Solutions
CRM for Consultants
We understand the need to cultivate and grow valuable relationships while meeting the ever-changing needs of today's consumers. CSC CRM is your one-stop shop for sales, marketing, customer service, project management, invoicing, and more. Let us help you work smarter, not harder.
Better Business Management
Quickly create, send, and manage quotes, estimates, and invoices with Intuit’s QuickBooks Integration.
Strengthen Relationships
Effectively manage relationships throughout the entire journey whether they are community leaders, alumni, donors, or students.
Improve Communication
Streamline how you communicate with students & their parents.
CSC CRM for Consultants
360-degree view of your business
We are an all-in-one sales, marketing, and customer service platform tying all of your business processes and departments together. No longer do you need to piece together third-party software. Literally everything you need is in one place - sales, marketing, and customer service.
We help you solve ALL of your agency needs and address agency challenges with our turnkey solution.
Better Business Management
- Engage and enroll the best students for your institution.
- Effectively segment your database and convey your institutional strength to prospective students, families, and other affiliated relationships.
Streamlined Client Sales & Engagement
- Effectively manage relationships with recurring and
first-time donors, volunteers, businesses, community members, etc. - Track donors progress from pledge to donation and beyond.
- Gain valuable insights on the donor journey and their engagement with your NPO.
- Track donor history and manage tax reports with accounting tools integrated with Quickbooks.
- Effectively manage relationships with recurring and
Strengthen Relationships
- Strengthen your charitable giving identity and develop relationships for years to come.
- Instill confidence in your organization by delivering personalized, efficient, and relevant experiences to donors, volunteers, and sponsors.
Advanced Time Management
- Share information across departments.
- Deliver timely resources to students, alumni, donors, etc.
- Streamline how you communicate with students & their parents.
- Create personalized messages based on filters and specific criteria.
Improved Communication
- Manage fundraising events from creation to completion with calendars, ticketing, online registration, and donation management.
- Link your event RSVP forms with your website signup forms simplify the registration & confirmation process.
Explore other solutions
You get everything you need for sales, marketing, customer service, and operations all in one place. All our features are always included at any subscription level.
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