CRM & Clients tools for consultants

Free CRM with deal pipeline, contact management, email tracking, and meeting scheduling — plus the Breeze AI assistant on every plan, including free. Scales from solo consultant to full agency without switching platforms.

Free, paid from $7/mo30 min setupHigh intelligence

GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.CalendlySchedulingAutomated scheduling that eliminates back-and-forth for discovery calls and reviews.+1

The pipeline CRM that shows every deal and next step.

From $14/mo30 min setupHigh intelligence

GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.OUOutlookCommunicationMicrosoft email and calendar integration for client scheduling and outreach.GCGoogle CalendarSlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.+4

A free, modern CRM that fills itself in from your inbox.

Free, paid from $35/mo30 min setupHigh intelligence

GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.OUOutlookCommunicationMicrosoft email and calendar integration for client scheduling and outreach.GCGoogle CalendarSlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.+3

A branded client portal for files, messages and billing.

Free, paid from $29/mo30 min setupHigh intelligence

StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.QuickBooksFinanceAccounting integration for expense tracking, invoicing, and financial reporting.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+3

A relationship CRM for networking-led consultants.

From $24/mo30 min setupMedium intelligence

GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.OUOutlookCommunicationMicrosoft email and calendar integration for client scheduling and outreach.LILinkedinGCGoogle Calendar+2

Client management platform for service-based businesses. Proposals, contracts, invoicing, scheduling, and automation in one branded client portal.

From $16/mo30 min setupHigh intelligence

GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.GCGoogle CalendarZoomCommunicationVideo conferencing for client meetings, workshops, and remote sessions.QuickBooksFinanceAccounting integration for expense tracking, invoicing, and financial reporting.+2

Portal, CRM, invoicing and projects at one flat price.

From $15/mo2 hour setupMedium intelligence

StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.PAPaypalZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.APApi

Client management workflows for proposals, forms, contracts, and invoicing.

From $20/mo30 min setupMedium intelligence

StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.GCGoogle Calendar

All in one workspace for proposals, tasks, contracts, and billing.

From $19/mo30 min setupMedium intelligence

StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.PAPaypalZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.