Pipedrive
A focused sales pipeline.
Paid seats, plan-dependent automation, and a company-wide add-on for web forms.
Less software.
A clearer path
to your next client.
Find the CRM setup your small service business actually needs. Compare the workflow, the right plan, and the full team cost.
No sign-up. No email gate.
- 01Capture an inquiry
Turn a new inquiry into a tracked opportunity.
- 02Book a conversation
Share a booking link, or arrange a time yourself.
- 03Record the proposal
Send your document; record the next step in your CRM.
- 04Follow up on time
Give the next task an owner and a due date.
Start with the job,
not the software.
Keep leads in one place
Capture new inquiries, keep the important details, and know who needs a reply.
Set up lead intakeStop chasing meeting times
See when a booking link is already included, and when arranging a time yourself is enough.
Make scheduling simplerMake follow-up a habit
A manual reminder and an automated task are different. Pay for the one you need.
Build a follow-up routineOne inquiry.
One connected workflow.
Map what happens between a first inquiry and the next client decision. Start with the process, then choose the tools.
Explore the workflow- 01Capture an inquiry
Turn a new inquiry into a tracked opportunity.
- 02Book a conversation
Share a booking link, or arrange a time yourself.
- 03Record the proposal
Send your document; record the next step in your CRM.
- 04Follow up on time
Give the next task an owner and a due date.
Two CRMs.
Different trade-offs.
Compare the same requirements, not two different entry prices.
Pipedrive vs HubSpotHubSpot
A free place to start.
Free for up to two users, 1,000 contacts and 1,000 other standard CRM records combined. Simple stage-triggered tasks require Starter.