Starting out as a coach or consultant can be incredibly overwhelming—I’ve been there. In the beginning, I was trying to piece together different tools to make my life easier, but it quickly turned into chaos. It felt like herding cats—I couldn’t find anything, I’d lose my notes and I’d forget where I saved things. 

That’s why it’s so important to find the right CRM that covers all your needs in one place. To help you avoid the mess I went through, I’ve put together a list of the Best 7 CRMs for Consultants that will keep you organized and on track as you grow your business. Because let’s face it, we’ve got shopping habits to support too! 😉

What is the Best CRM for Consultants & Coaches?

1. HUBSPOT CRM — Best of the Best
2. Capsule CRM — Best for Simple Design
3. Zoho CRM — Best for Budget-Seekers in Top Tier
4. Bonsai CRM— Best for Clean Design
5. Keap CRM— Best for Power
6. Streak CRM — Best for Gmail Users

Our Verdict — HUBSPOT: Best Of The Best

Price: Starts at $15 or $20 per seat depending if you pay annually or monthly

HUBSPOT’S Starter Customer Platform is the all-in-one solution that makes it easy for consultants to find and win customers from day one. It includes the Starter edition of HubSpot’s six core products for marketing, sales, and customer service — all powered by HubSpot’s Smart CRM.

Top Features

6 Powerful Platforms Built Into One Hub

• The Hubspot Starter Customer Platform Includes ALL of the following:
  • Marketing Hub
  • Service Hub
  • Sales Hub
  • Operations Hub
  • Content Hub
  • Commerce Hub

Price: Starts at $15 or $20 per seat (depending if you pay annually or monthly)

• Grow Your Audience: HubSpot marketing software helps you attract the right audience, convert more visitors into customers with personalized messages, and run complete inbound marketing campaigns at scale.
• Save Time & Close More Deals: HubSpot sales software gives your sales team everything they need to sell in a relevant, personal way that’s more efficient — so they can close more deals with less work.
• Take control of your website: HubSpot content marketing software allows marketers to easily create and personalize content and helps developers to build complex web apps — all while making sure your website is fully secure 24/7.
• Connect with customers: HubSpot service software helps you engage with your customers, support them with quick solutions, and turn them into promoters who help grow your business even more.
• Sync your customer data and automate business processes: HubSpot operations software empowers your business with one unified view of every customer interaction and keeps your teams aligned with a clean, connected source of truth for customer data — so you can deliver seamless customer experiences.

And so much more!..

Try Hubspot Today

2. CAPSULE CRM: Best for Clean Design

Price: Starts at $18 per seat, billed annually

With Capsule CRM, you can improve efficiency and customer relationships across your business. Enjoy streamlined customer data management, track important interactions, and draw conclusions from valuable insights so you can make the right decisions.

Top Features

Simple Yet Powerful CRM

Helps small businesses and consultants manage their customer relationships effectively. It offers an intuitive interface with key features like:
Overall, Capsule is ideal for consultants looking for a straightforward CRM that helps them stay organized and focused on building strong client relationships.

• Contact Management: Easily store and organize contacts, including detailed histories of interactions, notes, and tasks.
• Sales Pipeline: Visualize and manage your sales pipeline with custom stages, helping you track deals from lead to close.
• Task Management: Set reminders and tasks linked to contacts or deals, ensuring nothing falls through the cracks.
• Customizable Workflows: Tailor the CRM to fit your unique business processes with customizable fields and tags.
  

3. Zoho CRM PLUS — Best for Budget-Seekers in Top Tier

Price: $69 Monthly

Zoho CRM Plus is a great value; you get the highest editions of all the services at one affordable price. They offer such a price because CRM Plus is a pre-integrated offering, which amounts to low overall total cost of ownership. Zoho CRM offers a comprehensive suite of features designed to help businesses streamline their sales processes and improve customer relationships. Key benefits include:

• Affordable Pricing: Zoho CRM provides robust features at competitive prices, making it accessible for businesses of all sizes.
• Customization: Easily tailor the CRM to fit your specific business needs with customizable fields, layouts, and modules.
• AI-Powered Insights: Zia, Zoho’s AI assistant, helps with predictive sales, lead scoring, and automating routine tasks, enhancing efficiency.
• Seamless Integrations: Integrates smoothly with other Zoho apps and popular third-party tools, creating a connected ecosystem for your business.
• Scalability: As your business grows, Zoho CRM can scale with you, offering advanced features and modules to meet increasing demands.

Overall, Zoho CRM is a versatile, cost-effective solution that adapts to your business, making it easier to manage sales, engage customers, and drive growth.

4. BONSAI CRM: Best for Clean Design

Bonsai CRM is a streamlined solution tailored for freelancers and small businesses, designed to help manage client relationships and projects with ease.

Price: Start at $21 per month, $10 per additional seat

Key Features:

• Client Management: Keep track of all client interactions, including emails, calls, and project details, in one central location.
• Project Tracking: Manage projects from start to finish with task lists, deadlines, and milestones, ensuring you stay on top of deliverables.
• Invoicing & Payments: Create professional invoices and track payments directly within the CRM, simplifying your billing process.
• Contract Management: Generate and manage contracts with clients, including e-signatures, helping to secure agreements quickly.
• Automation: Automate routine tasks like follow-up reminders and recurring invoices, saving time and reducing manual work.

Overall, Bonsai CRM is ideal for freelancers and small businesses seeking an all-in-one tool to manage client relationships, projects, and finances efficiently.

5. KEAP CRM: Best for Power-Heavy SCALING

Price: Starts at $249 monthly

Keap CRM (formerly Infusionsoft) is a powerful, all-in-one platform designed for small businesses looking to automate their sales and marketing efforts while managing customer relationships. HOWEVER – for a one-consultant business, it is definitely on the highest pricing tier, even at the basic monthly cost, so keep that in mind. Key features include:

• Automation: Keap excels in automating repetitive tasks, from follow-up emails to lead nurturing, allowing you to focus more on growing your business.
• Email Marketing: Create and send targeted email campaigns, track engagement, and automate follow-ups to keep your audience engaged.
• Sales Pipeline Management: Visualize and manage your sales pipeline, track leads, and close deals with ease, all in one place.
• Integrated Payments: Handle invoicing and payments directly within the CRM, making it easy to track revenue and manage finances.
• Client Management: Keep detailed records of all client interactions, including emails, calls, and appointments, ensuring you never miss a beat.

Overall, Keap CRM is an excellent choice for small businesses that want to streamline their operations, automate marketing and sales processes, and build stronger customer relationships.

6. Streak CRM – Best for Google Workspace Users

Price: Starts at $49

Streak CRM is a unique, Gmail-integrated CRM that is ideal for small businesses and professionals who work extensively with email. Key benefits include:

• Gmail Integration: Seamlessly integrates with Gmail, allowing you to manage your CRM directly from your inbox without switching between apps.
• Ease of Use: Its simple, user-friendly interface makes it easy to track emails, manage contacts, and organize your sales pipeline within Gmail.
• Customizable Pipelines: Create custom pipelines for various workflows, such as sales, hiring, or project management, tailored to your business needs.
• Email Tracking: Track email opens and follow-ups, helping you stay on top of client communication and ensuring no conversation falls through the cracks.
• Collaboration: Easily share pipelines and emails with your team, keeping everyone on the same page and improving collaboration.

Overall, Streak CRM is perfect for businesses that rely heavily on email communication, providing powerful CRM functionality right inside Gmail.

HubSpot CRM takes the crown because it’s got everything you need to grow your business without the headache.

It’s super user-friendly, giving you all the tools for marketing, sales, and customer service in one place. Whether you’re just starting out or looking to level up, HubSpot’s got your back. Plus, it’s easy to customize and integrates smoothly with other tools you’re probably already using. And the best part? You can start for free! It’s like having your dream CRM, minus the stress.