Simple CRM for Professional Services
A lightweight CRM that adapts to your workflow. Track contacts, deals, and interactions without complexity — designed for Professional Services teams.
Why Professional Services teams need this
Small professional services practices -- a three-person law firm, a solo financial advisor, a small HR consulting shop -- need to track client relationships without the complexity or cost of enterprise CRM systems. Their requirements are straightforward: a list of contacts with relevant details, a record of past interactions, notes about client preferences, and reminders for follow-ups.
Enterprise CRM tools are too complex and expensive for small practices, leading to low adoption and wasted investment
Client contact information and interaction history scattered between email, spreadsheets, and personal notes
No follow-up reminders or relationship tracking means client re-engagement depends entirely on memory
What Professional Services teams gain
Minimal, focused interface encourages daily use without the learning curve of enterprise CRM systems
Custom fields adapt to the specific needs of the practice without unnecessary feature bloat
Follow-up reminders and renewal date tracking prevent client relationships from lapsing
Affordable and quick to set up, making it viable for small practices that cannot justify enterprise CRM costs
Real-World
Example
A four-person HR consulting practice managing approximately 60 active and past client relationships had tried two different CRM tools over three years. Both were abandoned within months because the partners found them too complex for their straightforward needs. After adopting a structured platform configured as a simple contact and relationship tracker, the team set up client profiles with custom fields for industry, engagement type, and contract renewal date. The minimal interface encouraged actual daily use. Within three months, all four team members were consistently logging interactions, and the practice identified eight clients approaching contract renewal who would have otherwise been contacted late or not at all.
Features for Professional Services
Frequently Asked Questions
Is Diggama Simple CRM suitable for Professional Services?
What are the key benefits for Professional Services?
Does Diggama handle Professional Services compliance requirements?
What features matter most for Professional Services?
How much does Diggama cost?
How long does it take to set up?
Simple CRM built for Professional Services
See how Professional Services teams use Diggama. Start free today.