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Best Professional Services CRM Software in 2026

Professional services CRM software can help you follow a client relationship from lead capture through proposals and project work. Compared on lead capture, email sync, proposal management, and project tracking, the entries cover several stages of that process. Workflow automation and client portals are also useful points to weigh, alongside free-plan availability and paid-from pricing. Odoo CRM, EspoCRM, and SuiteCRM are among the options to consider. Compare their listed capabilities with the way your team manages prospective clients, communication, and ongoing engagements.

  1. 1

    EspoCRM

    by EspoCRM
    Free plan Open source AndroidAPIExtension+5

    EspoCRM combines CRM, pipeline, marketing automation, and AI features with several deployment platforms. Check the plan minimums and storage or record limits, and note that email sync is not included.

    9.0 Free plan · 30-day trial Visit site
  2. 2

    Odoo CRM

    by Odoo CRM
    Free plan Open source AndroidAPIExtension+5

    Choose Odoo CRM if your team wants pipeline management, lead scoring, automation, and analysis within an open source business app suite.

    8.7 Free plan Visit site
  3. 3

    SuiteCRM

    by SuiteCRM
    Free plan Open source APILinuxSelf-hosted+1

    SuiteCRM offers broad CRM functions with options for self-hosting or managed hosting.

    8.6 Free plan · paid from £50/mo · 30-day trial Visit site
  4. 4

    Bitrix24 CRM

    by Bitrix24 CRM
    Free plan AndroidAPIiPhone+5

    Bitrix24 CRM pairs pipeline and email automation features with plans for different user and storage needs.

    7.7 Free plan · paid from $49/mo (annual) · 15-day trial Visit site
  5. 5

    Capsule CRM

    by Capsule CRM
    Free plan AndroidAPIExtension+2
    7.6 Free plan · 14-day trial Visit site
  6. 6

    Bigin by Zoho CRM

    by Bigin by Zoho CRM
    Free plan AndroidiPhoneMac

    Bigin combines sales pipelines, email sync, automation, and AI features with a free entry edition and a no-card trial. Check its edition-specific limits if your team or workflow needs more capacity.

    7.5 Free plan · paid from $7/user/mo (annual) · 15-day trial Visit site
  7. 7

    Freshsales

    by Freshsales
    Free plan AndroidAPIExtension+2

    Freshsales combines lead and deal management with communication tools, AI assistance, and workflow automation.

    7.4 Free plan · paid from $9/user/mo (annual) · 21-day trial Visit site
  8. 8

    KudosCRM

    by KudosCRM
    Free plan AndroidAPIiPhone+1

    KudosCRM offers a free entry tier and paid plans with larger contact, user, and automation limits. Check annual billing and plan caps against your team’s needs.

    7.3 Free plan · paid from $9/user/mo (annual) · 14-day trial Visit site
  9. 9

    HubSpot CRM

    by HubSpot CRM
    Free plan AndroidiPhone

    Choose HubSpot CRM if you want a no-expiration free CRM with pipeline tools, customer reporting, and team conversation features.

    7.1 Free plan · 14-day trial Visit site
  10. 10

    The Agency CRM

    Free plan AndroidAPIiPhone+1

    The Agency CRM combines pipeline, client, invoice, and marketing tools with mobile access and integrations.

    7.0 Free plan · paid from €29/mo · 7-day trial Visit site
  11. 11

    Zoho CRM

    by Zoho CRM
    Free plan AndroidAPIiPhone+1

    Zoho CRM brings sales process tools, integrations, APIs, and mobile access together.

    6.9 Free plan · paid from $14/user/mo (annual) · 15-day trial Visit site
  12. 12

    Magnetic

    Free plan Web

    Choose Magnetic if your service business wants sales opportunities, project delivery, resourcing and financial reporting connected in one system.

    6.8 Free plan · paid from £9/user/mo (annual) · 14-day trial Visit site
  13. 13

    HubSpot Live Chat

    Free plan AndroidiPhoneWeb
    6.6 Free plan Visit site
  14. 14

    Salesforce Sales Cloud

    by Salesforce Sales Cloud
    Free plan Extension

    Sales Cloud brings sales records, pipeline views and collaboration tools together, with a free tier and paid suites.

    6.6 Free plan · paid from $25/user/mo · 30-day trial Visit site
  15. 15

    Bonsai

    Free trial AndroidAPIExtension+3

    Choose Bonsai if your service business needs client workflows, project tools, and financial management together. Look elsewhere if you need a free plan or cannot meet Elite’s three-user minimum.

    6.5 From $9/user/mo (annual) · 7-day trial Visit site
  16. 16

    BQE CORE

    Free trial AndroidAPIiPhone+1

    Choose BQE CORE if your professional services firm needs project oversight alongside time, expense, billing, accounting, and reporting tools.

    6.5 Pricing on request Visit site
  17. 17

    Creatio Sales

    Free trial AndroidAPIiPhone+2

    Creatio Sales covers a broad set of sales-cycle tasks, with agents, integrations, and mobile access.

    6.4 14-day trial Visit site
  18. 18

    AspirePro

    Free trial APIWeb

    AspirePro links client work from sales through service delivery and billing, with role-governed AI and an organization MCP server.

    6.3 Pricing on request Visit site
  19. 19

    Copper CRM

    by Copper CRM
    Free trial WebiPhoneAndroid

    Copper CRM combines pipeline management with email, marketing, and AI functions across web and mobile platforms. The 14-day trial offers a temporary evaluation period before paid plans.

    6.3 From $23/user/mo (annual) · 14-day trial Visit site
  20. 20

    Clientjoy

    Free trial WebiPhone

    Clientjoy combines pipeline management with email, automation, and AI features across web and iOS.

    6.2 From $44/mo (annual) · 14-day trial Visit site
  21. 21

    Dubsado

    Free trial AndroidiPhoneWeb

    Dubsado covers client workflows from lead capture through payment and project tracking. Compare Starter’s limits with Premier’s added features, and note that both listed prices are annual.

    6.2 From $35/mo · 21-day trial Visit site
  22. 22

    Insightly CRM

    Free trial AndroidAPIiPhone+1

    Choose Insightly CRM if your mid-market team needs customizable sales pipelines and workflows that can carry closed deals into project work.

    6.2 14-day trial Visit site
  23. 23

    Close

    by Close
    Free trial AndroidiPhone

    Choose Close if your sales work calls for a visual pipeline, synced email, automation, and team collaboration, with a mobile app for iOS and Android.

    6.1 From $9/user/mo (annual) · 14-day trial Visit site
  24. 24

    HoneyBook

    by HoneyBook
    Free trial WebiPhoneAndroid

    Choose HoneyBook if you want a platform combining a visual sales pipeline, email sync, marketing automation and AI features across web and mobile.

    6.1 From $29/mo (annual) · 30-day trial Visit site
  25. 25

    Keap

    by Keap
    Free trial WebiPhoneAndroid

    Choose Keap if your business wants sales pipeline visibility, email sync, marketing automation, and AI features with web and mobile access.

    6.1 From $299/mo · 14-day trial Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

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