CoreHQ (CoreCRM) Training & Consulting

In the fast-paced world of consulting, managing client relationships and staying organized across multiple projects is essential for success. At CRM Coach, we specialize in training and consulting services for CoreHQ, the CRM designed exclusively for consultancies. Our expertise ensures your team can fully leverage CoreHQ’s capabilities to streamline operations, strengthen client engagement, and maximize efficiency—so you can focus on delivering exceptional value to your clients.

Here’s how our CoreHQ training and consulting services help solve common challenges faced by consultancy firms:

• ✅ Inefficient Lead and Opportunity Management
  Never miss out on business opportunities again. We’ll help you configure CoreHQ to optimize lead tracking and pipeline management, ensuring every opportunity is captured and followed up on.
• 📊 Lack of Visibility Into Project Pipelines
  Get real-time insights into project status and business development efforts. We’ll teach your team how to use CoreHQ’s tools to track progress, manage workloads, and make data-driven decisions.
• 🛠️ Disorganized Client Communication
  Simplify your interactions with clients. We’ll guide you in setting up CoreHQ’s client communication tools to centralize emails, calls, and meeting notes, creating a seamless client experience.
• 🔗 Disconnected Tools and Inefficient Processes
  Struggling with juggling multiple apps? We’ll integrate CoreHQ with your favorite productivity tools, ensuring your systems work together for a smooth, efficient workflow.
• 💡 Underutilized Features Limiting Productivity
  Unlock the full potential of CoreHQ. From automating repetitive tasks to customizing workflows, we’ll help your team maximize efficiency and focus on high-impact work.

Let us help you transform CoreHQ into the backbone of your consulting operations.

CoreHQ Training

Hands-on training to help you master CoreHQ. Hands-on learning with live instructors provides everything you need to optimize your CoreHQ instance. Customized private training is also available.

CoreHQ Consulting

Expert consulting to optimize your CRM for success.

Why Choose Our CoreHQ Services?

Expertise and commitment to your success.

Need Help With CoreHQ CRM?

Professional Services: Work one-on-one with a CoreHQ expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.

Technical Consulting: Receive one-on-one guidance from a CoreHQ technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure CoreHQ is properly integrated with all your business software.

Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.

Frequently Asked Questions