highlight my notes and change the color. The color settings should stay consistent.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Automotive, 51-100 employees
More than a year
“Good software”
Pros
Everything is set up in a clear and organized manner so it is really easy to find what we are looking for without any trouble.
Cons
We have not come across any downsides and I would recommend the program to everyone.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Utilities, 51-100 employees
More than a year
“Decent tool”
Pros
We can customize everything for each employee which is pretty helpful. And as long as activities are kept up to date, it is quick and easy to find all the important information.
Cons
Some helpful features are not easy to spot right away so it took a bit of our time to find them at first.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
8
Frequently Asked Questions
What language does Consolidate CRM support?
Consolidate CRM supports German, English, French, Italian and Polish languages.
What level of support does Consolidate CRM offer?
Consolidate CRM provides support via contact form.
What types of pricing plans does Consolidate CRM offer?
Consolidate CRM is priced from €19/user/month, offering access to all features and 200,000 AI tokens/user. Each user also gets 5 GB of storage and community support. A minimum of 2 users is required for cloud-based licenses. Request a custom Consolidate CRM price quotation.
Who are the typical users of Consolidate CRM?
Consolidate CRM is used by businesses in IT, engineering, legal, marketing, architecture, professional services, and manufacturing.
Does Consolidate CRM offer an API?
The vendor has not disclosed information about its API availability.
What other apps does Consolidate CRM integrate with?
Consolidate CRM has not publicly listed specific third-party integrations.
Does Consolidate CRM have a mobile app?
Yes, Consolidate CRM offers a mobile app.