Best CRM for Consulting (2026)

For consulting, the Ikaroa team's top CRM picks are Open Doors, HubSpot CRM and Pipedrive. They were picked with client relationship management, project pipeline and proposal tracking in mind, and the list below gives the rating, starting price and full review for every platform we recommend.

Consulting firms need CRM systems that manage client relationships, track project pipelines, and coordinate proposal processes. Relationship management and referral tracking are key to consulting growth.

Reviewed by the Ikaroa team • Last updated: March 2026

Client relationship management

Project pipeline

Proposal tracking

Referral management

Time tracking

Top Recommended CRMs

Open Doors

★4.8/5

All-in-one CRM, marketing automation, and business management platform. Built for small to medium businesses who want enterprise features without enterprise pricing. Includes CRM, email marketing, SMS, funnels, landing pages, booking, invoicing, automation workflows, reputation management, and more.

From £197/month

Full Review →

HubSpot CRM

★4.5/5

HubSpot offers a free CRM with powerful marketing, sales, and service tools. Popular with small to mid-sized businesses for its generous free tier and intuitive interface.

From £0/month

Full Review →

Pipedrive

★4.4/5

A sales-focused CRM built by salespeople, for salespeople. Pipedrive excels at visual pipeline management and is known for its simplicity and ease of use.

From £14/user/month

Full Review →

Salesforce

★4.3/5

The world's leading CRM platform, Salesforce offers unmatched customisation and scalability. Best suited for larger organisations with complex sales processes and dedicated admin resources.

From £20/user/month

Full Review →

Insightly

★3.9/5

Insightly combines CRM with project management, making it useful for businesses that need to manage both sales pipelines and post-sale project delivery.

From £25/user/month

Full Review →

Capsule CRM

★4.1/5

Capsule is a clean, simple CRM popular with small businesses in the UK. It focuses on contact management and sales pipeline without unnecessary complexity.

From £0/month (2 users)

Full Review →

Open Doors vs HubSpot CRM

Feature	Open Doors	HubSpot CRM
Free Plan	✗	✓
Starting Price	£197/month	£0/month
Our Rating	★ 4.8	★ 4.5

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