Win clients
Win-clients stack
HubSpot CRMFree, paid from $7/mo87
ApolloFree, paid from $49/mo82
CalendlyFree, paid from $10/mo89
BeehiivFree plan88
Step 1: Send the proposal and get it signed
Add when you growPandaDocFree, paid from $19/mo81
Send the proposal from a template and get it signed before work starts.
Boutique firms needing structured document workflows with e-signature.
Step 2: Track time
EssentialHarvestFree, paid from $9/mo86
Start a timer for each client session and check billable hours every Friday.
Hourly or retainer consultants who need to see where time goes and invoice it accurately.
Step 3: Invoice and collect
EssentialStripe InvoicingFree, usage-based fees82
Turn the week's hours into an invoice the client can pay online.
Consultants outside Israel who bill international clients and want card or bank payments on every invoice.
Step 4: Keep the books
Add when you growQuickBooks OnlineFree, paid from $38/mo78
Record payments and expenses as they happen, so tax time is a report, not a project.
Consultants earning $100K+ annually who need real accounting, not just invoicing.
Why this pick: Tied at 78 with FreshBooks and Wave. We pick QuickBooks Online because it scores higher on trust (10 vs 9). Wave is the free option.
Step 5: Connect the tools
Add when you growZapierFree plan84
Optional: connect the steps so a new client or a payment never gets typed twice.
Solo consultants who use 3+ tools and spend time manually transferring data between them.
Also scored:n8n 80
Client-ready brief
Email me this stack as a checklist
The picks and setup steps from this page, in one email.
- PandaDoc
- Harvest
- Stripe Invoicing
- QuickBooks Online
- Zapier
What usually comes next
Set up my practice
Starter stack
BonsaiFrom $9/mo79
Notion AIFrom $20/mo83
Each step starts from the top-scored tool for that job. When we pick a different one, the step says why. How we score →