We don't sell software. We don't have a platform partnership that changes our recommendation. We work inside the CRM that makes the most sense for your business and we tell you which one that is before we start.
Most CRM consultants are certified partners on one platform and they recommend it to everyone regardless of fit. We work across eight-plus platforms because the right answer depends on your business, your team, and your budget. Not our certification.
Every platform below is one we actively work inside for real clients. Not theoretical knowledge. Hands-on configuration, automation, and optimization across all of them.
Most businesses end up on the wrong CRM because they bought what the salesperson sold them, what the industry forum recommended, or what their cousin was using. Platform fit depends on business model, team size, budget, and how your sales process actually works.
On the free assessment call, we ask the right questions and give you a direct recommendation. If you're already on a platform and it's the right fit, we fix your setup. If you're on the wrong platform, we tell you that and what the migration would look like. We don't push platform switches unless there's a clear reason.
This is a simplified comparison. The right answer depends on your specific situation — which is what the free call is for.
| Platform | Best For | Ease of Use | Automation | Reporting | Starting Cost |
|---|---|---|---|---|---|
| GoHighLevel | Home service, agencies, all-in-one | ●●●○ | ●●●● | ●●●○ | ~$97/mo |
| HubSpot | B2B sales teams, marketing-heavy | ●●●● | ●●●● | ●●●● | Free tier / $45+/mo |
| ServiceTitan | High-volume trades $3M+ | ●●○○ | ●●●● | ●●●● | Custom / $300+/mo |
| Jobber | Smaller field service under $3M | ●●●● | ●●○○ | ●●○○ | ~$49/mo |
| JobNimbus | Roofing and exterior contractors | ●●●○ | ●●●○ | ●●○○ | ~$99/mo |
| Pipedrive | Small B2B sales teams | ●●●● | ●●○○ | ●●○○ | ~$14/user/mo |
Pricing approximate as of 2026. Dots indicate relative strength: ●●●● = excellent, ●●●○ = strong, ●●○○ = moderate. Not a substitute for a proper platform assessment.
"Zach automated our HubSpot CRM and set everything up in a way that was easy for our team to understand and actually use. He knows these platforms inside and out."
Book a free call. We'll ask the right questions and tell you exactly which CRM fits and what it would cost to set it up right.
Book a Free Assessment