The 2023 State of CRM in Professional Services Firms

In November 2022, PipelinePlus conducted the second installment of its market-wide study on Client Relationship Management (CRM) software adoption and utilization in Professional Services firms (and its seventh study on CRM in law firms). This white paper is a continuation of similar studies conducted since 2015. It examines trends in CRM use based on the responses of 251 U.S. Professional Services firms including legal, accounting, financial advisory, AEC, and consulting industries. Download the report by completing the form below: