The Ultimate Guide to Choosing the Right CRM for Consultants

Client relationships and data management play pivotal roles in today’s rapidly changing business landscape, making choosing the right Customer Relationship Management (CRM) tool a crucial decision. As a business consultant, your ability to efficiently organize contacts, streamline communication, and manage sales pipelines can significantly impact your productivity and bottom line.

In this blog post, we will delve into an in-depth comparison of five leading CRM solutions tailored to meet business consultants’ unique needs: Nimble, HubSpot, Zoho, Capsule, and Bonsai. Each of these platforms offers a suite of features designed to enhance your client interactions, simplify administrative tasks, and optimize your consulting practice.

Are you ready to discover the CRM solution to elevate your consulting game? Let’s dive in!

Nimble CRM

In the realm of efficient client relationship management, Nimble emerges as a standout CRM solution tailored to meet the unique needs of business consultants. Nimble is designed to elevate your consultancy’s ability to foster meaningful connections while simplifying the often time-consuming administrative tasks. Let’s delve deeper into why Nimble is a prime CRM for consultants, examining its notable strengths and potential limitations.

Nimble Pros

Tracks Client Relationships: Nimble excels in tracking and managing client relationships effectively. It is a centralized hub that gathers essential information – from communication history to past interactions and notes. This holistic perspective empowers consultants to engage with clients personally, creating stronger and more enduring connections.

Works Where You Work: Through its browser extension, Nimble offers instant access to pertinent contact details and interaction histories directly within platforms you already use, such as email and social media. This integration streamlines your processes and minimizes the need to switch between various applications.

Unifies Contact History: With Nimble, the concept of unified contact history comes to life. By collating all client communications in a single location, this CRM solution nurtures a more profound understanding of your client’s needs and preferences. With this insight, you can tailor your engagements to resonate more deeply with each client.

Integrates With Your Email: Nimble seamlessly integrates with Google Workspace & Microsoft 365, enhancing your workflow by syncing your contacts and calendar events. This integration streamlines your tasks and minimizes duplication of effort.

Simple and Easy to Use: Nimble’s user interface is marked by its simplicity and user-friendliness. The intuitive layout ensures that even those with limited technical expertise can effortlessly navigate and harness the CRM’s features, minimizing the learning curve and maximizing productivity.

Affordability: Nimble is an affordable, all-in-one solution, making it an ideal choice for solopreneurs and small business teams with limited budgets.

Pricing: $24.99/user (Annual); $29.99/user (Monthly)

Nimble Cons 

No Free Version: Unlike certain other CRM platforms, Nimble does not offer a free version. While its features provide value for the cost, this could be a factor to weigh for consultants exploring options with no initial financial commitment. However, a 14-day free trial period with no commitment is an option. 

No SMS Marketing: If SMS marketing forms a pivotal part of your consultancy’s strategy, it’s important to note that Nimble lacks built-in SMS marketing capabilities. For consultants relying heavily on this marketing channel, this omission could be a drawback.


When considering CRM solutions for business consultants, HubSpot emerges as a versatile and comprehensive option that addresses a wide range of needs. Let’s explore the key advantages and potential drawbacks of HubSpot for consultants.

HubSpot Pros

Free Version: For new consultants, HubSpot’s free plan offers a solid starting point. This is an appealing opportunity to dive into CRM capabilities without initial financial commitment, making it an excellent choice for those just beginning their consultancy journey.

App Market Place: HubSpot boasts an extensive app marketplace that expands its functionalities further. Consultants can tap into various integrations to tailor the CRM to their needs and workflows.

Hubspot Academy: The HubSpot Academy is a valuable resource, providing a wealth of educational materials, courses, and certifications. This empowers consultants to maximize their utilization of the CRM’s features and leverage its capabilities effectively.

All-in-One Solution: HubSpot shines as an all-in-one platform encompassing marketing, sales, client support, and more. This holistic approach streamlines operations by centralizing various aspects of consultancy management within a single system.

User Experience: The experience HubSpot offers is noteworthy, with an intuitive interface that makes navigation and utilization a breeze. Regardless of their technical expertise, consultants can easily make the most of HubSpot’s features.

Automation: The power of automation is a standout feature of HubSpot. Consultants can automate repetitive tasks, nurture leads through strategic sequences, and streamline workflows to save time and enhance efficiency.

HubSpot Cons

Pricing: One notable consideration with HubSpot is the potential for costs to escalate rapidly. While the free plan is appealing, upgrading to more advanced features or scaling up usage can lead to substantial expenses, potentially making HubSpot the most expensive CRM option.

Contract: Another aspect to be aware of is that HubSpot tends to lock users into contracts. This can limit flexibility and make switching to a different solution challenging if the business needs to change.

Specialized Needs: While the all-in-one nature of HubSpot is a strength, it might not align with highly specialized needs. Consultants seeking specific functionalities might find that the comprehensive approach doesn’t cater to every niche requirement.

Customization: HubSpot’s customization options might not be as extensive as other CRM solutions. Consultants seeking high flexibility in tailoring the CRM to their unique workflows might find certain limitations.

Pricing: Free Version; $20/mo (Starter); $1,600/mo (Professional); $5,000/mo (Enterprise)


When it comes to CRM solutions that offer comprehensive coverage of consultancy needs, Zoho stands out as a robust contender. Let’s explore the key advantages and considerations when considering Zoho as a consultant CRM solution.

Zoho Pros

Integration: Integration is a strong suit of Zoho. It seamlessly connects with numerous other platforms, making it adaptable to your existing workflow and enabling a smooth transition without disruptions.

Customizability: Customizability is a hallmark of Zoho’s offering. Consultants can fine-tune the CRM to align precisely with their unique needs and workflows. This level of customization ensures that the CRM adapts to your consultancy, not the other way around.

Automation: Automation is a defining feature across all Zoho plans. This functionality lets consultants streamline processes, saving time and enhancing efficiency in their day-to-day operations.

Free Plan: Zoho’s free plan allows consultants to explore the CRM’s capabilities without an immediate financial commitment. This offers an opportunity to evaluate the platform’s suitability before investing.

Money Back Guarantee: Additionally, Zoho backs its offering with a 30- to 45-day money-back guarantee. This reflects the platform’s confidence in its capabilities and provides a safety net for consultants looking to test Zoho’s fit for their consultancy.

Zoho Cons

Complexity: The breadth of Zoho’s features can overwhelm new users. The range of functionalities may make getting started a bit complex, requiring time to effectively navigate and fully harness all the CRM’s capabilities.

Integrations: Another consideration is that integrations are unavailable on Zoho’s free plan. Consultants relying heavily on integration capabilities might need to upgrade to access this crucial functionality.

Features on Free Account: While Zoho offers a free plan, some of its more advanced features and functionalities often come with a price tag. Consultants seeking an extensive toolkit may need to invest to access specific desirable options.

Support: Support responsiveness is one area where Zoho falls slightly short of expectations. Users have reported that the support response time is slower than average, which could be a concern for consultants requiring timely assistance.

Pricing: $14/user/mo (Standard); $23/user/mo (Professional); $40/user/mo (Enterprise); $52/user/mo (Ultimate) 


When simplicity and ease of use are paramount in your search for a CRM solution, Capsule emerges as a noteworthy option for business consultants. Let’s explore Capsule’s key strengths and potential limitations as a CRM solution tailored to consultants’ needs.

Capsule Pros

User Interface: Capsule’s interface is characterized by its clean and intuitive design, making it an excellent choice for consultants who prioritize user-friendliness. The streamlined layout ensures that even users with limited technical expertise can swiftly adapt and utilize the CRM’s features.

Free Version: Capsule offers a free version that provides consultants with foundational tools to manage their contacts and interactions. This presents an opportunity to explore Capsule’s capabilities before investing in more advanced features.

Integration: Integration capabilities are a strong suit of Capsule. Capsule seamlessly connects with many other platforms that consultants likely already use, facilitating a cohesive workflow without requiring manual data entry or cumbersome transfers.

Flexible Pricing: Pricing is a standout advantage of Capsule. Its competitive and affordable pricing plans make it a viable option for consultants seeking cost-effective solutions that don’t compromise functionality.

Capsule Cons

Marketing: While Capsule excels in contact management and streamlined operations, it falls somewhat short in marketing features. Consultants seeking a CRM with robust marketing capabilities might find Capsule lacking.

Support: Live chat support is unavailable with Capsule, which could be a potential drawback for consultants who require immediate assistance or value real-time communication with support teams.

Reporting Features: Capsule’s analytics and reporting functionalities are somewhat limited, which could be a concern for consultants seeking in-depth insights and data-driven decision-making capabilities.

Contact Sorting: Another consideration is the relatively limited contact sorting options within Capsule. Consultants relying heavily on sorting contacts based on specific criteria might find the CRM’s sorting capabilities somewhat restrictive.

Pricing: $18/user/mo (Professional); $36/user/mo (Teams); $54/user/mo (Enterprise)


When it comes to freelancers and independent consultants, Bonsai stands out as a specialized CRM solution that caters to the unique needs of solo operators. Let’s dive into Bonsai’s key advantages and potential limitations as a CRM solution tailored for freelancers and consultants.

Bonsai Pros

Templates: Templates are a standout feature of Bonsai. Consultants can leverage a range of pre-designed templates for contracts, proposals, and invoices, streamlining the creation of essential documents and saving valuable time.

Customer Portal: The customer portal offered by Bonsai enhances client engagement. This feature allows clients to access invoices, contracts, and proposals, creating a professional, streamlined experience that contributes to strong client relationships.

Cost-Effective: Cost-effectiveness is a defining aspect of Bonsai. Its pricing plans are designed to align with the budget constraints of freelancers and independent consultants, making it an appealing choice for those looking for robust functionalities without breaking the bank.

Support: Bonsai’s commitment to responsive customer support is noteworthy. Consultants can rely on quick and efficient assistance to address their concerns and questions promptly.

Integrations: Integrations are another advantage of Bonsai. The CRM seamlessly connects with various other tools and platforms, enabling consultants to integrate their workflows for a smoother and more efficient consultancy management process.

Bonsai Cons 

Customizability: While Bonsai offers a range of features, its customizability might be somewhat limited. Consultants seeking an extensive array of custom fields to suit their unique needs might find Bonsai’s options a bit restricted.

Mobile App: The mobile app provided by Bonsai, while useful, is limited in terms of its functionalities. This could be a consideration for consultants relying heavily on mobile CRM access for their consultancy management.

Pricing: $17/mo (Starter); $32/mo (Professional); $52/mo (Business)

Wrap Up

In the dynamic world of business consultancy, where client relationships, data organization, and streamlined operations play pivotal roles, selecting the right CRM solution can significantly impact your success. Throughout this comprehensive comparison, we’ve explored five of the best CRM platforms in 2023 tailored to cater to the unique needs of consultants: Nimble, HubSpot, Zoho, Capsule, and Bonsai. Each platform offers a distinct set of features, strengths, and limitations, making the choice a matter of aligning with your consultancy’s priorities and objectives.

Whether you prioritize client engagement, automation, integration capabilities, customization, or affordability, the key is to find the CRM solution that empowers you to manage your consultancy efficiently and cultivate lasting client relationships. By understanding the strengths and limitations of each option, you’ll be equipped to make an informed decision that elevates your consultancy to new heights.

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If you do not have a Nimble account yet, we invite you to try it for free for 14 days.

Stay tuned for more product announcements as we evolve Nimble into the best CRM for Microsoft 365 and Google Workspace teams.