CRM
Best CRM for Consulting Businesses
Independent consultants and small advisory firms selling expertise and retained engagements.
Our pick
HubSpot Starter
From $20/moTrack proposals and follow-ups by stage so pipeline is visible instead of remembered.
On a tighter budget
HubSpot Free
Free plan availableCheaper to start than HubSpot Starter, with fewer moving parts to learn.
HubSpot Free detailsIf you want more power
Pipedrive
From $14/user/moMore capable than HubSpot Starter — worth it only once volume justifies the setup time.
Pipedrive detailsWhy this one for consulting
Consulting revenue comes from credibility plus consistent follow-up. This stack keeps your positioning sharp and makes sure no qualified conversation goes cold.
- Pipeline plus sequences
- Removes branding limits
- Good reporting
- Costs scale quickly with contacts
- More product than a solo shop needs
Best for: Consultative sales cycles measured in weeks. · Price checked August 2026
| Other CRM options | Starting price | Best for |
|---|---|---|
| HubSpot Free | Free plan available | Solo founders who need a pipeline, not a platform. |
| Pipedrive | From $14/user/mo | Agents and small sales teams working many active deals. |
| Jobber | From $29/mo | Contractors, cleaners, landscapers and trades. |
What the rest of the consulting stack costs
CRM is one of 6 tools in this stack. Running all of them costs roughly $48–$117 per month on entry plans.
See the full Consulting stackPrices are entry-plan estimates and exclude transaction fees. Providers change pricing without notice — confirm before you buy. Some outbound links may earn us a commission, which never affects our pick. Read the disclosure.
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