B2B consultant stack
Track, sell, deliver without a CRM factory.
- Selection
- 10 1 optional
- Target budget
- $43 per month
- Profile
- Starter business stage
Which tool does what?
PipelinePipedrive
Clearer than a full CRM for a sales-oriented solo.
SchedulingCalendly
Worth it if you book more than 6 qualified calls per month.
Client baseNotion
Mission notes, deliverables, and post-call tracking.
PaymentStripe
Simple invoices, cards, payment links.Relationship network
Folk
Useful if opportunities come from intros, partners, and past clients.
ProposalCanva
Clean proposals without a heavy deck tool.Signature
DocuSign
Reserve for contracts where formal proof really matters.Research
Perplexity
Prepare calls, benchmarks, and notes with verifiable sources.French billing
Indy
VAT, declarations, and admin if your activity is French.Business account + invoicesIf needed
Shine
Consider if you want a French business account with built-in invoicing instead of banking plus a separate tool.
Why these tools together?
The real difference between Pipedrive and a well-built Notion is not functional: it is behavioral. Pipedrive forces you to assign a value and probability to each deal, which changes how you think about projected revenue. If you do this naturally, Notion is enough. If you tend to skip quantifying your opportunities, Pipedrive's €15/month earns its place.
A good fit if…
Consulting, B2B coaching, executive advisory, packaged offers.
Look elsewhere if…
You have a sales team with scoring, sequences, and multi-rep reporting.
What should you budget?
- Pipedrive$17
- Notion$11
- Canva$11
- Calendly$10
- StripeUsage-based
The target budget is the recommended starting envelope. The list price adds up each core tool's first paid plan, excluding 1 tool without a fixed price. Optional tools are not included.
What to watch out for
Multiplying CRM, scheduling, and notes tools that capture the same information.
Questions to ask yourself
Do you know exactly how much your sales pipeline is worth in euros right now, without looking?
No → that is a sign your sales tracking lacks structure. Pipedrive or a Notion database with value + stage + follow-up date = immediate visibility on projected revenue.
Are you using a separate e-signature tool?
Yes → for a solo, Yousign (free up to 10 signatures/month) or a written 'agreement confirmed' by email has equivalent legal value for most missions. DocuSign at €40/month is overkill.
Does your proposal arrive by email as a PDF or as a link?
PDF → a public Notion link or a shared Canva presentation reads as more professional and eliminates 'do you have the latest version?' at the end of negotiation.
