Tool matchup
Pipedrive vs Tally — which is better for consultants? Side-by-side scoring on workflow fit, pricing, setup speed, and 3 more dimensions. See the winner.
The clearest pipeline view of any CRM here: you always see which proposals are waiting, what the next step is and what is likely to close.
Prices checked October 23, 2026pipedrive.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
Pipedrive leads by 3 points (close call).
Decision shortcuts
Client-ready brief
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Best fit
Best for: Consultants who run a steady flow of proposals and want every open deal and next step on one board.
Why pick it: The clearest pipeline view of any CRM here: you always see which proposals are waiting, what the next step is and what is likely to close.
Watch for: No free plan, and prices are per seat. If you only track a handful of relationships, HubSpot CRM Free, Attio Free or a spreadsheet is enough.
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.
Pipedrive | Tally | |
|---|---|---|
| Quick facts | ||
| Pricing sanity | From $14/mo | Free, paid from $24/mo |
| Setup speed | 30 min setup | 5 min setup |
| Integrations | 8+ | 6+ |
| Score breakdown | ||
| Outcome fit | 22/25 | 16/25 |
| Setup speed | 14/20 | 18/20 |
| Pricing sanity | 12/15 | 14/15 |
| Integrations | 14/15 | 12/15 |
| UX polish | 12/15 | 13/15 |
| Trust & support | 10/10 | 8/10 |
| Summary | ||
| Best for | Consultants who run a steady flow of proposals and want every open deal and next step on one board. | 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) |
|---|---|---|
| Lite | $14 per seat / month, billed annually$24 per seat / month, billed monthly | Per seat, billed yearly ($24 billed monthly). Lead, calendar and pipeline management, AI report creation, 500+ integrations |
| Growth | $39 per seat / month, billed annually$49 per seat / month, billed monthly | Per seat, billed yearly ($49 billed monthly). Adds full email sync with tracking, automations and nurturing sequences, subscriptions and forecast reports, meeting scheduler |
| Premium | $59 per seat / month, billed annually$79 per seat / month, billed monthly | Per seat, billed yearly ($79 billed monthly). Adds lead generation and routing, custom scoring, contracts and e-signatures, shared inboxes |
| Ultimate | $79 per seat / month, billed annually$99 per seat / month, billed monthly | Per seat, billed yearly ($99 billed monthly). Adds security rules and alerts, phone and email data enrichment, sandbox account, extended phone support |
Prices checked October 23, 2026pipedrive.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
$14 per month · $168 per year
Cheapest plan that fits: Lite, $14 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
Pipedrive scores 84/100 and Tally scores 81/100 on Curalo's consultant rubric. The biggest gap is Outcome fit: Pipedrive 22/25 vs 16/25.
Pipedrive's cheapest paid plan is Lite at $14 per seat / month, billed annually. Tally's cheapest paid plan is Pro at $24 per account / month, billed monthly.
Pipedrive lists no free plan. Tally has a free plan: Unlimited forms and submissions (fair use).
Pipedrive: $14 a month on Lite. Tally: $24 a month on Pro. Annual list prices where available, before tax.
No free plan, and prices are per seat. If you only track a handful of relationships, HubSpot CRM Free, Attio Free or a spreadsheet is enough.
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.
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