Best CRM PlatformsOur #1: Pipedrive

Our picks · 2027

Best CRM for Consultants

Consultants and freelancers need contacts, a simple pipeline and pricing for one or two people. These CRMs are free or cheap at that size.

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Quick answer

  • Best overall: Capsule, small teams that want it simple (from $0)
  • #2: HubSpot, starting free, then growing into paid tools (from $0)
  • #3: Close, inside sales teams that live on the phone (from $9/user/mo)

Compared

CRMs compared (USD, checked Nov 12, 2026)
CRMBest forStarts atOur scoreSign up
CapsuleSmall teams that want it simple$08.5/10Visit Capsule
HubSpotStarting free, then growing into paid tools$08.9/10Visit HubSpot
CloseInside sales teams that live on the phone$9/user/mo7.9/10Visit Close
Zoho CRMThe most features for the money$08.8/10Visit Zoho CRM
#1

Capsule

Small teams that want it simple8.5/10Very good

Capsule is a plain, tidy contact manager with a pipeline. It's free for 2 users and 250 contacts. Starter is $18 per user a month billed annually. Workflows, email sync and multiple pipelines start on Growth at $36.

$0 free for 2 users; Starter $18/user/mo annually

Pros

  • Free plan for 2 users and 250 contacts
  • No setup fee and no onboarding fee; cancel any time
  • Starter includes 30,000 contacts
  • 14-day free trial, no card
  • 4.7/5 on G2 from 529 reviews

Cons

  • Workflow automation, email sync and multiple pipelines start on Growth ($36/$40)
  • Support is by email (Ultimate adds an account manager)
  • No refund for partial periods
#2

HubSpot

Starting free, then growing into paid tools8.9/10Very good

HubSpot has the most useful free CRM here (2 users, 1,000 contacts) and a cheap Starter plan. The catch is the jump to Professional: $90 to $100 per seat, an annual commitment and a required $1,500 onboarding fee.

$0 free for 2 users; Starter $20/seat/mo list price

Pros

  • Free plan with no time limit: 2 users and 1,000 contacts
  • Starter is $20/seat/month at list price, with new-customer discounts to $7 (annual) or $10 (monthly)
  • Starter already includes up to 15 pipelines and 50 workflows
  • Sales, marketing and service tools on one contact record
  • 4.4/5 on G2 from 14,393 reviews

Cons

  • Professional costs $90/seat/month billed annually, or $100 paid monthly, and both require an annual commitment
  • Professional adds a required one-time onboarding fee of $1,500 (Enterprise: $3,500)
  • Sequences and lead scoring are only on Professional and Enterprise
  • The $7 and $10 Starter prices are new-customer discounts; list price is $20
#3

Close

Inside sales teams that live on the phone7.9/10Good

Close is built for teams that sell by calling and emailing. Calling, SMS and email are built in. Workflows (automated sequences) start on Growth at $99 per user billed annually, which makes it one of the pricier picks for a team.

$9/user/mo Solo, 1 user, billed annually ($19 monthly)

Pros

  • Built-in calling, SMS and email, with calls at about $0.02 a minute passed through at cost
  • 30-day money-back guarantee and no contracts
  • Solo plan for one person: $9/mo annually, $19 monthly
  • 4.7/5 on G2 from 2,159 reviews

Cons

  • Workflows start on Growth: $99/user/mo annually, $109 monthly
  • Solo is limited to 1 user and 10,000 leads
  • Support is email and knowledge base only
  • Call Assistant costs $50/month plus $0.02 a minute
#4

Zoho CRM

The most features for the money8.8/10Very good

Zoho CRM gives you the most features per dollar: a free plan for 3 users, then $14 per user billed annually for Standard with multiple pipelines, workflows and mass email. There's no contract. It takes more setup than Pipedrive or HubSpot.

$0 free for 3 users; Standard $14/user/mo annually

Pros

  • Free plan for 3 users with workflow automation and 5,000 records
  • Standard is $14/user/mo billed annually ($20 monthly) with 5 pipelines and workflow rules
  • No contracts: pay monthly or yearly
  • Free onboarding listed on the pricing page

Cons

  • 4.1/5 on G2, the lowest rating among the big names here
  • Standard caps mass email at 250 a day per organization
  • Faster support (Premium, 24x5) costs 20% of your subscription
  • More settings to learn than simpler tools such as Capsule or Pipedrive

What a consultant needs from a CRM

A consultant or freelancer usually works alone or with one partner. The CRM has to hold contacts and past conversations, show a short list of open proposals, and cost little or nothing for 1 or 2 seats.

Seat minimums, setup fees and annual contracts all hurt more at this size. So the order below rewards free plans that fit 2 people, cheap paid tiers, and terms you can walk away from.

Why the picks are in this order

1. Capsule

Capsule is first because it's a tidy contact manager with a pipeline, which is most of what a consultant needs. It's free for 2 users, 250 contacts and 1 pipeline, per Capsule's pricing, with no setup or onboarding fee.

When you pass 250 contacts, Starter is $18 per user billed annually ($22 monthly) and includes 30,000 contacts. For 2 people that's $432 a year ($18 x 2 x 12). It rates 4.7/5 on G2 from 529 reviews.

2. HubSpot

HubSpot is second because its free plan is more generous on contacts: 2 users and 1,000 contacts with no time limit, per HubSpot's CRM pricing. A consultant with a big address book can stay at $0 longer than on Capsule.

Starter is $20 per seat at the normal price, so 2 seats cost $480 a year. New customers pay $7 billed annually ($168 a year for 2) or $10 month to month. It sits below Capsule because its pricing is built for growing teams: the step after Starter, Professional, costs $90 per seat billed annually with an annual commitment and a required $1,500 onboarding fee.

3. Close

Close is third for the solo consultant who wins work on the phone. The Solo plan is $9 a month billed annually ($19 monthly) for 1 user and 10,000 leads, per Close's pricing. That's $108 a year, with calling, SMS and email built in and calls at about $0.02 a minute at cost.

It's third because Solo stops at 1 user and has no workflows or bulk email. Adding a partner means Essentials at $35 per user billed annually: $840 a year for 2. There's no contract, and Close offers a 30-day money-back guarantee.

4. Zoho CRM

Zoho CRM's free plan is the largest here: 3 users and 5,000 records, with basic workflows. A consultant who wants automated follow-ups without paying can start there.

It's fourth because there's more to set up than a small practice needs, and it rates 4.1/5 on G2. Standard is $14 per user billed annually ($20 monthly), or $336 a year for 2 people, with no contracts.

What to watch out for

Contact caps on free plans: Capsule stops at 250 contacts and HubSpot at 1,000. Count your existing contacts before you import them.

HubSpot's $7 and $10 Starter prices are for new customers, and HubSpot calls $20 the normal price.

Capsule doesn't refund partial periods, per its terms, so an annual plan you stop using midway is still paid. Monthly billing costs $4 more per user on Starter ($22 against $18) but keeps you free to leave.

How we checked

We compared each vendor's pricing, terms and product pages and its G2 reviews, checked on Nov 12, 2026. This is research-based: we did not run these CRMs ourselves. Picks are ordered by what 1 or 2 people pay, how far the free plan stretches, and how easy it is to stop paying.

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