CRM

Folk

Save LinkedIn leads in one click and let AI fill in the details you'd otherwise look up

Zoho CRM

Keep every lead and deal in one place instead of a spreadsheet

HubSpot

Stop losing leads in your inbox — track every client and deal in one free CRM

HoneyBook

Inquiries, contracts, invoices and payments in one platform

Bonsai

Manage contracts, invoices, and projects without juggling

MOCO

Project management with quoting, invoicing and time tracking

Pipedrive

See every deal and its next step at a glance, so no proposal goes cold

Dubsado

Automate contracts, invoices, and client workflows to save hours

Mesh (formerly Clay)

Contacts from email, calendar and social in one place — with reminders to reconnect

Attio

Customizable CRM that adapts to your client and deal workflows

Bitscale

Enrich and qualify lead lists with AI — free tier, paid plans built for sales teams

Monica

Open-source contact management with notes and reminders — free when self-hosted

Nutshell

Move your leads out of a spreadsheet and into a pipeline your team actually uses

Tradify

Schedule jobs, track materials, and invoice clients in one place

Bitrix24

Manage clients, projects, and team chat in one unified workspace

Capsule CRM

Lightweight CRM for contacts, pipeline and tasks without bloat

Copper

CRM built into Gmail and Google Calendar for Workspace teams

Microsoft Dynamics 365 Sales

Enterprise CRM with Outlook/Teams integration — overkill for most solos

Freshworks

CRM with sales, support and chat tools built for growing teams

Nimble

LinkedIn-connected CRM with browser plugin for contact capture

Salesforce

Enterprise CRM for sales and service — worth it once your team grows

Zendesk Sell

Sales CRM with pipeline management and email automation

ClientJoy

Manage clients, projects, and invoices in one dashboard

Full Scope

Project management, CRM, invoicing and time tracking

Moxie

Manage clients, projects, and invoices in one platform

Goodlance

Accounting, invoicing, time tracking and project management

ClearCRM

All-in-one CRM with projects, quotes and invoices for teams of 1 to 50

Apollo.io

B2B contact data, email sequences and calling tools for outbound sales

Close

Sales CRM with built-in calling, email sequences and SMS in one tool

Inflowave

Agency CRM: every client account in one inbox, from $149

Riibase

AI CRM with lead scoring, pipeline automation and forecasting

SparrowDesk

AI helpdesk with a free tier: resolves support tickets automatically

PounceWorthy

Scans prospect websites and turns real issues into evidence-led pitches

Retainr

Client portal, invoicing, projects and helpdesk in one platform