- Finest for business specializations: Pipedrive
- Finest for ongoing undertaking administration: Monday CRM
- Finest for product improvement: ClickUp
- Finest for superior advertising and marketing instruments: Zoho CRM
- Finest for streamlined activity administration: Capsule
- Finest for integrating with Google Workspace: Copper CRM
HubSpot affords a highly regarded CRM software program, together with a set of different advertising and marketing and repair instruments. HubSpot’s feature-rich platform helps companies of a mess of sizes and industries generate and handle leads from begin to end with the assistance of native and third-party integrations. It’s also identified for its free advertising and marketing and gross sales instruments just like the free assembly scheduler, stay chat software program, and dashboard and reporting software program.
Whereas HubSpot has a mixture of core and superior options, it’s all the time useful to think about related suppliers earlier than committing to an answer.
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monday CRM
monday CRM
Workers per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Any Firm Measurement
Any Firm Measurement
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
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HubSpot CRM
HubSpot CRM
Workers per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Micro (0-49 Workers), Medium (250-999 Workers), Giant (1,000-4,999 Workers), Small (50-249 Workers)
Micro, Medium, Giant, Small
High HubSpot options comparability
Among the prime options and opponents of HubSpot embrace Pipedrive, monday CRM, Zoho CRM, and ClickUp. I’ve determined to match these options to HubSpot’s best choices, such because the free-for-life model of the software program, advertising and marketing capabilities, AI-powered instruments, and reporting performance.
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Pipedrive: Finest for business specializations
Not solely can Pipedrive be an answer for startups by way of enterprises, it could possibly additionally adapt as a CRM to suit the wants of particular markets and industries. For instance, a retail firm can use Pipedrive’s options to optimize their operations in particular person or on-line, acquire product insights, manage buyer knowledge, and construct out buyer loyalty packages. That is additionally the case for area of interest industries like client manufacturing, automotive gross sales, healthcare, increased schooling, nonprofits, recruitment, and structure.
Why I selected Pipedrive
Pipedrive is a worldwide resolution that enables companies to trace current and forecasted gross sales pipelines, optimize incoming leads, handle offers with AI-powered instruments, and automate your entire gross sales course of so reps can concentrate on enhancing their buyer expertise. Pipedrive is an intuitive instrument that focuses on monitoring offers by way of pipeline views with customized fields and good formulation.
Pipedrive and HubSpot each might be personalized to suit the wants of a selected business, however in order for you an identical resolution with reasonably priced premium tiers plus advertising and marketing instruments, I like to recommend trying out monday CRM, Zoho CRM, or Capsule.
For extra data, learn the complete Pipedrive assessment.
Pricing
- Important: $14 per person per 30 days, billed yearly, or $24 per person when billed month-to-month.
- Superior: $34 per person per 30 days, billed yearly, or $44 per person when billed month-to-month.
- Skilled: $49 per person per 30 days, billed yearly, or $64 per person when billed month-to-month.
- Energy: $64 per person per 30 days, billed yearly, or $79 per person when billed month-to-month.
- Enterprise: $99 per person per 30 days, billed yearly, or $129 per person when billed month-to-month.
Options
- AI summaries: Obtain condensed electronic mail briefs for reps to understand the necessities whereas additionally decreasing work overload.
- Electronic mail segmentation: Deploy focused electronic mail advertising and marketing campaigns to prospects or leads by creating segmented lists to nurture leads nearer to a sale.
- Gross sales pipeline: Create customized pipelines that match the precise phases of your enterprise’ gross sales phases.
Execs and cons
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Monday CRM: Finest for ongoing undertaking administration
monday CRM is an intuitive resolution that helps companies retailer knowledge and data with no-code automations. Customers can shortly import knowledge from Excel or API immediately into the CRM software program, then monday CRM will eradicate overlap of duplicate knowledge. From there, exercise administration like calls, conferences, and notes are robotically saved. Particular person reps or gross sales managers can hold monitor of tasks, basic pipelines, new targets, and workforce efficiency from one view.
Why I selected monday CRM
monday CRM is an operational CRM that may automate workflows and duties whereas additionally appearing as a central hub for all buyer and gross sales knowledge. With AI-powered instruments, strong integrations, and an emphasis on workforce collaboration, customers can handle progress throughout departments. monday CRM can be a really scalable instrument that can be utilized by firms of any dimension, from small companies to enterprises.
Whereas monday CRM can present a free model of its instrument, it’s on a case-by-case foundation that requires an authorised software. In order for you an alternative choice to HubSpot that additionally has a free model of the instrument, I like to recommend Zoho CRM or Capsule.
For extra, head over to the monday CRM assessment.
Pricing
- Free model: Fundamental CRM choices are solely accessible for college kids and nonprofit organizations after submitting an software.
- Fundamental CRM: $12 per person per 30 days when billed yearly, or $15 when billed month-to-month.
- Customary CRM: $17 per person per 30 days when billed yearly, or $20 when billed month-to-month.
- Professional CRM: $28 per person per 30 days when billed yearly, or $33 when billed month-to-month.
- Enterprise CRM: Contact monday.com for a quote.
Options
- Electronic mail composition: Obtain AI-generated electronic mail copy and save recommended templates for fast consumer outreach.
- Customized automation: Assign leads, set reminders, and get notifications based mostly on preset gross sales automations.
- Deal pipeline: Customise a number of pipelines with none technical experience with easy drag-and-drop phases, automations, and exercise monitoring.
Execs and cons
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ClickUp: Finest for product improvement
With the distinctive product improvement performance of ClickUp, customers can construct and automate any dash cycle. Customers have entry to dash studies, kanban views, customized roadmaps, and backlog trackers — all to optimize product improvement and create an agile workflow. Preset templates assist each non-software and software program improvement groups optimize the identical software program the gross sales and advertising and marketing departments use for enhanced collaboration.
Why I selected ClickUp
ClickUp markets itself as an all-in-one software program that provides CRM performance. The product itself comes with a mixture of options for undertaking administration, product improvement, data and useful resource administration, and collaboration. ClickUp affords all of those options with the purpose to assist companies enhance collaboration, improve visibility throughout departments, and automate loads of the extra tedious work.
Whereas ClickUp affords reasonably priced plans, there are some limitations round its advertising and marketing and lead technology capabilities. If that’s one thing you’re after when contemplating HubSpot options, I recommend Zoho CRM.
Pricing
- Without end Free: Free for limitless customers, permitting as much as 100 MB of storage, collaborative docs, real-time chat, and extra.
- Limitless: $7 per person, per 30 days when billed yearly or $10 when billed month-to-month.
- Enterprise: $12 per person, per 30 days when billed yearly or $19 when billed month-to-month.
- Enterprise: Contact ClickUp immediately for a quote.
Options
- Docs: Create and collaborate on paperwork as a bunch that robotically save with privateness and sharing controls.
- Time monitoring: Monitor particular person rep time throughout any cell machine with the free Chrome extension, regardless of which built-in instrument is getting used.
- Dash studies: View digestible reporting dashboards that may measure private productiveness, workforce workloads, software program sprints, advertising and marketing campaigns, gross sales overviews, and a lot extra.
Execs and cons
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Options
- Zia: Obtain data, generate content material, have notes, and even predictive analytics from Zoho’s AI assistant, Zia.
- Omnichannel communication: Work together with prospects by way of a number of channels equivalent to electronic mail, phone, social media, SMS, stay chat, WhatsApp, webforms, and even a self-service portal.
- Occasion administration: Handle occasions by sending on-line invites or follow-ups, organizing conferences, and even monitoring outcomes from inside the CRM.
Execs and cons
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Capsule: Finest for streamlined activity administration
Capsule affords quite a lot of activity administration instruments that assist reps handle their day-to-day workflows. A serious advantage of a CRM resolution is that it helps gross sales reps or managers effectively deal with buyer relationships, and activity administration does loads of that heavy lifting. A few of Capsule’s activity administration options embrace activity reminder emails, repeating activity notifications, automations, and calendar views.
Why I selected Capsule
Capsule is an intuitive CRM that markets itself as an answer greatest for small companies due to no onboarding charges and fast system setup. Options embrace contact and undertaking administration, workflow automations, and gross sales analytics. Capsule additionally affords integrations by way of Zapier and Make.
Capsule is an reasonably priced resolution for startups or small to mid-sized firms who’re after an intuitive on-line CRM. I like to recommend Zoho CRM or HubSpot in order for you a platform to handle a bigger variety of customers.
Learn my Capsule assessment for extra particulars.
Pricing
- Free tier: Free for as much as 250 contacts and 50MB of storage per account.
- Starter: $18 per person per 30 days when billed yearly, or $21 per person when billed month-to-month.
- Progress: $36 per person per 30 days when billed yearly, or $38 per person when billed month-to-month.
- Superior: $54 per person per 30 days when billed yearly, or $60 per person when billed month-to-month.
- Final: $72 per person per 30 days when billed yearly, or $75 per person when billed month-to-month.
Options
- AI content material assistant: Generate related emails for purchasers with AI that reps can copy, re-edit, and tweak as wanted.
- Gross sales pipeline forecasting: Monitor pipeline well being between pipeline forecast by anticipated progress, workforce, and undertaking proprietor.
- Process automation: Set a sequence of duties that set off one another for automated observe up.
Execs and cons
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Copper CRM: Finest for integrating with Google Workspace
Copper CRM integrates seamlessly with your entire Google Workspace suite. The fashionable CRM can sync together with your Gmail, Calendar, and Drive in order that gross sales reps can entry data with out having to leap between instruments. Cooper is a Chrome Enterprise Accomplice and might even assist with lead technology by creating new profiles within the CRM based mostly on Gmail exercise. That is greatest for companies on the lookout for a CRM resolution and who already subscribe to Google Workspace instruments.
Why I selected Copper CRM
Copper is a CRM resolution that focuses on creating an entire view of enterprise relationships, selling collaboration, and visualizing your entire buyer journey for reps. It’s comparatively easy to arrange for small to mid-sized companies. It additionally affords particular options for industries like monetary providers, consulting, actual property, and company improvement.
Whereas Copper’s Starter and Fundamental tiers are reasonably priced in comparison with business requirements, it doesn’t have a free plan. If entry to a free tier, in addition to extra superior AI performance, are priorities for you, I like to recommend HubSpot over Copper.
Pricing
- Starter: $9 per seat, per 30 days when billed yearly. $12 per seat, per 30 days when billed month-to-month.
- Fundamental: $23 per seat, per 30 days when billed yearly. $29 per seat, per 30 days when billed month-to-month.
- Skilled: $59 per seat, per 30 days when billed yearly. $69 per seat, per 30 days when billed month-to-month.
- Enterprise: $99 per seat, per 30 days when billed yearly. $134 per seat, per 30 days when billed month-to-month.
Options
- Gross sales pipelines: Monitor and kind offers by their worth quantities and monitor win chances with the customizable drag-and-drop gross sales pipeline builder.
- Cellular app: Entry all buyer knowledge and exercise whereas on the go by logging calls, sending messages, and updating workforce members.
- Electronic mail sequences: Construct automated nurture electronic mail sequences to observe up with leads based mostly on their account standing or web site engagement by way of the Gmail integration.
Execs and cons
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Do you want an alternative choice to HubSpot?
Some HubSpot drawbacks identified by actual customers embrace how costly the premium plans might be, restricted stay buyer assist and customization choices, and general ease of use.
I like to recommend getting a greater understanding of how CRM pricing works and realizing what your allotted finances is, in addition to what your business requirements are to be used of a CRM instrument. Subsequent, observe our information to picking a CRM to make sure the implementation course of and ongoing assist units up your enterprise for actual long-term success.
In order for you a deeper understanding of HubSpot’s choices, take a look at our impartial HubSpot assessment.
Methodology
When reviewing basic CRM suppliers compared to HubSpot, I used an in-house rubric with outlined standards of CRM business requirements. After every supplier is processed by way of this rubric, an algorithm calculates an general score, and I exploit that to establish a super use case for every software program.
Right here’s the precise breakdown of the factors I adopted:
- Price: Weighted 25% of the whole rating.
- Core options: Weighted 25% of the whole rating.
- Customizations: Weighted 15% of the whole rating.
- Integrations: Weighted 15% of the whole rating.
- Ease of use: Weighted 10% of the whole rating.
- Buyer assist: Weighted 10% of the whole rating.