Best CRM for Consultants

Feature Comparison for Consultants

Feature HubSpot Salesforce Zoho CRM
Dental Claims N/A N/A N/A
HIPAA Compliance N/A Integrated through Shield Via 3rd Party
Customizable Workflows (Yes, with HubSpot Workflows) (Yes, with Process Builder) (Yes, with Custom Workflows)
Pricing $800 - $2,400 (billed annually) $75 - $150 per user/month $12 - $30 per user/month
Ease of Use 8/10 7.5/10 8.5/10
Key Limitation Limited scalability for very large teams Complex setup and customization required Limited support for advanced workflows

The Verdict

For small Consultants businesses with a single office, HubSpot is the best option due to its ease of use and all-in-one marketing, sales, and customer service platform. For larger Consultants businesses with multiple offices or complex workflow requirements, Salesforce offers more scalability and customization options, making it a better choice for large enterprises.

Conclusion

For Consultants, the best choice depends on your specific scale.