Everything you need to find clients, book meetings, deliver value, and manage the business side. These picks are built for one-person advisory businesses that run on relationships and reputation.
A genuinely free CRM that tracks contacts, deals, and email opens without any per-seat charges. The pipeline view keeps your sales process visible, and it integrates with almost everything. Overkill features are there when you grow, but the free tier is generous.
Eliminates the back-and-forth of booking meetings. Share a link, clients pick a time, and it lands in your calendar with a Zoom link attached. The free plan covers one event type, which is enough to start.
Professional invoicing, expense tracking, and full accounting in one platform. Automatic bank feeds reconcile transactions daily, and BAS/GST reporting is built in for Australian and UK consultants. Your accountant will thank you.
The easiest way to send newsletters and nurture your network. The free plan covers up to 500 contacts with basic automations. Templates look professional, and the analytics show you who's actually reading your insights.
Built specifically for creators and solo professionals who sell expertise. Superior automation sequences, tagging, and landing pages compared to Mailchimp. The free plan covers up to 10,000 subscribers.
Still the most reliable and universally recognised video call platform. Clients never struggle to join, recording is built in, and the free plan gives you 40-minute meetings. The Pro plan is worth it if you run workshops or longer sessions.
Solo consulting is a relationship business. Your software should make you look professional, save you admin time, and never get in the way of the actual work: talking to people and solving problems.
HubSpot CRM keeps your pipeline visible without the complexity of enterprise tools. Calendly removes scheduling friction so prospects can book you instantly. Mailchimp or ConvertKit let you stay top-of-mind with your network between engagements. And Xero handles the money so you can focus on the advisory work that actually generates it.
Everything here has a free or low-cost entry point. You're not paying enterprise prices for a one-person operation.