CRM Software for CRM Consultants
You sell CRM implementation. Show prospects what a well-run CRM looks like by using one yourself.
TraxionLab is the platform built for CRM consultants who want to demonstrate the value of what they sell. Manage your own pipeline, automate your own follow-up, and show prospects what a well-implemented CRM actually looks like.
6 things ready before you log in
Dedicated scheduling pages for each service area. Prospects book the right consultation based on their CRM needs.
Service-specific education sequences that showcase your expertise and move prospects toward engagement.
A CRM Software consulting landing page and a promotional offer page, ready for your branding.
Contact, marketing, and newsletter forms to capture leads from your website and campaigns.
Track every prospect from discovery call through proposal, implementation, and ongoing support.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, and prospect education.
The Cost of Doing Nothing
A CRM implementation project averages $5,000+. Consultants who do not practice what they preach lose credibility and close fewer deals.
Average job/lead value: $5,000
What CRM Software Consultant Owners Actually Deal With
You tell clients to follow up with leads but you do not do it yourself
You advise businesses on lead nurture and pipeline management, but your own prospect follow-up is inconsistent. When a potential client inquires about implementation services, you respond when you can. The irony is not lost on prospects who notice.
Implementation projects end and the client relationship ends with them
You complete a CRM setup, the client is happy, and then you move on to the next project. Six months later, they need training, customization, or a new workflow, but they call someone else because you were not in touch.
Your expertise is hard to demonstrate before the sale
Prospects cannot see your implementation quality until after they hire you. Without a way to show your own CRM usage, portfolio, and process, you are selling on trust alone.
Tools Built for CRM Software Consultant Companies
Solves pain point #1
Practice What You Preach
Your own account comes pre-built with the same infrastructure you implement for clients. When a prospect asks 'how does this work?', show them your own system. Your CRM is your best sales demo.
Solves pain point #2
Post-Implementation Nurture
After completing a project, automated sequences check in at 30, 60, and 90 days. Offer training refreshers, workflow audits, and customization services. Stay connected for the long-term retainer.
Solves pain point #3
Educational Content Sequences
Build email series around CRM best practices, automation tips, and implementation case studies. Position yourself as the expert and nurture prospects who are not ready to commit today.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month