- Finest for trade specializations: Pipedrive
- Finest for ongoing challenge administration: Monday CRM
- Finest for product growth: ClickUp
- Finest for superior advertising and marketing instruments: Zoho CRM
- Finest for streamlined job administration: Capsule
- Finest for integrating with Google Workspace: Copper CRM
HubSpot provides a very fashionable CRM software program, together with a collection of different advertising and marketing and repair instruments. HubSpot’s feature-rich platform helps companies of a large number of sizes and industries generate and handle leads from begin to end with the assistance of native and third-party integrations. It’s also recognized for its free advertising and marketing and gross sales instruments just like the free assembly scheduler, dwell chat software program, and dashboard and reporting software program.
Whereas HubSpot has a mixture of core and superior options, it’s at all times helpful to think about related suppliers earlier than committing to an answer.
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monday CRM
monday CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Any Firm Dimension
Any Firm Dimension
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
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HubSpot CRM
HubSpot CRM
Workers per Firm Dimension
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
Prime HubSpot options comparability
A number of 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 trade specializations
Not solely can Pipedrive be an answer for startups by way of enterprises, it could 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 individual or on-line, acquire product insights, set up buyer information, and construct out buyer loyalty packages. That is additionally the case for area of interest industries like shopper manufacturing, automotive gross sales, healthcare, increased schooling, nonprofits, recruitment, and structure.
Why I selected Pipedrive
Pipedrive is a worldwide resolution that permits companies to trace present and forecasted gross sales pipelines, optimize incoming leads, handle offers with AI-powered instruments, and automate the whole gross sales course of so reps can give attention to enhancing their buyer expertise. Pipedrive is an intuitive instrument that focuses on monitoring offers by way of pipeline views with customized fields and sensible formulation.
Pipedrive and HubSpot each may be personalized to suit the wants of a particular trade, however if you would like an analogous resolution with inexpensive premium tiers plus advertising and marketing instruments, I like to recommend testing monday CRM, Zoho CRM, or Capsule.
For extra info, learn the total Pipedrive evaluate.
Pricing
- Important: $14 per person monthly, billed yearly, or $24 per person when billed month-to-month.
- Superior: $34 per person monthly, billed yearly, or $44 per person when billed month-to-month.
- Skilled: $49 per person monthly, billed yearly, or $64 per person when billed month-to-month.
- Energy: $64 per person monthly, billed yearly, or $79 per person when billed month-to-month.
- Enterprise: $99 per person monthly, billed yearly, or $129 per person when billed month-to-month.
Options
- AI summaries: Obtain condensed e-mail briefs for reps to know the necessities whereas additionally decreasing work overload.
- Electronic mail segmentation: Deploy focused e-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 small business’ gross sales phases.
Professionals and cons
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Monday CRM: Finest for ongoing challenge administration
monday CRM is an intuitive resolution that helps companies retailer information and knowledge with no-code automations. Customers can rapidly import information from Excel or API straight into the CRM software program, then monday CRM will get rid of overlap of duplicate information. From there, exercise administration like calls, conferences, and notes are routinely saved. Particular person reps or gross sales managers can maintain monitor of initiatives, normal pipelines, new targets, and crew 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 information. With AI-powered instruments, sturdy integrations, and an emphasis on crew 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 authorized utility. If you’d like a substitute for 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 evaluate.
Pricing
- Free model: Fundamental CRM choices are solely accessible for college students and nonprofit organizations after submitting an utility.
- Fundamental CRM: $12 per person monthly when billed yearly, or $15 when billed month-to-month.
- Customary CRM: $17 per person monthly when billed yearly, or $20 when billed month-to-month.
- Professional CRM: $28 per person monthly 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 e-mail copy and save urged 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.
Professionals and cons
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ClickUp: Finest for product growth
With the distinctive product growth performance of ClickUp, customers can construct and automate any dash cycle. Customers have entry to dash stories, kanban views, customized roadmaps, and backlog trackers — all to optimize product growth and create an agile workflow. Preset templates assist each non-software and software program growth 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 gives CRM performance. The product itself comes with a mixture of options for challenge administration, product growth, information and useful resource administration, and collaboration. ClickUp provides all of those options with the objective to assist companies enhance collaboration, improve visibility throughout departments, and automate loads of the extra tedious work.
Whereas ClickUp provides inexpensive plans, there are some limitations round its advertising and marketing and lead era capabilities. If that’s one thing you’re after when contemplating HubSpot options, I counsel Zoho CRM.
Pricing
- Endlessly Free: Free for limitless customers, permitting as much as 100 MB of storage, collaborative docs, real-time chat, and extra.
- Limitless: $7 per person, monthly when billed yearly or $10 when billed month-to-month.
- Enterprise: $12 per person, monthly when billed yearly or $19 when billed month-to-month.
- Enterprise: Contact ClickUp straight for a quote.
Options
- Docs: Create and collaborate on paperwork as a gaggle that routinely save with privateness and sharing controls.
- Time monitoring: Observe particular person rep time throughout any cellular machine with the free Chrome extension, regardless of which built-in instrument is getting used.
- Dash stories: View digestible reporting dashboards that may measure private productiveness, crew workloads, software program sprints, advertising and marketing campaigns, gross sales overviews, and a lot extra.
Professionals and cons
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Options
- Zia: Obtain info, 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 reminiscent of e-mail, phone, social media, SMS, dwell 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.
Professionals and cons
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Capsule: Finest for streamlined job administration
Capsule provides a wide range of job administration instruments that assist reps handle their day-to-day workflows. A significant good thing about a CRM resolution is that it helps gross sales reps or managers effectively deal with buyer relationships, and job administration does loads of that heavy lifting. A few of Capsule’s job administration options embrace job reminder emails, repeating job notifications, automations, and calendar views.
Why I selected Capsule
Capsule is an intuitive CRM that markets itself as an answer finest for small companies due to no onboarding charges and fast system setup. Options embrace contact and challenge administration, workflow automations, and gross sales analytics. Capsule additionally provides integrations by way of Zapier and Make.
Capsule is an inexpensive 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 if you would like a platform to handle a bigger variety of customers.
Learn my Capsule evaluate for extra particulars.
Pricing
- Free tier: Free for as much as 250 contacts and 50MB of storage per account.
- Starter: $18 per person monthly when billed yearly, or $21 per person when billed month-to-month.
- Progress: $36 per person monthly when billed yearly, or $38 per person when billed month-to-month.
- Superior: $54 per person monthly when billed yearly, or $60 per person when billed month-to-month.
- Final: $72 per person monthly 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, crew, and challenge proprietor.
- Job automation: Set a collection of duties that set off one another for automated comply with up.
Professionals and cons
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Copper CRM: Finest for integrating with Google Workspace
Copper CRM integrates seamlessly with the whole Google Workspace suite. The fashionable CRM can sync along with your Gmail, Calendar, and Drive in order that gross sales reps can entry info with out having to leap between instruments. Cooper is a Chrome Enterprise Companion and may even assist with lead era by creating new profiles within the CRM based mostly on Gmail exercise. That is finest 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 a whole view of enterprise relationships, selling collaboration, and visualizing the whole buyer journey for reps. It’s comparatively easy to arrange for small to mid-sized companies. It additionally provides particular options for industries like monetary providers, consulting, actual property, and company growth.
Whereas Copper’s Starter and Fundamental tiers are inexpensive in comparison with trade 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, monthly when billed yearly. $12 per seat, monthly when billed month-to-month.
- Fundamental: $23 per seat, monthly when billed yearly. $29 per seat, monthly when billed month-to-month.
- Skilled: $59 per seat, monthly when billed yearly. $69 per seat, monthly when billed month-to-month.
- Enterprise: $99 per seat, monthly when billed yearly. $134 per seat, monthly when billed month-to-month.
Options
- Gross sales pipelines: Observe 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 information and exercise whereas on the go by logging calls, sending messages, and updating crew members.
- Electronic mail sequences: Construct automated nurture e-mail sequences to comply with up with leads based mostly on their account standing or web site engagement by way of the Gmail integration.
Professionals and cons
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Do you want a substitute for HubSpot?
Some HubSpot drawbacks identified by actual customers embrace how costly the premium plans may be, restricted dwell buyer assist and customization choices, and total ease of use.
I like to recommend getting a greater understanding of how CRM pricing works and understanding what your allotted funds is, in addition to what your trade requirements are to be used of a CRM instrument. Subsequent, comply with our information to picking a CRM to make sure the implementation course of and ongoing assist units up your small business for actual long-term success.
If you’d like a deeper understanding of HubSpot’s choices, try our unbiased HubSpot evaluate.
Methodology
When reviewing normal CRM suppliers compared to HubSpot, I used an in-house rubric with outlined standards of CRM trade requirements. After every supplier is processed by way of this rubric, an algorithm calculates an total score, and I take advantage of that to establish a perfect use case for every software program.
Right here’s the precise breakdown of the standards I adopted:
- Value: Weighted 25% of the full rating.
- Core options: Weighted 25% of the full rating.
- Customizations: Weighted 15% of the full rating.
- Integrations: Weighted 15% of the full rating.
- Ease of use: Weighted 10% of the full rating.
- Buyer assist: Weighted 10% of the full rating.