
CRM for Professional Services With Long Sales Cycles
A practical CRM buying guide for consultants, agencies, accountants, engineers and other service firms with slow B2B deals.
Learn moreRatings, pricing and all 12 key features, side by side. Open either profile for the full review.
| Editor rating | 4.4 | 4.5 |
| Starting price | $13 per user | Free / $15 per seat |
| Free plan | No | Yes |
| Best for | Small B2B teams that want sales and email marketing without complexity | Small teams that want marketing, sales and support in one place |
| Key features | ||
| Ease of use | 4.6 / 5 | 4.7 / 5 |
| Features | 4.1 / 5 | 4.4 / 5 |
| Value for money | 4.4 / 5 | 4.5 / 5 |
| Customer support | 4.6 / 5 | 4.3 / 5 |
| Visual sales pipeline | Yes | Yes |
| Two-way email sync | Yes | Yes |
| Workflow automation | Yes | Yes |
| Email sequences | Yes | Yes |
| Built-in calling | Yes | Yes |
| Lead scoring | No | Yes |
| Sales forecasting | Yes | Yes |
| Custom reports | Yes | Yes |
| Marketing campaigns | Yes | Yes |
| Quotes and invoices | No | Yes |
| AI assistant | Yes | Yes |
| Mobile apps | Yes | Yes |
| Integrations | 50+ native plus Zapier | 1,500+ |
| Mobile | iOS and Android | iOS and Android |
| Support | Live chat, email and phone on all plans | Email and chat (paid), community (free) |
| Founded | 2009 · Ann Arbor, MI | 2006 · Cambridge, MA |
| View Nutshell profile | View HubSpot CRM profile |
B2B teams of three to fifty people that want one tool for pipeline and email outreach with real human support.
Skip it if: enterprises with complex customization needs or a long list of required integrations.
Nutshell is the CRM to shortlist when you want capable software and a company that picks up the phone. It covers what a small B2B team needs without the configuration burden of bigger platforms.
Small and midsize teams that want marketing and sales on one system and value a gentle learning curve over deep customization.
Skip it if: teams that need advanced automation for many users on a tight budget, since those features sit in the Professional tier.
If you are starting from a spreadsheet, HubSpot is the safest first CRM: free to adopt, easy to learn and hard to outgrow quickly. Budget for the jump to Professional if you will need advanced automation within a year.

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