Test cycle Oct 14, 202632 CRMs tested7 checks per CRMScores never for sale. The test protocol
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19 CRMs · test cycle Oct 14, 2026

CRMs a single user can buy, tested

Every CRM here sells to a single user. Useful for solo loan officers, attorneys, agents and consultants.

#CRMScorePublished pricingPlan transparencyNo hidden feesFree planSmall-team accessIndustry integrationsGoogle and Microsoft fitStarting price
01Zoho CRMZoho85Pass✓✓✓✓✓✕✓$14/user/mo
02AttioAttio85Pass✓✓✓✓✓✕✓$35/user/mo
03Clio Manage + GrowClio80Pass✓◐✓✕✓✓✓$49/user/mo
04CASEpeerAffiniPay80Pass✓✓✓✕✓✓✕$90/user/mo
05FreshsalesFreshworks75Pass✓✓✓✕✓✕✓$9/user/mo
06HubSpot Sales HubHubSpot75Pass✓✓◐✓✓✕✓$9/user/mo
07PracticePantherParadigm75Pass✓✓✓✕✓✕✓$49/user/mo
08MyCaseAffiniPay75Pass✓✓✓✕✓✕✓$50/user/mo
09WealthboxWealthbox75Pass✓✓✓✕✓✕✓$59/user/mo
10CopperCopper70Pass with notes✓✓✓✕✓✕◐$23/user/mo
11JobberJobber70Pass with notes✓✓✓✕✓✕◐$29/mo
12Housecall ProHousecall Pro70Pass with notes✓✓✓✕✓✕◐$59/mo
13BNTouchBNTouch70Pass with notes✓◐◐✕✓✓✕$95/user/mo
14CloseClose65Pass with notes✓✓◐✕✓✕◐$9/user/mo
15RedtailOrion65Pass with notes✓◐✓✕✓✕◐$39/user/mo
16Follow Up BossFollow Up Boss65Pass with notes✓◐✓✕✓✕◐$58/user/mo
17Wise AgentWise Agent60Pass with notes✓◐✓✕✓✕◐$42/mo
18SmokeballSmokeball58Pass with notes◐✕✓✕✓✓◐~$149/user/mo
19LoftyLofty (formerly Chime)45Needs a quote✕✕✓✕✓✓✕Quote only

✓ pass◐ partial✕ failSorted by Buyer Test score

Price test

19 of 19 CRMs

Starting price, this list

Lowest published or estimated starting price, USD per user per month unless noted. Click a row to add it to the comparison.

Published by vendorThird-party estimateQuote onlyNo public figure
Close$9
Freshsales$9
HubSpot Sales Hub$9
Zoho CRM$14
Copper$23
Jobber$29
Attio$35
Redtail$39
Wise Agent$42
Clio Manage + Grow$49
PracticePanther$49
MyCase$50
Follow Up Boss$58
Housecall Pro$59
Wealthbox$59
CASEpeer$90
BNTouch$95
Smokeball~$149
LoftyQuote only—
$0$50$100$150

Per-account prices (Jobber, Housecall Pro, Wise Agent) are shown at the account price. Annual billing where vendors offer both.

Comparing 3
Industry
General business
General business
Law firms
Starting price
$14/user/moStandard, annual
$35/user/moPlus, annual (free plan available)
$49/user/moStarter (Grow sold separately)
Pricing
Published
Published
Published
Best for
1–500 users
1–200 users
1–200 users
Free plan
Yes
Yes
No
Integrations
Google WorkspaceMicrosoft 365
Google WorkspaceMicrosoft 365
Google WorkspaceMicrosoft 365Practice management
Strengths
Free for up to 3 users · Strong feature-to-price ratio
Flexible data model · Modern, fast interface · Free plan
Largest legal integration marketplace · Trusted brand, strong security
Watch out for
Interface varies across modules · Support quality is uneven
Young ecosystem · Few vertical templates
Clio Grow pricing is not published · Upper tiers quote-only
Pricing details

Questions buyers ask

Can a solo loan officer buy a mortgage CRM?

Yes. BNTouch sells a single-user plan at $165 a month.

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