CRM & Client Management

From Marissa: CRM was the first tool category I went deep on. Most options are built for sales teams, not solo consultants. These are the ones that actually work for one-person practices.

All reviews

CRM & Client Management

14 tools reviewed — from full client management suites to lightweight contact trackers. All evaluated for solo use, not team use.

Top pick

HoneyBook

All-in-one client management for freelancers — proposals, contracts, invoices, and scheduling in one place.

All-in-oneStarting at $19/moFree trial

Read review → Runner up

Dubsado

Highly customisable client workflow tool. More flexibility than HoneyBook but a steeper learning curve.

All-in-oneStarting at $20/moFree trial

Read review → Full comparison

HoneyBook vs Dubsado

I spent 3 weeks going deep on both. Read the full side-by-side comparison before you decide.

Comparison8 min read

Read review → Budget pick

17hats

A lighter alternative to HoneyBook and Dubsado. Less polished but cheaper for basic needs.

All-in-oneStarting at $15/mo

Read review → Freelancer favourite

Bonsai

Built specifically for freelancers. Strong contract and invoice features with decent client portal.

Freelancer-firstStarting at $21/mo

Read review → Coming soon

Folk

A newer take on CRM — flexible, minimal, and designed for relationship-based work rather than pipelines.

LightweightComing soon

Read review →

The best CRM tools for
independent consultants.