Tool matchup
HubSpot CRM vs Tally for consultants. Compare two Ops & Finance tools on pricing, setup speed, strengths, and Curalo score.
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.
Prices checked October 23, 2026hubspot.com pricing page
Form builder for client intake, onboarding and feedback forms. Free with unlimited forms and submissions; Pro $24/mo.
Prices checked October 21, 2026tally.so pricing page
HubSpot CRM leads by 6 points (strong advantage).
Decision shortcuts
Client-ready brief
Send a concise summary of winner, trade-offs, and rollout recommendation.
Best fit
Best for: Every consultant who tracks more than 5 active prospects or clients.
Why pick it: The free tier is genuinely useful — 2 seats, up to 1,000 contacts, deal pipeline, email tracking, and the Breeze AI assistant at no cost. Most solo consultants don't outgrow it for a while, and it connects to nearly every tool in this catalog.
Watch for: If you manage fewer than 5 clients total and use referrals exclusively, a spreadsheet works fine. HubSpot shines when your pipeline has volume.
Best for: Consultants who need intake questionnaires, discovery forms and feedback surveys without paying for a form tool.
Why pick it: Unlimited forms and responses on the free plan, with logic and integrations that other form tools charge for.
Watch for: Removing Tally branding needs Pro ($24/mo). If you need complex surveys and analytics, Typeform or a survey tool goes further.
Swipe sideways to compare all columns.
HubSpot CRM | Tally | |
|---|---|---|
| Quick facts | ||
| Pricing sanity | Free, paid from $20/mo | Free, paid from $24/mo |
| Setup speed | 30 min setup | 5 min setup |
| Integrations | 5+ | 6+ |
| Score breakdown | ||
| Outcome fit | 24/25 | 16/25 |
| Setup speed | 14/20 | 18/20 |
| Pricing sanity | 13/15 | 14/15 |
| Integrations | 14/15 | 12/15 |
| UX polish | 12/15 | 13/15 |
| Trust & support | 10/10 | 8/10 |
| Summary | ||
| Best for | Every consultant who tracks more than 5 active prospects or clients. | Consultants who need intake questionnaires, discovery forms and feedback surveys without paying for a form tool. |
| Key strength | Strong on trust | Strong on pricing |
| Main weakness | Slower to set up | Weaker on outcomes |
Pricing
| Plan | Price | Limits (vendor's wording) |
|---|---|---|
| Free | Free | Free for up to 2 users; no credit card required |
| Starter | $20 per seat / month, billed annually$20 per seat / month, billed monthly | Shown from $7/seat/mo billed annually ($10 monthly) as a limited-time offer for new customers; list price $20/seat/mo. Includes 500 HubSpot Credits |
| Professional | $90 per seat / month, billed annually$100 per seat / month, billed monthly | Sales Hub Professional, from $90/seat/mo billed annually ($100 billed monthly). Adds Sequences, Forecasting and Conversation intelligence; 3,000 HubSpot Credits. Required one-time onboarding fee of $1,500 |
| Enterprise | $150 per seat / month, billed annually | Sales Hub Enterprise, from $150/seat/mo. Adds deal splits, pipeline approvals and a standard sandbox; 5,000 HubSpot Credits. Required one-time onboarding fee of $3,500 |
Prices checked October 23, 2026hubspot.com pricing page
| Plan | Price | Limits (vendor's wording) |
|---|---|---|
| Free | Free | Unlimited forms and submissions (fair use) |
| Pro | $24 per account / month, billed monthly | Remove Tally branding, custom CSS, custom email domains |
| Business | $74 per account / month, billed monthly | Everything in Pro plus data retention controls |
Prices checked October 21, 2026tally.so pricing page
Cost calculator
$20 per month · $240 per year
Cheapest plan that fits: Starter, $20 per seat or user
No paid plan with a listed Annual price fits this team size. Contact sales or check the vendor's page.
Uses list prices from each vendor's pricing page, before tax and discounts. Free plans and custom-quote plans are left out.
Method
Common questions
HubSpot CRM scores 87/100 and Tally scores 81/100 on Curalo's consultant rubric. The biggest gap is Outcome fit: HubSpot CRM 24/25 vs 16/25.
HubSpot CRM's cheapest paid plan is Starter at $20 per seat / month, billed annually. Tally's cheapest paid plan is Pro at $24 per account / month, billed monthly.
HubSpot CRM has a free plan: Free for up to 2 users; no credit card required. Tally has a free plan: Unlimited forms and submissions (fair use).
HubSpot CRM: $20 a month on Starter. Tally: $24 a month on Pro. Annual list prices where available, before tax.
If you manage fewer than 5 clients total and use referrals exclusively, a spreadsheet works fine. HubSpot shines when your pipeline has volume.
Removing Tally branding needs Pro ($24/mo). If you need complex surveys and analytics, Typeform or a survey tool goes further.
Guides
Your tool needs change at every growth stage. A practical guide to the technology, processes, and decisions that take you from solo consultant to small firm — without losing what made you great.
The Consultant's Pricing Playbook: From Hourly to Value-BasedA framework to evaluate five pricing models, calculate what to charge, and build tiered packages — with formulas, scripts, and sourced benchmarks for solo consultants.
Stop Copy-Pasting Between Five Tabs: How to Connect Your Consulting StackThe practical guide to wiring your consulting tools together. Which integrations actually matter, what to automate first, and the mistakes that silently break your workflow.
Take our 2-minute quiz and get a personalized tool recommendation for your workflow.
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