October 7, 2024
October 7, 2024

6 Best Hubspot Alternatives and Competitors in 2024

Advertisements


  • Best for industry specializations: Pipedrive
  • Best for ongoing project management: Monday CRM
  • Best for product development: ClickUp
  • Best for advanced marketing tools: Zoho CRM
  • Best for streamlined task management: Capsule
  • Best for integrating with Google Workspace: Copper CRM

HubSpot offers a very popular CRM software, along with a suite of other marketing and service tools. HubSpot’s feature-rich platform helps businesses of a multitude of sizes and industries generate and manage leads from start to finish with the help of native and third-party integrations. It is also known for its free marketing and sales tools like the free meeting scheduler, live chat software, and dashboard and reporting software.

While HubSpot has a mix of core and advanced features, it’s always beneficial to consider similar providers before committing to a solution.

Top HubSpot alternatives comparison

Some of the top alternatives and competitors of HubSpot include Pipedrive, monday CRM, Zoho CRM, and ClickUp. I’ve decided to compare these alternatives to HubSpot’s most competitive offerings, such as the free-for-life version of the software, marketing capabilities, AI-powered tools, and reporting functionality.

Star rating
Starting paid tier*
Free-for-life version
Marketing tools
AI-powered tools
Reporting and analytics
HubSpot
4/5
$15 per user, per month
Yes
Advanced
Yes
Advanced
Pipedrive
4.4/5
$14 per user, per month
No
Medium
Limited
Advanced
Monday CRM
3.5/5
$12 per user, per month
Limited
Medium
Limited
Advanced
ClickUp
N/A
$7 per user, per month
Yes
Medium
Yes
Medium
Zoho CRM
4.3/5
$14 per user, per month
Yes
Advanced
Yes
Advanced
Capsule
4/5
$14 per user, per month
Yes
Medium
Yes
Medium
Copper CRM
3.8/5
$9 per user, per month
No
Medium
No
Medium
*Price when billed annually.

Pipedrive: Best for industry specializations

Image: Pipedrive

Not only can Pipedrive be a solution for startups through enterprises, it can also adapt as a CRM to fit the needs of specific markets and industries. For example, a retail company can use Pipedrive’s features to optimize their operations in person or online, gain product insights, organize customer data, and build out customer loyalty programs. This is also the case for niche industries like consumer manufacturing, automotive sales, healthcare, higher education, nonprofits, recruitment, and architecture.

Why I chose Pipedrive

Pipedrive is a global solution that allows businesses to track existing and forecasted sales pipelines, optimize incoming leads, manage deals with AI-powered tools, and automate the entire sales process so reps can focus on enhancing their customer experience. Pipedrive is an intuitive tool that focuses on tracking deals through pipeline views with custom fields and smart formulas.

Pipedrive and HubSpot both can be customized to fit the needs of a specific industry, but if you want a similar solution with affordable premium tiers plus marketing tools, I recommend checking out monday CRM, Zoho CRM, or Capsule.

For more information, read the full Pipedrive review.

Pricing

  • Essential: $14 per user per month, billed annually, or $24 per user when billed monthly.
  • Advanced: $34 per user per month, billed annually, or $44 per user when billed monthly.
  • Professional: $49 per user per month, billed annually, or $64 per user when billed monthly.
  • Power: $64 per user per month, billed annually, or $79 per user when billed monthly.
  • Enterprise: $99 per user per month, billed annually, or $129 per user when billed monthly.

Features

  • AI summaries: Receive condensed email briefs for reps to grasp the essentials while also reducing work overload.
  • Email segmentation: Deploy targeted email marketing campaigns to customers or leads by creating segmented lists to nurture leads closer to a sale.
  • Sales pipeline: Create custom pipelines that match the exact stages of your business’ sales stages.
Pipedrive sales pipeline feature.
Example custom Pipedrive sales stages. Image: Pipedrive

Pros and cons

Pros Cons
  • 14-day free trial.
  • Offers personalized onboarding and software set up.
  • Multiple paid tiers to select based on company size and need.
  • No free-for-life version, like HubSpot.
  • 24/7 live chat support is only offered starting in the Power tier.
  • Additional CRM feature add-ons can be pricey.

Monday CRM: Best for ongoing project management

Monday.com CRM icon.
Image: Monday.com

monday CRM is an intuitive solution that helps businesses store data and information with no-code automations. Users can quickly import data from Excel or API directly into the CRM software, then monday CRM will eliminate overlap of duplicate data. From there, activity management like calls, meetings, and notes are automatically stored. Individual reps or sales managers can keep track of projects, general pipelines, new targets, and team performance from one view.

Why I chose monday CRM

monday CRM is an operational CRM that can automate workflows and tasks while also acting as a central hub for all customer and sales data. With AI-powered tools, robust integrations, and an emphasis on team collaboration, users can manage progress across departments. monday CRM is also a very scalable tool that can be used by companies of any size, from small businesses to enterprises.

While monday CRM can provide a free version of its tool, it is on a case-by-case basis that requires an approved application. If you want an alternative to HubSpot that also has a free version of the tool, I recommend Zoho CRM or Capsule.

For more, head over to the monday CRM review.

Pricing

  • Free version: Basic CRM offerings are only available for students and nonprofit organizations after submitting an application.
  • Basic CRM: $12 per user per month when billed annually, or $15 when billed monthly.
  • Standard CRM: $17 per user per month when billed annually, or $20 when billed monthly.
  • Pro CRM: $28 per user per month when billed annually, or $33 when billed monthly.
  • Enterprise CRM: Contact monday.com for a quote.

Features

  • Email composition: Receive AI-generated email copy and save suggested templates for quick client outreach.
  • Custom automation: Assign leads, set reminders, and get notifications based on preset sales automations.
  • Deal pipeline: Customize multiple pipelines without any technical expertise with simple drag-and-drop stages, automations, and activity tracking.
monday CRM deal pipeline feature.
Sample monday CRM sales pipeline with automations. Image: monday CRM

Pros and cons

Pros Cons
  • 14-day free trial.
  • Offers unlimited pipelines, contacts, boards, and free viewers starting with the Basic CRM tier.
  • Users report a simple and free mobile app.
  • HiPAA compliance and multi-level permissions are only available in the Enterprise CRM tier.
  • Free-for-life plan is only approved on a case-by-case basis.
  • Real users report occasional bugs with custom automations.

ClickUp: Best for product development

ClickUp icon.
Image: ClickUp

With the unique product development functionality of ClickUp, users can build and automate any sprint cycle. Users have access to sprint reports, kanban views, custom roadmaps, and backlog trackers — all to optimize product development and create an agile workflow. Preset templates help both non-software and software development teams optimize the same software the sales and marketing departments use for enhanced collaboration.

Why I chose ClickUp

ClickUp markets itself as an all-in-one software that offers CRM functionality. The product itself comes with a mix of features for project management, product development, knowledge and resource management, and collaboration. ClickUp offers all of these features with the goal to help businesses improve collaboration, enhance visibility across departments, and automate a lot of the more tedious work.

While ClickUp offers affordable plans, there are some limitations around its marketing and lead generation capabilities. If that’s something you’re after when considering HubSpot alternatives, I suggest Zoho CRM.

Pricing

  • Forever Free: Free for unlimited users, allowing up to 100 MB of storage, collaborative docs, real-time chat, and more.
  • Unlimited: $7 per user, per month when billed annually or $10 when billed monthly.
  • Business: $12 per user, per month when billed annually or $19 when billed monthly.
  • Enterprise: Contact ClickUp directly for a quote.

Features

  • Docs: Create and collaborate on documents as a group that automatically save with privacy and sharing controls.
  • Time tracking: Track individual rep time across any mobile device with the free Chrome extension, no matter which integrated tool is being used.
  • Sprint reports: View digestible reporting dashboards that can measure personal productivity, team workloads, software sprints, marketing campaigns, sales overviews, and so much more.
ClickUp Sprint report feature.
ClickUp personal sprint reporting dashboard. Image: ClickUp

Pros and cons

Pros Cons
  • 14-day free trial.
  • Has white label functionality.
  • Offers unlimited tasks even in the free version of the software.
  • Users report a slight learning curve with the system.
  • Reports of occasional lags in notifications.
  • MSA and HIPAA compliance is only available in the Enterprise tier.

Features

  • Zia: Receive information, generate content, have notes, and even predictive analytics from Zoho’s AI assistant, Zia.
  • Omnichannel communication: Interact with customers through multiple channels such as email, telephone, social media, SMS, live chat, WhatsApp, webforms, and even a self-service portal.
  • Event management: Manage events by sending online invitations or follow-ups, organizing meetings, and even tracking results from within the CRM.
Zoho CRM event management feature.
Example Zoho CRM event campaign tracker. Image: Zoho CRM

Pros and cons

Pros Cons
  • 15-day free trial.
  • Does offer 24/7/365 data security.
  • Offers advanced AI tools.
  • Doesn’t offer 24/7 phone customer support.
  • Zia, the sales AI assistant, is only available starting in the Enterprise tier.
  • Real users report clunky UI when building workflows.

Capsule: Best for streamlined task management

Capsule icon.
Image: Capsule

Capsule offers a variety of task management tools that help reps manage their day-to-day workflows. A major benefit of a CRM solution is that it helps sales reps or managers efficiently handle customer relationships, and task management does a lot of that heavy lifting. Some of Capsule’s task management features include task reminder emails, repeating task notifications, automations, and calendar views.

Why I chose Capsule

Capsule is an intuitive CRM that markets itself as a solution best for small businesses because of no onboarding fees and quick system setup. Features include contact and project management, workflow automations, and sales analytics. Capsule also offers integrations through Zapier and Make.

Capsule is an affordable solution for startups or small to mid-sized companies who are after an intuitive online CRM. I recommend Zoho CRM or HubSpot if you want a platform to manage a larger number of users.

Read my Capsule review for more details.

Pricing

  • Free tier: Free for up to 250 contacts and 50MB of storage per account.
  • Starter: $18 per user per month when billed annually, or $21 per user when billed monthly.
  • Growth: $36 per user per month when billed annually, or $38 per user when billed monthly.
  • Advanced: $54 per user per month when billed annually, or $60 per user when billed monthly.
  • Ultimate: $72 per user per month when billed annually, or $75 per user when billed monthly.

Features

  • AI content assistant: Generate relevant emails for clients with AI that reps can copy, re-edit, and tweak as needed.
  • Sales pipeline forecasting: Monitor pipeline health between pipeline forecast by anticipated growth, team, and project owner.
  • Task automation: Set a series of tasks that trigger each other for automated follow up.
Capsule task automation feature.
Sample Capsule task workflow automation. Image: Capsule

Pros and cons

Pros Cons
  • 14-day free trial.
  • GDPR compliant.
  • Real users praise the simple user interface.
  • Free plan only supports 50 MB of file storage.
  • Unlimited custom fields are only available in the Ultimate tier.
  • Users report some limitations around integrations.

Copper CRM: Best for integrating with Google Workspace

Copper CRM icon.
Image: Copper CRM

Copper CRM integrates seamlessly with the entire Google Workspace suite. The modern CRM can sync with your Gmail, Calendar, and Drive so that sales reps can access information without having to jump between tools. Cooper is a Chrome Enterprise Partner and can even help with lead generation by creating new profiles in the CRM based on Gmail activity. This is best for businesses looking for a CRM solution and who already subscribe to Google Workspace tools.

Why I chose Copper CRM

Copper is a CRM solution that focuses on creating a complete view of business relationships, promoting collaboration, and visualizing the entire customer journey for reps. It’s relatively simple to set up for small to mid-sized businesses. It also offers specific solutions for industries like financial services, consulting, real estate, and corporate development.

While Copper’s Starter and Basic tiers are affordable compared to industry standards, it doesn’t have a free plan. If access to a free tier, as well as more advanced AI functionality, are priorities for you, I recommend HubSpot over Copper.

Pricing

  • Starter: $9 per seat, per month when billed annually. $12 per seat, per month when billed monthly.
  • Basic: $23 per seat, per month when billed annually. $29 per seat, per month when billed monthly.
  • Professional: $59 per seat, per month when billed annually. $69 per seat, per month when billed monthly.
  • Business: $99 per seat, per month when billed annually. $134 per seat, per month when billed monthly.

Features

  • Sales pipelines: Track and sort deals by their value amounts and monitor win probabilities with the customizable drag-and-drop sales pipeline builder.
  • Mobile app: Access all customer data and activity while on the go by logging calls, sending messages, and updating team members.
  • Email sequences: Build automated nurture email sequences to follow up with leads based on their account status or website engagement through the Gmail integration.
Copper email sequences feature.
Copper email sequence builder. Image: Copper CRM

Pros and cons

Pros Cons
  • 14-day free trial.
  • Offers multiple industry specialization.
  • Users praise real time updates through the cloud-based software.
  • Doesn’t offer a free-for-life tier.
  • Offers limited scalability for larger businesses.
  • Real users report lacking customer and technical support.

Do you need an alternative to HubSpot?

Some HubSpot drawbacks pointed out by real users include how expensive the premium plans can be, limited live customer support and customization options, and overall ease of use.

I recommend getting a better understanding of how CRM pricing works and knowing what your allocated budget is, as well as what your industry standards are for use of a CRM tool. Next, follow our guide to choosing a CRM to ensure the implementation process and ongoing support sets up your business for real long-term success.

If you want a deeper understanding of HubSpot’s offerings, check out our independent HubSpot review.

Methodology

When reviewing general CRM providers in comparison to HubSpot, I used an in-house rubric with outlined criteria of CRM industry standards. After each provider is processed through this rubric, an algorithm calculates an overall rating, and I use that to identify an ideal use case for each software.

Here’s the exact breakdown of the criteria I followed:

  • Cost: Weighted 25% of the total score.
  • Core features: Weighted 25% of the total score.
  • Customizations: Weighted 15% of the total score.
  • Integrations: Weighted 15% of the total score.
  • Ease of use: Weighted 10% of the total score.
  • Customer support: Weighted 10% of the total score.



Source link

61 Bridge Street
Kingdon
Herts
Top locations – from restaurants and clubs, to galleries, famous places Local Business Directory - Events - Jobs - Classifieds and so much more...
© 2023 All Rights Reserved By StepInto Group Ltd
crossmenu