Professional services starter stack For consultants, agencies, accountants, designers and other client-based businesses. Clients, proposals, meetings and invoices.
Clients and leads 4 options HubSpot Keeps customer contacts, deals, emails and support tickets in one free CRM with paid add-ons. From $7/mo Visit Pipedrive Tracks leads and deals in a visual sales pipeline and reminds you to follow up. From $14/mo Visit Zoho CRM Keeps track of leads, customers and deals, and automates sales follow-ups. From $14/mo Visit HoneyBook Manages clients from inquiry to payment with proposals, contracts, invoices and scheduling. From $36/mo Visit
Booking calls 2 options Calendly Lets customers book meetings from your open times and sends reminders automatically. From $10/mo Visit Acuity Scheduling Lets clients book, reschedule and pay for appointments online, with automatic reminders. From $16/mo Visit
Proposals and signatures 3 options PandaDoc Creates proposals, quotes and contracts, and collects e-signatures and payments. From $19/mo Visit DocuSign Sends contracts and forms for electronic signature and tracks who has signed. From $10/mo Visit SignWith Collects electronic signatures on documents with audit trails without requiring a recurring subscription. Freemium Visit
Invoices and bookkeeping 3 options FreshBooks FreshBooks is a cloud-based accounting and invoicing service built for small business financial management. From $23/mo Visit Xero Tracks income and bills, sends invoices, reconciles bank accounts and handles sales tax and 1099s. From $27/mo Visit BILL Automates paying vendor bills and sending invoices, with approvals and sync to your accounting software. From $49/mo Visit
Meetings and follow-ups 3 options Fireflies.ai Records, transcribes and summarizes Zoom, Meet and Teams calls, and pulls out action items. From $18/mo Visit NudgeForMe Identifies unanswered business emails in your inbox and drafts follow-up messages for you to review. Visit readywhen Tracks business commitments from communications and drafts responses, quotes, or payment reminders. Visit
Forms and phone 2 options Jotform Builds online forms for orders, sign-ups, payments and e-signatures without coding. From $34/mo Visit
AI skills for this trade 92 free skills Ready-to-use AI skills that write estimates, replies, reminders and more for this kind of business. Free to download. See the skills →
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Picks are chosen by TFI. Some links may be affiliate links, which never change your price. Prices are the lowest paid plan we found and can change.