If you're running a small consulting firm, choosing the right CRM can make all the difference in managing leads and streamlining sales. Pipedrive, HubSpot, and Freshsales are three standout options that cater specifically to your needs. Pipedrive offers customizable automations and a streamlined sales process, while HubSpot provides flexible pricing and a customizable dashboard. Freshsales excels in lead management with multiple pipelines and strong integration capabilities. Interested in how these solutions can elevate your business operations? Let's explore what each has to offer and find out which one might be the best fit for you.

Key Takeaways

  • Pipedrive offers customizable automations and affordable pricing, ideal for small consulting firms.
  • HubSpot provides extensive features with flexible pricing and a customizable dashboard tailored to small businesses.
  • Freshsales includes robust lead management tools and various pricing plans to fit different business needs.
  • All three CRMs—Pipedrive, HubSpot, and Freshsales—integrate seamlessly with other tools, enhancing workflow efficiency.
  • Pipedrive, HubSpot, and Freshsales are user-friendly, making them accessible solutions for small consulting firms.


Pipedrive's customizable automations and lead management features make it an ideal CRM solution for small consulting firms. You're looking for a CRM that can streamline your sales process, and Pipedrive does just that with its user-friendly interface and effective client communication tools. By allowing you to tailor automations to fit your specific needs, Pipedrive helps guarantee no lead slips through the cracks.

Staying organized is essential for any small consulting firm, and Pipedrive excels here with its seamless pipeline tracking. You can visualize your sales pipeline at a glance, making it easier to manage leads and close deals. The CRM's various integrations also mean you can connect Pipedrive with other essential tools you already use, enhancing your workflow efficiency.

Cost-effectiveness is another significant benefit of Pipedrive. Starting at just $12.50 per user per month, it offers robust features without breaking the bank. This affordability, combined with its simplicity and effectiveness, makes Pipedrive a go-to choice for small consulting firms seeking to boost their sales performance.

With Pipedrive, you're investing in a CRM that helps you stay focused on what matters most—growing your business.


When you're looking for a robust and versatile CRM solution, HubSpot stands out with its extensive features and flexible pricing options. Ranging from $45 to $3200 per month, HubSpot caters to various consulting firm sizes and budgets, making it accessible whether you're just starting or scaling up.

HubSpot's user-friendly interface and customizable dashboard make managing your consulting operations a breeze. You can easily track leads, manage client interactions, and stay organized with its all-encompassing CRM features. Lead management is a standout, allowing you to capture, nurture, and convert leads efficiently.

Email campaigns are another strength of HubSpot, enabling you to design, send, and monitor emails that resonate with your prospects. Its sales tools enhance your ability to close deals by providing valuable insights and automating repetitive tasks. This automation means you can focus more on building client relationships rather than getting bogged down with administrative duties.

For small consulting firms, HubSpot's ability to streamline marketing efforts and boost sales performance is invaluable. By using HubSpot, you can automate tasks, track leads, and analyze performance data, optimizing your sales processes and driving growth. It's a holistic solution designed to help you master your client relationships and elevate your consulting business.


Freshsales delivers an impressive suite of tools designed to help small consulting firms manage leads, communicate with clients, and optimize operations efficiently. This CRM solution stands out with its customizable lead management tools, enabling you to handle multiple pipelines and assign weighted values to leads.

Here's what you can expect:

  1. Lead Management: Freshsales offers a wide range of tools including customizable pipelines, weighted values, invoices, and a product catalog.
  2. Client Communication: Enjoy multiple communication channels, interaction tracking, and a detailed history of client communications to enhance relationships.
  3. Governance and Analytics: Utilize governance tools, advanced analytics capabilities, and efficient data gathering to streamline your consulting processes.
  4. Integration Capabilities: Seamlessly integrate with major tools, leverage API availability, and support third-party apps to enhance operational efficiency.

Freshsales' communication features are robust, ensuring you stay connected with clients through various channels while tracking every interaction.

The governance tools and analytics capabilities provide deep insights and robust controls over your data. Additionally, its integration capabilities allow for smooth integration with other major tools, thanks to extensive API availability.

The pricing plans—Growth, Pro, and Enterprise—are designed to cater to the specific needs of small consulting firms, offering flexibility and scalability. This makes Freshsales an excellent choice for enhancing your client management and overall operations.

Frequently Asked Questions

What CRM Do Consulting Firms Use?

You'll find consulting firms often use HubSpot CRM for its user-friendly interface, Salesforce CRM for its scalability and customization, and Capsule CRM for its simplicity and affordability. Each CRM caters to different needs, ensuring effective client management.

What Is the Top 3 Best CRM Platform to Use for Small Businesses?

For small businesses, the top three CRM platforms are HubSpot for its extensive features, Zoho for its customizable tools and affordability, and Keap for its all-in-one CRM and marketing automation capabilities. You can't go wrong with these options.

How to Choose CRM for Small Business?

When selecting a CRM for your small business, emphasize scalability, customization options, and budget-friendly pricing. Give priority to user-friendly interfaces and robust customer support to guarantee smooth onboarding and troubleshooting. Always align the CRM with your specific business needs.

What Are the Three Major Types of Crm?

The three major types of CRM are operational, analytical, and collaborative. Operational CRM automates processes, analytical CRM analyzes customer data, and collaborative CRM enhances customer interactions across channels. Understanding these helps you choose the right CRM.