CRM Archives | EngageBay - All-in-one marketing, sales, and service https://www.engagebay.com/blog/category/crm/ EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses Thu, 14 Aug 2025 10:11:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://www.engagebay.com/blog/wp-content/uploads/2019/08/engagebay-logo-150x150.png CRM Archives | EngageBay - All-in-one marketing, sales, and service https://www.engagebay.com/blog/category/crm/ 32 32 CRM Tools for Architecture Firms: Best CRM Software for Architects in 2025 https://www.engagebay.com/blog/crm-tools-for-architecture-firms/ https://www.engagebay.com/blog/crm-tools-for-architecture-firms/#comments Thu, 14 Aug 2025 06:00:33 +0000 https://www.engagebay.com/blog/?p=33904 The use of CRM, or customer relationship management systems, has penetrated almost every industry, including the design and architecture space.  […]

The post CRM Tools for Architecture Firms: Best CRM Software for Architects in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
The use of CRM, or customer relationship management systems, has penetrated almost every industry, including the design and architecture space. 

An architecture CRM software helps grow your architecture firm by optimizing and unifying all data and tasks related to your clients. In the context of architecture firms, companies can keep a solid track of their potential and existing clients and effectively manage all their projects, contracts, and gigs to foster good relationships.  

Moreover, CRM software aids in other activities like following up with the leads, keeping track of client retention and satisfaction, managing the sales pipelines, and capturing essential customer data. 

This 2025 guide reviews the latest CRM tools built to support architecture firms’ unique workflows and evolving client demands.

In this article, we will discuss the top 11 CRM tools for architectural firms that should be on your shortlist.

What Is a CRM for Architects?

A CRM software for architects is an automation software that helps architects and architecture firms manage their clients, nurture leads, launch marketing campaigns, close deals, and streamline operations from a single platform. 

Though there are generic CRM software used by various industries and businesses, an architecture CRM software caters specifically to the architecture industry. Picking the correct CRM system is crucial for success and can greatly impact revenue and customer relationships.  

Why Architects Need a CRM Tailored to Their Industry

Architecture firms juggle an intricate web of project stages, evolving client needs, bids, and contracts—each demanding precise coordination and clarity.

A CRM built for architecture brings together project-centered client management, automated lead tracking, and seamless collaboration within a single, integrated platform.

It allows firms to nurture leads from intake to contract, monitor project progress in real time, and streamline multi-channel communication, all while preserving design-driven workflows.

In essence, such a CRM isn’t just about managing contacts—it’s designed to reflect the rhythm, complexity, and creative collaboration that define architectural practice.

What Core Features Does an Architecture CRM Software Offer?

These core features offered by architecture CRM software can help improve various business processes: 

  • Automation
  • Email marketing
  • Project management
  • Lead tracking
  • Team collaboration and management
  • Client segmentation and personalization
  • Sales pipelines
  • Integrations

Infographic listing project-centric client management, lead tracking, team collaboration, and appointment scheduling as key CRM features for architecture firms.

Let’s get started. 

Automation

Automation simplifies lead management as it helps architects capture and organize leads from different sources. In addition, the automation feature helps architects nurture client relationships through automated reminders for appointments, communication updates, and more.

Automating mundane and repetitive tasks frees up time for more important activities, helping freelance architects and architecture firms achieve their goals quickly.

Marketing automation engagebay

Email marketing

Email marketing helps architects send personalized content and marketing messages directly to their prospects’ inboxes. An architecture CRM software provides a streamlined way to nurture leads through email marketing: capture leads, segment them, send nurturing emails, and convert them into paying customers.

This consistent outreach through drip marketing campaigns can help improve client engagement through a series of planned marketing messages, service information, and portfolios.

Email stats dashboard in EngageBay

Project management

Project management is at the heart of any architecture CRM software. This feature helps architects streamline their project workflows and centralize data management.

A CRM for architecture firms with project management helps architects share and collaborate with team members and clients, minimizes siloes, and reduces communication gaps – ensuring efficiency. Architects can set goals, create timelines, assign tasks, and keep track of progress.

Project management features in EngageBay

Lead tracking

Lead tracking lets architects manage potential clients and grow their firms. Lead tracking lets architects collect key information about leads from various sources, including forms, landing pages, events, and more.

All lead information is stored in one place and scored based on their activities, helping architects focus on the ‘hot’ leads, while also re-engaging with ‘cold’ ones. This feature also helps architects monitor the progress of each lead across the sales pipeline all the way from the initial contact to deal closure.

Lead tracking feature in EngageBay

Team collaboration and management

Team collaboration lets architects work together as one cohesive team, minimizing data siloes, miscommunication, and missed opportunities. An architecture CRM software offers a shared platform where team members can easily share project details and updates, provide feedback, share ideas, and streamline communication.

Managers can also assign and track tasks, manage responsibilities, set deadlines, and balance workloads. Reports generated by the CRM software can be used to gain insights into team and individual performance and make data-driven decisions.

CRM for Architecture Firms
 

Read also: A Close Look At The Top 8 CRM Tools For Sales Reps

Client segmentation and personalization

Segmentation lets architects categorize their leads and clients based on various criteria, including online behavior, preferences, purchase history, location, and more. This lets marketers craft personalized messages and tailored services, increasing brand awareness and engagement.

Architects can understand their clients better, thus offering better services and design solutions. This can ultimately lead to more sales and better customer satisfaction.

Segmenation and personalization in EngageBay

Sales pipelines

Sales pipelines help architecture firms and sales professionals streamline the complete sales process – from lead generation all the way to deal acquisition.

Sales pipelines give sales reps a visual overview of the overall sales process through various stages. This makes it easier for managers and reps to assign prospects to specific stages of the sales pipeline, helping them optimize conversion rates.

Sales pipeline feature in EngageBay

Integrations

Most CRM software offer integrations. This helps broaden the capabilities of a CRM software as it allows architects and users to connect to their favorite applications. Tools may include accounting platforms, eCommerce solutions, email marketing tools, appointment schedulers, and other productivity tools.

Integrations in EngageBay architecture CRM software
Integrations in EngageBay

Read also: 7 Simple CRM Tools for Every Business Reviewed

Benefits Of CRM Software for Architecture Firms

First, let’s look at the key benefits of CRM software for architecture firms.

#1. Helps You Know Your Customers Better

Using CRM tools, businesses can gain valuable insights about their clients. 

They can track their progress as they move through the different stages of the sales pipeline

Moreover, CRM platforms help capture relevant data, such as purchase patterns and consumer preferences, to understand their target audience better.

#2. Improved Communication

With CRM software, architecture firms can use omnichannel marketing to communicate with their customers. 

This implies contacting customers through multiple platforms, including email, phone calls, video calls, live chat, and social media, all from your CRM dashboard. 

What’s more, many CRM platforms have a mobile application, helping you stay in touch with clients anywhere and anytime.

Read also: Marketing Strategies for Architects to Build a Brand

#3. Increased Sales

Architects can experience an increase in revenue using CRM software. 

It is because CRM platforms help identify and target qualified leads, customize sales strategies according to their needs, and address any issues they face in the sales pipeline, immediately. 

Moreover, CRM tools help architects contact customers through different platforms, helping them improve client experience.

Read also: 10 Easy To Use CRM Tools (Features, User Reviews, Pricing)

11 Best CRM Tools for Architecture Firms

Find out the key features, pricing, pros, and cons of 11 of the best architecture CRM software:

CRM Tool Starting Price Free Plan Free Trial G2 Rating
Salesforce $2,245/month No Yes 4.3
HubSpot $45/month Yes Yes 4.4
EngageBay $12.74/month Yes Yes 4.6
Pipedrive $9.90/month No Yes 4.2
Keap $129/month No Yes 4.2
Dubsado $200/year No Yes 4.3
Monday $9/month Yes Yes 4.7
Maximizer $55/month No No 3.9
Unanet Custom-priced No No 4.2
Zoho $18/month Yes Yes 4.0
Nimble $24.90/month No Yes 4.5

Insights:

  • Top-rated in customer satisfaction: Monday leads with a 4.7 G2 rating—excellent for firms prioritizing ease of use and project visualization. EngageBay and HubSpot also score high (4.6 and 4.4 respectively) and include free plans for budget-conscious firms. 

  • budget-friendly options: Pipedrive and EngageBay start under $13/month, while Zoho offers a well-rounded plan at $18/month. These are great for smaller firms looking for value. 

  • Enterprise-level flexibility: Salesforce has a premium starting price near $2,245/month but delivers highly customizable features. 

  • Unique pricing models: Dubsado is annual ($200/year), appealing for small practices; Unanet requires contacting sales—indicative of tailored enterprise solutions. 

  • Middle-tier performers: Keap, Maximizer, and Nimble provide solid functionality around $25–$129/month, with G2 ratings in the 4.2–4.5 range.

#1. Salesforce

Salesforce architecture CRM software

Salesforce’s CRM software, known as Customer360 is a cloud-based CRM platform that is ideal for all types of teams. It also provides customized CRM tools based on the industry your business is based in.

Features

  • Genie: It is one of Salesforce’s key tools that provides users with a 360-degree view of customer data. Using Genie, you can get real-time information on your clients as they move through the different stages of the sales pipeline, automate your operations, and customize your dashboard
  • Digital HQ: Salesforce is integrated with multiple collaboration tools such as Slack to help you connect with your teams and clients on a single platform. Known as Digital HQ, it allows you to share ideas, documents, and files, and communicate with others in real-time, from a single dashboard.
  • Self-Service: Includes a live chatbot and knowledge forum that consists of blogs to help customers find answers to their issues without having to get in touch with customer service agents.
  • Case Management: This tool helps direct the right case to the right agent, track the status of every project, and provide a detailed list of the steps teams need to follow to complete a task.

Pricing: Architecture CRM pricing comparison

salesforce CRM pricing

Salesforce provides three pricing plans for architects, Manufacturing Cloud—Sales, Manufacturing Cloud—Service, and Manufacturing Cloud—Sales and Service.

The Manufacturing Cloud—Sales Plan starts at $225 per user per month. Some of its key features include sales cloud functionality, enterprise account forecasting and sales agreements, and a manufacturing data model.

With the Manufacturing Cloud—Service Plan, you can avail of additional features like service cloud functionality, service forecasting framework, and digital processing automation, for $225 per user per month.

Under the Manufacturing Cloud—Sales and Service Plan, businesses can get more tools like embedded analytics and rebate management, for $250 per user per month.

Pros

Salesforce CRM pros
Source

One of the best features of the Salesforce CRM tool is that it has a short learning curve, making it easy for customers to navigate the platform with a few simple clicks.

Cons

Salesforce CRM cons
Source

Despite its advantages, Salesforce has an expensive pricing model, making it costly for small and growing businesses.

Read also: Top 9 Salesforce Competitors And Alternatives [Comparison Tables]

#2. HubSpot

HubSpot architecture CRM platform

HubSpot is a free CRM platform that provides tools across multiple functionalities. An architect can take care of different aspects of their business, including marketing, sales, content management, operations, and customer service – from a single platform. 

Features

  • Call Tracking: This feature helps you make, record, and automatically log calls on your CRM dashboard. It also enables you to prioritize the client calls you need to make.
  • Payments: It helps you create a secure payment gateway for customers to pay in multiple currencies. You can build relationships overseas and expand your business.
  • Sales Analytics and Reporting: Provides complete visibility into your sales pipeline to identify any bottlenecks and generates customized sales reports within minutes.
  • Mobile CRM: Allows you to access your dashboard remotely and contact your clients from anywhere.

Pricing

HubSpot pricing

HubSpot CRM boasts three pricing plans, Starter, Professional, and Enterprise.

The Starter Plan starts at $45 per month and comes with features such as live chat, meeting scheduling, document sharing and creation, and conversation routing.

With the Professional Plan, you can avail of additional tools such as sales analytics, automation, one-on-one video messaging, eSignature, and custom reporting, for $800 per month.

The Enterprise Plan costs $3,200 per month and includes advanced features like conversation intelligence, predictive lead scoring, and advanced permissions. 

Pros

HubSpot’s Sales Hub pros
Source

HubSpot’s Sales Hub is known for its user-friendly interface, making it easy for customers to adapt to it.

Cons

HubSpot’s Sales Hub cons
Source

Due to its expensive pricing model, it can be difficult for businesses to scale up or purchase additional contacts.

Read also: 8 HubSpot Competitors That Cost a Lot Less

#3. EngageBay

EngageBay architecture CRM software

EngageBay is an award-winning platform for managing your sales, marketing, and customer service activities. It offers a robust yet affordable solution for any architectural firm, allowing them to streamline their business and grow their revenue with ease. 

Features

  • Contact Management: Using contact management, companies can use multiple tools to contact their customers, including email sequencing, social media messaging, phone, and video calls. Moreover, they can access a range of built-in templates to improve their communication process.
  • Lead Scoring: It helps you categorize leads based on their scores and identify which ones are likely to lead to sales.
  • Project Management: This tool helps you create and assign tasks to your team members and track their status in real time, making EngageBay one of the best CRM for architects. 
  • Appointment Scheduling: This helps you automatically create and schedule appointments and sends automated follow-up reminders with its integration with Google Calendar and Office 365.

Pricing

EngageBay Monthly Pricing Plans Page Screenshot

EngageBay offers four pricing plans, Free, Basic, Growth, and Pro.

The Free Plan is EngageBay’s forever-free plan. It offers up to 250 contacts, a 360-degree customer view, email tracking, and appointment scheduling.

With the Basic Plan, you can avail of up to 750 contacts, predictive lead scoring, third-party integrations, and tag management, for $14.99 per user per month.

Under the Growth Plan, there are over 20,000 contacts, along with email scheduling, sales automation, and multi-currency payment options, for $64.99 per user per month.

For large enterprises, the Pro Plan works best. Here, users can get up to 30,000 contacts, autodialer, proposal analytics, role management, and call recording, for $119.99 per user per month.

Pros

EngageBay pros
Source

EngageBay is considered the ideal choice for small and growing businesses, owing to its fully automated functionality and easy navigation.

Cons

EngageBay cons
Source

At times, the mobile app can be difficult to use due to a few missing features, including responding to emails or calling customers.

EngageBay All-in-one Marketing, Sales, and Service CRM
 

Learn more about EngageBay

#4. Pipedrive

Pipedrive – best CRM for architectural firms

Pipedrive CRM is one of the best CRM for architectural firms that are looking to onboard new clients into their business. It provides clear visibility into your sales pipeline, ensuring that no leads get lost. 

Features

  • Visual Sales Pipeline: It helps you visualize your sales pipeline and track the progress of your prospects. Moreover, you can update your deals by dragging and dropping them.
  • Web Forms: Allows you to gather information about your leads by creating online forms using built-in templates.
  • Revenue Forecasting: This helps you predict sales volume and revenue according to the progress of your sales pipeline.
  • Team Collaboration: This feature enables you to collaborate on deals and activities with team members in real-time by sharing notes and documents with each other. 

Pricing

Pipedrive pricing

Pipedrive comes with four pricing models, Essential, Advanced, Professional, and Enterprise.

The Essential Plan starts from $9.90 per user per month and includes lead, deal, and pipeline management, simple data import, and over 300+ integrations.

With the Advanced Plan, you can get group emailing, workflow builder with triggered automation, and complete email sync, at $19.90 per user per month.

The Professional Plan is Pipedrive’s most popular plan and costs $39.90 per user per month. It includes additional features such as eSign documents and contracts, enhanced custom reporting, and revenue projections. 

Under the Enterprise Plan, users can avail of unlimited user permissions, advanced security permissions, and phone support, for $59.90 per user per month.

Pros

Pipedrive CRM pros
Source

Pipedrive’s main advantage is its straightforward and easy-to-use platform, making it quick to implement and onboard employees.

Cons

Pipedrive cons
Source

Limited third-party integrations and frequent software glitches affect the functionality of the Pipedrive dashboard.

Read also: 6 Perfect Pipedrive Alternatives With Better Tools (Features, Pricing)

#5. Keap

Keap – a CRM tool for architects and designers

Keap, as a CRM tool for architects and designers, is very much efficient as it aids in capturing and generating lead information. In other words, it helps businesses to expand their customer base while streamlining and optimizing all their daily operational activities. 

Features

  • Automated Lead Capture: Helps you organize your contacts automatically using custom lead forms, social media, and landing pages.
  • Segmentation: Helps you tag and segregate contacts that trigger automation personalized to client data and activities.
  • Centralized Database: Allows you to access client data and activity logs from a single dashboard, either through a desktop or mobile app.
  • Integrations: Keap is integrated with several well-known tools, including PayPal, Gmail, Quickbooks, and so on.

Pricing

Keap pricing

Keap CRM offers two pricing plans, Pro and Max.

The Pro Plan starts at $129 per month and includes up to 1500 contacts. Some of its key features include email marketing, sales and marketing automation, automated lead capturing, text marketing, and sales pipeline management.

The Max Plan costs $199 per month and provides up to 2,500 contacts. Here, you can get email marketing, a dedicated phone line, built-in landing pages, web forms, and appointment scheduling, as some of the additional features. 

Pros

Keap pros
Source

One of the best features of Keap is that it helps users extract relevant information about their clients through multiple platforms, including social media, email, and so on.

Cons

Keap cons
Source

In terms of Keap’s interface, some users found it difficult to customize and navigate it.

Read also: Keap Pricing & Comparison with EngageBay — 12X More Affordable Alternative

#6. Dubsado

Dubsado architecture CRM platform

If you struggle to manage your projects, Dubsado might be the best CRM solution for your firm.

Features

  • Built-In Templates: Dubsado helps you capture important information about your clients using in-built web forms, questionnaires, contracts, and proposals. You can also choose to customize the templates as per your needs.
  • Online Invoicing: This tool enables you to create online invoices in multiple currencies and automatically send them to clients, along with follow-up reminders.
  • Interactive Client Portals: Using Dubsado, clients can track the status of their projects, payments, and invoices in real-time.
  • Built-In Scheduler: It helps your clients track and schedule appointments right from your website over sending emails or making phone calls.

Pricing

Dubsado pricing

Dubsado has two types of plans, Starter and Premier.

The Starter Plan costs $200 per year and boasts unlimited projects and clients, invoicing and payment plans, and built-in forms and email templates.

With the Premier Plan, users can avail of appointment scheduling, automated workflows, project proposals, and multiple lead capturing, for $400 a year.

Pros

Dubsado pros
Source

Dubsado boasts a range of in-built templates, making it easy for users to send emails in bulk at once.

Cons

Dubsado cons
Source

Companies with large teams or multiple clients find it difficult to optimize their services using Dubsado.

Read also: 9 CRM Tools for Web Designers to Streamline Client Management

#7. Monday

Monday - CRM for architects and construction companies

Monday is another CRM that is ideal for architects and construction companies managing several projects at a time. 

Features

  • Gantt Chart: It allows you to keep a track of the status of your project, including milestones, dependencies, and key metrics.
  • Project Dashboards: This tool enables you to visualize and access real-time data for budgets, goals, and resources.
  • Project Templates: This provides you with a variety of built-in project templates that can be customized later.
  • Workload View: The feature helps you track the projects assigned to each team member, and their status, and adapt to changing priorities.

Pricing

Monday pricing

Monday has five plans on offer, Individual, Basic, Standard, Pro, and Enterprise.

The Individual Plan is a forever-free plan and can be used by 2 team members. It includes up to 1000 tasks and brainstorming initiatives.

With the Basic Plan, you can avail of unlimited free viewers, unlimited projects, centralized project communication, and a customized dashboard, for $9 per user per month.

Under the Standard Plan, users can get a calendar view, timeline and Gantt views, guest access, milestone tracking, and task rollup, for $12 per user per month.

The Pro Plan comes with private boards and work docs, resource allocation, and dependencies, for $20 per user per month.

For large companies, the Enterprise Plan works best. It is a customizable plan that boasts advanced features like multi-level permissions, advanced reporting and analytics, portfolio management, and project life cycle management. To buy this plan, businesses can contact Monday’s sales team directly.

Pros

Monday pros
Source

One of the best features of Monday is its highly intuitive dashboard that helps first-time users easily navigate the platform.

Cons

Monday cons
Source

More features could be added to certain tools such as the calendar.

Read also: Pipedrive vs Monday — Which Is Better? A Side-By-Side Review

#8. Maximizer

Maximizer - CRM for architects

Maximizer is an excellent CRM for architects that helps them close sales faster.

Features

  • Sales Management: It provides you with a range of tools to make your sales process more efficient. These tools can be customized as well.
  • Full Visibility: This helps you track your customers and the sales pipeline in real-time, helping you visualize and identify any bottlenecks.
  • Productivity Tools: Maximizer boasts a range of productivity tools, including automated email integration, task management, quota tracking, and built-in templates.
  • Analysis Capabilities: This enables you to track renewal opportunities in your database to increase your chances to cross-sell, up-sell, and expand base revenues.

Pricing

Maximizer pricing

Maximizer offers two types of plans, Base Edition and Sales Leader Edition.

The Base Edition Plan starts from $55 per user per month. It has features such as an advanced contact management system, opportunity management, data visualization, and up to 10,000 contacts.

With the Sales Leader Edition Plan, you can track and monitor sales teams on Kanban boards, forecast sales, and get valuable insights into revenue, for $75 per user per month.

Pros

Maximizer pros
Source

A key advantage of Maximizer is that it automatically logs any phone calls that can be tracked later.

Cons

Maximizer cons
Source

More webinars could help reduce the learning curve for new and first-time users.

#9. Unanet

Unanet architecture CRM software

Unanet is a CRM software provided by Cosential. If you are searching for a CRM platform designed specifically for architects, then this is best suited for you.

Features

  • Proposal Management: It allows you to assess your firm’s sustainability certifications to understand its capabilities and get future projects.
  • Reporting: This provides real-time updates on the performance of your business as well as any specific details.
  • Business Development: The feature enables you to access company data from anywhere, be it your desktop or mobile app, and generate data and reports within minutes.
  • ERP: It helps firms drive success by providing accurate, real-time data on current and upcoming projects.

Pricing

Unanet CRM offers bespoke solutions to its customers. You need to contact their sales team to get a quote.

Pros

Unanet pros
Source

Unanet has a large and centralized database that allows users to record all types of information including projects, clients, any new opportunities, and so on.

Cons

Unanet cons
Source

Unanet’s search platform is quite old, implying that it is slow to load and not very user-friendly.

Read also: Enhance Manufacturing Operations with CRM: Insights, Reports, and Solutions

#10. Zoho

Zoho CRM for architects

Zoho is an affordable CRM software designed for small businesses. Zoho CRM is part of the Zoho Office Suite, which offers project management, invoicing, spreadsheets, word processing, and presentation software. 

Features

  • Marketing automation: Zoho offers a plethora of marketing automation features, including lead nurturing, sub-campaigns, email campaigns, event management, marketing attributions, and campaign analysis. 
  • Predictive sales analysis: Zoho’s ‘Zia’ is an AI-based predictive sales analysis tool that helps users voice and text commands for various sales requirements, including workflow recommendations, assignments, data enrichment, and sales predictions. 
  • Customization: Zoho offers customer layouts and fields, lead segmentation, data entry optimization, and more. Zoho also works great with other in-house software.

Pricing

Zoho pricing

Zoho offers four pricing plans: Standard, Professional, Enterprise, and Ultimate. 

The Standard plan starts at $18/month and offers sales force automation, pipelines, sales forecasting, and email insights. 

The Professional plan starts at $30/month and offers webhooks, custom functions, Google Ads, and more. 

The Enterprise plan starts at $45/month and offers autoresponders, web form analytics, custom reports, and more. 

The Ultimate plan costs $55/month and offers advanced features like audit logs and Zoho Analytics.

Pros

Zoho pros

Zoho is known for its affordability and integrations with other in-house software. 

Cons

Zoho Cons

Though Zoho offers integrations with other software, it is fairly complicated and requires extensive support – sometimes even expensive consultations. 

#11. Nimble

Nimble CRM for architects

Nimble is a CRM software designed for marketers, sales teams, and support reps. Nimble CRM is simple yet powerful because it integrates quite well with the tools you already use, like Gmail, Outlook, and social media. 

Features

  • Contact management: Nimble lets you capture and curate contact information from various sources, including inboxes, social media, and calendar appointments. This lets you get a 360-degree view of your customers. In addition, Nimble offers segmentation and AI. 
  • Activity tracking: Nimble’s dashboard offers an array of charts and visuals to help you gain an understanding of all the KPIs. You get to know the number of successful deals, task information, outgoing call rates, and more. 
  • Workflow automation: Nimble offers triggers to help automate various marketing and sales tasks. You can also create sales pipelines and customize them through various fields. Automated deal reports offer revenue projections and other critical forecasts. 

Nimble pricing

Nimble offers only one plan, starting at $24.90/month. This plan offers email, calendar, and contact sync features for its Microsoft and Google integration, workflows, automations, and more. 

Pros

Nimble pros

Nimble is known for its integration with Google and Outlook, as well as email tracking. 

Cons

Nimle cons

Nimble can be a bit overwhelming for small businesses and beginners owing to the steeper learning curve and complex features. 

EngageBay vs HubSpot

Read also: The Best CRM Tools for Small Business Owners

Wrap Up

An architect has to manage a lot of tasks, including designing projects to generate leads, managing contracts, and more. Having a CRM system that is specifically designed to cater to the architecture and design industry can further enhance their business efficiency. 

These top CRM tools for architects come equipped with pre-built templates that are easily customizable to add your brand feel and look. EngageBay makes for one of the best choices for an architectural firm as it comes with a wide range of functionalities in a single platform. 

What’s unique about it is that it is free for up to 15 users, making it a perfect choice for a small architectural firm. Furthermore, you can identify and target the right clients, track ongoing projects, bids, and contracts, and communicate with customers through multiple channels. 

If you aren’t sure about where to begin, sign up for our demo today. 

Frequently Asked Questions: CRM Tools For Architecture Firms

 

1. What is a CRM for architects?

A CRM for architects is a client and project-focused platform that blends lead tracking, proposal generation, task management, and file sharing into one system. It centralizes communications and workflows—helping firms manage clients, projects, and sales pipelines effectively. 

2. What core features should architecture firms seek in a CRM?

Architecture-specific CRM solutions should include project management, automation, email marketing, team collaboration, client segmentation, sales pipelines, and integrations. These features help firms manage projects and client touchpoints from a unified dashboard. 

3. What is the best free CRM for architects?

HubSpot CRM Suite stands out as a top free option, offering lead generation, CRM, marketing, and service tools—ideal for startups or smaller architecture firms seeking cost‑effective client and project management. ClickUp is also flexible with its free tier. 

4. How does CRM integrate with architecture project tools?

While many CRMs don’t integrate directly with architecture software, they often sync via broader tools like DocuSign, Google Calendar, and PandaDoc through Zapier or native integrations—ensuring smoother workflows across project management, communication, and scheduling. 

5. How can architecture firms choose the right CRM?

Select a CRM by evaluating your budget, team size, and needs such as proposal management, marketing automation, or project oversight. Compare pricing, ease of use, integrations, and feature fit to align with your firm’s workflows. 

The post CRM Tools for Architecture Firms: Best CRM Software for Architects in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/crm-tools-for-architecture-firms/feed/ 1
HubSpot vs Mailchimp: Best Email Marketing & CRM Comparison [2025] https://www.engagebay.com/blog/hubspot-vs-mailchimp/ https://www.engagebay.com/blog/hubspot-vs-mailchimp/#respond Mon, 11 Aug 2025 06:00:22 +0000 https://www.engagebay.com/blog/?p=27295 How brilliant! Of the many marketing automation software out there, you’ve successfully narrowed your choice to just two — HubSpot […]

The post HubSpot vs Mailchimp: Best Email Marketing & CRM Comparison [2025] appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
How brilliant! Of the many marketing automation software out there, you’ve successfully narrowed your choice to just two — HubSpot and Mailchimp. 

With the suite of tools in both software, you can automate repetitive work and buy back your time to do other tasks.

But while both software share similar features for email automation, form automation, ad management, and many more, they differ in pricing, quality of support, contract, and functionalities.

In this post about the HubSpot vs Mailchimp comparison, we’ll discuss everything that’ll help you decide which software is best for your brand — HubSpot or Mailchimp.

Here’s what we’ll cover: 

  • An overview of HubSpot vs Mailchimp
  • Key features of HubSpot vs Mailchimp
  • HubSpot vs Mailchimp comparison
  • What to consider before choosing your marketing software
  • HubSpot vs Mailchimp alternative for SMBs

HubSpot vs Mailchimp 2025: An Overview

HubSpot is an integrated CRM platform with tools for managing businesses’ marketing, sales, and customer service processes. The software comprises five hubs, which include CMS, Marketing, Service, Sales, and Operations hubs.

As for Mailchimp, it’s an all-in-one marketing automation platform that started out as an email marketing software but has evolved to offer features that span across social media management, website design, and customer relationship management.

HubSpot vs Mailchimp 2025: Key Features

As mentioned, HubSpot has five different hubs, while Mailchimp’s core offering is its marketing automation platform.

So in this post about the HubSpot vs Mailchimp comparison, we’ll focus on HubSpot’s Marketing hub versus Mailchimp’s marketing automation platform. We’ll compare both platforms across these categories:

  • Email marketing
  • Landing pages
  • Forms 
  • Contact management
  • Automation tools
  • Pricing
  • Contract
  • Customer support
  • G2 customer reviews

Let’s dive in. 

Read also: Mailchimp vs Drip — Which Is the Best Email Marketing Platform?

HubSpot vs MailChimp 2025 Comparison

There’s no time to beat around the bush. It’s time to find out the ultimate winner.

1. Email marketing

Today, businesses are generating $36 for every $1 spent on email marketing. This is huge. That’s why your preferred software should have email marketing features for engaging, nurturing, and converting customers. The software must also be affordable.

With HubSpot, you have access to a free plan containing basic email marketing tools you need, like a drag-and-drop editor and email templates.

HubSpot Email dashboard

Source

Using the free plan gets you a 2,000 email send limit per month. Upgrading to HubSpot’s paid plans increases this limit to at least 5000, 20,000, and 200,000 email sends for the Starter, Professional, and Enterprise plans, respectively.

If automated email nurturing is a staple in your business, HubSpot’s free plan may be unideal because you have just one automation. With the Starter plan, you have 10, while the Professional and Enterprise plans allow unlimited automations. Also, you have access to reporting dashboards and on all plans.

Parisa H. (Senior Campaign Manager) says HubSpot is a true “one-stop shop,” praising its integrated funnels, email, and customer history—and notes support/account management is easy to reach when needed. (G2)

Mailchimp’s email marketing features are closely similar to HubSpot. Like HubSpot, you have access to email templates on Mailchimp.

 Email templates on Mailchimp dashboard

Source

Free plan users may email up to 2,000 contacts with a daily and monthly send limit of 2,000 and 10,000, respectively.

This email send limit skyrockets to 500,000 and 1,200,000 for Mailchimp’s Essentials and Standard plans. This beats HubSpot’s email send limit by a mile. Also, for this feature, Mailchimp’s plans are way cheaper than the comparable HubSpot plans.

However, Mailchimp has decreased the number of contacts from 2,000 to 500 for free users, starting this August.

Mailchimp reduces free plan contacts from 2,000 to 500

Unlike HubSpot, MailChimp offers a single-step automated email nurturing for the free and Essential plans. And while you can only access Mailchimp’s multi-step automated email nurturing with the Standard and Premium plans, it’s vital to note that these features are cheaper in Mailchimp compared to HubSpot.

Tim W. (General Manager – E-commerce) highlights Mailchimp’s updated visual builder for faster branded emails, strong analytics, and smooth e-commerce automations; he calls deliverability “consistently strong.” (G2)

Here’s a side-by-side comparison of some email marketing features of HubSpot and Mailchimp: 

Email Marketing Features  HubSpot  Mailchimp
Drag-and-drop editor  ✔ ✔
Personalized emails ✔ ✔
Custom templates  ✔ ✔
Email scheduling  ✔ ✔
A/B testing  ✔ ✔
Reporting ✔ ✔

Read also: HubSpot vs Insightly: Pricing, Functionality, Features & More

It’s a long article, for sure 😅

Want to watch a video instead? Here’s the marketer Megan Grant on the HubSpot vs Mailchimp comparison:

 

2. Landing pages

If you run multiple one-off campaigns across the year, the ability to create landing pages in your digital marketing platform will be incredibly useful. You can achieve this with HubSpot and Mailchimp landing page builders. 

So what can you get from both software?

HubSpot CRM allows its free plan users to build up to 20 landing pages with access to simple templates.

Dashboard of HubSpot landing page templates
Source

To build more landing pages, you must upgrade to any of HubSpot’s paid plans. Also, if you want to do A/B testing to compare different versions of your landing page, you must upgrade to HubSpot’s Professional plan, which starts at $800 per month. 

See our Landing Page Builder Guide for best practices.

With Mailchimp, it’s different.

Not only do you have access to Mailchimp’s landing page templates, but you can also build an unlimited number of landing pages on the free plan.

Dashboard of Mailchimp landing page templates

Source

Plus, you can start doing A/B testing with Mailchimp’s Essential plan, which starts at $11 per month. Both software also allow you to do on-page SEO by helping with SEO title, SEO description, etc. 

Here’s a quick head-to-head comparison of HubSpot vs Mailchimp landing page features:

Landing Page Features  HubSpot  Mailchimp
Drag-and-drop landing page builder ✔ ✔
On-page SEO optimizations ✔ ✔
Landing page templates ✔ ✔
Scheduled publishing ✔ x
Use custom domain ✔ ✔
Analytics ✔ ✔

Read also: Constant Contact vs Mailchimp and Other Email Tools [Tables]

Comparison table showing HubSpot vs Mailchimp features and pricing (updated 2025)

Comparison table showing HubSpot vs Mailchimp features and pricing (updated 2025)

3. Forms 

Whether you’re building a landing page or a website, you’ll likely need forms. Forms allow you to collect the information of people who visit your page and helps you get the info into various segments of your email list.

HubSpot’s free plan comes with standalone, pop-up, embedded, and collected forms with GDPR options.

HubSpot form

Source

You can access additional functionalities like custom styling upon upgrading to the Starter plan. Code customizations, dependent fields, smart fields, custom email validation, and custom targeting are only available in HubSpot’s Professional and Enterprise plans. 

Mailchimp offers similar features except for dependent fields. Dependent fields allow you to display additional form fields based on the response to a previous field. 

For instance, a marketer may offer multiple services like writing blog posts and ebooks. With dependent fields, this marketer can create questions specific to blog posts and ebooks. So, if a customer clicks the first field and says they want a blog post, the blog questions show up next, and it’s the same with ebooks. 

Read also: EngageBay vs HubSpot — Market Leader or Emerging Powerhouse?

4. Contact management

HubSpot and Mailchimp offer similar features for contact management.

With HubSpot, you can easily create new contact profiles, update them, and delete those you don’t need.

HubSpot contact dashboard

Source

Besides this, you have access to several filtering options for segmenting your contact list. These contact profiles are also a goldmine for gaining insights about a specific customer or an audience segment.

Mailchimp provides similar contact management functionality. The exception? You can only update contacts in bulk by importing them. Also, the filtering capabilities in Mailchimp are a premium feature.

Contact Management Features  HubSpot  Mailchimp
Update contacts in bulk ✔ Via import
Filtering options for list segmentation ✔ ✔
List management ✔ ✔
Custom contact properties ✔ ✔

Read also: How Does Mailchimp’s Pricing Compare To Its Competitors?

5. Automation tools

As your business grows, you’ll need to automate many tasks to free time for other important tasks. That’s why you must ensure the automation tools in your marketing platform suit your business.

HubSpot’s marketing automation tools allow you to send triggered emails, create automated email sequences and manage your contacts.

HubSpot email sequence dashboard

Source

Mailchimp’s marketing automation includes features like automated welcome sequences, product retargeting emails, and date-based automations. Also, while Mailchimp’s marketing automation features focus mostly on email marketing, HubSpot’s features are more expansive and focused on your entire business.

Mailchimp email automation

Source

Head-to-head comparison of HubSpot vs Mailchimp automation features:

Marketing Automation Features  Hubspot  Mailchimp 
Email sequences   ✔ ✔
Email scheduling ✔ ✔
Omnichannel marketing  ✔ x
ABM tools & automation ✔ x
Contact management ✔ ✔
Email & chat support  ✔ ✔

Note: There are more marketing automation features in both HubSpot and Mailchimp.

Read also: Convertkit vs Mailchimp vs EngageBay — Which Tool is the Best for Small Businesses?

6. Pricing 

Coming to Mailchimp vs HubSpot pricing, both HubSpot and Mailchimp paid plans operate on a sliding scale. This means you have to pay for every additional contact in each payment tier.

Besides HubSpot’s free plan, the marketing hub paid plans include: 

  • Starter plan: $45/month with a contact limit of 1,000
  • Professional plan: $800/month with a contact limit of 2,000 
  • Enterprise plan: $3,200/month with a contact limit of 10,000

Michael G. (Owner & Marketing Director) likes HubSpot’s power and integrations but calls the menus/navigation “confusing” and says pricing is high for smaller teams (Capterra)

Not happy with HubSpot’s pricing? See our top picks for the best HubSpot alternatives in our comprehensive article.

HubSpot pricing page

Source

You can also combine plans from other hubs to create a bundle that suits your business needs.

HubSpot also made major updates to its pricing plans in March 2024. Two new seats were introduced: View-Only and Core. 

While this move is advantageous in some instances, it makes an already expensive software even more expensive. 

Let’s get into the details.

The unlimited View-Only seat is free and offered in all the plans. It also offers view-only access to emails, tasks, and more.

The paid Core seats offer edit access to all the features in the particular subscription tier and are useful for CEOs, managers, and team leaders who need access for review and approval. 

The catch here is that the now paid Core seat was offered for free as part of the free plan previously. Businesses that enjoyed edit access now have to either pay more for the same privileges or do away with a view-only plan. 

This table puts things into perspective: 

User requirement Previous pricing structure New pricing structure
Users requiring view-only access to reports, records, and other data Included in the free plan Now offered in the free, View-Only seat
Users requiring edit access to records and reports, email tracking, and other editable tasks Included in the free plan Now offered in the paid, Core seat
Users requiring sales and service-specific features Dedicated Sales and Service seat Dedicated Sales and Service seat

Small businesses and startups may find it difficult to justify the price

Mailchimp’s paid plans for 500 contacts include: 

  • Essentials plan: Starts at $11/month with a contact limit of 50,000 
  • Standard plan: Starts at $17/month with a contact limit of 100,000
  • Premium plan: Starts at $299/month with a custom contact limit

Mailchimp pricing page

Source

Read also: An In-Depth Look At HubSpot vs Pipedrive

7. Contract 

Getting locked in on an annual contract isn’t always pretty. 

However, this is what you must commit to if you subscribe to HubSpot’s Professional or Enterprise plans, meaning you cannot downgrade your plan until your contract expires. 

Also, if you cancel your subscription before the end of your contract’s term, you still have to pay for the unused months.

Hubspot contract

Mailchimp charges users a monthly recurring fee and you can cancel anytime. But, if you go over the email send limit or contacts limit of your plan, they will charge an additional fee for overages. They also offer a pay-as-you-go option for irregular senders. 

Here’s how HubSpot and Mailchimp stack up regarding contracts:

Mailchimp Standard Plan  HubSpot Starter Plan*  HubSpot Professional Plan*
Monthly recurring charge  Monthly recurring charge Annual Commitment required 
Can cancel anytime Can only cancel after contract duration  Can only cancel after contract duration 
No charge for onboarding  No charge for onboarding  Additional charge for onboarding 
Overages apply Overages apply  Overages apply 

*The above terms apply to plans in HubSpot Marketing Hub 

Read also: What is MailerLite? Reviews, Pricing, Pros and Cons, Alternatives

8. Customer support 

Email and chat support is available to all HubSpot users on a Starter plan and above. Customers on the free plan can get help from HubSpot’s community or library of resources. 

HubSpot users on the Professional and Enterprise plans have access to email, chat, and phone support.

Mailchimp offers users on the Standard and Premium plans email and live support. However, phone support is only available to users on the Premium plan. Free plan users have access to email support for only their first 30 days.

They also have an extensive library of guides, resources, and tutorials that users can explore to find answers to their challenges. 

Read also: HubSpot vs Mailchimp vs EngageBay — Which Tool Worth Spending Money?

9. Customer reviews

HubSpot and Mailchimp both have a legion of customer feedback. Overall, reviews of HubSpot’s Marketing Hub on G2.com suggest many users love the software. However, lots of users also complain about excessive functionalities and its high price tag.

Here’s what one user said:

“HubSpot is a really heavy tool that has far more functionality than I need and is fairly cumbersome to use. The price tag is eye-watering and I much prefer to use a combination of other specialty tools that get the job done more easily and at far lower cost.”

Reviews from several Mailchimp users show that the software is intuitive and easy to use. While users also appreciate the availability of several integrations, some are unhappy with limited functionality and subpar support.

Below is a side-by-side comparison of HubSpot and Mailchimp G2 user ratings:

G2 user ratings  HubSpot Mailchimp 
Ease of use  8.6 8.7 
Ease of setup  8.0 8.6 
Quality of support  8.8  8.0 

*Ratings sourced on August 23, 2022.

👉Want to find a more affordable solution to Mailchimp? Our article on the top Mailchimp alternatives will help you make the right choice.

Mailchimp free plan changes 2025

Mailchimp’s Free plan has undergone significant changes in recent years. The maximum number of contacts allowed has been reduced from 2,000 to just 500 contacts, and monthly email sends are now capped at 1,000, with a strict daily limit of 500 emails. This means that even if you have the full 500 contacts, you can’t email your entire list more than twice in a single month.

In addition to these limits, starting June 1, 2025, Mailchimp discontinued the Classic Automation Builder for Free plan users. This tool previously allowed automated workflows like welcome sequences, abandoned cart reminders, and follow-up emails. Automation features are now only available on paid plans, making it harder for Free users to run effective drip campaigns or automated customer journeys.

Chelsea (Education Management) appreciates Mailchimp’s free features for startups but flags that advanced capabilities are paywalled and costs “grow quickly” as contacts increase; some customizations feel less intuitive. (SoftwareAdvice)

While the Free plan still includes unlimited landing pages and basic design tools, the combination of reduced contact limits, lower send caps, and the removal of automation features makes it much more restrictive for growing businesses compared to earlier versions of the plan.

Mailchimp Free Plan: Before vs Now

Feature Before (Pre-2024) Now (Mid-2025)
Max Contacts 2,000 500
Monthly Email Sends 10,000 1,000
Daily Email Send Limit No strict daily limit 500
Automation (Classic Builder) Included Removed (Paid plans only)
Landing Pages Unlimited Unlimited
Segmentation Basic Basic
Support Email support for first 30 days Email support for first 30 days
Templates Basic templates Basic templates

What to Consider Before Choosing Your Marketing Software in 2025

Selecting a marketing automation software requires more than functionalities. Pricing, email sending frequency, need for dedicated landing pages and many more factors come into play. Let’s go over them:

  • Number of contacts in your email list: Opt for a marketing software that can handle the number of contacts in your email list at an affordable price.
  • Email sending frequency: If you email your list say twice a month, your needs will differ from a business owner that sends out a daily or weekly email. Your number of contacts will also come into play here as this impacts your email send limit.
  • Number of monthly email sends: Marketing software providers have limits on the number of emails you can send in a month. So ensure the monthly send limit of your preferred marketing tool aligns with your email marketing needs.
  • Need for dedicated landing pages: If you frequently run email campaigns, you’d likely need landing pages. Factor this into your software choice, especially if you need to create 20+ landing pages.

And that’s it. Now, you have an excellent idea of HubSpot’s and Mailchimp’s functionalities and you can quickly reach a decision on which to use.

Perhaps you’re a small business owner that’s thrilled with HubSpot’s robust functionalities, but its subscription costs scare you. 

Not to worry. 

You can have both Mailchimp and HubSpot features without a hefty price tag. 

Enter EngageBay—an excellent HubSpot and Mailchimp alternative for SMBs.

Read also: MailerLite vs Mailchimp and Other Email Tools

HubSpot vs Mailchimp Alternative for SMBs 2025

Like HubSpot, EngageBay goes beyond being an email marketing software but an all-in-one marketing platform built for small business owners. 

Because of this small business focus, EngageBay has affordable pricing, high-quality support, and several interesting features, even for its free plan users. 

Here’s why EngageBay is the best marketing platform for small businesses: 

Affordable pricing plans 

For $0, users can access several free tools and a free forever service bay with features like live chat transcripts and conversation routing.

Pricing for the Marketing Bay starts at $12.99 for the Basic plan, $49.99 for the Growth plan and $79.99 for the Pro plan.

EngageBay marketing bay pricing

Unlike HubSpot and Mailchimp, EngageBay doesn’t bill users based on a sliding scale. There’s a fixed price that unlocks all features for you on each tier. 

See what an EngageBay user says:

EngageBay customer feedback

Source

Read also: How To Move From Mailchimp to EngageBay: An Exhaustive Guide

No annual contracts 

EngageBay doesn’t lock you into annual contracts. You pay-as-you-go on a monthly basis.

And you can cancel anytime. No questions asked. 

EngageBay review

Source

Rich functionality, quality support

EngageBay offers all the marketing tools a small business needs.

With features like a social suite and customer journey data, EngageBay helps you own your marketing from start to finish.

You also get powerful features and advanced automation capabilities, including lead management, segmentation and personalization, multi-step visual automation builder, marketing campaign management, welcome and transactional emails, landing pages and email templates, sales pipelines, dashboards with team and campaign performance metrics, and so much more. 

Fist bump for our quality support, too.

EngageBay review

Source

Easy to use 

EngageBay is easy to use. There’s no steep learning curve. You get a hang of the software immediately after you sign up. 

EngageBay review

Source

Plus, if any challenge ever pops up, you get all the support you need through email, chat, phone, or a dedicated account manager.

EngageBay review about customer service

Source

Free plan access and onboarding 

You don’t have to pay a single cent for EngageBay’s onboarding. And you can sign up for a free trial to get a feel of how EngageBay’s software works before upgrading to a paid plan. 

EngageBay review

Source


Learn more about EngageBay:

Sign up with EngageBay for free


Conclusion

There you have it: a thorough review of the key features, pricing, and quality of support of HubSpot Marketing hub and Mailchimp marketing platform. 

HubSpot and Mailchimp are key players in the marketing software market. You won’t be wrong to use Mailchimp. After all, it’s a lot cheaper.

And if you want many functionalities, HubSpot may do the work.

But like many users say, you can access these functionalities at an incredibly affordable price tag.

EngageBay review

Source

Want to try the all-in-one marketing software that’s specifically built for small business owners?

Grab your free plan now.

👉Explore the most potent HubSpot competitors in our insightful blog post. Understand their strengths, weaknesses, and pricing. Dive in today!🚀


Related reading: 


Frequently Asked Questions; HubSpot Vs Mailchimp 2025

 

Q1: What email send limits exist on each platform’s free plan?

HubSpot’s Free plan allows up to 2,000 email sends per month, with automation limited to just one workflow. Mailchimp’s Free plan originally matched this, but now caps free users at 500 contacts, with equivalent send limits only for that smaller list.

Q2: How many landing pages can I create for free on each platform?

HubSpot offers free users access to its landing page builder with a limit of 20 landing pages, albeit using simple templates. Mailchimp provides more flexibility, offering unlimited landing pages on its Free plan, which gives greater creative freedom for campaign pages.

Q3: Which platform offers automation in their free tier?

HubSpot’s Free plan includes one automation, offering basic workflow capability without the need for upgrades. Mailchimp’s Free plan now only supports single-step automation, with multi-step workflows reserved for higher-tier Standard and Premium plans.

Q4: How do the contact limits differ on free plans?

HubSpot’s Free plan imposes a strict cap of 100 marketing contacts. Meanwhile, Mailchimp’s Free plan initially allowed 2,000 contacts, but now only permits up to 500 contacts—a significant reduction that impacts list growth potential.

Q5: Which platform is more budget-friendly for growing businesses?

Mailchimp remains more cost-effective for expanding businesses due to cheaper scaling options and higher send limits across its paid tiers. HubSpot, while feature-rich, becomes expensive as contact counts rise, making it less budget-friendly for startups or lean businesses.

The post HubSpot vs Mailchimp: Best Email Marketing & CRM Comparison [2025] appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/hubspot-vs-mailchimp/feed/ 0
HubSpot Vs GetResponse: Head‑to‑Head Comparison (2025) https://www.engagebay.com/blog/hubspot-vs-getresponse/ https://www.engagebay.com/blog/hubspot-vs-getresponse/#respond Fri, 08 Aug 2025 06:00:18 +0000 https://www.engagebay.com/blog/?p=38857 HubSpot vs GetResponse is a difficult comparison since both platforms offer almost similar marketing features. This makes it challenging to […]

The post HubSpot Vs GetResponse: Head‑to‑Head Comparison (2025) appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
HubSpot vs GetResponse is a difficult comparison since both platforms offer almost similar marketing features. This makes it challenging to determine which one offers better value for money.

But when you compare HubSpot vs GetResponse pricing and features, you will see that they both different pricing models and unique features that set them apart and differ in how easy they are to use.

So, I signed up for both platforms to see how they compare. And in this detailed HubSpot vs GetResponse guide, you’ll learn:

  • The key differences between HubSpot and GetResponse
  • The pricing difference between the two platforms
  • How the HubSpot vs GetResponse CRM features look and feel differ 
  • A more affordable, smarter alternative

Quick Comparison: HubSpot vs GetResponse at a Glance

Feature HubSpot GetResponse
Entry-level price (1 k contacts) Starter plan – $20 / mo Email Marketing plan – $19 / mo
Email send limit (same tier) 5 × contact tier per month; free tools capped at 2 000 sends Unlimited monthly email sends
Built-in CRM & shared inbox Free CRM + omni-channel shared inbox ❌ No CRM (marketing platform only)
Webinar hosting Not included natively Built-in live & on-demand webinar studio
eCommerce promo codes & AI product recs Basic (via integrations) Advanced native toolkit
Social Ads Creator Not offered Built-in video/banner Ads Creator
Account-based marketing (ABM) Native ABM workflows & company scoring Not supported
Free-plan contact limit 1 000 contacts 500 contacts
Support on entry plan Email + chat; phone from Pro tier 24/7 email + chat; no phone

HubSpot vs GetResponse: Main Differences

Both platforms have similar features that’ll help you attract an audience, convert them into leads, and engage with customers. 

Such features include landing pages, forms, marketing automation, email marketing, social media management, ad manager, live chat, and a website builder.

But there are key things that set the two platforms apart. Here are the main differences: 

Feature HubSpot GetResponse
eCommerce tools Basic e-commerce functionality via integrations Advanced native toolkit with promo-codes & AI product recommendations
Social Ads Creator Not offered Built-in video / banner Ads Creator
Webinar platform None included Live & on-demand webinar studio (YouTube / Facebook streaming, polls, CTAs)
Sign-up-form A/B testing Limited to emails & landing pages Full A/B testing for sign-up forms
Shared inbox / omnichannel messaging Unified inbox for email, chat, Messenger & forms Live-chat interface only (no email / Messenger aggregation)
Account-based marketing (ABM) Native ABM workflows with company scoring Not supported
Built-in CRM Free CRM with deal & contact views No CRM (marketing platform only)

Comparison table showing HubSpot and GetResponse top 3 features side by side

Comparing HubSpot vs GetResponse

We’ll compare both platforms and review them based on seven factors – ease of use, pricing, email marketing, CRM integration, landing page creation, marketing automation, and analytics.

HubSpot vs GetResponse: Ease of use

In this section, we’ll review the customer support and UI, and look at the resources available to help you get started.

HubSpot 

HubSpot is an all-in-one tool, but it’s easy to navigate through the different hubs. All the hubs are on the top navigation bar, with specific features in each hub available in the drop-down menu. This makes it easy to navigate to the main features in HubSpot Marketing Hub with only a few clicks.

But to some, this all-in-one nature isn’t relevant to them. As Kaitlin Hay, a Digital Marketing Specialist, says:

“There is a lot on the site that I don’t use, there seems to be a lot of extra bells and whistles that aren’t essential to running a marketing program.”

HubSpot User Interface
HubSpot User Interface

But in terms of using its marketing tools, HubSpot is user-friendly, as Kaitlin explains:

“Setting up automated drip workflows is user-friendly and they really do think of everything! Its intuitive and easy to use, makes creating drip campaigns easy. Also love the email analytics and how easy it is to create grey list and blacklist email lists to remove old subscribers to improve the open rate.”

Customer support includes email and in-app chat support for the starter plan (we’ll review the pricing next), and the professional and enterprise plan includes phone support. They also have a multilingual support team that caters to international customers. 

You can also ask questions in the community center and get in-depth answers from certified HubSpot partners. When you need instant answers for common tasks, you can use the extensive knowledge base to find answers.

GetResponse

It has a clean UI since it’s only an email marketing platform. All the features are a click away and include in-app step-by-step guides to help you get the most out of each feature.  

I also found the tutorial videos and the help center to be resourceful. But HubSpot has more in-depth and useful step-by-step guides related to each feature, unlike GetResponse. 

Customer support includes email and chat support but lacks phone support. Overall, GetResponse is easy to use, and you can run your marketing campaigns in no time with the help of customer support. 

Here’s how Richard Tunnah, CEO of Redman Capital, summed up his experience:

“GetResponse is easy to get started with as they offer help videos and support to get you through the difficult first email campaign set up. I have tried a few of the leading email campaign companies including Aweber, Constant Contact and Mailchimp, GetResponse was the easiest to set up your first campaign.”

GetResponse dashboard
GetResponse dashboard

Ease of use verdict

Both platforms are easier to use. However, according to customer ratings on G2, HubSpot is easier to use and has better customer support compared to GetResponse.

HubSpot: Pros and Cons in a Nutshell (2025)

Read also: The Best HubSpot Alternative


GetResponse vs HubSpot: Pricing

This is the major difference between GetResponse and HubSpot. It could be the deciding factor. So, let’s review their pricing.

How much does HubSpot cost?

HubSpot’s pricing varies depending on the type and number of contacts you have. It has two types of contacts:

  • Marketing contacts: These are the normal contacts you can send emails to, target with ads, and run automations on. They count towards your pricing plan.
  • Non-marketing contacts: These contacts don’t count toward your paid plan. You can’t send marketing emails or target these contacts with ads.

All the plans include 1 million free non-marketing contacts. You can store these contacts in the free CRM.

HubSpot offers various suites/plans:

  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • HubSpot Service Hub
  • HubSpot CRM Suite

Each has three paid plans and one free plan:

Starter plan – Pricing starts at $20/month

This plan suits small teams and individuals. It includes the main features that’ll help you attract and engage with leads. 

Features in this pricing plan include: 

  • Email marketing
  • Forms
  • Landing pages
  • Live chat 

This price includes 1,000 marketing contacts. Here’s the pricing structure for additional contacts:

  • The first 1,000 contacts are included in your monthly starter plan
  • 1,001 to 3,000 contacts – $20/month per 1,000
  • 3,001 to 5,000 contacts – $18/month per 1,000
  • 5,000+ contacts – $16/month per 1,000

One thing to note: HubSpot limits the number of emails you send per month. In the starter plan, your account limit is 5X your marketing contacts.

Professional plan – Pricing starts at $890/month

This plan is best for you if you have a bigger team and want to expand your marketing efforts beyond just emails, landing pages, and forms. 

Key features in this plan include:

  • Teams (you can organize users into teams based on various criteria such as product line and region)
  • Omni-channel marketing automation
  • Email marketing campaigns
  • Custom reporting 
  • Social media
  • You also get additional features and increased limits on features in the starter plan.

It includes 2,000 marketing contacts. Additional contacts are priced as follows:

  • The first 2,000 contacts are included in your monthly professional plan
  • 2,001 to 22,000 – $250/mo per 5,000
  • 22,001 to 42,000 – $225/mo per 5,000
  • 42,001 to 62,000 – $200/mo per 5,000
  • 62,001 to 82,000 – $175/mo per 5,000
  • 82,000+ – $150/mo per 5,000

Two things to note:

  • Your email send limit in this plan is 10X your marketing contacts. 
  • Mandatory onboarding is required with a one-time fee of $3,000
Enterprise plan – Pricing starts at $3,600/month billed at $43,200/year

This plan is billed yearly, and you must commit to it for a year. It’s suited for enterprise companies or large teams. 

Key features include:

  • Hierarchical teams. It helps you manage users much better
  • Partitioning which gives you the ability to give teams different permissions on features and marketing assets
  • Custom behavioral events that let you track actions visitors take on your website 
  • Custom objects that let you store data only relevant to your business

It includes 10,000 contacts, and additional contacts are priced as follows:

  • The first 10,000 contacts are included in your enterprise plan
  • 10,001 to 50,000 – $100/mo per 10,000
  • 50,001 to 100,000 – $90/mo per 10,000
  • 100,001 to 200,000 – $80/mo per 10,000
  • 200,001 to 500,000 – $70/mo per 10,000
  • 500,000+ – $60/mo per 10,000

Two things to note:

  • Your email send limit in this plan is 20X your marketing contacts
  • A one-time onboarding fee of $6,000 is mandatory
HubSpot 2024 pricing update

In March 2024, HubSpot introduced two new seats: View-Only and Core. Here’s a breakdown of the new changes: 

  • The View-Only seat does not offer any edit access. All plans offer unlimited View-Only seats. 
  • The Core Seat offers users edit access to all the features in their subscriptions — useful for CEOs, team leaders, and managers.
  • The catch: The free edit-access seats that HubSpot was offering previously no longer exist – they are now the paid ‘Core Seats’. This means that those who enjoyed having free edit access previously should now purchase at least a Core seat to continue editing (or do away with a View-Only seat).

This table can help you understand better: 

User requirement Previous pricing structure New pricing structure
Users requiring view-only access to reports, records, and other data Included in the free plan Now offered in the free, View-Only seat
Users requiring edit access to records and reports, email tracking, and other editable tasks Included in the free plan Now offered in the paid, Core seat
Users requiring sales and service-specific features Dedicated Sales and Service seat Dedicated Sales and Service seat

Not happy with HubSpot’s pricing? See our top picks for the best HubSpot alternatives in our comprehensive article.

How much does GetResponse cost?

GetResponse has four pricing plans: Email Marketing, Marketing Automation, eCommerce Marketing, and Max plan. The Max plan is a custom-built plan specific to your needs, so we’ll only review the first three plans.

But two things to note about GetResponse pricing that are different from HubSpot: 

    • GetResponse has unlimited monthly email sends. You are not charged for the number of emails you send per month.
    • When an email address is allocated to several lists, it will be considered as separate contacts and charged accordingly.
    • GetResponse charges based on the number of contacts in your list.
Email Marketing plan – Pricing starts at $19/month 

This plan suits you if you need an email marketing platform to capture and nurture an audience. 

Key features include:

  • Email marketing. You can run basic functions like sending unlimited newsletters, A/B testing, and click tracking.
  • Autoresponders to automatically send out welcome emails.
  • Basic segmentation based on contact details, tags, contact action, and lead magnet. No segmentation based on scoring and events.
  • Website Builder
  • Landing pages and signup forms
  • Access to only the automation templates
  • Limited live chat

Here’s the pricing structure for the Email Marketing plan:

  • 1,000 contacts – $19/month
  • 2,500 contacts – $29/month
  • 5,000 contacts – $54/month
  • 10,000 contacts – $79/month
  • 25,000 contacts – $174/month
  • 50,000 contacts – $299/month
  • 100,000 contacts – $539/month
Marketing Automation plan – Pricing starts at $59/month

This plan suits you if you need to scale your marketing operations. Features in this plan include all the features from the previous plan plus:

  • Marketing automation. You can access the automation builder and additional automation features like contact scoring, drip campaigns, and event-based automation.
  • Live webinars
  • Limited web push notifications
  • Fully unlocked live chat
  • Advanced segmentation

Here’s the pricing structure for this plan:

  • 1,000 contacts – $59/month
  • 2,500 contacts – $69/month
  • 5,000 contacts – $95/month
  • 10,000 contacts – $114/month
  • 25,000 contacts – $215/month
  • 50,000 contacts – $359/month
  • 100,000 contacts – $599/month
eCommerce Marketing Plan – Pricing starts at $119/month

This plan suits eCommerce brands because all the additional features, when compared to the Marketing Automation plan, are eCommerce based. 

Features in this plan include:

  • eCommerce tools like order confirmation automation, abandoned order recovery, quick transactional emails, synced promo codes.
  • eCommerce segmentations
  • Additional webinar features like on-demand and paid webinars
  • Unlimited web push notifications and automation
  • eCommerce and product recommendation reports

GetResponse’s Advanced eCommerce toolkit—AI product recommendations, promo-code generation, Social Ads Creator—gives sellers growth features HubSpot only offers through add-ons.

Here’s the pricing structure for this plan:

  • 1,000 contacts – $119/month
  • 2,500 contacts – $139/month
  • 5,000 contacts – $169/month
  • 10,000 contacts – $199/month
  • 25,000 contacts – $299/month
  • 50,000 contacts – $444/month
  • 100,000 contacts – $699/month
Pricing verdict

GetResponse is cheaper than HubSpot. HubSpot locks key features under a paywall, so you have to upgrade, and the steep price jump from the starter plan to the pro plan is a deal breaker for many. 

GetResponse selectively provides key features in each plan and doesn’t force you to upgrade to a higher subscription like HubSpot.

Read also: HubSpot Pricing and Comparison with Affordable Alternatives


GetResponse vs HubSpot: Email Marketing

Both platforms have powerful email features that’ll help you target campaigns to a specific audience or run A/B tests to optimize your email campaigns. We’ll look at how each email marketing tool performs and give you a review of each.

HubSpot 

Its drag-and-drop email builder is powerful yet user-friendly, with simple navigation. However, you may be limited by the few templates and design options. 

As Kaizer Ahmed says:

“While the (HubSpot) platform offers a lot of customization options, some users may find that they are limited by the available templates and design options.”

The smart content and personalization tokens in HubSpot help you create a more engaging experience for your audience. Your email’s content will change based on people’s interests and behavior. Examples of personalization tokens in HubSpot include job function, last engagement date, last marketing email click date, last page seen, lifecycle stage, and many more. 

Email editor in HubSpot
Email editor in HubSpot

After creating your email, you can add it to marketing and sales automation right before sending the email. These workflows automate what happens after a contact engages with your email. 

email builder automation in HubSpot
Email builder automation in HubSpot

GetResponse

GetResponse has a ton of email templates compared to HubSpot. Although most of the templates are for eCommerce brands, they are a great choice for those who don’t have the time or resources to start from scratch.

Its email editor is simple and easy to navigate. But it’s less easy to navigate when compared to HubSpot. It’s too simple and lacks certain features like automatically creating a web version of the email or creating an A/B test directly from the email editor like HubSpot. 

Email editor in GetResponse
Email editor in GetResponse

Email marketing verdict

HubSpot is by far better compared to GetResponse. It has more email automation features to engage with your audience, like smart content, and its editor is designed to save you time.

Read also: Marketing Automation Software for Small Businesses


GetResponse vs HubSpot: CRM Integration

It’s important to choose an email marketing automation platform that integrates with your CRM because you’ll have more automation options, such as targeting new leads added to your CRM. You’ll also use data from your CRM to improve your leads scoring system.

HubSpot 

HubSpot has a native CRM since it’s an all-in-one platform. It provides seamless integration with your customer data, advanced lead management options, and marketing automation capabilities.

The direct HubSpot integration gives you more lead-scoring options and contact management features. For example, the smart contact database lets you view a lead’s entire interaction with your company, from social media and emails to tickets raised. You can also set automations triggered by events in the CRM.

Free CRM + omnichannel shared inbox let teams see every contact, deal, email, chat, Messenger thread, and form submission in one place.

HubSpot also integrates with popular CRMs like Salesforce, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Close, Copper, Bitrix24, Freshsales Suite, Insightly, Sugar CRM, Nimble CRM, Redtail CRM, Freshsales (classic), Nutshell, Bigin, Salesmate, Vtiger CRM, Ontraport and many more.

GetResponse

GetResponse lacks a native CRM like HubSpot. So you won’t get the advantage of a seamless data transfer and more customization options. But it natively integrates with popular CRMs like:

  • Salesforce
  • Microsoft Dynamics 365
  • Sugar CRM
  • Zoho CRM

You can also connect to other CRMs like HubSpot, Capsule, and Salesflare. 

CRM Integration verdict

HubSpot has more integration options than GetResponse. This makes it effective to create more personalized email campaigns and improve your marketing and sales efforts.

Read also: Free CRM with Marketing Automation


GetResponse vs HubSpot: Landing Page Creation

Creating landing pages within your email marketing software saves you time and improves user experience. However, the creation process has to be easy and intuitive, and the marketing automation tool should have the right features. In this section, we’ll look at what both platforms have to offer.

HubSpot 

The landing page builder is really easy to use. You don’t need any coding experience to create a page, as it’s all done through a drag-and-drop interface. There are also a couple of pre-designed templates to choose from, which you can customize to fit your brand and messaging. 

landing page builder in HubSpot
Landing page builder in HubSpot

You can add forms, calls-to-action, and other conversion-focused elements to the page to encourage people to take action, and then run A/B tests to see which version of the page performs better. 

Smart content modules display different versions of your content based on categories like ad source, device type, country, preferred language, lifecycle stage, or how they found your site.

GetResponse

It has over 100 design templates available. You can choose from popular categories like Download, Discount, Optin, and Webinar Invite. You can also build a landing page from scratch.

One downside to its builder is the outdated design and few customization options compared to HubSpot. 

Here’s how Meriah Kruse summed up the landing page builder:

“Although I appreciate the landing page maker, I am also still hoping for some improvement in the landing page construction functions, which I find stodgy and finicky.”

Landing page builder in GetResponse
Landing page builder in GetResponse

You can also personalize the sign-up form on your landing page by adding custom fields and customizing the text on the button. And if you want to organize the content of your page with sections or add videos, it’s easy – just drag and drop the video placeholder into the workspace and paste a link to a video URL.

GetResponse: Built-in webinar studio (live, on-demand, YouTube/Facebook streaming, polls, CTAs) comes at no extra cost.

Landing page creation verdict

HubSpot has a better landing page builder compared to GetResponse. Its UI is more user-friendly, and it lets you optimize your pages for SEO.

Read also: Is HubSpot Worth It? An In-depth HubSpot Review for Small Businesses


HubSpot vs GetResponse: Marketing Automation

Marketing automation allows you to send targeted and personalized emails to your subscribers based on their behavior, interests, and preferences. Both platforms have automation capabilities, but which one is intuitive, easy to use, and more powerful?

HubSpot

You can create a new workflow from scratch or use a template to guide you. When creating a workflow from scratch, you can select from different objects like Contacts, Companies, Deals, and more. Once you’ve chosen your object, you can then select the type of workflow you want to create, like a Blank Workflow or a Scheduled Workflow.

HubSpot’s Native ABM workflows with company scoring and automation help target high-value accounts—capabilities GetResponse lacks.

If you prefer to use a template, you can search for one that aligns with your goals and explore different automation options. Once you’ve selected a template, you can edit, add, and remove actions in the editor.

Workflow automation in HubSpot
Workflow automation in HubSpot

After selecting your object and type, you can set enrollment triggers to automatically enroll records in the workflow based on certain criteria. You can configure triggers, conditions, and actions to deliver the most effective emails to the most relevant recipients at optimal times. 

The advanced segmentation in HubSpot ensures that only the appropriate contacts are enrolled in your workflows. And by integrating data from your CRM, you can personalize your emails for maximum effect.

It’s important to note that the actions available to you depend on your subscription, and locked actions require an account upgrade to use. Once you’ve added your actions, you can clone or move them to streamline the workflow-building process.

Read also: The Best GetResponse Alternatives (Features, Pricing)

GetResponse

It allows you to create targeted, personalized campaigns that are triggered by specific user actions, such as signing up for a newsletter, landing page visits, or abandoning a shopping cart. This is different from HubSpot, which lets you create triggers not only from contacts but also from company details, deals, quotes, and tickets.

The GetResponse email marketing software has a ton of automation templates to choose from. They range from different categories such as welcome emails, engagement and retention, post-purchase, abandoned cart, online courses, webinars and events, and affiliate marketing

Marketing automation in GetResponse
Marketing automation in GetResponse

Marketing automation verdict

HubSpot is more powerful and has more features compared to GetResponse. But choosing between the two depends on your needs. GetResponse offers automation in cheaper plans than HubSpot but is geared towards small businesses, while HubSpot is expensive and suitable for large teams.

Infographic: HubSpot strength in CRM vs GetResponse strength in webinars

Read also: GetResponse Vs TinyEmail — In-Depth Analysis With Key Differences

EngageBay: A More Affordable and Powerful Alternative

HubSpot is a more powerful all-in-one CRM and email marketing platform. It’s user-friendly and better in most aspects compared to GetResponse. But it’s not suited for small teams or individuals who want an affordable and simple email marketing platform.

 

Showdown: HubSpot vs EngageBay

GetResponse is a cheaper alternative with similar features. It has more unique features like webinars and more eCommerce tools, but its interface is not user-friendly, and it’s a bit expensive compared to other email marketing platforms.

That’s where EngageBay comes in. It’s cheaper than both platforms and has all the essential features. 

For example, the $49.99/month plan allows you to run marketing automation. It includes additional features such as push notifications, site messaging, a dedicated account manager, and free onboarding sessions, which are not available in GetResponse’s marketing automation plan ($59/ month).

EngageBay workflow automation
EngageBay workflow automation

You can also automate your lead scoring process. Simply add triggers that will change lead scores based on their activities, such as link clicks and website visits. You can also run email sequences, SMS marketing, site messaging, and create landing pages and web forms.


Learn more about EngageBay:

Sign up with EngageBay for free


Wrapping Up

So, when we compare HubSpot vs GetResponse pricing, features, and other aspects, we see that HubSpot suits you if you have a big team or need a platform that will grow with you.

It’s better than GetResponse but it’s expensive.

GetResponse is cheaper and good for you if you need to run simple email marketing activities. But when compared to other platforms, it’s expensive and less easy to use.

As for the HubSpot vs GetResponse CRM features are concerned, HubSpot scores higher as well.

Check this simple comparison that clearly shows which platform is the best for small businesses:

Feature EngageBay GetResponse HubSpot
Marketing automation EngageBay ‘Pro’ GetResponse ‘Marketing Automation’ HubSpot ‘Professional’
Contacts Unlimited  25,000 25,000
Cost $119.99/mo $215/mo $2,825/mo (without onboarding) 

EngageBay is a great alternative since it’s cheaper than both platforms, has similar and additional features, and is easier to use.

Related reading: 

HubSpot vs GetResponse — Frequently Asked Questions

 

1. Which platform is more budget-friendly for a small list?

If you have around 1 k contacts, GetResponse’s Email Marketing tier costs about $19 per month with unlimited sends. HubSpot’s Starter tier is roughly $20 per month but caps sends at five times your contact limit, so costs climb faster as you scale.

2. Does either tool include a built-in CRM?

HubSpot originated as a CRM and still bundles contact, deal, and pipeline management for free across all plans—plus a unified inbox for email, chat, and Messenger. GetResponse focuses on email marketing and e-commerce automation; it offers no native CRM or shared inbox.

3. Which service handles webinars natively?

GetResponse ships with a full webinar studio—live or on-demand sessions, registration pages, polls, CTAs, and YouTube/Facebook streaming—at no extra cost on its Marketing Automation tier. HubSpot has no built-in webinar tool; you must integrate Zoom, GoToWebinar, or a similar app.

4. How do they differ on account-based marketing (ABM)?

HubSpot Marketing Hub Pro unlocks ABM workflows, automated company scoring, and target-account reports. This lets B2B teams orchestrate multi-contact outreach from one place. GetResponse lacks any ABM functions, so users have to bolt on third-party tools or manage accounts manually.

5. What e-commerce promotion features stand out?

GetResponse offers native promo code generation, product-recommendation widgets powered by AI, and an integrated Social Ads Creator for banner or video ads—all within the same dashboard. HubSpot relies on external integrations for promo codes and recommendations and provides no built-in social ad designer.

The post HubSpot Vs GetResponse: Head‑to‑Head Comparison (2025) appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/hubspot-vs-getresponse/feed/ 0
EngageBay Vs HubSpot (2025): Ultimate CRM Showdown for Price, Features & Support https://www.engagebay.com/blog/engagebay-vs-hubspot/ https://www.engagebay.com/blog/engagebay-vs-hubspot/#respond Fri, 01 Aug 2025 05:45:10 +0000 https://www.engagebay.com/blog/?p=21958 EngageBay Vs HubSpot is the CRM comparison every SMB is asking about…let’s find out why! Choosing the right CRM software […]

The post EngageBay Vs HubSpot (2025): Ultimate CRM Showdown for Price, Features & Support appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
EngageBay Vs HubSpot is the CRM comparison every SMB is asking about…let’s find out why!

Choosing the right CRM software can be a rigorous process. And most often, HubSpot CRM comparisons are all over the place.

Luckily, you’ve successfully narrowed your choices to two powerful options — EngageBay vs HubSpot.

This also means you’re now faced with the dilemma of choosing one CRM that caters to your business needs.

For one, EngageBay and HubSpot CRM share some similarities. They both have a fully integrated CRM suite and specific tools that support marketing, sales, and customer service teams. 

However, when you compare EngageBay vs HubSpot, there are key differences like pricing, specific features, quality of support, and more that you should consider before investing in either CRM.

In this post, we’ll give you all the information you need to make the right choice before opting for EngageBay or HubSpot CRM.

Here’s what you’ll learn: 

  • What are EngageBay and HubSpot CRM?
  • EngageBay Vs HubSpot: Pros & Cons at a Glance
  • EngageBay vs HubSpot: Key differences
  • Who is HubSpot best for?
  • Who is EngageBay best for?
  • What is it like to use a HubSpot CRM alternative?
  • How do EngageBay and HubSpot compare in usability?
  • How do EngageBay and HubSpot compare in marketing automation?
  • How do EngageBay and HubSpot compare in sales tools?
  • How do Engagebay and HubSpot compare in service tools?

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

What are EngageBay and HubSpot CRM?

EngageBay is an all-in-one CRM with a suite of tools to help your business acquire, engage, nurture, and convert leads into customers. Its unified CRM suite has marketing, CRM & Sales, and Service Bays. It is widely recognized as a more affordable HubSpot alternative.

Also an integrated email marketing software, HubSpot CRM consists of tools that make it easy to manage customer data, communications, and related processes. It comprises Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub. 

EngageBay Vs HubSpot: Pros & Cons at a Glance

Take a look at the Pros & Cons for both EngageBay and HubSpot:

EngageBay Pros

  • Free, full-featured help desk & live chat – The EngageBay free CRM offers unlimited tickets, agents, and chats for life.

  • Budget-friendly pricing that starts at $0 – paid CRM Suite begins at $14.99/user per month; no contracts or onboarding fees.

  • All-in-one toolset for SMBs – marketing automation, sales, service, and 360° contact view inside one interface.

  • Top-rated ease of use (9.1/10 on G2) with a clean, intuitive UI.

  • Responsive human support on every tier – live chat and email even on the free plan, plus a dedicated CSM from Growth upward.

  • Free assisted migrations to make switching painless.

EngageBay Cons

  • Smaller native app marketplace – relies heavily on Zapier/Integrately; far fewer one-click integrations than HubSpot.

  • Limited enterprise features – no custom objects, granular permission sets, or marketing-events object.

  • Template & page editors feel clunky – newcomers report a steeper learning curve when exploring the many modules.

HubSpot Pros

  • Generous free CRM – up to 1 million contacts, unlimited view-only users, plus email marketing, forms, live chat, and pipelines.

  • Massive feature breadth & ecosystem – six hubs (Marketing, Sales, Service, CMS, Ops, Commerce) and 1,000+ vetted integrations.

  • Polished UX & guided onboarding – drag-and-drop tools and structured tutorials speed up adoption.

  • Seat-based pricing can lower entry cost – Core seats at $20 each, view-only seats remain free.

  • Deep analytics & automation at Pro tier – advanced SEO, ABM, AI content assistant, and revenue attribution.

HubSpot Cons

  • Total cost rises quickly – Starter may be $18–$50/month, but Professional jumps to ~$890/month (Marketing Hub) plus $3k–$12k onboarding and annual contracts.

  • Complex seat structure & lost free edits – 2024–25 pricing shift introduced paid Core seats and license confusion.

  • No live support on the free plan – community forums only; real chat/phone support starts at Starter.

  • Limited chatbot depth & analytics compared with specialist providers; no built-in AI for live-chat flows.

  • Template customisation can be restrictive for power users needing bespoke layouts or advanced objects.

How to use this list

  • Early-stage or cost-sensitive? EngageBay’s forever-free help desk and low-commitment paid plans keep risk minimal.

  • Scaling fast with complex data models? HubSpot’s breadth, custom objects, and vast marketplace may justify the premium—just budget for onboarding and potential seat creep.

Match your must-have features (e.g., advanced automation, deep integrations) against your budget horizon to choose the best fit.

EngageBay vs HubSpot quick stats comparison (pricing, onboarding, user limits, 2025

👉 Enhance your email marketing with our free email templates designed to boost engagement and conversions.

EngageBay vs HubSpot: Key Differences

Here, we’ll focus on the main differences that exist between EngageBay and HubSpot in terms of the Marketing, Sales, and Service bays/hubs and the all-in-one CRM suite. 

EngageBay Vs HubSpot Pricing 

EngageBay Pricing

engagebay pricing

Starting at $0 for the EngageBay free CRM, EngageBay offers free tools and a free-forever Service Bay tailored to startups and SMBs. EnagageBay also offers affordable paid plans starting from:

  • CRM Suite: $14.99/mo for Basic, $64.99/mo for Growth, and $119.99/mo for Pro
  • Marketing Bay: $12.99/mo for Basic, $49.99 for Growth, $79.99 for Pro
  • Sales & CRM Bay: $12.99/mo for Basic, $49.99/mo for Growth, 79.99/mo for Pro

Also, you get an 8% discount if you choose a yearly subscription and a 15% for a biennial subscription.

HubSpot Pricing

While HubSpot also has a free tool, the paid plans cost significantly more. Here’s how much you’ll spend on each plan:

Hubspot pricing

  • HubSpot CRM Suite: $50/mo for Starter ($18/mo for new users), $1,780/mo for Professional, and $5,000/mo for Enterprise. One-time mandatory onboarding fees for the last two plans costs an additional $3,750 and $12,000 respectively. 
  • HubSpot Marketing Hub: $50/mo for Starter ($18/mo for new users), $890/mo for Professional, and $3,200/mo for Enterprise. The one-time mandatory onboarding fees for the Pro and Enterprise accounts costs $3,000 and $6,000 each.
  • HubSpot Sales Hub: $50/mo for Starter ($18/mo for new users), $500/mo for Professional, and $1,200/mo for Enterprise. One-time onboarding fees for the last two plans are $375 and $3,000 each.
  • HubSpot Customer Service Hub: $50/mo for Starter ($18/mo for new users), $400/mo for Pro, and $1,200/mo for Enterprise. The one-time onboarding costs an additional $375 for Pro and $3,000 for Enterprise.

You get 10% off if you opt for yearly billing in the hubs only. Also, HubSpot allows you to combine plans from different hubs to create a bundle. 

HubSpot 2024 pricing update

In March 2024, HubSpot introduced two new seats: Core and View-Only. The View-Only seats are unlimited and free and offer view-only access to that particular subscription’s features. The paid core seats offer edit access and are helpful for management, team leaders, and CEOs.
Here’s the catch. The new paid Core seats were previously part of the free plan, meaning users now need to pay to enjoy the privileges they had for free before.

This table can help you understand better: 

User requirement Previous pricing structure New pricing structure
Users requiring view-only access to reports, records, and other data Included in the free plan Now offered in the free, View-Only seat
Users requiring edit access to records and reports, email tracking, and other editable tasks Included in the free plan Now offered in the paid, Core seat
Users requiring sales and service-specific features Dedicated Sales and Service seat Dedicated Sales and Service seat

Winner between EngageBay and HubSpot in Pricing: EngageBay

“In the past I used HubSpot and Salesforce. I expected switching to EngageBay would be hard, but it was actually simple. The platform is incredibly user-friendly, feature-rich and intuitive—perfect for anyone coming from other CRMs.”
— Birendra K., Small-business user, March 2025 (G2)

Marketing Madness: HubSpot vs EngageBay Face-Off!

Read also: HubSpot Pricing and Detailed Comparison with Other Alternatives

EngageBay Vs HubSpot Contract

EngageBay’s Terms

EngageBay vs HubSpot: EngageBay contract terms

There are no mandatory annual contracts or commitments on EngageBay. You can choose to pay for as many months as you like and cancel at any time. This allows you to assess if the CRM meets your needs before investing in a yearly or biennial plan. 

HubSpot’s Terms

Only HubSpot’s Starter plans allow you to commit to a monthly payment. While you can pay monthly in the Professional packages, you’ll have to commit to an annual contract.

Engagebay vs HubSpot: Hubspot contract terms

Here’s how it works: 

Let’s say your contract requires a 12-month commitment and a monthly billing cycle. If your needs change in month 7 and you cancel your subscription, you’ll still have to pay for the unused 5 months.

This mandatory yearly commitment also applies to the Starter and Pro plan for the CRM suite.

For the Enterprise plan in all HubSpot’s products—hubs and CRM suite—you have to pay upfront for a year’s subscription.

Winner between EngageBay and HubSpot in Contract: EngageBay

Read also: Top 5 HubSpot Competitors For The Cost Conscious


No time to read so much? No worries! Here’s a video explaining how EngageBay compares to HubSpot:

 

EngageBay Vs HubSpot – Which Is Better for CRM?


EngageBay Vs HubSpot Functionality

Both CRMs have great tools to help you attract visitors, connect with customers, and close more deals. In subsequent sections, we’ll explore specific features in EngageBay and HubSpot’s CRM suites and bays/hubs. 

Let’s look at some prominent features:

EngageBay CRM Features

Offers contact management, sales & marketing automation, appointment scheduling, deal management, forms & landing pages, email sequences, ticket management, chat form customization, analytics & reporting, integrations, ABM tools, and more, making it a top HubSpot alternative. 

HubSpot CRM Features

Offers campaign management, meeting scheduling, analytics & reporting dashboard, email marketing, live chat, contact management, sequences, landing page & form builder, lead tracking, lead management, marketing automation, ticketing, integrations, and more.

Winner between EngageBay and HubSpot  in Functionality: Tie

Read also: What is HubSpot? Definition, Features, Pricing, Who it’s Best for

EngageBay Vs HubSpot Customer Support

EngageBay 

EngageBay provides 3 customer support options—Email & chat, a dedicated account manager, and phone support. The best part is that all users have access to email & chat assistance, even if you’re on the free plan. 

According to customers’ reviews, the text support is quick, incredibly helpful, and exceptional. Here’s what a customer has to say (EngageBay review):

Engagebay customer support testimonial
Source

The Growth plan and above come with a dedicated account manager. If you upgrade to the pro version, you’ll get additional phone support.

HubSpot

HubSpot offers email & chat support for all Starter plans and above. From customers’ reviews, the chat option is an easy way to get help.

Hubspot customer review
Source

On the Professional and Enterprise accounts, you’ll get additional support via phone. 

However, unlike EngageBay, there’s no support for the free plan in HubSpot. You’ll have to follow conversations on the HubSpot community or get answers from other users. 

Winner between EngageBay and HubSpot in Customer Support: EngageBay 


Enhance Your Email Marketing

Want to make your emails more impactful? Check out our beautiful, easy-to-customize email templates. Designed to boost engagement, these templates from EngageBay will help your emails stand out. Just customize the images, headings, and CTAs for your brand, and hit send in a few minutes!

 Browse the Template Library 


Who Is HubSpot Best For? 

HubSpot targets businesses of all sizes that wish to optimize their marketing, sales, and customer service processes on one platform. However, as many businesses have varying needs, what’s ideal for a large-scale enterprise may not be the same for a startup or SMB.

Hubspot review
Source

HubSpot bridges this gap by providing free, Starter, Professional, and Enterprise plans that fit the needs of small to large businesses.

But when it comes to pricing, the odds are tilted slightly against small businesses. For instance, you may start with the free plan. As your business needs increase and you need ABM tools and automation, you’ll have to upgrade to the Professional plan, which costs $890/mo in the Marketing hub, a one-time $3000 mandatory onboarding, and an annual commitment.

This expensive pricing makes HubSpot less ideal for most SMBs and more suited to large organizations with deep pockets.

👉 Boost your email campaigns with our free, customizable email templates that drive results.

Read also: An In-Depth Look At HubSpot vs Pipedrive

Who is EngageBay Best For?

EngageBay is built with small to mid-sized businesses in mind.

SMB owners can get all the features they need at incredibly affordable and much lower prices. This includes up to 26 features on the EngageBay free CRM plan and powerful functionality like 360-degree customer view, timezone-based email delivery, and landing page A/B testing in the paid packages.

Engagebay client review
Source

EngageBay’s pricing is budget-friendly too. For example, to get marketing automation, you’ll only have to pay $34.99/mo on the Marketing bay. Onboarding is free and you aren’t locked into a mandatory annual commitment either. 

If you’re an SMB owner looking for a scalable CRM that’s affordable, EngageBay checks all the boxes.

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

Read also: Is HubSpot CRM Truly Free? An Unbiased Guide (with User Reviews)

What Is It Like To Use a HubSpot CRM Alternative?

Imagine an all-in-one CRM software where you get all the features you need to run your business, an easy-to-use platform, and high-quality support for a fraction of HubSpot’s pricing. That’s what it’s like to use an excellent HubSpot alternative like EngageBay. 

Don’t take our word for it. Let’s see what customers who used HubSpot but switched to EngageBay have to say:

Hubspot switcher feedback
Excellent support and competitive features for lower cost. Source

Switching to engagebay
Great experience and functionality than several CRMs. Source

Engagebay wins over hubspot
Efficient and scalable CRM for SMEs. Source

Read also: CRM Showdown — HubSpot vs Zoho Review and Comparison

How Do EngageBay And HubSpot Compare in Usability?

Choosing a CRM your team can implement without any special training could save you from lots of CRM nightmares, like relying on inaccurate data due to a wrong configuration. This makes usability a key factor to consider when choosing between EngageBay and HubSpot CRM. 

Let’s look at the usability of both CRMs:

EngageBay CRM

Engagebay CRM is easy to use
Source

Nearly all customer reviews reflect ‌that EngageBay has an intuitive UI that’s easy to use with or without customer support. 

Of course, experiences vary. This explains why a few users also note that EngageBay has a bit of a learning curve as they expect in any other CRMs during setup.

Here are EngageBay’s ratings in G2’s usability score:

Ease of use: 9.1. Ease of setup: 9.1

HubSpot CRM

Hubspot CRM feedback
Source

According to reviews from most HubSpot customers, the platform is user-friendly. However, other customers also mentioned that using HubSpot can be complicated, with a learning curve ranging from moderate to very high.

Here are HubSpot’s ratings in G2’s usability score:

Ease of use: 8.6. Ease of setup: 8.1

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

How Do EngageBay And HubSpot Compare In Marketing Automation?

While both CRMs have some similar functionality, there are features in EngageBay that aren’t present in HubSpot and vice versa. The best CRM, in this case, comes down to the features you need from your ideal CRM software. 

Note: There are more features in both HubSpot and EngageBay than those listed below (and in other sections), but we’ll focus on the prominent functionalities of both CRMs.

Free Plan

Feature EngageBay HubSpot
Email marketing  ✔ ✔
Reporting dashboard ✔ ✔
Integrations ✔ ✔
Marketing events object × ✔
Custom user permissions & management × ✔
Basic predictive lead score ✔ ×
SSL-enabled landing pages ✔ ×
Social suite ✔ ×
Email sequences ✔ ×
Technical support Email & chat ×

Basic vs Starter Plan

Feature EngageBay Basic HubSpot Starter
Multiple currencies × ✔
Payments × ✔
Email health insights × ✔
Custom fields ✔ ✔
Lead scoring ✔ ×
Email & chat support ✔ ✔

Growth vs Professional

Feature EngageBay Growth HubSpot Professional
A/B testing  ✔ ✔
Automation ✔ ✔
Blog &  SEO tools × ✔
Triggers ✔ ✔
Single sign-on  ✔ ×
Technical Support Email, Chat, & dedicated account manager  Email, chat, & phone 

Pro vs Enterprise

Feature EngageBay Pro HubSpot Enterprise 
Predictive Lead scoring  ✔ ✔
Role management  ✔ ✔
Hierarchical teams ✔ ✔
Advanced analytics ✔ ✔
Single sign-on  ✔ ✔
Technical Support Email, Chat, & dedicated account manager, phone support  Email, chat, & phone 

👉  Enhance your email marketing with our email templates.

Read also: HubSpot vs Insightly — Pricing, Functionality, Features & More

How Do EngageBay And HubSpot Compare In Sales Tools?

Below are notable features you’ll get from each plan in EngageBay Sales Bay and HubSpot CRM to support your sales process:

Free Plan 

Feature EngageBay HubSpot
Meeting scheduling  ✔ ✔
Reporting dashboard ✔ ✔
Contact management  ✔ ✔
Integrations ✔ ✔
Social suite Twitter, Facebook, Instagram ×
Deals  ✔ ✔
Email templates ✔ ✔
Email tracking  ✔ ✔
Technical support Email & Chat support ×

Basic vs Starter Plan

Feature EngageBay Basic HubSpot Starter
Calling minutes  ✔ ✔
Goals ✔ ✔
Sales Automation  × ✔
Deal pipeline customization  ✔ ✔
Technical support Email & Chat support Email & Chat support 

Growth vs Professional

Feature EngageBay Growth HubSpot Professional
Sales Automation tools ✔ ✔
Timezone-based email delivery/smart send times  ✔ ✔
Email sequences ✔ ✔
Proposals  ✔ ✔
Multi-currency ✔ ✔
Technical Support Email, Chat, & dedicated account manager  Email, Chat, & phone 

Pro vs Enterprise

Feature EngageBay Pro HubSpot Enterprise
Proposal analytics  ✔ ✔
Role management  ✔ ✔
Call transcripts  ✔ ✔
Account-Based Marketing  ✔ ✔
Playbooks/Sales scripts  ✔ ✔
Technical Support Email, Chat, dedicated account manager, phone Email, Chat, & phone 

How Do EngageBay And HubSpot Compare in Customer Service Tools?

Engagebay service bay
EngageBay Service Bay

Here’s a shocker: EngageBay Service Bay is completely free! You have unlimited access to the two software—the Free Help Desk and the Live Chat—within this Bay.  

For HubSpot Service Hub, you have to pay $50/mo for Starter, $500/mo for Pro, and $1200/mo. Don’t forget the additional one-time onboarding fee of $375 for Pro and $3000 for Enterprise. Let’s look at how EngageBay and HubSpot Service tools stack up:

Feature EngageBay HubSpot
Free Starter Pro Enterprise 
Ticketing  ✔ ✔ ✔ ✔ ✔
Live chat ✔ ✔ ✔ ✔ ✔
Canned responses  ✔ ✔ ✔ ✔ ✔
Smart workflows/workflow automation feature ✔ × ✔ ✔ ✔
Permission sets × × × ✔ ✔
Field-level permissions  × × × × ✔
Custom objects × × × × ✔
Reporting ✔ ✔ ✔ ✔ ✔
Integrations  ✔ ✔ ✔ ✔ ✔
Conversation routing ✔ × ✔ ✔ ✔
Feedback management  ✔ × × ✔ ✔
Live chat transcripts ✔ × × × ✔
SLAs ✔ × × × ✔
Technical support  Email & chat support × Email & chat support  Email, chat, & phone Email, chat, & phone

Learn more about EngageBay:

“I have a lot of experience with HubSpot and Salesforce. HubSpot’s functionality was great but far too expensive for my current company. EngageBay delivers most of the same features at a fraction of the price.”
— Jason T., Project Manager (Construction industry), July 12 2024 (Capterra)

Sign up with EngageBay for free

EngageBay Vs HubSpot (2025)

Wrap Up: EngageBay vs HubSpot CRM

There you have it: the key differences of the EngageBay vs HubSpot CRM comparison: ideal target businesses, tools, prices, and more! 

HubSpot offers a CRM suite and standalone tools you need for your sales, marketing, and customer service. 

To use HubSpot’s CRM,  you can start with the free plan or a Starter plan that costs $50/mo upwards, a Professional account of $400/mo and above, or an Enterprise plan of $1200/mo+ for the lowest priced hub. 

Bar chart: EngageBay vs HubSpot pricing tiers 2025

HubSpot’s Professional and Enterprise plans require a mandatory onboarding fee that costs between $375 to $12,000 and an annual contract commitment.

However, if you’re a small and mid-sized business owner who needs an integrated CRM with tailored features at affordable pricing, try EngageBay as the best HubSpot alternative. 

You have access to an all-in-one CRM or three standalone tools —Marketing, CRM & Sales, and Service (free) bays.

Pricing for the paid plans ranges from $12.99/mo to $119.99/mo, making it very budget-friendly for SMBs, and the best HubSpot alternative. 

Sign up free for a first-hand experience of how EngageBay can help your business.

👉 Discover the strengths of the top HubSpot competitors in our detailed guide, and see what suits your business best.

Related reading: 

👉 Have you tried our email templates? Share your experience in the comments below, and let us know how they worked for your campaigns!

FAQs: EngageBay Vs HubSpot

 

Is EngageBay cheaper than HubSpot?

Yes. EngageBay’s pricing starts at $0 for its all-in-one ‘Free’ tier, then $14.99 per user/month with no contracts or onboarding fees. HubSpot’s Starter bundles begin around $18/month, but core seat charges, annual commitments, and one-time onboarding fees make overall costs rise sharply as you scale.

Which platform offers a better free plan?

Both supply a free CRM, yet EngageBay’s includes help-desk, live chat, marketing automation, and 1 GB file storage for unlimited users, plus real-time support. HubSpot’s free tier is generous on contact limits (up to one million) and basic email tools, but lacks live support and advanced automation until you upgrade.

How do integrations compare between EngageBay and HubSpot?

HubSpot holds the edge with 1,000-plus vetted apps in its Marketplace—covering e-commerce, finance, analytics, and more—plus an open API. EngageBay connects natively to a smaller set of essentials such as Stripe, Zapier, and QuickBooks, leaning on Zapier or Integrately to link most third-party tools for deeper connectivity overall.

Can I migrate from HubSpot to EngageBay easily?

Absolutely. EngageBay provides free assisted migration, importing contacts, deals, tasks, lists, and email templates from HubSpot or CSV, while mapping custom fields where possible. The transition typically spans a few hours to a couple of days, depending on data volume, with EngageBay’s support team guiding every step.

Which tool is better for rapidly scaling teams?

Enterprises needing custom objects, granular permissions, robust analytics, and an extensive integration ecosystem often pick HubSpot despite its higher cost. Budget-conscious small-to-mid-size businesses valuing affordability, core automation, and responsive support may thrive with EngageBay, upgrading tiers gradually as user counts and requirements grow.

The post EngageBay Vs HubSpot (2025): Ultimate CRM Showdown for Price, Features & Support appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/engagebay-vs-hubspot/feed/ 0
What Is HubSpot? A Complete Guide to HubSpot CRM, Marketing, Sales & Service Tools https://www.engagebay.com/blog/what-is-hubspot/ https://www.engagebay.com/blog/what-is-hubspot/#respond Mon, 28 Jul 2025 05:45:26 +0000 https://www.engagebay.com/blog/?p=21812 For nearly every marketer or business owner, inbound marketing and all-in-one CRM bring one name to mind. HubSpot. HubSpot is […]

The post What Is HubSpot? A Complete Guide to HubSpot CRM, Marketing, Sales & Service Tools appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
For nearly every marketer or business owner, inbound marketing and all-in-one CRM bring one name to mind.

HubSpot.

HubSpot is one of the popular all-in-one CRMs. And like most well-known unified CRMs, the HubSpot CRM platform provides a suite of sales, customer service, content management, and operations tools.

Having ‌these tools in one place is a win because you get to skip the trouble of juggling from one software to another. The best part is that, like many CRM software, HubSpot has free plans ‌you can explore before you opt for a paid plan. 

For some businesses, the HubSpot CRM platform is a good starting point to streamline marketing and sales-related processes. But is HubSpot really the best CRM software for you as an SMB owner (even with its free plan)?

Not quite.

Several factors make HubSpot CRM a less ideal choice for small and mid-size businesses. These factors range from limited functionality to hefty pricing plans and more which we will cover in this guide.  

Here is exactly what you’ll be learning today about the HubSpot CRM:

But before we dive in, here’s a quick comparison of HubSpot’s with two other popular CRMs:

Even though HubSpot offers a robust CRM, here’s how it compares with top alternatives like EngageBay and Zoho CRM:

  • Cost to get started: HubSpot’s Starter Customer Platform sits at $20–$50 / mo but its contact‑based pricing climbs fast; EngageBay’s Basic Plan is $12.74 / user / mo (plus a free‑forever tier) and Zoho’s Standard plan is $14 / user / mo, so both stay friendlier to small budgets.

  • Automation unlock point: Full workflow automation kicks in for HubSpot only at the $100 / seat Professional tier; EngageBay introduces multi‑channel automations in its Growth Plan ($55.24 / user / mo) (and basic triggers even in Free), while Zoho adds advanced “Blueprint” automation at $23 / user / mo (Professional).

  • Hidden fees & branding: HubSpot layers on mandatory onboarding ($1.5K – $7K) and keeps its logo on free assets; EngageBay and Zoho drop the branding once you’re on a paid plan and charge no onboarding fees.

  • Free‑tier seat limits: HubSpot Free caps you at 2 users; Zoho Free offers 3 users; EngageBay Free lets 15 users collaborate—big advantage for lean teams.

  • Best‑fit snapshot:

    • HubSpot → Enterprise‑grade inbound stack if budget isn’t a blocker.

    • EngageBay → All‑in‑one sales‑plus‑marketing suite at startup‑friendly pricing (Basic $12.74, Growth $55.24, Pro $101.99).

    • Zoho CRM → Affordable per‑user model with deep customization for growing SMBs.

HubSpot vs EngageBay vs Zoho CRM feature and pricing comparison

Now let’s get to the details.

What Is HubSpot CRM and Why It Matters

HubSpot is a cloud-based CRM that rolls marketing, sales, service, content‑management, and operations tools into a single workspace. Instead of toggling between disparate apps, teams get a unified dashboard for capturing and nurturing leads, automating follow‑ups, tracking deals, and publishing inbound content—all under one roof.

Why does that matter? Because centralization fuels better data visibility and faster revenue cycles. With customer emails, chat transcripts, deal stages, and analytics living in one ecosystem, reps can deliver timelier, more personalized outreach. Marketers, meanwhile, can build end‑to‑end campaigns—from blog post to closed‑won—without exporting lists or stitching reports together. The result is higher productivity, smoother hand‑offs, and a clearer picture of ROI at every touchpoint.

That said, while the free version lets you test up to 23 core features, many advanced functions—like custom reporting, sophisticated automation, and premium support—sit behind steeper paid tiers. So before committing, SMBs should weigh HubSpot’s comprehensive toolkit against their budget and growth roadmap. Still, when businesses ask “What is HubSpot”, the short answer is: a powerhouse CRM that unifies your customer journey and scales your inbound strategy—provided the price fits your plan.

Is HubSpot CRM Free to Use?

Uhmmm…this question is a tough nut to crack. And a single-word answer wouldn’t do it justice. Let’s walk through HubSpot’s free plans to help you get the full picture.

HubSpot’s free CRM software allows you to use up to 23  free features such as ad management, email marketing, list segmentation, contact management, ticketing, deal pipeline, and app marketplace integrations.

HubSpot CRM dashboard showing activity log

Source

On its standalone solutions such as the HubSpot all‑in‑one marketing hub, you also have access to any of these free features relevant to each hub. 

But that’s where the good news ends. 

While these features are free, they have considerable limitations. An example is HubSpot’s built-in reporting—a critical tool for every business. On the free plan, you only have access to basic analytics. With insufficient data, optimizing your processes and scaling your business becomes an uphill battle.

Hubspot CRM review on Getapp

Source

Hubspot CRM poor review on Getapp

Source

So even though you might start out free, you need to upgrade to a paid plan for better functionality of these essential features. 

Read also: Is HubSpot CRM Truly Free? An Unbiased Guide (with User Reviews)

HubSpot Paid Plans

Currently, there are two categories in HubSpot’s paid plans; the all-in-one CRM suite and the single hubs. 

The all-in-one CRM suite combines all the tools in single hubs into one software. Moving from free tools to HubSpot’s best CRM suite plan could cost you up to $5,000 every month and $60,000 when billed yearly.

$60,000 a year is not a chicken change for SMBs. That’s a fortune.

Hubspot-CRM-paid-plans

Source

How about you opt for a single hub? Well, you’ll pay a lower but still substantial amount. 

A hub is a system within a CRM suite that caters to specific processes. These systems can function independently of others. For example, EngageBay’s Marketing Bay, CRM & Sales Bay, and Service Bay are equivalents of hubs. 

There are 5 hubs within HubSpot’s CRM suite. Let’s briefly look at each one, its pricing plan, and its functionalities.

Infographic showing HubSpot Marketing, Sales, Service and Operations Hubs

HubSpot Marketing Hub

The HubSpot all‑in‑one marketing software provides marketing tools businesses need to attract visitors, convert leads, and generate reports.

Notable features in HubSpot’s marketing hub include tools for content creation, SEO, ads management, social media management, landing page builder, marketing automation, multi-touch revenue attribution, and reporting & analytics.

HubSpot Marketing Hub Pricing

 HubSpot-marketing-hub-pricing

Source

  • HubSpot Marketing Hub Starter: Comes with 1000 marketing contacts and increased functionality of free features for $50/month. 
  • HubSpot Marketing Hub Professional: Designed for up to 10 teams, gives you access to 2,000 marketing contacts, everything in the starter pack, and additional features. Pricing starts from $890/monthly plus a one-time onboarding fee of $3,000. 
  • HubSpot Marketing Hub Enterprise: Supports 300 teams, 10,000 marketing contacts, more scalability in what’s available on the pro pack, and other features. It costs $3,200/month paid yearly and a $6,000 one-time onboarding fee. 

HubSpot Sales Hub

The sales hub allows sales teams to track leads and prospects, optimize sales processes, and close more deals. Popular features include email templates & tracking, conversation intelligence, live chat, pipeline management tool, sales automation, sales analytics & reporting dashboards.

HubSpot Sales Hub Pricing

HubSpot sales hub pricing

Source

  • Starter: Includes 2 paid users, fewer limitations of the free features, and additional features for $50/month upwards.
  • Pro: Pricing starts from $500/month for the starter pack tools plus 5 paid users, automation, advanced reporting & analytics, personalization tools, technical support, and price & quote configuration. Currently, the required one-time onboarding fee is $375. 
  • Enterprise: The enterprise plan allows for everything in the pro plan, 10 paid users, extensive customization, advanced permissions, and more features for $1,200/month paid yearly. You’ll also pay a one-time $3,000 onboarding fee.     

HubSpot Customer Service Hub

HubSpot’s customer service hub contains tools for communicating with customers and delivering great customer service. Features here include omnichannel messaging, live chat & conversational bots, automation, knowledge base, and canned snippets.

HubSpot Service Hub Pricing

HubSpot service hub pricing

Source

  • Starter: For $50/month, you’ll get more features within the free tools plus bots, calling features, shared inbox, email templates, basic ticket automation, and other simple features.
  • Pro: You have access to the starter tools, help desk automation, knowledge base, customer experience/service analytics, customer portal, and more. Currently, pricing starts from $400 but will soon increase to $500, according to HubSpot. The one-time onboarding fee is $375.
  • Enterprise: The ultimate sales plan comes with more access to what’s available on the pro and other advanced features the HubSpot platform offers. Pricing starts at $1,200/month paid yearly with an additional one-time onboarding fee of $3,000.

👉 Not happy with HubSpot? Take a look at our blog post introducing the top HubSpot competitors.

HubSpot CMS Hub

In the CMS hub, you can access content marketing tools for building a website and creating blog posts. This includes a website hosting tool, drag-and-drop editor, security features, SEO recommendations, contact attribution reporting, and payment support. 

HubSpot CMS Hub Pricing

HubSpot CMS hub pricing

Source

  • Starter: Pricing starts at $25 for premium hosting, content delivery network, website security, basic website building tools, live chat, & forms, and reporting.
  • Professional: You get everything in the starter plan, default user & team permissions, dynamic personalization, Google Search Console integration, and additional features for $400/monthly.
  • Enterprise: Besides the pro tools, you can access advanced features like single sign-on, site performance monitoring, adaptive testing, and web apps. Pricing starts at $1,200/month paid yearly. 

HubSpot Operations Hub

Tools within HubSpot’s latest operations hub help businesses automate their processes and connect data and apps into one place. Tools in this hub include data sync, data quality automation, workflow extensions, custom process automation, and custom report builder.

HubSpot Operations Hub Pricing

HubSpot operations hub pricing

Source

  • Starter: This plan offers the free CRM plus customer data sync, reporting dashboard, list segmentation, multiple currencies, and email/in-app support for $50/month. 
  • Pro: You’ll get everything in the starter plan plus additional features like programmable automation, record customization, standard customer scoring, and webhooks for $800/month.
  • Enterprise: Finally, the most expensive plan in this hub gives you access to the pro tools and advanced customization and data management features for $2,000/month paid yearly.

Read also: HubSpot vs MailChimp — A Complete Product Comparison

HubSpot 2024 Pricing Update

Based on the above information, you might already have guessed that HubSpot is quite expensive. 

How would you feel if I told you HubSpot’s new pricing changes indirectly makes the software even more expensive?

Let’s get started. 

In March 2024, HubSpot introduced two new seat-based pricing model for all new users (existing users will be moved to the new structure during renewals). Here’s a quick summary of the model: 

  • The two new seats: Core seats and View-Only seats.
  • The View-Only seat does not offer any edit access. All plans offer unlimited free View-Only seats. The Core Seat offers users edit access to all the features in their subscriptions.
  • The free edit-access seats that HubSpot was offering previously no longer exist – they are now the paid ‘Core Seats’. This means that those who enjoyed having free edit access previously should now purchase at least a Core seat to continue editing (or do away with a View-Only seat).
  • The Sales & Service seat offers core seat capabilities as well as extra features for sales and service. 

This table can help you understand the new pricing updates further: 

User requirement Previous pricing structure New pricing structure
Users requiring view-only access to reports, records, and other data Included in the free plan Now offered in the free, View-Only seat
Users requiring edit access to records and reports, email tracking, and other editable tasks Included in the free plan Now offered in the paid, Core seat
Users requiring sales and service-specific features Dedicated Sales and Service seat Dedicated Sales and Service seat

HubSpot Pricing Decoded (2025): What They Don’t Want You to Know
 

Why Is HubSpot CRM So Expensive for SMBs?

First off, HubSpot’s suite of tools can serve organizations with up to 300 teams. This makes it ideal for larger businesses. That said, it’s no surprise that their pricing plan reflects this targeting, even if you’re on their lowest-paid package.

HubSpot marketing hub add-on

Source

Besides the plans, add-ons follow the same route and can quickly result in huge bills. Say you’re using the starter package, which costs $50, and you decide to get a little functionality boost. The only API limit increase available for this level costs $500. That’s 10x higher than the initial plan. 

Let that sink in for a second. 

Of course, large companies with higher needs and bigger budgets can afford these astronomical fees and justify their use. But for startups and small businesses with limited resources, using the HubSpot CRM platform requires lots of thought because of the hefty price tags. This results in the big question … 

Read also: HubSpot vs SharpSpring — A Side-by-Side Comparison of Key Features

Is HubSpot Worth The Money For Small Businesses?

To understand if HubSpot is a good choice for your small business, there are three main factors to consider:

Your Business Needs

The value of CRM software depends on how well it meets your business needs. Carefully evaluate your immediate and future needs against the features in HubSpot. Does it fit into your processes? Does it support your overall marketing goals and objectives? Is it scalable? Also, what is HubSpot used for?

It’s important to know that while the HubSpot CRM platform has some cool features, critical tools that you’ll need in the future are likely locked away in more expensive plans that cost at least 1,000% more than their starter plans.

Here’s what a customer says about this:

Hubspot customer review on Reddit

Source

This was two years ago. Today, the outlook is still the same. 

Read also: 9 CRM Best Practices for Small to Large-scale Businesses

Your CRM Budget

How much do you want to invest in a CRM? Your budget goes beyond the monthly/yearly cost of the software. You need to factor in implementation costs, future upgrades, add-ons, and integrations.

Hubspot marketing hub customer review on G2

Source

For a clearer view of what HubSpot might cost you, imagine you want to create sequences. To do this, you’ll have to choose the PRO VERSION within the CRM suite.

Hubspot pricing estimate

Hubspot pricing estimate

A simple breakdown: 

  • Depending on the discount offered, this plan = $1,600 
  • Billed annually, we have= $19,200
  • Add a combined one-time HubSpot onboarding fee= $3,750
  • You’ll have to cough up $22,950

That’s a huge bill that’s out of reach of many small businesses. As such, you’ll have better chances with other tools that offer these HubSpot CRM features for a fraction of the cost.

For example, on EngageBay, you can create a limited number of email sequences for free!

Technical Support

There’s only so much that free help guides and tutorials can cover. To get quality help for your CRM implementation success, you need specialized training and support that aligns with your processes. 

Most software like EngageBay that targets small businesses offers extra functionality like email & chat support in the free CRM, free onboarding, and more.

But in the HubSpot CRM platform, you won’t have that support in the free tools. Also, getting implementation guidance is tricky as onboarding fees can get up to $6,000 in most plans. 

If, after evaluating these factors, HubSpot isn’t exactly what you’re looking for, below is a powerful alternative worth checking out.

Read also: 9 Challenges of CRM Implementation & How to Dust Them Off

What is a Great HubSpot Alternative for SMBs?

Like HubSpot, EngageBay is an all-in-one CRM platform with tools that can transform your digital marketing, sales, and customer service.

EngageBay Vs HubSpot – Which is Better for CRM?
 

However, what makes it an excellent choice for SMBs is its affordable pricing, powerful features, flexible plan, and exceptional customer service.

Customer says EngageBay is a better Hubspot alternative on Capterra

Source

Here’s a closer look at what makes EngageBay a prime choice:

Affordable Pricing Plans

EngageBay pricing plans are a match made in heaven for SMBs.

EngageBay vs HubSpot pricing

Source: HubSpot vs EngageBay

You can start at $0 on the free plan and get additional features for as low as $12.74/month (biennially) in the all-in-one CRM basic plan.

Startup prefers Engagebay crm on G2

Source

As your business grows, you can advance to the growth package from $55.24/month for comparative features in the HubSpot Pro plan.

The highest package, which gives you access to all the features you need plus a dedicated account manager, costs $101.99/month only. You’ll scarcely find any HubSpot alternatives that offers such functionality at this friendly pricing. 

EngageBay also offers 10% off on all yearly plans and 20% off on biennial plans. 

Rich Functionality

EngageBay has an impressive arsenal of tools for SMBs. From the free CRM tool, you get lots of features like email marketing to 500 contacts, live chat, email sequenceslanding pages, 360-degree contact view, lead grabbers, and autoresponders.

Engagebay review on G2 better than Hubspot

Source

The basic plan comes with additional features like SMS marketing, ticketing management, a social suite, web pop-ups, canned responses, and group management. You’ll also get 1000 contacts, 3000 branded emails, and an SSL for your landing pages.

Engagebay Startup user review on Capterra

Source

For the Growth package, you’ll have access to A/B testing, marketing automation, push notifications, proposals, call reports, and more.

Finally, the Pro EngageBay plan not only comes with advanced functionality of what exists but adds role management, conversational inbox, role management, web analytics, etc. 

These are highlights. To know what tools are available for your business, check out EngageBay’s extensive features for free & paid plans. 

Read also: HubSpot vs Keap — Is HubSpot Really a Better Product?

Easy To Use

A common scenario: You buy a CRM, try setting it up, and find out it’s as complex as navigating a spaceship. This leaves you no choice but to waste huge amounts of time setting up simple tasks or spend lots of money on onboarding. 

That’s not the case in EngageBay.

Engagebay is easy to use customer review

Our software is intuitive and super easy to use whether you’re a seasoned marketer or a beginner. In fact, each feature and bay is designed to help you perform tasks in just a few clicks. 

You Aren’t Locked Into Annual Contracts 

Flexible pricing is the way forward, and we’re here to help. Regardless of which plan you choose, you have access to monthly and yearly plans. There’s no mandatory annual commitment.

You can use EngageBay for as many months as you like and cancel anytime. 

Read more: 8 Fantastic HubSpot Alternatives for Small Businesses (Features, Pricing)

Responsive Customer Support Team

Run into a snag? Our customer support team is always available to offer technical support. It doesn’t matter if you’re not using a paid plan. All EngageBay users can get help from our email or chat support to solve from the simplest issues to complex ones.

Engagebay client review

If you’re looking for highly specialized assistance beyond these options, you can also get a dedicated account manager in the pro plan.

Engagebay happy customer review

Are you looking to see what EngageBay offers? You can sign up for a free trial; no credit card is required.

What’s more? If you eventually commit to any package after the trial, we offer free onboarding that saves you thousands of dollars.

Marketing Madness: HubSpot vs EngageBay Face‑Off! 


Learn more about EngageBay:

Sign up with EngageBay for free


Wrap Up on HubSpot CRM, Features, and Pricing

We believe this post has given you a high-level overview of what to expect from HubSpot CRM. On HubSpot, you have three options: the free tools, the CRM suite, or any of its various hubs.

The free tools come with many limitations that could affect your ability to scale your business. On the other hand, if you choose any of HubSpot’s paid plans, you have to buckle up because high subscription fees will come hitting on your business.

Plus, there are one-time onboarding fees depending on the chosen plan. All of these can quickly balloon up to $22,950 – $72,000 for the pro and enterprise packages.

For a small business owner with a limited budget, this is a steep price.

The best CRM is one that offers you the features you need at a fair cost. And such a software solution is the EngageBay CRM designed specifically for SMBs that want maximum value at affordable pricing.

Looking to see how EngageBay CRM can help you grow your small business? Sign up for free today.

Related reading: 


Frequently Asked Questions: What Is HubSpot?

 

Q: Is HubSpot CRM really free?

A: Yes, HubSpot offers a free‐forever tier with 20‑plus tools (contact management, email marketing, live chat, basic dashboards, etc.). However, advanced reporting, automation workflows, and removal of HubSpot branding are locked behind paid plans—so most growing teams upgrade sooner rather than later.

Q: Why does HubSpot get pricey as you grow?

A: HubSpot’s paid tiers charge per “core seat” and by the size of your contact list, plus one‑time onboarding fees on most Professional and Enterprise packages. Add‑ons (like additional API calls or reporting modules) can quickly multiply the bill, pushing annual costs well past $20K for even mid‑sized teams.

Q: Which core hubs make up the HubSpot CRM Suite?

A: The suite bundles five hubs—Marketing, Sales, Service, CMS, and Operations—under one login. Each hub can be bought separately, but the all‑in‑one CRM plan unlocks every tool for campaign automation, content hosting, ticketing, analytics, and data sync in a single dashboard.

Q: What are the biggest limitations of HubSpot’s free plan?

A: The free tier caps you at 1,000 marketing contacts, limits dashboards to basic metrics, imposes HubSpot branding on forms and emails, offers no workflow automation, and restricts support to community forums. Those constraints can hamper scaling efforts once your pipeline or email volume grows.

Q: What’s a strong alternative to HubSpot for small businesses?

A: EngageBay provides comparable all‑in‑one marketing, sales, and service tools but starts at $0 (free plan) and scales to just $101.99 per user on its top Pro tier—without onboarding fees or seat‑based surcharges—making it budget‑friendly for startups and SMBs.

The post What Is HubSpot? A Complete Guide to HubSpot CRM, Marketing, Sales & Service Tools appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/what-is-hubspot/feed/ 0
Is HubSpot Worth It in 2025? Unbiased Cost-Benefit Breakdown for Small Businesses https://www.engagebay.com/blog/is-hubspot-worth-it/ https://www.engagebay.com/blog/is-hubspot-worth-it/#comments Thu, 24 Jul 2025 06:00:52 +0000 https://www.engagebay.com/blog/?p=37147 HubSpot, one of the leading marketing automation and CRM software, has powerful features that equip many marketers’ tech stack – […]

The post Is HubSpot Worth It in 2025? Unbiased Cost-Benefit Breakdown for Small Businesses appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
HubSpot, one of the leading marketing automation and CRM software, has powerful features that equip many marketers’ tech stack – but that’s not all.

Despite the hype, some marketers dig deeper with vital questions: “What’s in it for me?”, “Is HubSpot worth it?”, “What is the best HubSpot bundle for me?”, and, “Is HubSpot the best for my business?”

There’s no one correct answer to these questions. However, a good understanding of HubSpot and its many features will help you know whether or not it suits your business.

This is why I’ve done weeks of research to come up with this in-depth review of HubSpot – to help you answer the question:

Is HubSpot worth it?

This guide article will help you understand HubSpot and how much value you can expect for your money. 

Also, I’ve shared four software products that offer similar features at more affordable prices. I’ll explain the pricing structure first, and then compare HubSpot with the four alternatives based on features. 

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

Is HubSpot Worth the Money in 2025? TL;DR

In 2025, the question “Is HubSpot Worth It” boils down to hard math: is the platform still worth the money and can it create a measurable return on investment (ROI) quickly enough to cover its swelling price tag?

HubSpot’s own study claims users see 129 % more inbound leads and a 109 % higher close rate after 12 months—eye‑catching figures, but only if the costs don’t eat the gains. 

1. New seat‑based pricing pushes breakeven further out

  • The 2024 rollout of “View‑Only” vs. “Core” seats turned formerly free editing rights into a paid line item, inflating every active user’s cost in 2025. 

  • Mandatory onboarding now starts at $3,000 for Professional and $6,000 for Enterprise—fees due before you send a single campaign. 

2. Real‑world ROI timelines

  • Sales Hub users close 36 % more deals after one year, illustrating that HubSpot’s payoff is rarely immediate. 

  • An agency benchmark shows teams need weekly content, constant social promotion, paid ads, 26+ hours of HubSpot training, and monthly reviews just to reach positive ROI. 

  • Add seat upgrades, ad spend, and staff time, and most SMBs face a 12‑ to 18‑month payback window.

Is HubSpot worth it? Break-even ROI timeline

Is HubSpot worth it? Break-even ROI timeline

3. When HubSpot really is worth the money

HubSpot tends to justify its premium when you:

  • Run complex, multi‑touch funnels where even a 1 – 2 % conversion lift equals six‑figure revenue

  • Employ dedicated marketers who can exploit its deeper automation and reporting layers

  • Budget comfortably for every “Core” seat your editors, analysts, and sellers will need

Bottom line for 2025

If you have the scale, skill set, and cash flow to meet those criteria, HubSpot’s compounded lead‑gen gains can outstrip its fees. But for leaner teams, flat‑fee alternatives like EngageBay often return ROI sooner and with far less financial strain.

Let’s dive into the details now!

Overview: What Is HubSpot?

HubSpot is a popular cloud-based marketing automation and customer relationship management (CRM) software that offers many tools for lead acquisition, conversion, and customer retention.

The cloud-based system provides five major solutions – sales, marketing, service, CMS, and operations – to empower small, medium, and large-scale businesses across several industries.

Founded in 2006, HubSpot has built great features that enable businesses to scale faster. A 2022 report from HubSpot reveals that customers, after using HubSpot for at least 12 months, acquire 129% more inbound leads and have a 109% better deal close rate.

HubSpot combines the functionalities (email marketing, content management, lead generation, help desk, etc.) of several applications to help you have an all-in-one system.

According to a user on Capterra, HubSpot beats other CRM platforms in terms of functionality and versatility.

However, several businesses may require a more suitable or tailored platform that meets their needs – the worthiness of HubSpot depends on your business type and operations.

Is HubSpot worth it? HubSpot Capterra review screenshot.
Source: Capterra

Read also: HubSpot Pricing and Comparison with Affordable Alternatives

Is HubSpot Worth It? An In-depth Review


Summary: HubSpot is a comprehensive marketing automation and CRM software tailored towards larger businesses and corporations, offering a powerful suite of features with a balanced UI.

So, is HubSpot worth it? While it’s a great tool, the complexity, cost, and commitment required for an optimal ROI from HubSpot make it a bad choice for SMBs, startups, and freelancers.

For smaller operations, more affordable alternatives like EngageBay and Sendinblue provide similar functionalities without the financial strain, making them better-suited options for those with limited resources (as you’ll see in this detailed HubSpot CRM review). 

Is HubSpot worth it? HubSpot ROI: What Real Users Say” 2022 ROI stat image.

HubSpot ROI: What Real Users Say” 2022 ROI stat (Source)


From creating attractive emails to customizing web pages, closing sales, and tracking customer interactions, HubSpot has a unique feature for every digital marketer.

However, it’s essential to understand what this sophisticated product offers, as many small businesses and startups with simple marketing needs may get overwhelmed by the complexities and advanced functionalities.

And, chances are, they may end up paying extra fees for the additional features they won’t use.

From pricing to features, ease of use, and customer support, check out what you stand to gain from HubSpot when you sign up for a plan.

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

A. HubSpot Pricing

 

EngageBay vs HubSpot (2025) – Which CRM Tool Gives You More Value?

 

HubSpot has a flexible pricing model, and although it offers powerful features, it may not be well-suited for all businesses. The pricing is steep, and the free plans come with several limitations.

If you want access to more advanced features, you have to be willing to pay massive monthly fees, just as this user shared on GetApp.

Is HubSpot worth it? HubSpot GetApp review screenshot
Source: GetApp

HubSpot provides a wide range of pricing tiers based on its products – marketing, sales, service, CMS, and operations. The various products, alongside their prices, are outlined thus:

i. Marketing Hub

This pricing covers your marketing activities, such as lead generation, email marketing, automation, inbound marketing campaigns, etc.

HubSpot charges you based on the number of contacts you have and the number of emails you send. The HubSpot Marketing Starter plan costs between $9 – $15/month ($18/month for new customers) for 1,000 contacts, for example.

You must pay additional charges to expand your list size as you exceed your limits. It has a free plan but doesn’t support free trials. The pricing tiers include:

  • Free – $0/month
  • Starter – $9 – $15/month for 1,000 contacts ($18/month for new customers)
  • Professional – $800/month for 2,000 contacts
  • Enterprise – 3,600/month for 10,000 contacts

Is HubSpot worth it? Marketing Hub Pricing screenshot
Marketing Hub Pricing

ii. Sales Hub

The Sales Hub supports powerful CRM functionalities that allow sales teams to manage pipelines, enhance the sales cycle, boost team productivity, and deepen customer relationships.

Unlike Marketing Hub, it charges based on the number of paid users. Additional users will attract additional fees. Moreover, it has a free plan but doesn’t support free trials. The pricing plans include:

  • Free – $0/month
  • Starter – $45/month for 2 paid users ($18/month for new customers)
  • Professional – $450/month for 5 paid users
  • Enterprise – $1,200/month for 10 paid users

Is HubSpot worth it? Sales Hub pricing screenshot
Sales Hub pricing

iii. Service Hub

HubSpot Service Hub provides unique features that make your support team proactive, responsive, and readily available to improve customer retention and satisfaction.

It features a 360° customer view to help your support team monitor customer interaction and resolve issues.

It shares similar pricing plans with HubSpot Sales Hub.

iv. Content Management System (CMS) Hub

The CMS Hub provides great functionalities well-built to enhance your website infrastructure.

It supports web page creation and optimization, and with the CRM addition, it further improves your customer experiences.

The CRM Hub has a free plan, but unlike Sales, Service, and Marketing Hubs, it offers a 14-day free trial on the HubSpot Professional and HubSpot Enterprise plans. The pricing tiers include:

  • Free – $0/month
  • Starter – $23/month ($18/month for new customers)
  • Professional – $360/month
  • Enterprise – $1,200/month

Is HubSpot worth it? CMS Hub pricing screenshot
CMS Hub pricing

v. Operations Hub

This Hub simplifies your integrations with third-party applications. It offers excellent features that let you automate and enhance your business processes by extracting, cleaning, and syncing your data between HubSpot and dozens of third-party apps.

Like the CMS Hub, it offers a free plan and a 14-day free trial on Professional and Enterprise plans. The pricing tiers include:

  • HubSpot Free Plan – $0/month
  • Starter – $45/month ($18/month for new customers)
  • Professional – $720/month
  • Enterprise – $2,000/month

Is HubSpot worth it? Operations Hub pricing screenshot
Operations Hub pricing


Enhance Your Email Marketing

Want to make your emails more impactful? Check out our beautiful, easy-to-customize marketing email templates.

Designed to boost engagement, these templates from EngageBay will help your emails stand out. Just customize the images, headings, and CTAs for your brand, and hit send in a few minutes!

Browse the Template Library


HubSpot Starter CRM Suite

This is an all-in-one plan that covers all of HubSpot’s major products – sales, marketing, service, CMS, and operations.

If you run a small business and cannot afford to pay individually for separate tools, you can buy the Starter CRM Suite for $50/mo ($18/month for new customers).

This gives you access to the starter plan features for all products.

HubSpot onboarding starts at $3,000/month for the Professional plans and $6,000 for the Enterprise plans. 

EngageBay Vs HubSpot – Which is Better for CRM?

HubSpot 2024 pricing update

HubSpot made an important update to its pricing plans in March 2024. Frankly put, this move offers a myriad of benefits for many users. However, affordability is not one of them. 

Here’s a brief explanation. 

HubSpot has introduced two new types of seats for all its subscription tiers and hubs. The new seats are View-Only and Core. 

While the View-Only seats do not offer any edit access, the Core seat offers users edit access to most of its features.

Sounds familiar?

Well, the catch is that edit access that users enjoyed for free is now part of the paid ‘Core’ seat.  

This table can help you understand better: 

User requirement Previous pricing structure New pricing structure
Users requiring view-only access to reports, records, and other data Included in the free plan Now offered in the free, View-Only seat
Users requiring edit access to records and reports, email tracking, and other editable tasks Included in the free plan Now offered in the paid, Core seat
Users requiring sales and service-specific features Dedicated Sales and Service seat Dedicated Sales and Service seat

This table clearly shows how expensive HubSpot is becoming year on year.

The new pricing update moves an already expensive CRM/marketing automation platform out of reach of most SMBs. 

Perhaps this is the best time to look for a HubSpot alternative 😊

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

Read also: Is HubSpot CRM Free? An Unbiased Guide (with User Reviews)

Affordable Alternatives to HubSpot (Pricing)

Now, let us look at some marketing & CRM software that are not as pricey as HubSpot.

1. EngageBay

EngageBay is a powerful marketing, sales, and support platform that allows small businesses to attract visitors, track sales, and manage tickets. It has a pricing model similar to HubSpot; however, it is a much more affordable option.

Is HubSpot worth it? 2025 yearly cost vs EngageBay

Is HubSpot worth it? 2025 yearly cost vs EngageBay

This makes it a well-suited platform for small companies and startups. Moreover, it provides a free plan on all products – you can use it free forever. The pricing includes:

i. All-in-one

  • Free – $0/month for 250 marketing contacts
  • Basic – $14.99/month for 500 marketing contacts
  • Growth – $64.99/month for 5,000 marketing contacts
  • Pro – $119.99/month for unlimited marketing contacts

Is HubSpot worth it? EngageBay all-in-one pricing screenshot

ii. Marketing Bay

  • Free – $0.month for 250 contacts
  • Basic – $12.99/month for 500 contacts
  • Growth – $49.99/month for 3,000 contacts
  • Pro – $79.99/month for 30,000 contacts

Is HubSpot worth it? EngageBay Marketing Bay pricing page screenshot
Marketing Bay pricing

iii. CRM and Sales Bay

(Same as Marketing Bay)

iv. Service Bay

Service Bay is free

Too long to read? Watch this video review of HubSpot instead:


Learn more about EngageBay:

Sign up with EngageBay for free


2. ActiveCampaign

ActiveCampaign is a marketing and sales software designed to help small businesses create better customer experiences.

It is a more affordable alternative to HubSpot, but costlier than EngageBay. It doesn’t have a free plan but offers a 14-day free trial. The pricing includes:

i. Marketing

  • Lite – $29/month
  • Plus – $49/month
  • Professional – $149/month
  • EnterpriseCustom quote, contact sales

Is HubSpot worth it? ActiveCampaign Marketing pricing page screenshot
Marketing pricing

ii. CRM and Sales

  • Plus – $19/month
  • Professional – $49/month
  • EnterpriseCustom quote, contact sales

Is HubSpot worth it? ActiveCampaign Sales CRM pricing page screenshot
Sales & CRM pricing

Read also: Find Your Perfect CRM Match: HubSpot vs ActiveCampaign

3. Brevo (fka Sendinblue)

Brevo (Sendinblue) is a powerful email service provider with a free CRM and sales feature. It is designed to help small businesses improve their digital marketing campaigns and boost revenue.

Like EngageBay, it is an affordable HubSpot alternative, having a free plan and no free trial.

Unlike other email platforms, Brevo (Sendinblue) charges based on the number of emails you send rather than the number of contacts you have – all plans support unlimited contacts. The pricing includes:

i. Marketing Platform

  • Free – $0/month for 300 emails/day
  • Starter – $25/month for 20,000 emails
  • Business – $65/month for 20,000 emails
  • BrevoPlusCustom quote, contact sales

Is HubSpot worth it? Brevo/Sendinblue Marketing Platform pricing page screenshot

ii. Sales Platform

  • Free — $0/month
  • Pro — $12/month

Is HubSpot worth it? Brevo/Sendinblue sales platform pricing page screenshot

iii. Conversations

  • Free – $0/month
  • Pro – $15/month

Is HubSpot worth it? Brevo/Sendinblue conversations pricing page screenshot

Read also: Sendinblue (Brevo) Pricing — What You Need to Know Before Signing Up

4. Insightly

Insightly is a simple but powerful CRM solution built with unique features tailored to help small businesses close deals, create engaging customer journeys, sync data across third-party applications, and create better customer experiences.

It has a free plan, as well, as a 14-day free trial. The pricing includes:

i. All-in-one

  • Plus – $349/month
  • Professional – $899/month
  • Enterprise – $2,599/month

Is HubSpot worth it? Insightly all-in-one pricing page screenshot
Insightly all-in-one pricing

ii. CRM

  • Plus – $29/month
  • Professional – $49/month
  • Enterprise – $99/month

Is HubSpot worth it? Insightly CRM pricing page screenshot
Insightly CRM pricing

iii. Marketing

  • Plus – $99/month for 2,000 contacts
  • Professional – $499/month for 10,000 contacts
  • Enterprise – $999/month for 20,000 contacts

Is HubSpot worth it? Insightly marketing pricing page screenshot
Insightly marketing pricing

iv. Service

  • Plus – $29/month
  • Professional – $49/month
  • Enterprise – $99/month

Is HubSpot worth it? Insightly service pricing page screenshot
Insightly service pricing

Read also: HubSpot Pros And Cons — A Candid Assessment

Is HubSpot Worth the Cost for Small Businesses?

It depends – there are no right or wrong answers.

HubSpot is definitely an overkill for businesses that need only email marketing and automation functionalities.

This is because HubSpot offers several advanced features that cut across various marketing channels and operations. So, you’re likely going to pay for advanced products you won’t use.

While HubSpot offers powerful features at an increased price, other tools like EngageBay, Sendinblue (Brevo), and ActiveCampaign can provide similar functionalities at affordable fees.

Conversely, if you’re a fast-growing business and need more than email marketing and CRM features, you can opt-in for the HubSpot all-in-one plan, which covers marketing, sales, service, CMS, and operations.

You can still integrate your CRM system with a more powerful CMS like WordPress and other third-party applications to expand your functionalities.

Here’s a simple infographic to help you weigh the pros and cons and decide if HubSpot is worth it.

Is HubSpot worth it? HubSpot vs EngageBay: a detailed comparison infographic

B. HubSpot Features

What do you get when you pay for Sales, Marketing, or any other HubSpot product? Knowing the features HubSpot provides will help you understand how to fit each product into your business processes.

HubSpot is an extensive CRM software built with a wide array of powerful functionalities. It supports robust automation features, as well, as advanced content management capabilities. Based on the products it offers, here are a few features:

i. Marketing Hub

The HubSpot Marketing Hub provides great features that let you run successful inbound marketing campaigns at scale across various channels like emails, social media, and blogs.

When used with other products (sales CRM, CMS, etc.), it becomes a powerful tool for handling and automating your business operations. Some of these features include:

  • Social media management/social media marketing
  • Dynamic content
  • Landing pages and forms builder
  • Marketing automation
  • Email marketing
  • Marketing analytics and reporting
  • Blog and SEO features

The reports show that after 12 months, Marketing Hub customers see traffic to their website increase by 25% or more. Also, customers on higher plans experience more returns than others on lower plans.

Is HubSpot worth it? HubSpot Marketng Hub reports page screenshot
Marketing Hub reports

ii. Sales Hub

HubSpot supports a powerful sales CRM product that empowers sales teams to facilitate lead generation, enhance pipeline management, and close deals more effectively. Some features include:

  • Email and call tracking
  • Sales automation
  • Live chat
  • Meeting scheduler
  • Sales analytics and reporting
  • Conversation intelligence

From the HubSpot ROI annual report, the number of closed deals increased by 36% for Sales Hub customers after using the tool for 12 months. The figure multiplies for customers on higher plans (Professional and Enterprise).

Is HubSpot worth it? Sales Hub reports page screenshot
Sales Hub reports

iii. Service Hub

The Service Hub aims to build stronger customer relationships and improve customer satisfaction.

Its connection to the HubSpot CRM platform expands its functionalities and empowers support teams to respond to customer requests, onboard new customers, and deliver personalized services.

Some of the features include:

  • Customer Portal
  • Knowledge base
  • Live chat
  • Shared inbox
  • Omni-channel messaging
  • Customer feedback surveys (NPS, CSAT, CES, etc.)
  • Help desk and ticketing
  • Service Analytics
  • Team management
  • Automated customer service
  • Service level agreement (SLA)

iv. CMS Hub

Marketers who don’t rely on email marketing alone would opt for a powerful content management system (CMS) for creating blogs and high-converting web pages.

HubSpot CMS Hub provides unique features that enable marketers, developers, and IT teams to build responsive and attractive websites. Some of the features include:

  • Website Builder
  • Pre-built themes and templates
  • Web hosting
  • Blog maker
  • Code alerts
  • 24/7 security monitoring
  • Custom CDN configuration
  • Standard SSL certification
  • Dynamic content

According to the reports, CMS Hub customers on Professional and Enterprise plans, after 12 months, see traffic to their websites increase by 211% or more.

Is HubSpot worth it? CMS Hub reports page screenshot
CMS Hub reports

v. Operations Hub

Asides from having a CRM system as a marketer, you may also need additional third-party applications for processing payments, handling orders, creating documents, scheduling meetings, etc.

With HubSpot Operations Hub, you can easily gather your customer data from these applications to help your teams stay aligned, giving you a clean database. Some of the features include:

  • Data sync
  • Data quality automation
  • Workflow extension
  • Programmable automation
  • Data sets
  • Custom report builder
  • Team management and permissions

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

Read also: 8 Top HubSpot Competitors That Cost a Lot Less

Other HubSpot Alternatives with Similar Functionalities (Features)

Again, here are other tools that give you the same or more advanced features at a much lower cost.

1. EngageBay

Is HubSpot worth it? EngageBay email automation feature video
Email marketing automation in EngageBay

Like HubSpot, EngageBay also supports unique features well-suited for marketing, sales, and service teams.

Although it doesn’t provide a pre-built content management system (CMS), it supports seamless integrations with third-party CMSs like WordPress, Shopify, etc. Based on EngageBay products, the features include:

i. Marketing Bay

  • Marketing automation
  • Email and SMS marketing
  • Inbound Marketing
  • Push notifications
  • Landing pages and web forms
  • Pre-built templates
  • Social post scheduling

ii. Sales Bay

  • 360° customer view
  • Sales CRM
  • Project management
  • Lead nurturing and scoring
  • Contact management
  • Appointment scheduling
  • Deal pipeline management
  • Sales automation

iii. Service Bay

  • Live chat
  • Macros
  • Service level agreement (SLA)
  • Tickets
  • Service Automation
  • Support groups
  • Help desk reports
  • Automated follow-up sequences

Read also: Pipedrive vs HubSpot vs EngageBay — Which CRM Is Smarter

👉 Boost your marketing efforts with our beautiful email templates. Just customize and send!

2. ActiveCampaign

Is HubSpot worth it? Pipeline management in ActiveCampaign screenshot
Source: ActiveCampaign

ActiveCampaign features are more tailored to marketing and sales teams. They help you understand your customer journeys so that you can send more personalized and targeted emails.

ActiveCampaign also supports simple eCommerce features that allow you to make seamless integrations with top eCommerce platforms and sell your digital products.

Based on the products, ActiveCampaign features include:

i. Marketing

  • Email and SMS marketing
  • Site tracking
  • Landing pages and forms
  • Marketing automation
  • Pre-built email templates
  • Dynamic content

ii. CRM and Sales

  • Lead nurturing and scoring
  • Contact management
  • Sales automation
  • Lead generation
  • Sales engagement
  • Sales pipeline
  • Attribution

iii. eCommerce

  • eCommerce automation recipes
  • Product Catalog
  • Abandoned cart reminders
  • Cross-sell emails
  • Transactional emails
  • Transactional emails
  • Integrations with WooCommerce, Shopify, BigCommerce, Stripe

Read also: HubSpot vs ActiveCampaign — Find Your Perfect CRM Match

3. Brevo (fka Sendinblue)

Is HubSpot worth it? Brevo/Sendinblue marketing automation page screenshot
Sendinblue (Brevo) marketing automation

Brevo (Sendinblue) supports advanced automation features for several digital marketing channels like emails, texts, Facebook, WhatsApp, etc.

It also has basic sales CRM and chat functionalities that let you manage your contacts and interact with your customers. Based on the products, Sendinblue offers the following features:

i. Marketing Platform

  • SMS, email, and WhatsApp marketing
  • Push notifications
  • Marketing automation
  • Facebook Ads
  • Landing pages and sign-up forms
  • Pre-designed email templates
  • Send time optimization

ii. Sales and CRM

  • Deal tracking
  • Pipeline management
  • 360° customer view
  • Team collaboration
  • Meeting scheduler
  • Contact management

iii. Chat

  • AI chatbot
  • Personalization
  • Live chat
  • Multi-channel conversation

Read also: 5 of the Best Brevo Alternatives (Pricing, Advantages)

4. Insightly

Is HubSpot worth it? Workflow automation in Insightly screenshot
Workflow automation in Insightly

Insightly provides simple but powerful sales, marketing, and service team features. It also supports an additional unique feature, AppConnect, that helps you connect with other third-party applications.

Based on the products, Insightly offers the following features:

i. Marketing

  • Segmentation and personalization
  • Pre-defined emails templates
  • Landing pages and forms
  • Email marketing automation
  • Journey builder
  • Marketing insights and analytics
  • A/B testing

ii. Sales CRM

  • Lead management
  • Workflow automation
  • Sales pipeline management
  • Lead routing
  • Task and deal management
  • Custom fields and objects
  • Customizable reports and real-time insight cards

iii. Service

  • Comprehensive ticket editor
  • SLA tracking and management
  • Knowledge base
  • Macros
  • Team collaboration

Read also: HubSpot vs Insightly — Pricing, Functionality, Features & More

C. HubSpot Customer Support

HubSpot has a 24/7 customer support team that handles issues, offers valuable resources, and helps you navigate the platform.

Your access to support is based on your subscription package. Regardless of the product you purchase, HubSpot offers the following types of support:

  • HubSpot community
  • HubSpot Academy
  • Knowledge base
  • Live chat
  • Email support (starter plan)
  • Phone support (professional and enterprise plans)

Since most users on lower plans – Free and Starter – may not have access to phone support, HubSpot provides a wide array of helpful resources to guide both new and experienced marketers and help them resolve technical issues.

Through HubSpot certified courses, webinars, blogs, and eBooks, HubSpot helps users understand how the platform works and how to use the features to improve their marketing processes.

According to G2 reviews, HubSpot is rated 8.6 out of 10 for support quality. Moreover, some users on Capterra applaud HubSpot’s support team for their responsiveness and excellence.

A few users, however, may have had poor experiences with their support team.

Is HubSpot worth it? HubSpot capterra reviews page screenshot
Source: Capterra

Is HubSpot worth it? HubSpot Capterra review screenshot
Source: Capterra

D. Ease of Use

No matter how sophisticated a tool is, it is only as valuable as its simplicity or ease of use.

HubSpot is an extensive system with several digital marketing tools, so it can be a bit complex for a new marketer to navigate through – but this is not always the case.

Despite its complexities, HubSpot provides helpful resources, guides, and (of course) a responsive customer support team to help both new and experienced marketers understand how to use the system.

On Software Advice, HubSpot is rated 4.4 out of 5 for ease of use.

Read also: Mailgun vs Sendgrid and Other Email Tools

HubSpot vs EngageBay vs ActiveCampaign

  HubSpot EngageBay ActiveCampaign
Starting prices
  • Marketing: $9 – $15/month
  • Sales: $45/month
  • Service: $45/month
  • (for new customers, the price starts at $18/month)
  • Marketing: $12.99/month
  • Sales: $12.99/month
  • Service: Free
  • Marketing: $29/month
  • Sales: $19/month
  • Service: N/A
Free plan or free trial
  • Free plan
  • Free plan
  • 14-day free trial
Templates and design
  • Drag-and-drop website builder
  • Pre-built themes and templates
  • Customizable email templates
  • Drag-and-drop editor
  • Custom HTML editor
  • Responsive email templates
  • Custom HTML editor
  • Rich-text editor
Contact management
  • Lead nurturing and scoring
  • Contact segmentation and personalization
  • Contact insights
  • Lead scoring
  • 360° customer view
  • Contacts tracking
  • Cross-channel communication
  • Lead scoring and nurturing
  • Contact tracking
  • Automated segmentation
  • Win Probability
Automation
  • Automates follow-up sequences
  • Drip email campaigns
  • Trigger emails
  • A/B testing
  • Automated sales emails
  • Visual designer
  • Drip email campaigns
  • Automated email sequences
  • Autoresponders
  • Smart segmentation and personalization
  • Automated email follow-ups
  • Automatic reminders
  • A/B testing
  • Site tracking
  • Trigger emails
Social media
  • Social media campaigns
  • Keyword monitoring
  • Social reports
  • Post scheduling
  • Post scheduling
  • Audience engagement
  • Lead capture
  • Automated sales workflows
  • N/A
Content management system
  • Blog maker
  • Custom domain connection
  • Web hosting
  • Standard SSL certificate
  • N/A
  • N/A
eCommerce
  • Integrations with WooCommerce, Shopify, Groove, Magento, etc.
  • Transactional emails
  • Abandoned cart recovery
  • Abandonment browsing and retargeting
  • Integrations with WooCommerce, Shopify, etc.
  • Transactional emails
  • Product Catalog
  • Abandoned cart reminders
  • Cross-sell emails
  • Integrations with WooCommerce, Shopify, BigCommerce, Stripe, Square, etc.
SMS marketing
  • N/A
  • Bulk SMS
  • Contact segmentation
  • Analytics and reporting
  • Reminder SMS
  • Analytics and reporting
  • Scheduled text notifications
Customer support
  • HubSpot community
  • HubSpot Academy
  • Knowledge base
  • Live chat
  • Email support
  • Phone support
  • Knowledge base
  • Community forum
  • Online product demo
  • Chat support
  • Email support
  • Phone support
  • Knowledge base
  • Live chat
  • Community forum
  • Email support
Pros
  • Great user interface
  • The platform is easy to use
  • Excellent customer support
  • Core CRM software is free

 

  • The platform is easy to use
  • Great customer support
  • Affordable CRM solution for SMBs
  • All-in-one CRM solution
  • Great eCommerce features
  • Great A/B testing tools
  • Supports multi-channel marketing
  • Great customer tracking and segmentation features
Cons
  • Steep pricing
  • No phone support on lower plans
  • Requires an annual contract
  • No A/B testing on lower plans
  • Limited and basic templates
  • The mobile app needs improvement
  • Limited resources, guides, and documentation
  • No free plan
  • The search option needs improvement
  • Limited customizations for email templates
  • The user interface needs improvement

Read also: ActiveCampaign vs HubSpot vs EngageBay – Which CRM Is Best?

HubSpot vs Brevo (Sendinblue) vs Insightly

  HubSpot Brevo (Sendinblue) Insightly
Starting prices
  • Marketing: $9 – $15/month
  • Sales: $45/month
  • Service: $45/month
  • Marketing: $25/month
  • Sales: Free
  • Service: N/A
  • Marketing: $99/month
  • Sales: $29/month
  • Service: $29/month
Free plan or free trial
  • Free plan
  • Free plan
  • Both
Templates and design
  • Drag-and-drop website builder
  • Pre-built themes and templates
  • Custom HTML editor
  • Drag-and-drop editor
  • Pre-built email templates
  • Pre-built email templates
  • Drag-and-drop editor
Contact management
  • Lead nurturing and scoring
  • Contact segmentation and personalization
  • Contact insights
  • 360° customer view
  • Contacts tracking
  • Lead scoring
  • Lead routing
  • List views
  • Contacts importing
Automation
  • Automates follow-up sequences
  • Drip email campaigns
  • Trigger emails
  • A/B testing
  • Automated sales emails
  • Automated workflows
  • A/B testing
  • Automated email sequences
  • Engaging customer journeys
  • On-target segmentation
  • A/B testing
  • Intelligent campaigns
Social media
  • Social media campaigns
  • Keyword monitoring
  • Social reports
  • Post scheduling
  • WhatsApp campaigns
  • Facebook Ads

 

  • N/A
Content management system
  • Blog maker
  • Custom domain connection
  • Web hosting
  • Standard SSL certificate
  • N/A
  • N/A
eCommerce
  • Integrations with WooCommerce, Shopify, Groove, Magento, etc.
  • Abandoned cart emails
  • Transactional emails
  • Integrations with Shopify, WooCommerce, Magento, etc.
  • N/A
SMS marketing
  • N/A
  • Message scheduling
  • Transactional SMS
  • Contact attribution
  • Analytics and reporting
  • N/A
Customer support
  • HubSpot community
  • HubSpot Academy
  • Knowledge base
  • Live chat
  • Email support
  • Phone support
  • Email support
  • Community forum
  • Knowledge base
  • Phone support
  • Knowledge base
  • Email support
  • Phone support
  • Help Center
Pros
  • Great user interface
  • The platform is easy to use
  • Excellent customer support
  • Core CRM software is free
  • Offers unlimited contacts on all plans
  • Affordable plans for SMBs
  • Advanced features on the free plan
  • It is intuitive and easy to use
  • It is intuitive and easy to use
  • Highly customizable workflows
  • Great integration features
  • Offers both free plan and free trial

 

Cons
  • Steep pricing
  • No phone support on lower plans
  • Requires an annual contract
  • No A/B testing on lower plans
  • Phone support is only available with the premium plans
  • The landing page feature needs improvement
  • Customer support needs improvement
  • The contact segmentation feature needs improvement
  • Project management features are basic
  • Customer support needs improvement
  • Tasks and event handling needs improvement
  • No phone support on lower plans

Read also: Insightly vs HubSpot vs EngageBay — Find Out Which CRM Is Best For You

👉 Create and launch successful email campaigns with EngageBay’s all-in-one solution and stunning, free email templates. Don’t miss out — get started today!

Bottom Line: Do You Really Need HubSpot?

If you want a powerful marketing automation tool, think Mailchimp or Constant Contact.

For an extensive content management system, think WordPress.

For a help desk solution, think ZenDesk.

If you need an exclusive tool for sales, think Pipedrive.

But, if you want to combine the power of these tools, it may be difficult to sync your data into one database. Moreover, paying for these tools individually will take a massive chunk of your marketing budget.

This is why HubSpot remains the go-to source for many marketers, as you can manage several business processes from one dashboard without jumping from one platform to another.

Moreover, your data is clean and can be extracted easily for proper analysis and tracking. And the pricing is relatively fair for its advanced features, as opposed to using these separate tools.

Despite its versatility, it’s still not the perfect fit for many small businesses, because the pricing can get steep as you scale.

The Free or Starter plan may be budget-friendly, but the limitations can force you to upgrade to a higher plan.

And, if you’re not ready for the big shift, you will have to either migrate to a more affordable platform or upgrade and hope for a positive ROI.

According to an agency report, this is the minimum commitment needed to use HubSpot with a positive ROI:

  1. Regular content creation: Produce at least one piece per week (500-1,000 words).
  2. Weekly social media activity: Share new content and company updates.
  3. Paid ads on social media channels.
  4. Complete and maintain Inbound Marketing course (6 hours).
  5. Complete and maintain HubSpot Marketing Software course (20 hours).
  6. Maintain a company blog or initiate a new one.
  7. Develop basic SEO knowledge for content optimization.
  8. Monthly performance reviews: Evaluate traffic, quality of contacts, and content engagement.

If you or your team can’t commit to these minimum requirements, choosing HubSpot is a massive waste of money and resources. 

Alternatively, you can save yourself the stress and choose a more affordable solution like EngageBay, ActiveCampaign, or Brevo (formerly Sendinblue).

Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.

Read also: 14 Surprisingly Awesome HubSpot Alternatives

EngageBay: The Best Alternative to HubSpot

EngageBay is the ideal alternative to HubSpot, as you get all products – sales, marketing, and support – at a price that small companies, solopreneurs, and small business owners can easily afford.

It also offers seamless integrations with third-party apps to extend your marketing functionalities. Starting at $14.99/month, you can access a wide array of marketing functionalities.

Exciting HubSpot Alternatives to Watch in 2025

If you’re unsure about the best plan, sign up for free or book a demo to learn how the platform works.

Related reading: 


Frequently Asked Questions (FAQ)

 

1. Is HubSpot worth the price in 2025?

HubSpot is one of the best all-in-one marketing, sales, and customer support software geared toward larger businesses with deeper marketing budgets. 
For small businesses? Not so much. In fact, HubSpot may be deceptively affordable at first, but the pricing quickly shoots up as your business grows. 
Imagine paying thousands of dollars just for onboarding! We recommend trying out more affordable HubSpot alternatives mentioned in this blog. For small businesses and startups, EngageBay has the same all-in-one approach and ease of use as HubSpot, but without the exorbitant price tag.

2. Do large companies still use HubSpot in 2025?

Yes, HubSpot is designed for large companies with deep pockets. Some huge companies that use HubSpot include Trello, Headspace, BBC, and more.
Why do large companies choose HubSpot? It’s because HubSpot offers an integrated CRM system as opposed to point solutions (including tools like HubSpot CMS Hub).
But what about small businesses? In our own experience, we found that HubSpot is not for SMBs, solopreneurs, and startups.
If that’s you, we recommend trying EngageBay to have everything in one place, or ActiveCampaign if you need only marketing automation.

3. What updates has HubSpot made to the free tools in 2024?

HubSpot’s free plan now includes only 5x Core seats for free, with unlimited View-Only seats. Users who enjoyed edit access for free will either have to upgrade to a paid Core seat, or do away with view-only access.

4. Does HubSpot’s new seat-based pricing structure affect existing customers?

The seat-based pricing structure currently only affects new customers, meaning you won’t be requested to immediately switch to the new plans.
However, there’s a good chance that users will have to adopt the new structure during the next renewal.

5. Is HubSpot Worth It for Startups?

If you’re a lean founder wondering “Is HubSpot Worth It?”, the short answer is: only when you can afford a long runway. HubSpot can be worth the money when a funded startup needs enterprise‑grade automation today and can wait 12–18 months for a positive return on investment (ROI). For bootstrapped teams, the platform’s rising costs often outrun early revenues.

The post Is HubSpot Worth It in 2025? Unbiased Cost-Benefit Breakdown for Small Businesses appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/is-hubspot-worth-it/feed/ 1
Is HubSpot Truly Free? Ultimate Guide to What’s Included — and the Hidden Costs https://www.engagebay.com/blog/is-hubspot-free/ https://www.engagebay.com/blog/is-hubspot-free/#respond Tue, 22 Jul 2025 06:00:57 +0000 https://www.engagebay.com/blog/?p=23950 HubSpot’s free forever plan: so why does it matter? Well, whether you are a small business owner, founder of an […]

The post Is HubSpot Truly Free? Ultimate Guide to What’s Included — and the Hidden Costs appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
HubSpot’s free forever plan: so why does it matter?

Well, whether you are a small business owner, founder of an early-stage startup, or manager of a sales and marketing team, you surely feel the pulse of every single dollar you spend on tools that power your business operations.

You likely pay for customer service tools, project management tools, team collaboration tools, and productivity tools, and before you know it, expenses pile up. At this point, adding a costly CRM tool to the mix doesn’t cut it. But if the tool is free, it makes your life a thousand times easier, right?

This is exactly why you want to know if the HubSpot CRM software is truly free. In this guide, you’ll get our unbiased opinion about the HubSpot free forever plan which is rooted in cold hard facts.

We’ll share unfiltered feedback about the HubSpot free CRM — both good and poor — from people who have used the HubSpot CRM free version and review why these HubSpot users hit a roadblock.

Here are other details we’ll cover in this guide:

  • The story behind HubSpot’s free CRM plan
  • Review of HubSpot free CRM features
  • 5 key limitations of HubSpot free CRM
  • Who HubSpot free CRM plan is best for
  • Who should stay clear of HubSpot’s free CRM plan
  • The HubSpot CRM alternative that does more for less

Note: This a detailed guide — it’ll take some time to read through it. If you want a quick overview instead, watch Megan Grant’s video decoding HubSpot’s free plan.

Let’s get into it.

What You Get with HubSpot’s Free CRM Plan

HubSpot’s Free CRM includes essentials across marketing, sales, and service hubs. Here’s a quick breakdown as a ready reckoner:

🧰 Core CRM Features (Free Plan)

  • Shared inbox for managing customer messages

  • Live chat (HubSpot-branded)

  • Reporting dashboard: 3 dashboards, each with 10 reports

  • Facebook Messenger integration with quick replies

  • Email reply tracking (basic; detailed insights need upgrades)

  • Email health reporting (basic deliverability stats)

  • Custom properties, user management, mobile app access

  • Basic bots and marketing events tracking

  • Team email and custom permissions

💼 Sales Hub Features

  • Custom quotes (no eSignature or Stripe support)

  • Email tracking and notifications (200/month limit)

  • 5 canned snippets and 5 email templates

  • 5 sales documents (HubSpot-branded)

  • Deal pipeline (1 per account)

  • Meeting scheduling with 1 personalized link

  • Email scheduling and Slack integration

📣 Marketing Hub Features

  • 10,000 form submissions

  • Email marketing: 2,000 emails/month (HubSpot branding)

  • Ad management for 2 accounts and basic audience creation

  • Landing pages: 20 simple pages on HubSpot domains

  • List segmentation: 5 active and 1,000 static lists (max 3 filters per list)

  • 1 follow-up email per form

  • Ad retargeting limit of $1,000 in spend

For further details, read on ahead!

The Story Behind HubSpot’s Free CRM Plan

HubSpot is unarguably one of the most popular CRM today. While their steady rise to CRM dominance was fueled by content, they were once little fishes in a sea of shark-like competitors. 

In 2005, the customer relationship management market was booming. Major players were SAP, Siebel, Oracle, PeopleSoft, Salesforce, and Amdocs. Together, these CRM heavyweights had a large share in the $5.7 billion CRM market at the time

And where was HubSpot? Not in the picture. Why? They ran their business like everyone else by asking prospects to only schedule a demo.

HubSpot CRM 2008 homepage screenshot
HubSpot homepage on March 29, 2008

Because the “schedule a demo” lead generation approach wasn’t very effective, HubSpot decided to spice things up in 2009 by asking prospects to try HubSpot free for 7 days. 

HubSpot 2009 homepage screenshot
HubSpot homepage on April 21, 2009

Did this work? Not quite. 

So what did HubSpot do? They increased access to their free plan for 30 days.

HubSpot CRM 2010 homepage screenshot showing free 30 days offer.
HubSpot homepage on November 19, 2010

This strategy worked like magic because according to the SEC, HubSpot’s total revenue increased from $28.6 million in 2011 to $51.6 million in 2012 and $77.6 million in 2013.

These were huge growth figures for HubSpot, thanks to their ideal customers which were largely not small businesses, early-stage startups, but B2B businesses with a ton of deep pockets.

How do we know? Well, one of HubSpot’s early free trial sign-up pages says it all.

HubSpot free trial signup page 2009

According to HubSpot, one element that qualifies you for a HubSpot trial at the time is this:

👉You sell a product or service to businesses (your business is B2B).

The copy on the sign-up page implies that if you’re not in B2B and you don’t have adequate resources, you don’t qualify for the free trial. Plus, it clearly shows who is best suited for the HubSpot CRM. HubSpot made this clear because they want to define who they help (majorly B2B businesses).

Also, it doesn’t take rocket science to figure out that the goal of this trial is to convert the free HubSpot user to a paid customer. For sure, upselling isn’t wrong. We do it too. It’s just that you don’t want a free CRM that becomes too expensive when your business gains steam and you need to upgrade to access more functionalities.

This is what some HubSpot users face today and HubSpot’s free forever plan doesn’t also help. 

 HubSpot free CRM features page screenshot

Take it from Leandro N., the owner of an e-learning company that used HubSpot for 2 long years.

In Leandro’s unfiltered feedback, he says:

“HubSpot is a potentially excellent business suite that is hobbled by its numerous paywalls. Overall, HubSpot has a great starter plan that resembles the software mechanics of “free-to-play” games. The user interface, integrations, email marketing, and contact tracking are all top-notch. As long as your contact list is small, your email marketing frequency is sparse, and you don’t need automations, you are good to go. However, as your business grows, your contact list will swell up, your email marketing frequency will increase, and the sheer scale will make automations a must.

So what is the problem?

Let me give you a quick rundown of the costs involved, using 2,000 contacts as a baseline:

  1. You can start with HubSpot’s Free CRM (0$ per month)
  2. Once you need a few features, then you upgrade to the Growth Starter suite, which is $67 per month, or $804 per year.
  3. Once you need automations, you must upgrade to the professional growth suite, which is currently at $1,253 a month, with a 12-month commitment, and a $3,500 onboarding fee, which means your yearly costs balloon to $18,536.”

You see that cost right there … $18,536. 

That’s a boatload of money that’ll make a sizable number of SMBs and early-stage founders absolutely agree with Leandro’s final take on his HubSpot CRM experience. 

“I do not think there is any startup or early business that can afford to increase its marketing and CRM suite costs by 2,300%. Most businesses must make the painful decision to abandon HubSpot and find new CRM suites with much more reasonable cost escalations.”

HubSpot’s Free Plan vs Starter Plan

Feature Free Plan Starter Plan
Price $0/month Starts around $50/month (often discounted for first-time users)
Contact Limit Up to 1,000 contacts 1,000+ marketing contacts (tiered pricing)
Users 2 users 2 paid users (Sales, Marketing, or Service)
Shared Inbox 1 inbox 1 inbox
Reporting Dashboards 3 dashboards (10 reports each) 10 dashboards
Automation Not available Up to 10 actions per workflow
Custom Reports Not available Still unavailable until Professional tier
Email Features Email tracking, basic stats, forms, and chat (all branded) Full email tools, branding removed
Ad & Landing Pages Basic landing pages and ad tools (with branding) Enhanced access and unbranded landing pages
API & Integrations Limited access Wider integration and API capabilities
Support Community forums only Includes email and live chat support
Branding Removal HubSpot branding cannot be removed Branding removed on emails, forms, and chat (on upgrade)

Summary of Key Differences between HubSpot’s Free Plan vs Starter Plan

  • Free Plan gives you essential CRM tools: contact management, live chat, basic reporting, forms, and branded marketing assets—but no automation or custom reports.

  • Starter Plan (~$50/month) expands limits (contacts, dashboards, email sends), introduces light automation, removes HubSpot branding, unlocks fuller integration access, and adds email/chat/phone support.

HubSpot Free CRM vs Starter Plan feature & limit comparison table

HubSpot Free CRM vs Starter Plan feature & limit comparison table

Read also: HubSpot vs MailChimp — A Complete Product Comparison

HubSpot CRM Free Features

Now that you know how HubSpot’s free CRM plan evolved over the years, let’s explore what to expect from their free forever plan. While HubSpot lists some of what you get in this plan, some info that’ll help you make an informed decision are absent. 

 HubSpot free CRM

Not to worry, we’ve done the legwork and outlined the features and limitations of the free plan. Specifically, we’ll be exploring the free CRM plan for HubSpot’s most popular products — that is, HubSpot Marketing and HubSpot Sales Hub. Afterward, we’ll look into some of the HubSpot free CRM limitations in detail.

Grouped-HubSpot-Free-CRM-sales-and-marketing-hub-features-page-screenshot

Here’s what to expect from these hubs:

Free HubSpot CRM Features in Both Marketing and Sales Hubs

Free HubSpot CRM feature

Limitations

Shared inbox

1 inbox

Live chat

Has HubSpot branding

Reporting dashboard

Just 3 dashboards and up to 10 reports per dashboard

Facebook Messenger integration

Send and receive simple messages and quick replies

Email reply tracking

The data is only accessible when you purchase HubSpot’s Professional and Enterprise plans

Email health reporting

Data-based recommendations aren’t available 

Other free CRM features common to both hubs are: 

  • Custom properties
  • Team email
  • Basic bots
  • HubSpot mobile app
  • Marketing events object
  • User management
  • Custom user permissions

Read also: An In-Depth Look At HubSpot vs Pipedrive

Free HubSpot CRM features in Sales Hub

Free HubSpot CRM feature

Limitations

Customizable quotes

eSignature and Stripe/payment integration are excluded

Email tracking & notifications

200 notifications monthly

Canned snippets

Only 5

Documents

Just 5 and they are all HubSpot branded

Meeting scheduling

1 non-customizable personal meeting link that’s HubSpot branded

Deal pipeline 

1 per account

1-to-1 email

Has HubSpot branding

Email templates

Just 5

Other free CRM features in the HubSpot sales hub are email scheduling and Slack integration.

Read also: HubSpot vs SharpSpring — A Side-by-Side Comparison of Key Features

Free HubSpot CRM features in Marketing Hub

Free HubSpot CRM feature

Limitations

Forms (including pop-up forms)

10,000 collected forms

Email marketing

2,000 emails monthly with HubSpot branding

Ad management

Only allows 2 connected accounts. Website audience creation only.

Landing pages

Access to simple templates and you can design up to 20 landing pages that are all HubSpot branded. Also, you can’t use custom domains.

List segmentation

5 active lists, 1,000 static lists. Just 3 segmentation criteria — contact property information (contact management), form submission data, and email activity.

Form follow-up emails

Only 1 automated email per form

Ad retargeting

$1,000 spend limit. Works only on LinkedIn, Google, and Facebook

Read also: Top HubSpot Competitors That Cost a Lot Less

Key Limitations of HubSpot Free CRM

No doubt, HubSpot’s free CRM features are great for a new business without lots of clients or leads they need to follow up on. But once that business experiences the slightest growth, the shortcomings of these free CRM features become clear as day.

Infographic showing 5 major limitations of HubSpot free CRM

Infographic showing 5 major limitations of HubSpot free CRM

Let’s dig into some of the HubSpot free CRM limitations to see how they can impact your business. 

1. Large contact lists is a heavy smoke screen

One major benefit of the free HubSpot CRM is your ability to create 1,000,000 detailed contacts that store information about an individual. This sounds good on paper. But the blunt truth is that HubSpot is prepping you to spend a ton of money in the future.

HubSpot contact limit page screenshot
Here’s what we mean. 

Undoubtedly, you’ll expect or want your business to grow after a while. When that happens, you’ll need to upgrade to a paid plan in HubSpot Marketing Hub. Once you do, the 1,000,000 free contacts clause no longer exists.

This means you’ll start paying for every contact in your database except the first 2,000 and 10,000 in HubSpot’s Professional and Enterprise plans. 

To give you some context, HubSpot users can have a maximum of 87,000 marketing contacts in the Professional plan of the HubSpot Marketing Hub. Having these contacts will cost you $47,892/yr. 

HubSpot CRM Professional vs Enterprise pricing page screenshot

While the Enterprise plan can handle 1,000,000 contacts, brands on this plan will have to cough out a whopping $119,400/yr.

These high costs may or may not be an issue for enterprise users but what’s definitely a problem is getting charged for numerous contacts that you neither interact with nor send emails.

This was the case for Darragh Geoghegan after one year of using HubSpot. 

Here are Darragh’s own words:

“So our Marketing contact list is at 24,000 names (maybe 15,000 engaged contacts opening mails and interacting) – we look to cull the active list a bit to make sure we are not paying for leads on the marketing automation side that are not valuable (if just using Marketing Automation these would not be charged) and HubSpot now imposes a cost on every contact held within the CRM (even if we are not sending them emails or interacting with them at all). 

So to even hold a record in our CRM we now have to pay handsomely.

So HubSpot as a standalone CRM – may be free… but when you look at utilizing their paid services they may look to hit you with a double whammy…. beware.”

Darragh isn’t the only one sharing these sentiments about HubSpot marketing contacts. According to Sassberto, who’s a top Reddit user:

“… HubSpot gets really expensive if you’re successful because you pay based on the size of the database of contacts!”

If you go through the complaints about HubSpot, this is the most common thread you’ll find:

2. HubSpot free CRM users lack quality customer support

Non-existent access to email, in-app chat, or phone support is another tough challenge for HubSpot users. While some users think HubSpot offers quality customer service, a lot more believe that their customer service could improve.

For instance, according to Leandro N., who we earlier quoted: 

“HubSpot customer support was top-notch. The few times I had some issues, I had access to a huge library of FAQs sites, and the chat support was quick as well. They do tend to try to upsell you some features while they help you, but it is not too naggy.”

Sure, this is okay. However, it’s important to reiterate that HubSpot free CRM users do not have access to email, in-app chat, or phone support.

The best you get as a free CRM user is access to:

  • HubSpot Academy
  • HubSpot Community
  • HubSpot Knowledge Base
  • HubSpot library of inbound marketing resources

Even with these resources, some paid HubSpot users run into challenges because they say HubSpot platform is difficult to understand. This makes them incessantly contact the HubSpot support with questions. The response they receive? Unsatisfactory. 

“The platform itself is hard to understand. I find myself calling customer support at least once a week, often more. Additionally, when I do call, most don’t know the answer to my question and have to do additional research. If your customer support team doesn’t know the answer, how will the customer know?”

3. Email templates and snippets are super-quick to exhaust

Email templates help to shorten the time you spend on writing and scheduling emails for prospects and customers. You may want to have templates for:

  • Nurturing leads
  • Welcoming new prospects
  • Pitching your product and services
  • Sending numerous follow-ups

And so on. 

See how easy it is to create at least 5 email templates?

Well, once you’ve used up 5 email templates, you have to opt for a paid HubSpot plan to create more email templates.

But that’s not all. 

According to Alexia R., the Marketing Coordinator of a small engineering company:

“Some functionalities, especially with the email templates, do not always work. Also, you cannot put email tasks to company accounts, only contacts.”

Similar to email templates, snippets are prewritten replies to common questions your audience asks via live chat or email. 

Free users of HubSpot CRM only have access to five snippets. I mean, your audience probably has tons of questions and 5 snippets will barely scratch the surface.

Read also: CRM Showdown — Zoho vs HubSpot CRM Review and Comparison

4. Limited documents max out fast

Documents are files you can email to your prospects. These files take center stage when you’re running a digital marketing campaign and being limited to just five could hamper the success of your salespeople. 

Having lots of documents that outline regular questions your prospects ask is crucial. You want a document that shows:

  • The cost of your product 
  • The best product option you can suggest for your prospect 
  • How your best product option compares to others
  • Social proof specific to your different products

And more.

Done right, these documents will help your salespeople:

  • Save time
  • Respond to prospects quickly
  • Fill your sales pipeline with more leads
  • Focus on closing leads

👉 Interested in HubSpot competitors? Read our blog post for a deep dive into some of the best alternatives to HubSpot.

5. Custom reporting is basic

Sales reporting is the lifeblood of small businesses and early-stage startups. They help you assess the effectiveness of your sales process and your sales team performance, give direction on sales strategies to adopt, and above all, reduce or maintain the length of your sales cycle.

Without adequate sales reports, you can’t execute any of the above. 

This is exactly what Kevin M.O faced as the Director of Marketing in a food and beverages company in almost two years of using HubSpot.

In Kevin’s words

Reporting capabilities are very limited (easy to get data in, difficult to summarize well to drive process adherence) – Company to customer relationship hierarchy lacks the ability to support more complex business models and B2B companies.”

Shan A., the sales and marketing manager of a big pharmaceutical company, also holds a similar opinion.

According to Shan:

“… HubSpot is expensive to use for ALL small and medium-size businesses. And also, the reporting is quite basic.”

The list of similar stories goes on and on with a small business administrator in the banking industry saying this:

“I’m not able to get detailed reporting with upgrading the product. Product is expensive.”

If paid users think the custom reports aren’t comprehensive, that means what you get from the free CRM leaves much to be desired. 

6. HubSpot’s new 2024 pricing update constricts the free plan even more

If you thought HubSpot’s free plan did not feel right for you, wait till you hear about the new update. 

On March 5th, 2024, HubSpot rolled out its updated pricing model for new customers. We won’t go into details, but here’s a brief explanation to help you understand. 

  • HubSpot has introduced two new types of seats, Core and View Only. 
  • The Core Seat offers users edit access to all the features in their subscriptions. This is useful for managers and other team members who need to edit or approve changes.
  • The View-Only seat does not offer any edit access. All plans offer unlimited View-Only seats.
  • The free edit-access seats that HubSpot was offering previously no longer exist – they are now the paid ‘Core Seats’. This means that those who enjoyed having free edit access previously should now purchase at least a Core seat to continue editing (or do away with a View-Only seat).

Didn’t get it? This table might help you understand better: 

Contact Limit: Capped at 1,000 marketing contacts. You can store more, but can’t email or segment beyond this limit without upgrading. Branding: All customer-facing assets (emails, forms, chat, landing pages) carry mandatory HubSpot branding. Automation: No access to marketing workflows or sales sequences—automated follow-ups require at least a Starter plan. Support: Limited to self-service via HubSpot’s knowledge base and community forums. No live chat or email support. Reporting: Only 3 dashboards with up to 10 reports each. No custom reports or advanced analytics features.

User requirement Previous pricing structure New pricing structure
Users requiring view-only access to reports, records, and other data Included in the free plan Now offered in the free, View-Only seat
Users requiring edit access to records and reports, email tracking, and other editable tasks Included in the free plan Now offered in the paid, Core seat
Users requiring sales and service-specific features Dedicated Sales and Service seat Dedicated Sales and Service seat
Important Limits of HubSpot’s Free CRM Plan
– Contact Limit:
Capped at 1,000 marketing contacts. You can store more, but can’t email or segment beyond this limit without upgrading.
– Branding: All customer-facing assets (emails, forms, chat, landing pages) carry mandatory HubSpot branding.
– Automation: No access to marketing workflows or sales sequences—automated follow-ups require at least a Starter plan.
– Support: Limited to self-service via HubSpot’s knowledge base and community forums. No live chat or email support.
– Reporting: Only 3 dashboards with up to 10 reports each. No custom reports or advanced analytics features.

 

Is HubSpot Really Free? Uncovering the Hidden Costs”

Read also: HubSpot Pricing and Comparison with Other Alternatives

Should SMBs and Early-Stage Startups Use HubSpot Free CRM?

Simple answer: Yes and no. 

We’ll tell you why. 

Some businesses tend to go all-in with sales by applying both inbound and outbound marketing strategies, and whatnot. Others drive business revenue by showing up quickly for their prospects on live chat. 

These businesses have varied needs, and therefore, HubSpot’s free CRM platform may or may not be suitable for them. 

Read also: 9 Amazing Marketing Automation CRM Software [Comparison Table]

Who is HubSpot Free CRM Platform Best for?

Let’s explore who the free CRM is suitable for and who is better off with a HubSpot CRM alternative.

1. Small businesses with minimal customer interaction

If you minimally use marketing tools to communicate with customers, HubSpot’s free CRM plan may be a fit. Keep in mind that you cannot track and get more than 200 email notifications every month.

That means if you have 100 persons on your list and you send 4 emails every month, you’ll be unable to track the data for 200 of those emails every single month. 

2. Self-service SaaS companies

Self-service SaaS companies are brands like Dropbox, Spotify, Facebook, Google, Netflix, and so on. 

Customers who interact with these brands don’t usually need a salesperson’s nudge to sign-up for a trial, free plan, or paid plan. They do it themselves. If your startup is in this category, the HubSpot free CRM might work for you as their 1,000,000 free contacts will come in handy.

3. Businesses without a dedicated sales team

Small businesses that work with a handful of clients every month may be a fit for HubSpot free CRM. However, if you need to send custom quotes occasionally, that could be a hassle. As one Reddit user said, “I’ve got maybe 3-5 products, and the thought of retyping each time for a new quote is nauseating.”

4. Beginner freelancers and consultants

Freelancers and consultants kicking off their careers might be a fit for HubSpot free CRM. But as time goes on, growth will happen, and you will use up the 5 free email templates when courses are offered, newsletters are created, subscribers are segmented, and so on. 

 

Marketing Madness: HubSpot vs EngageBay Face‑Off

Read also: HubSpot Pros And Cons — A Candid Assessment

Who Should Stay Clear of HubSpot Free CRM Plan?

This is quite important, so let’s have some clarity.

1. SaaS businesses using the non-self-serve model

Businesses that use the non-self-serve model usually require sales reps to help them close deals. If your business is in this category, chances are your salespeople could perform below expectations with the free CRM and you’d need to upgrade.

But as Leandro N. says, this could happen next:

“Most businesses must make the painful decision to abandon HubSpot and find new CRM suites with much more reasonable cost escalations. By then, you lost 1 to 2 months migrating, learning the new tools and onboarding your team. Small businesses and startups, just stay away. You will end up regretting it just as your business begins to take off.”

2. Small businesses with clear growth plans

If you have a documented plan of your expected business trajectory, you should stay clear of the HubSpot free CRM — unless the cost and limitations don’t scare you. 

Take it from a Reddit user who said, “Sales starter ($45/month) is pathetic as well. Not much difference between this and free.” 

What does this mean? You’ll need to upgrade to Sales Professional and Marketing Professional if you need better functionalities. At the bare minimum, both will cost $15,000 per year. 

3. Businesses Planning to Build a Dedicated Sales Team

Sales teams could find it difficult to cope with HubSpot free CRM. For instance, they can’t automate or trigger tasks and email notifications when deals change stages. Also, they can’t:

  • personalize their personal meeting links (you have a maximum of 1 personal meeting link)
  • include their e-signatures which make their messages appear spammy
  • send lots of cold emails because they’ll quickly reach their email limit.

And the list goes on and on unless you upgrade to not just the starter plan, but the much better Professional or Enterprise plans with costs starting at  $5,400/yr and $14,400/yr respectively. 

4. Brands that want quick customer support

As earlier mentioned, HubSpot free CRM users do not have access to 1:1 support. There’s no support by email, phone, or in-app.

Zilch. Nada. Nothing. 

Therefore, if your team runs into issues that require timely assistance, your business might be stuck for a long time and possibly leave money on the table. More time spent on trying to resolve software issues means less time spent on following up with prospects, nurturing warm leads, and closing deals with potential customers.

Do all these sound like too much headache for a CRM?

Sit tight.

There’s a better CRM alternative for scaling your business operations.

Read also: 8 Surprisingly Awesome HubSpot Alternatives

TL;DR – Is HubSpot Free CRM Worth It?

  • ✅ Solid starter kit: Great for small teams needing contact management, live chat, forms, email tracking, and basic reporting.

  • ⚠ Tight limits: Capped at 1,000 marketing contacts, no automation workflows, and no live support on the free plan.

  • 🚫 Branding stays: Mandatory “Powered by HubSpot” branding on all emails, forms, chat, and landing pages.

  • 💸 Quickly gets expensive: Starter unlocks light automation and branding removal around $50/month, but full-featured plans require steep contact-based pricing.

  • 🤝 Depends on your needs: If you’re a freelancer or a small business with simple CRM needs—yes, it’s good value. For growing businesses needing automation, support, and customization—costs and complexity rise fast.

The HubSpot CRM Alternative That Does More for Less

HubSpot is truly one of the pioneers in the CRM space. While they have a great free forever plan, the truth is, the free plan limitations are way too much. The ceiling on email templates, absence of automation, zero support for free plan users, inability to personalize the CRM experience for your customers, and of course, huge costs of upgrading are real bottlenecks. 

Have we mentioned that you pay a $3,500 HubSpot onboarding fee when you decide to upgrade? These and more are challenges that you won’t find with a HubSpot alternative like EngageBay CRM. EngageBay will not ask you to pay a dollar to get onboarded.

Take it from Kamran R. who used multiple CRMs before finding EngageBay.

In Kamran’s words

“Overall, EngageBay is really an alternative to HubSpot and Agile CRM. It has been a great experience and the onboarding is super easy.

I tried several CRMs which include ZOHO CRM PLUS, AGILE ENTERPRISE, and HubSpot for a while. Most CRMs have the same functionalities but when it comes to pricing, it’s way different. EngageBay has everything that Agile, ZOHO, and HubSpot have but at a fraction of the cost. When you are running a digital business you probably have thousands of leads or contacts who you want to nurture and with limited contacts, you can’t do miracles. 

EngageBay has given me unlimited storage of contacts and I can send 50,000 emails a month without connecting to any other email app like Sendgrid or Mailchimp. 

Another thing is support, their 24 hours support is awesome and the team is also cooperative as well. Therefore, you should try this since it has everything which a high-end CRM has but at a fraction of the cost.”

Like Kamran, many other EngageBay customers switched from other CRMs. An example is Pierpaolo V, who has used EngageBay for almost 12 months. 

In Pierpaolo’s words:

“I’ve tried EngageBay but now it’s our official automation platform. I tried other platforms and spent a lot of money assessing them (HubSpot, Sharpspring, ActiveCampaign, etc). 

Some of them have too high prices, others don’t seem to listen to the request for new features, still others the support is slow to respond. In all the cases I tried something was missing: for EngageBay, nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product).

EngageBay is quick and easy to use. It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e-chat for visitors, etc…)”

If you want a CRM that’s not just affordable but has a ton of easy-to-use features, then you should try EngageBay’s free forever plan. 

 

EngageBay vs HubSpot (2025)

EngageBay offers you 24/7 access to the customer support team, we don’t lock you into a contract, and all the advanced features that’ll make you win as a business owner or founder are right in our CRM. 

Read our full breakdown of HubSpot vs EngageBay

Sign-up for free.


Related reading: 

FAQs on HubSpot’s Free CRM Platform

 

Is HubSpot free for nonprofits?

Partly. HubSpot offers a 40% discount off its current prices in its Product and Services Catalog. That said, nonprofits are entitled to this discount under these conditions: 
– They must be located and registered as a nonprofit in North America, Australia, or New Zealand
– They must be a new HubSpot customer
– They must sign up for an annual term contract (1-year subscription)
– They must meet all nonprofit eligibility requirements as outlined here.
– They must be net-new Professional or Enterprise Tier HubSpot users. Products in HubSpot’s Starter Tier, including add-ons, capacity packs, or limit increases are excluded.

Can we use HubSpot for free?

Yes, HubSpot offers a free-forever plan with limited features that are view-only. You cannot edit or automate anything. While the Starter plan does offer some essential features, automation, workflows, many custom properties, and other core features are locked behind the more expensive Professional and Enterprise plans, which start at $800+/month and can easily run into thousands of dollars per month. 

Is HubSpot marketing automation free?

Not really. HubSpot’s free CRM plan has some features that allow you to automate some of your B2C/B2B marketing operations. But it doesn’t take long for you to max out the limits in the free CRM. 
So you’ll have to purchase a paid HubSpot subscription if you want to derive any real value from HubSpot’s marketing automation. 

What is the difference between HubSpot paid and free?

The free version of HubSpot is view-only and includes basic CRM tools, 1 deal pipeline, capped lists, limited email sends, and bare-bones contact management. However, any form of automation, editing, reports, and other core features are locked behind paid upgrades. Most businesses outgrow their free and even the HubSpot Starter plans pretty quickly and are forced to upgrade to the more expensive Professional plan.

How long can you use HubSpot for free?

There’s no time limit, so you can use HubSpot’s free CRM indefinitely. However, once your business needs any form of automation, reporting, and analytics, you’ll need to upgrade to a paid plan–which happened sooner than expected for many users. 

What updates has HubSpot made to the free tools in 2024?

HubSpot’s free plan now includes only 5x Core seats for free, with unlimited View-Only seats. Users who enjoyed edit access for free will either have to upgrade to a paid Core seat, or do away with view-only access. 

Does HubSpot’s new seat-based pricing structure affect existing customers?

The seat-based HubSpot CRM pricing structure currently only affects new customers, meaning you won’t be requested to immediately switch to the new plans. However, there’s a good chance that users will have to adopt the new structure during the next renewal.

Can I remove HubSpot branding on the free plan?

No — HubSpot-branded elements (like chat widgets, forms, emails, landing pages, meeting links, and documents) are mandatory on the free plan. To remove their branding, you must upgrade to a paid Starter-level plan or higher.

The post Is HubSpot Truly Free? Ultimate Guide to What’s Included — and the Hidden Costs appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/is-hubspot-free/feed/ 0
CRM Pricing 2025: Side-by-Side Cost Comparison of the 10 Best CRMs https://www.engagebay.com/blog/crm-pricing/ https://www.engagebay.com/blog/crm-pricing/#respond Tue, 08 Jul 2025 04:05:53 +0000 https://www.engagebay.com/blog/?p=72440 Choosing the right CRM is more than just comparing features; it’s about finding the best value for your business. Most […]

The post CRM Pricing 2025: Side-by-Side Cost Comparison of the 10 Best CRMs appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
Choosing the right CRM is more than just comparing features; it’s about finding the best value for your business.

Most CRMs cover the basics, but pricing can vary significantly based on factors like contact limits, advanced tools, and scalability. For example, a CRM pricing plan at $15 might include robust features but limit you to 250 contacts, while a $20 plan could allow 1,000 contacts but with fewer functionalities.

Understanding these pricing models is crucial to avoid overpaying for features you don’t need or outgrowing a budget-friendly plan too soon. 

In this best CRM pricing comparison guide, we’ll break down what drives CRM pricing and compare the top 10 options to help you make the best choice for your business.

TL;DR – CRM pricing (2025):

Entry-level plans average ≈ $15 per user/month (Freshsales $9, Zoho CRM $14, EngageBay $14.99) 
Mid-tier plans hover around ≈ $60 per user/month (EngageBay $64.99, Pipedrive $64, Freshsales $59)
Enterprise-grade CRM pricing starts at ≈ $150 per user/month (Salesforce $165, Microsoft Dynamics 365 $150, Close $149 — HubSpot’s full suite can run far higher)

Details and full comparison tables below 👇

CRM Pricing Table (Free → Enterprise): Top 10 CRM Tools for 2025

Here’s a quick overview of the top 10 CRM pricing comparisons that are currently available in the market.

CRM Software Free Plan Basic Plan Mid-Tier Plan Enterprise Plan
HubSpot CRM ✅ Free $20/user/mo $1,300/user/mo $4,300/user/mo
EngageBay ✅ Free $14.99/user/mo $64.99/user/mo $119.99/user/mo
Salesforce ❌ No $25/user/mo $100/user/mo $165/user/mo
Zoho CRM ✅ Free $14/user/mo $23/user/mo $40/user/mo
Pipedrive ❌ No $19/user/mo $34/user/mo $74/user/mo
Freshsales ✅ Free $9/user/mo $39/user/mo $59/user/mo
Monday.com CRM ❌ No $15/user/mo $20/user/mo Custom Pricing
Insightly ❌ No $29/user/mo $49/user/mo $99/user/mo
Close CRM ❌ No $29/user/mo $109/user/mo $149/user/mo
Microsoft Dynamics 365 ❌ No $65/user/mo $105/user/mo $150/user/mo

** Please note that while most prices mentioned are billed monthly, some CRMs only offer annual billing. Be sure to check the provider’s pricing details for exact billing terms.

Get Custom Quote For EngageBay Now!

Key Factors Affecting CRM Pricing in 2025

While the base price gives a general idea of affordability, the true cost depends on your business’s specific requirements. 

Factoring in customization, scalability, and additional features will help you make a more accurate CRM cost comparison and find the best value.

Here are the key factors that influence CRM pricing:

User-based pricing

Many CRM providers charge based on the number of users. Some platforms offer per-user pricing, where businesses pay a fixed rate for each user added. 

This model is great for small teams but can become expensive as the company grows. Others provide unlimited user plans, often at a higher base price, making them more suitable for larger businesses with multiple departments needing CRM access.

Subscription models 

CRMs typically follow three main payment structures:

Monthly subscriptions: Provide flexibility and are ideal for startups or businesses that don’t want long-term commitments. However, they often cost more over time compared to annual plans.

Annual subscriptions: Offer cost savings, with most CRM vendors providing discounts for paying upfront. This is a good option for businesses committed to long-term CRM use.

One-time payment: Some on-premise CRMs require a hefty upfront investment but eliminate recurring costs. While this can be budget-friendly in the long run, it may lack ongoing updates and support.

Bar chart comparing per-user CRM pricing for 10 leading platforms, 2025.

Bar chart comparing per-user CRM pricing for 10 leading platforms, 2025.

Feature-based plans 

Most CRMs offer tiered pricing based on features:

Basic plans: Include core CRM functionalities like contact management, task tracking, and simple reporting. Best for startups or small businesses.

Professional plans: Add more advanced tools like workflow automation, sales forecasting, and analytics. Suitable for growing teams that need deeper insights.

Enterprise plans: Provide extensive customization, AI-powered insights, API access, and multi-level security. Designed for large organizations with complex needs.

Customization & integration costs

Not all CRMs come with out-of-the-box solutions that fit every business. Customizing workflows, dashboards, or automation rules often incurs additional costs. 

Similarly, integrating the CRM with third-party tools (e.g., accounting software, email marketing platforms, or customer support systems) may require premium API access or developer assistance, increasing the overall cost.

Cloud-based vs on-premise CRM costs

The deployment model affects pricing as well.

Cloud-based CRMs operate on a subscription basis, with costs covering storage, maintenance, and updates. They offer lower upfront costs but require ongoing payments.

On-premise CRMs involve a one-time license fee but require businesses to handle their own server infrastructure, security, and updates. 

This is often a better fit for companies with strict data security requirements.

AI & automation add-ons

AI-driven CRM features — such as predictive analytics, lead scoring, and chatbots — can improve efficiency but often come at an additional cost. While some platforms include basic AI capabilities in higher-tier plans, others charge separately for automation tools

Businesses should evaluate whether these features justify the added expense.

CRM Usage Limits: What Do You Get in Each Plan in 2025?

Let’s break down what each CRM pricing plan offers in terms of free vs paid options, contact and storage limits, feature access, integrations, and support availability.

1. HubSpot CRM 

HubSpot CRM

HubSpot CRM is a great choice for small businesses and startups looking for a free, user-friendly CRM. It offers a free plan with core features like contact management, email tracking, and deal pipelines. 

However, businesses looking for advanced automation and custom reporting may need to upgrade to a paid plan, which can get expensive as user counts increase. 

HubSpot Pricing Decoded (2024): What They Don’t Want You to Know
 

Free vs paid CRM plans: what’s included?

HubSpot CRM’s free plan provides essential features, but upgrading unlocks premium tools like automation, advanced reporting, and increased contact limits.

Feature access differences
Feature Free Plan Starter
($20/user/mo)
Professional
($20/user/mo)
Enterprise
($20/user/mo)
Contact Limit 1,000  1,000  2,000  10,000 
Contact Management ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Sales Automation ❌ No ✅ Limited ✅ Advanced ✅ Full
AI Insights ❌ No ❌ No ✅ Yes ✅ Yes
Custom Reports ❌ No ❌ No ✅ Yes ✅ Yes
Integration & API limitations
  • Free Plan: Limited integrations (Google Workspace, Outlook, Stripe).
  • Starter Plan & Above: Unlocks custom API integrations, Salesforce, and more.
  • Enterprise: Advanced customization with unlimited API calls.
Support availability
Plan Support Type
Free  Community forum, basic documentation
Starter  Email & chat support
Professional Phone support, knowledge base
Enterprise Dedicated account manager, premium support

2. EngageBay

Sales funnel analytics in EngageBay

Best use case

EngageBay CRM is an affordable all-in-one solution for CRM, marketing, sales, and customer support that can be used by both small and large enterprises alike. 

It offers a generous free plan and budget-friendly paid plans with advanced marketing and sales automation, live chat, and integrations — making it a strong alternative to HubSpot for businesses on a tight budget.

The Most Affordable CRM: EngageBay

Free vs paid CRM plans: what’s included?

EngageBay’s free plan includes core CRM features and marketing automation for up to 250 contacts. Paid plans unlock advanced automation, higher contact limits, and integrations with third-party apps.

Feature access differences
Feature Free Plan Basic ($14.99/user/mo) Growth ($64.99/user/mo) Pro ($119.99/user/mo)
Contact Limit 250 500 5,000 Unlimited
Contact Management ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Marketing & Sales Automation ❌ No ❌ No ✅ Yes ✅ Yes
AI Insights ❌ No ❌ No ❌ No ✅ Yes
Custom Reports ❌ No ❌ No ❌ No ✅ Yes
Integration & API limitations
  • Free Plan: Basic integrations (Google Workspace, Stripe, Zapier).
  • Basic & Growth Plans: Unlock third-party CRM and marketing integrations.
  • Pro Plan: API access for advanced customization and automation.
Support availability
Plan Support Type
Free Email & Chat Support
Basic Email & Chat Support
Growth Email & Chat Support, Free Onboarding Sessions, Dedicated Account Manager
Pro Email & Chat Support, Free Onboarding Sessions, Dedicated Account Manager, Phone Support

3. Salesforce 

salesforce Small business CRM pricing

Best use case

Salesforce CRM is best suited for large enterprises and growing businesses that need a highly customizable, scalable CRM with advanced automation, AI-powered insights, and deep integrations. 

Free vs paid CRM plans: what’s included?

Salesforce doesn’t provide a free plan, but its higher-tier plans unlock advanced AI-driven insights, workflow automation, and deep customization options.

Feature access differences
Feature Starter ($25/user/mo) Pro
($100/user/mo)
Enterprise ($165/user/mo)
Lead & Contact Management ✅ Yes ✅ Yes ✅ Yes
Workflow Automation ❌ No ✅ Limited ✅ Yes
Forecasting ❌ No ✅ Yes ✅ Yes
Custom Reports & Dashboards ✅ Yes ✅ Yes ✅ Yes
Integration & API limitations
  • Starter Plan: Limited integrations (Google Workspace, Slack, Microsoft 365).
  • Pro Plan: Web-service APIs with an additional $25 USD/user/month
  • Enterprise Plan: Full API access for deep automation and third-party system integration.
Support availability

All plans include access to knowledge articles, documentation, and Salesforce Trailhead for self-guided learning. However, for expert guidance and priority support, you’ll need to subscribe to the Salesforce Success Plan.

Premier Success Plan Signature Success Plan
30% of net license fees Contact them directly 

4. Zoho CRM

Best CRM pricing breakdown – zoho

Best use case

Zoho CRM is an affordable and flexible solution ideal for small and mid-sized businesses, especially those already using Zoho’s ecosystem (Zoho Books, Zoho Desk, etc.). It offers seamless integration, making it a cost-effective all-in-one platform. 

Free vs paid CRM plans: what’s included?

Zoho CRM offers a free plan for up to three users, making it a great option for startups. However, paid plans unlock advanced tools, making it a scalable option for growing teams.

Feature access differences
Feature Free Plan Standard ($14/user/mo) Professional ($23/user/mo) Enterprise ($40/user/mo)
Contact Limit 100,000 250,000 500,000 1,000,000
Lead & Contact Management ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Workflow Automation ❌ No ✅ Basic ✅ Advanced ✅ Full
AI Insights (Zia AI) ❌ No ❌ No ❌ No ✅ Yes
Custom Reports & Dashboards ❌ No ✅ Yes ✅ Yes ✅ Yes
Zoho Ecosystem Integration ✅ Limited ✅ Limited ✅ Yes ✅ Yes
Integration & API limitations
  • Free & Standard Plans: Basic integrations with Google Workspace and Outlook.
  • Professional & Enterprise Plans: API access, third-party integrations (Slack, WhatsApp Business, QuickBooks), and seamless Zoho ecosystem connectivity.
Support availability
Plan Support Type
Free Plan Community forum, email support
Paid Plans Email, call, chat, or schedule a remote assistance session
Premium Support Personalized onboarding sessions and priority support

5. Pipedrive

pipedrive CRM cost comparison

Best use case

Pipedrive is an excellent choice for businesses that need a no-fuss, sales-focused CRM with an intuitive interface and strong automation capabilities at affordable pricing.

It excels in deal tracking, automation, and lead management, making it a great option for businesses that prioritize sales efficiency over complex CRM features. 

Free vs paid CRM plans: what’s included?

Pipedrive does not offer a free plan, but all paid plans come with unlimited contacts, deal tracking, and customizable pipelines. 

Feature access differences
Feature Essential ($19/user/mo) Advanced ($34/user/mo) Professional ($64/user/mo) Power
($74/user/mo)
Contact Limit Unlimited Unlimited Unlimited Unlimited
Pipeline Management ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Sales Automation ❌ No ✅ Yes ✅ Yes ✅ Yes
AI Sales Assistant ❌ No ❌ No ✅ Yes ✅ Yes
Custom Reports ❌ No ❌ No ✅ Yes ✅ Yes
Integration & API limitations
  • All plans include 500+ integrations and access to its API.  
Support availability
Plan Support Type
Essential & Advanced Chatbot Support, Online Help Center
Professional Personalized Onboarding, Live Chat 24/5
Power Phone Support, Personalized Onboarding,
Dedicated Account Manager, 24/7 Premium Support

Table graphic of free CRM plan limits across four vendors

Table graphic of free CRM plan limits across four vendors


6. Freshsales

Affordable CRM software

Best use case

Freshsales is a powerful yet affordable CRM that combines AI-powered automation, built-in telephony, and intuitive sales management tools, making it an excellent option for growing businesses looking for an all-in-one sales solution.

Free vs paid CRM plans: what’s included?

Freshsales’ free plan is free for up to three users. Paid plans offer AI-powered insights, advanced automation, and workflow customization.

Feature access differences
Feature Free Plan Growth ($9/user/mo) Pro ($39/user/mo) Enterprise
($59/user/mo)
Contact Limit Unlimited Unlimited Unlimited Unlimited
Pipeline Management ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Sales Automation ❌ No ✅ Limited ✅ Advanced ✅ Full
AI Insights (Freddy AI) ❌ No ❌ No ✅ Yes ✅ Yes
Built-in Phone Dialer ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Custom Reports & Dashboards ❌ No ❌ No ✅ Yes ✅ Yes
Integration & API limitations
  • You get access to its API and Freshworks Marketplace with all its paid plans. 
Support availability
Plan Support Type
Free & Paid Plans 24/5 Phone, Chat & Email Support

7. Monday.com CRM

Monday CRM

Best use case

Monday.com CRM is ideal for teams that prioritize collaboration and workflow automation over traditional sales features. 

Its visual pipeline management, extensive customizability, and seamless integration make it an excellent choice for marketing teams, agencies, and businesses managing multiple projects.

Free vs paid CRM plans: what’s included?

Monday.com CRM does not offer a free plan, but its paid tiers provide increasing levels of automation, lead scoring, and reporting tools.

Feature access differences
Feature Basic ($15/user/mo) Standard ($20/user/mo) Pro ($33/user/mo) Enterprise (Custom Pricing)
Contact Limit Unlimited Unlimited Unlimited Unlimited
Customizable Dashboards ✅ Yes ✅ Yes ✅ Yes ✅ Yes
Sales Automation ❌ No ✅ Limited ✅ Advanced ✅ Full
Advanced Analytics ❌ No ❌ No ✅ Yes ✅ Yes
Lead Scoring ❌ No ❌ No ❌ No ✅ Yes
Custom Reports  ❌ No ✅ Basic ✅ Advanced ✅ Full
Integration & API limitations
  • Basic and Standard: Limited third-party integrations like Gmail.
  • Pro: API access, integration with Mailchimp, HubSpot, and other CRMs.
  • Enterprise: API calls, advanced security, and compliance features.
Support availability
Plan Support Type
All Paid Plans Self-Serve Knowledge Base, 24/7 Assistance, and Daily Live Webinars
Enterprise Plan Dedicated Account Manager, 24/7 Support, 99.9% uptime SLA

8. Insightly CRM

Insightly -- CRM pricing comparison 2025

Best use case

Insightly CRM is an excellent choice for service-based businesses, consultants, and project-focused teams that need a CRM with built-in project tracking. 

Its Google Workspace integration, project automation, and affordable pricing make it a strong alternative to traditional sales-first CRMs.

Free vs paid CRM plans: what’s included?

Insightly does not offer a free plan, but its paid tiers provide access to contact management, pipeline automation, email tracking, and project management features.

All Insightly plans are billed annually, and they offer a 14-day free trial so businesses can test the features before committing to a paid plan.

Feature access differences
Feature Plus ($29/user/mo) Professional ($49/user/mo) Enterprise
($99/user/mo)
Contact Limit 100,000 250,000 500,000
Pipeline Management ✅ Yes ✅ Yes ✅ Yes
Project Management Tools ✅ Yes ✅ Yes ✅ Yes
Lead Assignment Automation ❌ No ✅ Yes ✅ Yes
Custom Dashboards & Reports ❌ No ✅ Limited ✅ Unlimited
Built-in Business Intelligence Dashboards ✅ Yes ✅ Yes ✅ Yes
Integration & API limitations
  • All plans: Basic integrations with Google Workspace, PandaDoc, QuickBooks, etc, and access to REST public API. 
  • Enterprise Plan: Supports AppConnect low-code, no-code integration, enterprise-grade security, and full customization capabilities.
Support availability
Plan Support Type
All Plans 24-hour email response and weekday phone support (9 AM–4 PM PT)
Premium Support Available for an additional 20% of your plan cost

9. Close CRM

close CRM

Best use case

Close CRM is best suited for sales-driven teams and startups that prioritize outbound calling, email automation, and pipeline management. 

Unlike traditional CRMs, Close is built specifically for inside sales teams, offering features like a built-in power dialer, SMS automation, and multi-channel outreach. 

Free vs paid CRM plans: what’s included?

Close CRM does not offer a free plan. However, its feature-rich sales automation tools justify the pricing for teams that need high-volume sales engagement.

Feature access differences
Feature Startup ($29/user/mo) Professional ($109/user/mo) Enterprise
($149/user/mo)
Contact Limit Unlimited Unlimited Unlimited
Built-in Calling ❌ No ✅ Yes ✅ Yes 
Sales Automation ❌ No ✅ Yes ✅ Yes
AI Insights ❌ No ✅ Yes ✅ Yes
Custom Reports ❌ No ❌ No ✅ Yes
Integration & API limitations
  • Close CRM offers 100+ one-click integrations with popular third-party apps like Zoom, Zapier, Calendly, and Google Workspace.
  • Users also get access to the Close REST API, allowing developers to build custom integrations.
Support availability
Plan Support Type
All Plans Email Support & Knowledge Base, Security Compliance
Enterprise Plan Custom Onboarding, Screen Share Support, & Dedicated Account Manager

10. Microsoft Dynamics 365

Microsoft Dynamics 365 sales

Best use case

Microsoft Dynamics 365 is best suited for large enterprises and businesses already using Microsoft products like Office 365, Teams, and Azure. 

It offers robust AI-driven automation, deep customization, and enterprise-grade security, making it ideal for companies needing advanced CRM capabilities with strong sales, marketing, and customer service modules.

Free vs paid CRM plans: what’s included?

Microsoft Dynamics 365 does not offer a free plan. However, its paid plans provide a scalable and highly customizable solution for businesses of all sizes.

Feature access differences
Feature Sales Professional ($65/user/mo) Sales Enterprise ($105/user/mo) Sales Premium ($150/user/mo)
Contact Limit Unlimited Unlimited Unlimited
Contact Management ✅ Yes ✅ Yes ✅ Yes
Customization and Automation (Requires additional licenses) ✅ Limited ✅ Yes ✅ Yes
Conversation Intelligence ❌ No ✅ Included capacity ✅ Included capacity
Reporting and Dashboard ✅ Yes ✅ Yes ✅ Yes
Integration & API limitations
  • Microsoft Dynamics 365 seamlessly integrates with the entire Microsoft ecosystem, including Office 365, Teams, SharePoint, and Azure AI.
  • It also supports third-party integrations through Power Automate and APIs, allowing businesses to connect with external tools like Salesforce, Slack, and SAP.
Support availability
Plan Support Type
All Plans 24/7 Microsoft Support Portal & Community Forum
Add-On Support Paid premium support for faster response times

Hidden CRM Costs to Watch Out For in 2025

Mailchimp Pricing Shocker! Here’s How You Might Be Getting Ripped Off

Setup & implementation fees

Many CRM providers charge a one-time setup fee for onboarding, data migration, and initial configuration. For enterprise-level CRMs, implementation can cost thousands of dollars, depending on the complexity.

Customization & API integration fees

Customizing workflows, dashboards, and API integrations often require developer support or third-party tools, which can lead to additional costs. Some CRMs charge extra for access to advanced APIs.

Infographic listing setup, API, training, storage, scaling costs in CRM pricing

Training & support costs

While basic support is often included, premium customer support (priority assistance, dedicated account managers, or personalized training) is usually an add-on service that can increase your costs.

Scaling costs as your business grows

As your team expands, adding more users or upgrading to higher-tier plans may be necessary, significantly increasing your CRM expenses over time. Some CRMs also charge based on the number of contacts stored.

Storage & automation limits that may require upgrades

Most CRM limits storage space for files, emails, and contacts. If you exceed these limits, you may have to pay for additional storage or upgrade to a more expensive plan. Similarly, advanced automation features might only be available in higher-tier plans.

Conclusion

While doing CRM pricing comparison, consider features, scalability, and hidden costs.

CRM pricing models vary widely, from user-based pricing to feature-based tiers, and some tools charge extra for customization, integrations, and premium support.

Best CRM picks based on business size and budget:

Best Free CRM HubSpot CRM, Zoho CRM, EngageBay
Most Affordable CRM for Small Businesses EngageBay, Pipedrive, Freshsales
Best Mid-Tier CRM for Growing Teams Monday.com CRM, Insightly, Close CRM
Best Enterprise CRM with Advanced Features Salesforce, Microsoft Dynamics 365

Before committing, take advantage of free trials and demos to compare pricing structures and ensure the CRM fits your business needs.

Many CRMs offer limited free plans, so testing different platforms can help you make an informed decision.

Start a free trial today and compare CRM pricing plans to see what works best for your business. 

Frequently Asked Questions

 

#1. What is the average CRM pricing per user in 2025?

Industry trackers peg entry-level CRM pricing at about $23 per user per month, based on the lowest paid tiers from brands such as HubSpot, Zoho, Freshsales and others.

#2. How does CRM pricing jump from small-business to enterprise plans?

Expect a three-step ladder: starter plans hover around $10–$30, mid-tier “professional” bundles run $50–$80, and enterprise CRM pricing starts near $150 and can exceed $500 per user every month once AI, advanced security and custom SLAs are added

#3. Which factors have the biggest impact on CRM pricing?

The EngageBay guide highlights five main cost drivers: number of seats, feature tier, deployment model (cloud vs. on-prem), integrations & customization, and AI/automation add-ons—each layer can nudge CRM pricing up or down as you grow

#4. Are there hidden costs in CRM pricing besides the subscription fee?

Yes. Implementation, data migration, paid integrations, custom development, user training and even poor adoption can inflate CRM pricing well beyond the advertised list rate—watch for these “stealth” expenses before signing a contract

#5. How can small businesses keep CRM pricing low without losing key features?

Lock in annual billing discounts, start on flexible low-seat plans ($10–$50/user), choose platforms with generous free tiers (e.g., EngageBay, HubSpot) and prioritise must-have integrations so you’re not forced into pricier bundles later

The post CRM Pricing 2025: Side-by-Side Cost Comparison of the 10 Best CRMs appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/crm-pricing/feed/ 0
Cheapest CRM Solutions for 2025: 16 Low-Cost Platforms Small Businesses Love https://www.engagebay.com/blog/cheapest-crm-solutions/ https://www.engagebay.com/blog/cheapest-crm-solutions/#respond Wed, 02 Jul 2025 06:15:15 +0000 https://www.engagebay.com/blog/?p=53945 Hunting for the cheapest CRM solutions in 2025? Look no further, we’ve got something that stands as a bang for […]

The post Cheapest CRM Solutions for 2025: 16 Low-Cost Platforms Small Businesses Love appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
Hunting for the cheapest CRM solutions in 2025?

Look no further, we’ve got something that stands as a bang for your buck – a list of 16 cheapest CRM solutions that won’t make managing customer relationships feel like a high-wire act.

Small business owners, new entrepreneurs, and startups may feel that implementing a customer relationship management (CRM) system is daunting, with dozens of customer conversations across sticky notes, cluttered emails, and hurriedly jotted memos.

However, the reality is far more promising. Our list of cheapest CRM systems provides a unified platform to track interactions, understand customer needs, and strengthen relationships with powerful marketing automation. They’ll also offer a gateway to organize customer data efficiently while being easy to use and set up. 

Keep reading until the end to explore 16 of the cheapest CRM options. This guide compares the year’s most affordable tools—prices, features, and hidden costs included.

Scroll down to make the right choice!

Cheapest CRM at a Glance (2025 Snapshot)

If you’re short on time, start here. This cheat-sheet shows which platforms are truly free, how low their entry plans go, and how users rate them—so you can narrow the field in seconds.

# CRM Forever-Free Plan? Entry Paid Price* G2 ★ Capterra ★
1 EngageBay ✅ $12.74 /user/mo 4.6 4.7
2 HubSpot CRM ✅ $18 /mo 4.4 4.5
3 Zoho CRM ✅ $14 /user/mo 4.1 4.3
4 Insightly ✅ $29 /user/mo 4.2 4.1
5 Bitrix24 ✅ $61 /org/mo 4.1 4.1
6 Agile CRM ✅ $8.99 /user/mo 4.0 4.1
7 Apptivo ✅ $8 /user/mo 4.4 4.4
8 Streak (Gmail) ✅ $15 /user/mo 4.5 4.5
9 Capsule 14-day trial $18 /user/mo 4.6 4.5
10 Spotler CRM 14-day trial $43 /user/mo 4.4 4.5
11 Flowlu ✅ $29 /account/mo 4.7 4.8
12 Freshsales ✅ $15 /user/mo 4.5 4.5
13 Vtiger ✅ $12 /user/mo 4.3 4.4
14 Less Annoying CRM $15 /user/mo 4.9 4.8
15 Brevo ✅ $25 /mo 4.5 4.6
16 Nimble 14-day trial $24 /user/mo 4.5 4.4
  • Lowest sticker price: Apptivo ($8) edges out Agile CRM ($8.99).

  • Most generous free tiers: EngageBay (rich all-in-one suite) and HubSpot (unlimited users).

  • Highest user satisfaction: Less Annoying CRM tops Capterra with 4.9/5.

What to Look for in an Affordable CRM Software

In the quest for the cheapest CRM solutions, it’s crucial to ensure that affordability doesn’t come at the expense of essential features. Remember that the best value comes from balancing cost with functionality.

Your CRM platform should fit today’s budget and scale with your business. 

Look for a CRM that offers a core set of features at a reasonable price, with the option to add more advanced features as your business grows. This way, you invest in what you need now without limiting what you might need in the future.

Here are some features we love, and you want to keep an eye out for:

  • Contact manager: The cornerstone of any CRM is that you can keep track of who your customers are, their contact details, and their history with your business.
  • Lead management: A tool to capture and nurture potential customers, ensuring you miss no opportunities.
  • Reporting and analytics: These features turn data into actionable insights, helping you understand customer behavior and sales trends.
  • Email communication: Streamlines and tracks all customer-related email correspondences within the CRM.
  • Task management: Organizes and prioritizes tasks to ensure follow-ups and meeting deadlines.
  • Marketing capabilities: For creating and managing marketing campaigns targeted at your CRM contacts.
  • Interactive dashboard: Offers a snapshot of key metrics and performance indicators.
  • Collaborative functionality: Facilitates teamwork by allowing multiple users to access and update CRM data.
  • Pipeline management: Provides a visual overview of where prospects are in the sales process.
  • Visual sales pipeline: Graphically represents your sales process, from lead generation to closing.
  • Sales forecasting: Predicts future sales and helps plan by analyzing current data trends.
  • Customer service: Manages customer inquiries and issues, ensuring high customer satisfaction.
  • Integrations: Connect with other tools and platforms, such as social media or email services, for a seamless workflow.
  • Automation: Saves time by automating repetitive tasks such as data entry and follow-up emails.
  • Cloud functionality: Ensures your data is accessible securely over the internet from any device.
  • Mobile CRM: Essential for accessing customer data on the go, allowing real-time updates and interactions.
  • Customization: Adapts to your business’s unique needs, allowing you to tailor the CRM to your processes.
  • Chat: Enables direct communication with customers for real-time engagement and support.

One system may or may not offer all the functions. Figure out what your business needs the most and choose accordingly. It’s about finding that sweet spot where cost-efficiency meets business efficacy, setting the stage for growth without financial strain.

Free vs. Paid: Where the Hidden Costs Kick In

The “forever-free” label is magnetic—until you slam into its invisible limits. Most budget CRMs follow a freemium playbook that looks generous up-front but nudges you onto pricier tiers as soon as you start scaling.

Affordable CRM Showdown: HubSpot vs ActiveCampaign

Watch these pressure points:

  • Contact & email caps – HubSpot’s zero-dollar plan stores plenty of contacts, yet the second you need >2 K monthly sends, email marketing starts at $20+/mo.

  • User seats – Zoho and Flowlu keep the core plan free but charge $15–$30 for every rep after the first 2-3 seats.

  • Automation & reporting – Advanced workflows, AI scoring, or custom dashboards often hide behind “Pro” bundles that double the headline price (Freshsales, Nimble).

  • Storage & API overages – Bitrix24 and Capsule tack on fees for extra file storage or heavy API use once you integrate other apps.

  • Support & onboarding – Phone support, data migration, or a dedicated success manager may jump into four-figure territory unless you’re on a top-tier subscription.

Keep these thresholds in mind so the “cheapest” CRM stays cheap as your customer list—and ambitions—grow.

Bar chart showing max free users: HubSpot 2, Freshsales 3, Zoho 3, EngageBay Unlimited

Comprehensive Review of the Cheapest CRM Options

Here are the hand-picked cheapest CRM solutions for you to choose from. If you don’t have the time to read the detailed comparison, here’s a TL;DR version:

CRM solution Free plan availability CRM Pricing G2 ratings  Capterra rating
EngageBay Yes Starts at $12.74/user/month 4.6 4.7
Hubspot CRM Yes Starts at $18/month 4.4 4.5
Zoho CRM Yes Starts at $14/user/month 4.1 4.3
Insightly CRM Yes Starts at $29 per user/month 4.2 4.1
Bitrix24 CRM Yes Starts at $61/organization/month 4.1 4.1
Agile CRM Yes Starts at $8.99/month 4 4.1
Apptivo CRM Yes Starts at $8/user/month 4.4 4.4
Streak for Gmail Yes Starts at $15 per user/month 4.5 4.5
Capsule CRM Yes Starts at $18/user/per month 4.6 4.5
Spotler CRM No, but offers a 14-day free trial Starts at $43/user/month 4.4 4.5
Flowlu CRM Yes Starts at $29/month 4.7 4.8
Freshsales CRM Yes Starts at $15/user/month 4.5 4.5
Vtiger CRM Yes Starts at $12/user/month 4.3 4.4
Less Annoying CRM No At $15/user/month 4.9 4.8
Brevo CRM Yes Starts at $25/month 4.5 4.6
Nimble CRM No, but offers a 14-day trial At $24/user/month 4.5 4.4

1. EngageBay — a comprehensive CRM for sales, marketing, and customer support

EngageBay stands out in the cheapest CRM market as a holistic platform offering diverse features to support various departments without imposing steep costs.

CRM.org hails EngageBay as a “top-notch, wallet-friendly powerhouse,” particularly for startups and small to medium-sized businesses looking for a robust all-in-one CRM solution. 

“A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform makes any marketer job much easier.”

~ Santiago B., Southern Europe Director, Triptease

Customers appreciate EngageBay’s user-friendly interface that facilitates a smooth transition from other platforms.

This makes it a preferred choice for managing sales and email campaigns. The efficient support team quickly assists users, ensuring minimal downtime and maximum productivity. EngageBay also offers varied support options, including:

  • Email and chat support for all users 
  • Phone support for Pro plan subscribers

Those on higher-tier plans also benefit from free onboarding sessions and a dedicated account manager. ​

“The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay’s customer support has been very responsive and helped me resolve an implementation issue almost immediately.”

-Shawn L., Marketing Manager, List Biological Laboratories, Inc

EngageBay presents a cost-effective yet comprehensive tool for businesses to enhance their customer engagement and support, with features like:

  • Email sequencing: Tailor marketing emails and automate sending based on subscriber actions
  • Email broadcasts: Utilize a drag-and-drop editor for newsletters and updates, with A/B testing capabilities
  • Social media and SMS marketing: Centralize social media tasks and easily send bulk SMS messages
  • Marketing automation: Set up automated actions for efficient lead management
  • Landing pages and forms: Create custom pages and forms with a user-friendly builder
  • Contact and task management: Manage contacts and tasks in a unified space for enhanced organization
  • Deal management and appointment scheduling: Navigate the sales process with customized deal tracks, allowing leads to book meetings directly
  • Sales reporting: Access comprehensive sales data to inform business decisions
  • Site messaging and tickets: Engage visitors in real-time and manage customer support with an integrated ticket system

Pros 

  • Comprehensive features across sales, marketing, and service​​​​
  • Free plan available; affordable pricing for small businesses​​
  • User-friendly and simple interface​​
  • Integrated sales, marketing, and service automation
  • Effective lead and campaign tracking
  • No setup fee for basic plans

Cons

  • Limited advanced customizations and integrations​​
  • No mobile application​
  • Some users report a learning curve

Pricing

EngageBay’s pricing structure makes EngageBay a highly competitive option in the CRM space, offering a range of features at a fraction of the cost — making it one of the best CRM software. The strategy accommodates businesses of varying sizes and budgets. Starting with a free plan that costs $0/user/month, it scales up to:

  • Basic plan at $12.74/user/month
  • Growth plan at $55.24/user/month
  • Pro plan at $101.99/user/month

Engagebay Customer Profile Software Pricing

Sign up with EngageBay for free, or book a demo with our experts.

Most Affordable All-in-One CRM – EngageBay
 

2. Hubspot — a free CRM with no user limits

HubSpot CRM is well known for its commitment to streamlining business operations for unlimited users, be it for solo entrepreneurs or large companies. It offers a centralized system where marketing integrates seamlessly with sales and service data.

It effectively eliminates monotonous tasks and enables a focus on growth and customer relationships.

HubSpot CRM provides over 50 essential features, with key offerings such as:

  • Contact management: Keep all customer data handy to personalize your campaigns
  • Email marketing: Facilitates effective email campaigns and enables automation tailored to customer interactions
  • Meeting scheduling: Streamlines appointment booking
  • Ad management: Manages and tracks online ad campaigns
  • Deal pipelines and stages: Helps predict revenue and identify sales process blockages
  • Task management: Centralizes day-to-day tasks and sales responsibilities
  • Live chat: Engages website visitors in real-time conversations
  • Reporting: Offers insights into sales metrics and performance

While Hubspot offers attractive features, not all are free for unlimited users. Free and lower-priced packages lack advanced features, and costs may increase when you want paid features for creating complex workflows. 

HubSpot’s free plan is the best no-cost CRM … but it caps at two users” (Expert Market, June 25 2025)

Pros 

  • Wide range of app integrations​​
  • Extensive learning resources via HubSpot Academy​​
  • Scalable with business growth​​
  • Intuitive interface, suitable for first-time users​​
  • Advanced email marketing and automation features​​
  • Effective organization and task tracking

Cons

  • Free and lower-priced packages lack advanced features
  • Requires self-onboarding and learning​​
  • Integration and data syncing issues

Pricing

HubSpot CRM’s free plan is a major draw, providing a generous array of basic features. The platform also offers optional add-ons for businesses with tight budgets, allowing for a tailored approach to functionality without unnecessary expenditure.

For those with more intricate needs, HubSpot CRM has three paid CRM and Sales Hub plans:

  1. Sales Hub Starter at $18/month, suitable for growing sales teams
  2. Professional Plan at $1600/month, offers advanced reporting and automation
  3. Enterprise Plan from $5,000/month, includes AI and extensive data storage capabilities

Hubspot CRM Pricing

Read also: Tools and Strategies to Master Sales and Marketing Automation

3. Zoho — a CRM that makes add-ons affordable

Zoho CRM, trusted by over 250,000 businesses globally, poses itself as visionary in the 2024 Magic Quadrant for Sales Force Automation Platforms. It offers a low cost CRM with a powerful set of tools for customer relationship management with integrations that include:

  • QuickBooks 
  • Google Apps
  • Google Docs

Zoho is a versatile option for small businesses looking to enhance their sales and marketing functions without overspending. 

Recent reviews of Zoho CRM tout its indispensability for sales and marketing, praising its comprehensive features that include:

  • Sales automation: Streamlining the sales process to enhance productivity
  • Marketing automation: Tools for creating effective campaigns
  • Omnichannel communication: Engage customers across various platforms
  • Customization: Tailor the CRM to fit specific business needs
  • Analytics: Insightful data analysis for informed decision-making
  • Collaboration tools: Facilitate team communication and cooperation

While Zoho offers some great tools for new businesses and bootstrapped startups, you may need time to grasp the system fully as a new user. Reviews over various platforms show a need for more efficient customer support as the response times and support quality vary.

Pros 

  • Competitive pricing when compared to all the CRMs
  • Massive integration library to create a bespoke SaaS ecosystem
  • Supports omnichannel communication

Cons

  • Complex learning curve
  • Limited customer service for lower tiers
  • Customer support response times and support quality vary
  • Time-consuming data migration and training

Pricing

Zoho CRM offers a variety of pricing tiers to fit the needs and budgets of different businesses:

  • Standard: Starts at $20 per user per month, designed for businesses looking to automate and optimize their sales cycle​​
  • Professional: Starts at $35 per user per month, tailored for businesses aiming to improve customer acquisition and accelerate growth​​
  • Enterprise: Starts at $50 per user per month, suitable for managing global customer experience operations with a complete CRM solution​​
  • Ultimate: At $65 per user per month, designed to scale businesses exponentially with dedicated business intelligence capabilities​

Zoho CRM Pricing

4. Insightly — a CRM with robust analytics and reports

Insightly stands as a commendable CRM, particularly for startups and small businesses. It consistently ranks among the top 10 best cheap CRM software lists for its great reporting and analytics capability. We recognize this platform in our list of cheapest CRMs for its user-friendliness and excellent blend of CRM tools for:

  • Marketing automation
  • Project management 
  • Customer support

Insightly offers a robust set of features designed to streamline business processes:

  • Contact management: Efficient organization and access to customer data
  • Lead and opportunity management: Tools for tracking and nurturing potential sales
  • Project management: Oversee projects with clarity and streamlined collaboration
  • Email marketing automation and templates: Streamline communication with customers
  • Web forms and lead capture: Convert website visitors into leads effortlessly
  • Analytics and insights: Deep dive into data for actionable business intelligence
  • Batch record updates and custom objects: Handle mass data operations and tailor data fields to specific needs
  • Integrations with various tools and platforms: Connect your CRM with Gmail, Google Drive, Office 365, Social media accounts, and Outlook 2013 to maintain all social conversations under a single roof

Pros 

  • Easy-to-use interface minimizing learning curve
  • Comprehensive email marketing tools with templates, automation, and more
  • Excellent project and task management tools
  • Access on-the-go on mobile devices 

Cons

  • Doesn’t offer live chat 
  • It is for on-premise use only
  • Can’t provide multi-lingual support

Pricing

Insightly’s pricing tiers aim to accommodate businesses of different sizes and needs. These competitively priced plans underscore Insightly’s dedication to providing cost-effective CRM solutions, ensuring that even small businesses can access powerful tools to amplify customer relationship efforts.

  • Plus plan: $29/user/month when billed annually, suitable for businesses needing fundamental CRM features
  • Professional plan: $49/user/month when billed annually, offering more advanced capabilities for growing businesses
  • Enterprise plan: $99/user/month when billed annually, providing a comprehensive suite of features for large-scale operations​

Insightly CRM Pricing

Read also: The Best Free CRM Apps, By Category (with User Reviews)

5. Bitrix24 — a flexible and easy-to-deploy CRM 

Bitrix24 is a versatile platform that can be locally hosted or used as a cloud-based solution.

It can accommodate the complex needs of modern businesses without the necessity of a hefty investment. While it offers SMBs some solid tools for lead management with some basic automation, the complexity of the user interface requires a significant learning curve.

It stands out in our list of cheapest CRM tools for its comprehensive business operation management features in addition to basic CRM, such as: 

  • Social intranet: Facilitates internal communication and company-wide collaboration
  • Project management: Offers tools for task assignment, progress tracking, and deadline management
  • HR management system (HRMS): Handles employee information and HR processes
  • CRM features: Manages customer relationships, sales funnels, and marketing campaigns
  • Time management services: Allows for efficient tracking of work hours and productivity
  • Employee self-service: Empowers employees to manage their personal information and requests
  • Invoicing and quotation: Generate and manage invoices and quotes directly within the CRM
  • Reports and analytics: Gain insights from CRM reports, sales intelligence, and more

Pros 

  • Offers unlimited item storage on the cloud
  • Comprehensive features for project and HR management, communication, and more
  • Omnichannel support

Cons

  • Offers only basic automation
  • The complexity of the user interface requires a significant learning curve 

Pricing

Bitrix24 offers a limited-functionality, forever-free plan for unlimited users. This makes it an exceptionally cost-effective option for small businesses and startups that need to manage clients and sales on a tight budget. However, businesses may choose one of their flat-rate plans for additional capabilities to meet the requirements of scaling business:

  • Basic: Up to 5 users, $61 monthly, suitable for small businesses and sales teams
  • Standard: Up to 50 users, $124 monthly, ideal for company-wide collaboration
  • Professional: Up to 100 users, $249 monthly, for maximum sales and business process automation
  • Enterprise: Up to 10,000 users, starting from $499 monthly, offering digital transformation tools for large businesses and enterprises

Bitrix24 cheapest CRM pricing

6. Agile — a simple CRM for freelancers and small teams

Agile is a cloud-hosted CRM that offers an integrated suite of tools for simplifying your sales and marketing workflows.

Its reputation for user-friendliness and cost-effectiveness makes it an attractive option for companies looking to implement a powerful CRM system without the high investment typically associated with such technologies. 

The Agile positions itself as a robust yet affordable CRM option with a focus on features such as: 

  • Sales enablement: Tools and resources to empower the sales team
  • Marketing automation: Streamline marketing processes for efficiency and effectiveness
  • Social suite: Manage social media interactions and engagements
  • Web engagement: Engage with customers and prospects through website interactions
  • Contact management: Centralize customer information for easy access and management
  • Email campaigns: Design and execute email marketing strategies
  • Project management: Tools to plan, monitor, and manage projects
  • Reporting and analytics: Analyze data for informed decision-making

Agile CRM has APIs to integrate third-party systems, although its integrations may be limited. If your business needs multiple integrations, consider others in our list of cheapest CRM with additional integrations or bespoke APIs.

Pros 

  • Comprehensive onboarding resources
  • Affordable for smaller companies
  • Robust contact management
  • Customizable marketing tools

Cons

  • No separated modules for different departments
  • Limited support for lower pricing plans
  • Limited integration capabilities

Pricing

Agile has a free CRM package that is ideal for small teams or solopreneurs since it enables 1,000 contacts and up to 10 users. Agile gives options to grow your CRM with your business with tiered upgrades for advanced features:

  • Starter plan: At $8.99 per user per month, this plan is ideal for small businesses just beginning to use CRM tools
  • Regular plan: At $29.99 per user per month for businesses requiring more advanced CRM features
  • Enterprise plan: At $47.99 per user per month, this plan offers comprehensive CRM solutions for large businesses or those with complex CRM needs

There is no entry-level setup fee for Agile CRM, which makes it an even more cost-effective option for businesses looking to implement an affordable CRM solution without incurring high initial costs. 

Agile CRM Pricing

Read also: 12 Free Customer Database Software To Help You Get Started

7. Apptivo — with seamless integration options

Apptivo is a complete business suite for SMEs. Starting as a customer relationship management solution, it adds marketing campaign planning and sales process automation. Apptivo also has commerce-specific capabilities, including:

  • Estimates
  • Contracts
  • Invoicing
  • Expenditure reporting
  • Procurements

The key features of Apptivo include:

  • Campaign management: Create and execute marketing campaigns
  • Email marketing: Develop and monitor email marketing initiatives
  • Project management: Oversee projects with various tools and metrics
  • Lead management: Track and nurture leads through the sales funnel
  • Opportunity management: Manage sales opportunities effectively
  • Invoicing: Create and manage invoices
  • Supply chains and shipments: Handle logistics and distribution
  • Competitor management: Track and analyze competitor data
  • API and integrations: Seamless integration with SaaS products like Dropbox, Quickbooks, PayPal, G Suite, and Slack
  • Mobile apps: Access CRM functionalities on the go

Pros 

  • Affordable and suitable for small businesses
  • Comprehensive sales and marketing tools
  • Intuitive dashboards and customizable email marketing

Cons

  • Challenges in sorting, sharing, storing, and organizing information in team environments 
  • Somewhat outdated platform interface
  • Doesn’t integrate well with Microsoft products

Pricing

Apptivo’s pricing structure will fit businesses of various sizes and needs with its four plans:

  • Lite plan: At $8 per user monthly (billed annually), it’s got limited features good for small teams
  • Premium plan: Starts at $12 per user monthly (billed annually) with extensive CRM features for scaling business
  • Ultimate plan: At $20 per user monthly (billed annually), the plan is perfect for bigger teams that may benefit from automation and need multiple integrations
  • Enterprise plan: Custom pricing plan for businesses with particular integration needs

Apptivo CRM Pricing

The only complaint among Lite users is inadequate customer support. However, customers note premium support with the premium plans. 

Read also: Enhance Manufacturing Operations with CRM: Insights, Reports, and Solutions

8. Streak CRM — for Gmail users

Streak, “CRM in your inbox,” is a cloud-based sales email tracking tool primarily designed for integration with Gmail.

It is a unique and highly accessible CRM solution for users familiar with Google’s email platform. Its main appeal is allowing users to manage their business operations directly from their Gmail inbox. 

However, Streak’s approach simplifies business processes by incorporating CRM functionalities into the familiar environment of Gmail, thereby enhancing efficiency and user experience. Here’s a list of its notable features: 

  • Mail merge: Efficiently send personalized emails to multiple recipients
  • CRM integration: Seamless integration with Gmail for managing customer relationships
  • Workflow management: Create and manage various workflows suitable for diverse business processes beyond typical customer interactions
  • Team collaboration: Create teams, share pipelines, and assign tasks and roles within the team
  • Automate follow-up: Automated and organized follow-up process within the email system
  • Document finding and organizing: Locate and arrange documents easily in Gmail
  • Editing permissions: Control access and edit permissions for team members

Some users find challenges in sorting, sharing, storing, and organizing information within Streak, especially in team environments. Additionally, if you use Microsoft products, such as Excel sheets, you might want to note that Streak doesn’t integrate well with it.

Pros 

  • Seamless integration with Gmail
  • Easy setup and robust workflow automation
  • Effective for businesses heavily using email

Cons

  • Exclusively for Google Workspace users
  • Lacks comprehensive marketing and customer support tools
  • Advanced reporting is available only in higher-tier plans

Pricing

Streak’s plans cater to a wide range of users, from individuals to large enterprises, making it a cost-effective CRM solution for various business sizes and needs. It has a free plan suitable for individuals, offering:

  • Basic CRM features
  • Email tracking
  • Integration with Gmail and other G Suite apps

There are four additional plans for businesses with more advanced needs:

  • Solo plan ($15/user/month): Tailored for single users or professionals, including all features in the Free plan plus additional data capacity and support features.
  • Pro plan ($49/user/month): Provides a complete CRM solution with unlimited data rows, shared contacts, and advanced features like enriched contacts and team email sharing.
  • Pro Plus plan ($69/user/month): Designed for sophisticated teams aiming to optimize and automate their processes.
  • Enterprise plan: This plan is for businesses seeking deep customization and data validation, offering all features in the Pro plan plus more.

Streak Cheapest CRM pricing

Read also: 9 CRM Tools For Web Designers To Streamline Client Management

9. Capsule — a simple, intuitive CRM with all the great functions

Capsule CRM is a customer relationship management tool known for its affordability, simplicity, and user-friendly interface. It is particularly appealing for users seeking a streamlined and effective CRM solution. 

Capsule doesn’t offer extensive marketing features or integrations, which might be a drawback for businesses looking for a more comprehensive marketing solution within their CRM. Regardless, over 10,000 businesses globally use Capsule, making it a popular choice for companies looking to enhance their sales and customer engagement processes. 

Here are the key features of Capsule CRM:

  • Contact management: Centralize customer information for easy access and management
  • Sales pipeline: Visualize and manage sales deals with customizable milestones
  • Email and activity integration: Seamlessly integrates with email services like Gmail and Outlook
  • Sales analytics: Offers dedicated reporting sections for key sales data
  • Tasks and calendar: Comprehensive overview and management of business activities

Pros 

  • User-friendly and simple interface
  • Customizable sales pipeline
  • Efficient contact management
  • Reliable system with good networking capabilities

Cons

  • Doesn’t offer extensive marketing features or integrations
  • Limited security features
  • Lacks built-in marketing automation tools
  • Features may be too basic for larger enterprises

Pricing

Capsule CRM offers a free plan suitable for basic-level usage with essential features. It also has a range of paid plans, making it accessible for businesses of various sizes:

  • Professional plan: At $18 per user/month, it provides advanced features like a sales pipeline dashboard and activity reporting.
  • Growth plan: This plan starts at $36 per user/month for teams that need customizations and reporting capabilities. 
  • Teams plan: At $54 per user/month, it offers added flexibility for everyone on your team
  • Enterprise plan: At $72 per user/month, includes the most advanced features like dedicated account management and custom training

Capsule CRM pricing

10. Spotler CRM — with the best B2B customer data management

Spotler (formerly Really Simple Systems) CRM stands out for its simplicity and functionality, making it a great choice for B2B customer data management.

Its intuitive design and uncluttered interface allow users to focus on developing and maintaining meaningful customer relationships. It lets you:

  • Examine the current status of leads in your sales funnel
  • Make probability-based sales forecasts
  • Delegate duties to your team

However, while it has task management capabilities, CRM is not for users who need specialized project management software features. However, with a strong emphasis on customization, Spotler tailors to the specific needs of businesses, offering versatile CRM features like:

  • Pipeline management: Offers a graphical representation of the sales pipeline, aiding in customer tracking opportunities and making accurate revenue forecasts
  • Email marketing campaigns: Integrates email marketing within the CRM for effective data synchronization and targeted efforts
  • Workflow automation: Includes basic workflow automation for repetitive tasks like lead nurturing and follow-up emails
  • Quotations: Simplifies quote creation and tracking, suitable for basic quoting needs
  • Reporting & analytics: Provides powerful reporting tools for sales data analysis, though not as comprehensive as specialized BI tools
  • Case management: Tracking customer support cases and maintaining customer relationship histories

Pros 

  • Allows for significant customization, enabling businesses to tailor the system
  • Easy to grasp and utilize for managing contact data
  • Quick and helpful technical support
  • Efficiently integrates with various software systems

Cons

  • Automated email integration may not meet specific formatting needs
  • Not for users needing specialized project management software features
  • Demand for enhanced reporting capabilities and advanced analytics

Pricing

Spotler CRM offers three pricing plans suitable for a range of business sizes:

  • Free plan: Basic features for startups or small businesses.
  • Professional plan: Provides advanced features at $43/user/month, perfect for growing businesses.
  • Enterprise plan: Offers the most comprehensive features for large organizations needing extensive CRM capabilities at $64/user/month.

Spotler CRM Pricing

Read also: CRM For Retail: Strategies And Software To Drive Up Loyalty

11. Flowlu CRM — for great project management 

Several CRMs with comprehensive marketing and sales tools may exist, but Flowlu stands out for its project management capabilities.

It offers a range of features that cater to various aspects of business management, making it a comprehensive solution for businesses looking to streamline their operations.

Here are some of the features that make it a great tool for efficient project management: 

  • Online CRM: Effective management of sales opportunities, customer interactions, and future planning, all centralized for easy access
  • Project management: Tools for planning, creation, tracking, and financial oversight of multiple projects
  • Task management: Allows for converting ideas into tasks, assignment to team members, and task prioritization
  • Agile & issue tracker: Adapts to changes in projects using agile methodologies and prioritizes issues effectively
  • Financial management: Centralizes financial records for easy budget planning and visualization
  • Online invoicing: Simplifies invoicing with quick creation and online payment options
  • Knowledge base: Create internal and external knowledge bases, capturing valuable information and offering self-service portals for clients
  • Collaboration tools: Enhances team collaboration through chat, comments, and notifications within the platform
  • Mind maps: Aids in brainstorming and planning with visual organization tools

Pros 

  • Comprehensive Features with project management, time tracking, and more
  • Intuitive UI that is easy to navigate
  • Efficient automation to streamline workflow and tasks​
  • Good value for the features provided

Cons

  • Missing Spanish localization and some integrations
  • The mobile version lacks some desktop features
  • It can be overwhelming for CRM newcomers

Pricing

Flowlu offers a fee plan for individuals or small startups, offering basic management tools for two users. There are four more plans, each tailored to different business needs:

  • Team plan: Priced at $29 per user per month (billed annually), suitable for small teams or growing businesses, providing more users, storage, and features like client portals and task automation.
  • Business plan: At $59 per user per month (billed annually), this plan supports mid-sized businesses with additional storage and user capacity.
  • Professional plan: Tailored for larger businesses, priced at $119 per user per month (billed annually), offering extensive user access and advanced features.
  • Enterprise plan: A premium plan at $199 per month (billed annually) is ideal for large enterprises or organizations with extensive operational needs, offering unlimited users and significant storage.

Flowlu CRM Pricing

12. Freshsales — for sales enablement 

Freshsales CRM is a dynamic and AI-driven CRM solution designed primarily for sales teams looking to streamline their processes and enhance productivity. It caters to sales teams with limited resources but big ambitions. 

With its focus on sales force automation, Freshsales provides tools that assist salespeople in:

  1. Attracting quality leads
  2. Engaging in contextual conversations
  3. Driving deals with AI-powered insights

Here’s a list of our favorite features of Freshsales CRM:

  • Sales pipeline tracking and lead scoring: AI-powered scoring and managing leads for efficient pipeline tracking
  • Email marketing: Allows for targeted email campaigns based on specific qualifications, supporting sales and marketing efforts
  • CRM project management: Provides tools for task management and reporting, aiding in the planning, execution, and tracking of projects
  • Customizable reporting and analytics: Features like sales forecasting, pipeline visualization, and customizable reports help in making data-driven decisions
  • Contact and opportunity management: Streamlines customer data and opportunity management, enhancing sales process efficiency
  • Mobile access: Offers a mobile application for both iOS and Android, ensuring accessibility and convenience

Pros 

  • Robust integration capabilities with a wide range of apps
  • Simple interface and quick setup
  • The mobile app supports a wide range of sales activities
  • Offers workflow automation and an AI-powered assistant

Cons

  • Some users report less than satisfactory experiences with technical support
  • The mobile version lacks some desktop features
  • Limited font choices in email templates 

Pricing

The Freshsales CRM Free Plan is for small businesses or startups with limited users. It offers basic CRM functionalities for teams new to organizing their sales processes. Businesses may upgrade to its affordable premium plans as they scale and may choose from the following:

  • Growth plan: Priced at $15 per user/month (billed annually), it’s ideal for small to medium-sized businesses seeking essential CRM functionalities.
  • Pro plan: At $39 per user/month (billed annually), this plan is designed for larger teams, offering advanced features like AI-powered lead scoring.
  • Enterprise plan: Costs $69 per user/month (billed annually), providing the most comprehensive features for large-scale operations, including custom domain and forecasting insights.

Freshsales CRM pricing

Read also: CRM for Marketing Success — What Tools to Use and How

13. Vtiger CRM — with added customizability 

Vtiger CRM is for SMEs. It is hosted in the cloud and developed on an open-source framework.

Known for its comprehensive collaboration features, Vtiger stands out for its ability to bring teams together through tools for communication and efficiency. This CRM can be great for businesses seeking flexible and customizable solutions, with its open-source option offering unique adaptability for tech-savvy users. 

Vtiger’s key features include:

  1. Contact management: Efficiently manage customer contacts and interactions
  2. Sales process management: Includes tools for managing deals, leads, and sales pipelines
  3. Email functionality: Offers email tracking and email sequences for effective communication
  4. Task and calendar management: Supports the organization of tasks, calls, and events
  5. Support management: Features like cases, work orders, and knowledge base for customer support
  6. Project management: Manages projects, milestones, and tasks with various views and analytics

Pros 

  • Allows users to build their own modules
  • Offers automation to streamline various operations and enhance efficiency​
  • Supports a wide range of integrations

Cons

  • Manual sorting for certain elements
  • Room for improvement in the mobile design for user-friendliness

Pricing

Vtiger’s plan offers different features and user capacity levels, making it a scalable solution for businesses of various sizes and needs.

  • Free Plan: Ideal for small businesses or startups with basic CRM needs.
  • All-in-One Growth: At $12 per user/month (billed annually), suitable for small to medium businesses.
  • All-in-One Professional: Priced at $30 per user/month (billed annually), designed for larger teams needing advanced CRM functionalities.
  • All-in-One Enterprise: This plan is best for large enterprises requiring extensive CRM solutions at $42 per user/month (billed annually).

Vtiger Cheapest CRM pricing

14. Less Annoying — a simple, clutterless, and great customer service CRM

Less Annoying CRM, as its name suggests, offers a straightforward and hassle-free experience for small businesses. The platform’s popularity comes from its simplicity, making it an ideal choice for those who find other CRM solutions too complicated. 

With a focus on providing essential CRM functionalities without clutter, Less Annoying CRM aims to:

  • Increase sales
  • Improve organization for small businesses 

A significant aspect of their service is the commitment to excellent customer support, which includes a dedicated CRM Coach to assist users in setup and data import during the 30-day free trial period. Its other key features include:

  • Contact management: Efficient management of customer data and contacts
  • Workflow management: Tools for managing and automating various business workflows
  • Opportunity management: Tracking and handling sales opportunities and leads
  • Email integration: Seamless integration with email clients like Outlook and Gmail for improved communication management
  • Task management and reporting: Provides functionalities for planning, tracking, and reporting on tasks

Pros 

  • The interface is simple and intuitive, making it easy to learn and use
  • A straightforward and affordable pricing model
  • Excellent customer support
  • Designed with small businesses in mind

Cons

  • Lack of native integrations, particularly with billing systems
  • Outdated and clunky design
  • No Offline Mobile App

Pricing

Less Annoying CRM adopts a simple pricing model, offering a single low price with no hidden costs or upgrade fees.

Their approach to pricing reflects their commitment to small businesses, ensuring affordability and transparency. The CRM costs a flat rate of $15 per user, billed monthly, with no contracts. 

Less Annoying CRM pricing

6 Best Free CRM For Coaching Businesses [+Features]

15. Brevo — to up your email marketing game

Brevo CRM, formerly Sendinblue, evolved from its origins in email marketing to a comprehensive customer relationship management tool. It’s particularly known for its strong email marketing integrations, offering a range of features tailored for effective digital marketing.

Brevo is suitable for various users, from small business owners to marketing professionals and larger enterprises, catering to a broad spectrum of business strategies. Here are some of its notable features:

  • Email campaigns builder: Intuitive drag-and-drop email editor with a library of responsive templates, making it easy to design and send professional emails
  • Email automation: Create custom workflows for automated email marketing campaigns, enhancing engagement and efficiency
  • SMS marketing: SMS marketing tools let businesses reach customers directly on mobile devices
  • Segmentation & personalization: The platform supports advanced contact segmentation and personalization features, allowing for targeted marketing efforts
  • Integration capabilities: Integrates with various third-party applications and offers API for custom integrations, expanding its functionality
  • Marketing automation: Pre-built and customizable automation templates that simplify the process of setting up complex marketing sequences
  • Reporting & analytics: The platform provides detailed analytics and reporting features, offering insights into campaign performance and customer behavior

Pros 

  • Easy creation and management of marketing campaigns for beginners
  • Robust set of CRM features and integration with numerous apps, especially WordPress form builders
  • Free plan have access to Brevo’s sales CRM 

Cons

  • Daily send limit of 300 emails
  • A steep learning curve in navigating its more advanced features
  • ​Entry-level plans lack phone support

Pricing

Brevo offers a free plan for startups and small businesses with limited email marketing capabilities. For unlimited email capacity, companies may choose between three of its paid plans: 

  • Starter plan (from $25/month): Suitable for businesses requiring more robust email marketing solutions without daily sending limits
  • Business plan (from $65/month): This plan is for growing businesses and includes advanced features like marketing automation and multi-user access.
  • Enterprise plan (custom pricing): Tailored for large businesses or organizations, offering enterprise-grade security, advanced integrations, and personalized support.

Brevo Cheapest CRM pricing

16. Nimble CRM — for social media management

Nimble CRM stands out for its comprehensive features, particularly social media integration and customer engagement capabilities.

It helps you manage data and connections across several contact points. Nimble enables the detection of leads on social networking platforms like Twitter, LinkedIn, and Facebook, saving you the trouble of manually looking for contact information.

Here are some other features to take note of:

  • Marketing automation: Offers tools for lead management, email marketing, and marketing task automation
  • CRM project management: Keep on top of projects with task management, billing, and invoicing management, as well as comprehensive reporting capabilities
  • CRM reporting & analytics: Make data-driven decisions and track sales performance with sales forecasting, pipeline analysis, and customizable reports
  • Customization: Tailor the CRM to your needs with custom fields, objects, and a scripting environment
  • Social CRM: Social data integration and engagement tracking for businesses that rely heavily on social media for marketing

Pros 

  • Highly customizable with custom fields, objects, and an API for custom integration
  • Strong security measures with sign-on capabilities and role-based user permissions
  • Social CRM capabilities that integrate social data and engagement

Cons

  • No free plan is available
  • Nimble’s AI features may seem slow compared to competitors
  • Lacks phone support

Pricing

Nimble doesn’t have complex pricing plans. Small to midsize businesses, particularly those looking for a comprehensive CRM solution with strong social media capabilities, may simply subscribe for all its capabilities at $24.90/user/month. 

Nimble CRM Pricing

Read also: 13 Fantastic CRM for Freelancers to Improve Client Relations

Heat-map comparing monthly price vs. core features of 16 cheapest CRMs (2025)

Heat-map comparing monthly price vs. core features of 16 cheapest CRMs (2025)

Conclusion

There you have it: a list of 16 of the cheapest CRM solutions for your small business. Each CRM solution listed here has its standout features.

Therefore, Choosing the right CRM for your budget involves clearly understanding your business needs and the functionalities of various CRM systems you may need.

We suggest you list key features your business may need and prioritize those CRM functionalities to create a shortlist. 

Make sure to stay within your financial limits. Many of the CRM solutions come with hidden costs. Check for discounts, choose plans that align with your business needs, and consider annual payments for savings. Lastly, always think ahead in terms of scalability. Choose a CRM that offers options to grow your business with easy upgrade paths as your needs evolve. 

Ready to integrate an affordable yet powerful CRM for your business? Choose your favorite picks from our list, finalize the right one for your business, and get started! 

Frequently Asked Questions (FAQ)

 

1. What are the best and cheapest CRM solutions?

There are several affordable CRM solutions in the market. Our top 15 cheapest CRM picks with great features are: 

EngageBay
HubSpot
Zoho
Bitrix24
Agile
Apptivo
Streak
Capsule
Spotler
Flowlu
Freshsales (by Freshworks)
Vtiger
Less Annoying CRM
Brevo (Sendinblue)
Nimble

2. What are the key factors to consider when selecting the cheapest CRM solution?

While looking for cost-effective CRM options, balancing affordability with essential features is crucial. Businesses should consider a CRM that offers a core set of features at a reasonable price, with options for scaling and adding more advanced features as the business grows.

3. How does EngageBay stand out among other cheapest CRM solutions?

EngageBay has comprehensive features supporting sales, marketing, and customer support at a wallet-friendly price. Users love it for its easy-to-use interface, efficient support team, and varied support options, including email, chat, and phone support.

4. Is there a truly free and scalable CRM in 2025?

“Scalable” depends on how fast (and how far) you’ll grow. Expert Market’s 2025 tests show that Bitrix24 stretches furthest with 12 free seats, while most rivals cap you at two to three users. Once your head-count edges past those ceilings, the upgrade math kicks in: HubSpot’s Starter jumps to $20+ per seat, and Zoho rises to $14. If you need to stay at zero cost after a dozen users, your real alternatives are (a) self-hosted open-source tools like SuiteCRM—no user cap, higher DIY overhead—or (b) shifting to a low-flat-fee plan early so growth doesn’t sting later.

The post Cheapest CRM Solutions for 2025: 16 Low-Cost Platforms Small Businesses Love appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/cheapest-crm-solutions/feed/ 0
What Is a CRM Database? Complete Guide to CRM Database Benefits & Use Cases https://www.engagebay.com/blog/what-is-a-crm-database/ Fri, 20 Jun 2025 06:06:39 +0000 https://www.engagebay.com/blog/?p=3476 A CRM database is an organizational system that stores information about customers to offer better service and increase sales. CRM […]

The post What Is a CRM Database? Complete Guide to CRM Database Benefits & Use Cases appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
A CRM database is an organizational system that stores information about customers to offer better service and increase sales. CRM stands for Customer Relationship Management.

A CRM software’s goal is to maximize the interactions between a company and its customers in a way that both parties get what they want, i.e., a mutually beneficial relationship where long-term customers get a higher value and businesses get high customer retention rates.

Cloud-based CRM databases help companies maintain customer records and provide better services accordingly.

Moving forward, if you are struggling to understand What a CRM database is and why it matters, this guide breaks down its structure, benefits, and how to use a CRM database effectively.

In this blog post, we will explain:

  1. Why even small businesses must use a CRM database
  2. What is the exact structure of a CRM system
  3. The details a CRM database records and tracks

We will also explain five CRM strategies that smart business owners use to boost revenue and improve their bottom line.


What is a CRM Database?

A CRM database helps businesses maintain contact records and manage customer relationships by centralizing data — essentially helping businesses get a holistic view of their customers. 

In addition, a CRM database aids in omnichannel marketing, sales deals, and customer support.

EngageBay Product Demo │ All-in-one Marketing, Sales, Support CRM

CRM Database Examples

Here are some real scenarios—retail, SaaS, B2B—where CRM databases impact sales, service, and retention:

1. Retail: Adidas + Salesforce CRM

Adidas leveraged Salesforce’s CRM database to create a unified customer profile across online and in-store channels, enabling personalized communications and an omnichannel experience. By centralizing customer data, i.e. purchase history, browsing behavior, loyalty status — into a single source of truth, Adidas saw stronger engagement through targeted email campaigns and in-store recommendations, lifting repeat purchase rates and brand loyalty. (Source)

2. SaaS: iAdvize + HubSpot CRM

iAdvize, a conversational commerce SaaS, turned to HubSpot’s CRM database to centralize lead and customer interactions. By consolidating form submissions, chat transcripts, and email engagements, their marketing and sales teams reduced data silos and automated follow-ups. In just six months, website traffic tripled and lead generation jumped 4×, while the average sales cycle was cut in half. (Source)

3. B2B: MBNA Europe + Custom CRM Implementation

MBNA Europe implemented a bespoke CRM database to screen, segment, and engage credit-card holders. By capturing detailed customer demographics, transaction histories, and product preferences, MBNA tailored cross-sell offers and loyalty programs. This data-driven approach drove a 75% annual profit growth and achieved a 97% retention rate among its most profitable customers. (Source)

These real-world CRM database implementations demonstrate how unifying and analyzing customer data can directly boost sales performance, improve service responsiveness, and strengthen long-term retention across different industries.

Why Should Small Businesses Use CRM Database?

A CRM database can be used by all kinds of businesses to improve services and increase sales.

CRM is very helpful, especially for small businesses, because it helps them retain customers, manage leads more effectively, boost customer loyalty, automate marketing communications, boost sales conversions, and manage client relationships better.

CRM database serves as an organizational system that stores both general information and personal data about the business’s clients (i.e., contacts and contact information) so you can offer better service (and even sell more products) based on what your clients want.

Customer relationship management systems also track past transactions and interactions to help maintain a strong relationship with clients. This can be used for all types of industries.

For instance, CRM can be used by manufacturing companies to store details of all their clients, including where they are based and what their buying preferences are. CRM tools also keep track of the products manufactured by the company so they know how to better meet client needs.

CRM database sales reports – revenue, pipeline, performance metrics

Many Tasks, One Solution

An effective CRM solution should allow customer service agents and managers to stay on top of business processes, schedule meetings with real-time updates, plan events online easily and take note of important activities or milestones that may be useful later on. You can even integrate your CRM solution with other applications, including accounting software and marketing automation tools.

With a CRM database, not only is it easier to keep track of customer information — it is also easier to provide better service by keeping your company’s important documents organized. CRM can be used for anything from contact management, video support call, bookkeeping & billing, and tracking the progress of projects.

With good CRM solutions, you will not need to cope with tedious and inefficient paper-based filing systems.

Essentially, this is what optimal utilization of a CRM database can do: improve customer relations and increase sales. Implementing CRM software provides the business a strategic advantage over competitors by increasing the quality and frequency of marketing communications, ultimately maximizing your return on marketing investments.

A Summary of the Benefits of a CRM database:

  • Centralized customer history for omnichannel marketing, sales, and support

  • Improved customer retention through automated engagement and follow-up workflows

  • Automated lead scoring and prioritization to focus on high-value prospects

  • Personalized campaigns boosting engagement and conversion rates

  • Seamless integrations with accounting and marketing-automation tools

  • Real-time access via the cloud for anywhere, anytime collaboration

  • Robust sales analytics and automated reminders for timely upsells

  • Pro-active churn reduction through customer insight dashboards

Here’s the explainer video for this blog:

 

Read also: 12 Sales Database Tools and Their Best Features

What Exactly Does a CRM Database Do?

html

What is a CRM Cycle? How is it going to help me in my Business?

Businesses face enough problems with manual or Excel-based record keeping. Not only do you have to set up these Excel sheets with templates, but you also have to manually enter a lot of data.

Customer Relationship Management (CRM) is a term in marketing that signifies two things:

  1. Customer database
  2. CRM software & automation

Customer Database

The CRM database is used to store all the information about your clients. CRM data can be anything from job titles, email addresses, mobile numbers of customers, their addresses, and what type of client they are. It also helps you capture the different interactions you have with your customers.

For example, if a customer calls you up and complains about how your product failed to deliver, the CRM database would record that feedback. CRM data is extremely crucial for businesses — it helps business owners understand the likes and dislikes of customers and accordingly shape future products or services.

The CRM database is designed to facilitate effective communication between the business and its customers.

Read also: 6 No-Nonsense Examples of Customer Relationship Management

CRM Software & Automation

CRM software is a CRM database with added functionalities. A CRM solution automates many functions and workflows, eases the flow of communication, and streamlines the way you work.

A CRM tool allows you to access your CRM database from anywhere in the world as long as you have an internet connection. CRM automation includes sales, marketing, and customer service functions. 

Simply put, a CRM database is the heart of a CRM system. In sales and marketing, you will often see the two terms being used interchangeably.

CRM Database dashboard showing how to convert prospects

Modern CRM systems host all the data in the cloud — so that you don’t need to maintain any infrastructure.

Being connected with the cloud allows users to leverage the sophisticated features and the inherent safety of cloud computing.

Many CRM providers also offer robust sales analytics and auto-completion capabilities for sales records.

If a customer calls you up and complains about how your product failed to deliver, the CRM database would record that feedback

Read also: These CRM Modules Can Skyrocket Your Customer Loyalty

Comparison of CRM database, CRM software, and CRM data warehouse features

Comparison of CRM database, CRM software, and CRM data warehouse features

The Structure of a CRM Database System

The CRM database is a part of the CRM software system. It is the central container of data that supports all the other key modules of the CRM system responsible for all of its other functions.

CRM database management structure explained

Source

Most SaaS CRM software systems utilize an advanced version of the database, called the CRM data warehouse.

To give a very short, non-technical brief, the data warehouse is best suited for applications that analyze large-scale data from multiple sources.

The idea behind a CRM data warehouse is that if we analyze the data more deeply, we will get a higher quality of business insights.

They are used by all the major businesses in the world (Amazon and Netflix, to name a few) to get the best out of their customer data.

Read also: The Best Free CRM Apps, By Category (with User Reviews)

The Types of Data in a CRM Database

A CRM database contains all the information which is collected, stored, or analyzed by various modules of the CRM system. These modules will then make use of this data and use it to offer innumerable advantages of the CRM to its business users, including lead management.

Broadly speaking, a CRM database will contain the following types of data about every lead or paying customer:

  • Personal details: Includes name, contact details (email/phone/skype), company details, location. and more.
  • Lead source: Where did the lead come from? Reading from the source information coded in the URLs, the CRM database can identify the source of the lead (email campaign, organic traffic, social media, etc) and collect more information about it.
  • Customer interactions: The CRM database keeps a record of all phone calls, all email interactions, data tracked during their website visits, and all other touchpoints. Other CRM modules help analyze customer interactions and extract insights from them. It ensures that the entire sales team remains in sync with all customers.
  • Purchase records: The supporting CRM modules will analyze patterns in customers’ order history and help the marketing team extract insights that can be used to obtain new customers.
  • Other useful information: All the data which can help you maintain a positive, productive relationship in the long term is recorded in the CRM database. This includes information about their hobbies, interests, motivations, fears, etc.

Read also: 7 Fundamental CRM Metrics You Should Be Measuring

Five Smart Strategies to Use In Your CRM Database

CRM system (backed by a comprehensive CRM database) exposes more customer data to companies. There is enough proof that customer data helps businesses outperform their competitors over the long term.

Here are some tips to make the best use of your CRM database:

#1. Uncover Personalization Opportunities

The modern customer is interacting with several brands at once. Getting your brand noticed requires something special.

What’s more special than a personal connection straight to the customer’s heart? Personalization does just that.

It uses basic personally identifiable information in all your outgoing communication to make your messaging more relevant to the customer. More detailed information can be captured in the CRM database or it can also be derived in the form of insights from existing data.

And before you ask — yes, personalization does work!

CRM database dashboard showing personalization tools

Genome Research by Infosys has proved that 86% of customers use personalization as an explicit factor in deciding if they are going to buy.

It means that personalization is a factor that is consciously noticed and highly appreciated by customers. Not just that, customers actually prefer brands that make their shopping relevant by using their personal information.

For more details on this, check out this article by Digital Trends.

Read also: Return on Sales: Does Your ROS Make Sense Yet?

#2. Find Your Highest-Value Clients

On a humane level, there’s nothing more painful than seeing a client who you spent so much time acquiring leave within the first year.

CRM can help prevent that. Your CRM database can help you find customers at all levels:

  • Those who only waste time with complaints and service requests but are not profitable enough.
  • Those in the middle tier, whose spending is neither the lowest nor the highest.
  • Those in the top tier, spend the most with you and thus deserve your highest attention.

The more personalized attention you can give to your most profitable clients, the more recurring business you get from them. After all, upselling to existing customers is better than nurturing potential customers. 

Ultimately, your customer retention rate doesn’t suffer.

86% of customers use personalization as an explicit factor to decide if they are going to buy

Read also: 6 Best Free CRM For Coaching Businesses [+Features]

#3. Learn From Your Sales Process

Often we don’t keep track of what helps us close the deal and what pushes the lead out of the sales funnel.

With a CRM, you have this data tracked automatically because a CRM database software keeps track of every action taken during the customer journey. Just analyze it by using the CRM reports. Find things that worked for the last few closed deals.

Flowchart showing how CRM database captures lead → tracks activity → enables follow‑up

Flowchart showing how CRM database captures lead → tracks activity → enables follow‑up

Also, look for a similar pattern of tasks in the lost deals pile.

If you are currently doing those activities that you have observed as detrimental to your sales process, stop doing them.

Deriving sales process efficiency is simply a matter of looking through the data captured in your CRM database. Then do more of what works and less of what doesn’t work.

Read also: The Five Best CRM Automation Software

#4. Upsell and Cross-Sell to the Right Customers

In a 2015 study by Capterra, about 39% of businesses reported that CRM helps them upsell better.

As you look through the customer data, some patterns are hard to ignore. For example, if a customer has continuously bought high-ticket items from you, you can pitch other high-priced products to him.

The record of a budget customer would reflect the opposite trend and can be utilized similarly. This is called upselling.

CRM systems can also automatically remind the customer when their contract needs renewal.

If a customer has bought a few items but lacks other items in one of the collections you are selling, this is an opportunity. Send them a small discount on the list of products they have not bought from you. This is called cross-selling.

Try upselling and cross-selling from your CRM and see how it affects your company’s bottom line.

Look for a customer database software that is simple, customizable, and matched your business needs.

#5. Reduce Churn with Customer Insights

Great companies understand customer engagement and use good CRM database practices to raise their customer service levels. This allows them to understand the customer’s problem, serve them better, and prevent them from jumping ship.

Because your CRM system captures every customer interaction on a single screen, you get to see what’s working. But most importantly, you will also see what’s not working.

If you have a lot of customers leaving you, your CRM database software will give you an understanding of their problems.

CRM database software EngageBay homepage showing pop-up examples

As shared earlier, CRM also provides opportunities to replicate successful customer engagement and sales strategies.

Overall, CRM elevates your brand’s customer service levels by reducing negative and increasing positive customer experience with existing customers.

CRM Process — Everything You Need to Know (Implementation, Benefits)

Simple Ways to Maintain Your CRM Database

CRM software systems are meant for business growth by using the various types of customer data to their full potential.

Most B2B CRM providers don’t have the capability to fix the errors in the data. Doing so would require sophisticated artificial intelligence applications, which can increase the cost of the CRM product manifold.

Besides, CRM is a software tool; it is not an end-all, be-all solution that solves all the problems. Yes, it does improve business and customer service efficiency, but it is not without its salt.

Your CRM database will require maintenance after you purchase it. So here are some tips to help you maintain your database to ensure it is performing at the highest levels.

Tip #1: Make the Essential Fields Mandatory

Many times the sales reps make data entries in a hurry. They may leave out certain details because there are so many details to fill.

As a result, many records may be left incomplete. Furthermore, it hinders certain CRM functions as they are not able to get complete records.

To prevent this problem: During your CRM planning stage, define what are the most essential fields and mark them as mandatory while creating these fields in the database.

This prevents incomplete records.

👉Interested in CRM automation software? Our guide outlines the best options in the market.

Read also: A Definitive Guide To Customer Data Analytics

Tip #2: Restrict Data Entry by Adding Role-Based Security

When data is coming in from multiple sources, the chances of inconsistencies grow exponentially. Bad data will give you inaccurate insights or sometimes no insights at all!

For this reason, you should restrict access to this data to only the most important people in the sales and marketing teams.

Read also: Master Customer Data: A Guide to Capturing, Analyzing, and Using Customer Insights

Tip #3: Do Regular Checks to Prevent Duplicate Entries

Often, the lead will get a call from multiple sales reps. Data duplication is a big menace when you have a large team using your CRM database.

To get rid of this problem, schedule periodic checks to remove any duplicate entries and merge similar records.

You could also ask your CRM provider to add such a detection and cleanup feature for dirty/duplicate data entries.

Data cleanup should eliminate all kinds of dirty data, such as:

  • Duplicate records
  • Invalid data
  • Old/outdated data
  • Fraudulent/malicious data

👉Empower your CRM success with our guide to navigating the challenges of implementation – learn more! 💪

Read also: A Guide To Enhancing Customer Data Management

General CRM Database Maintenance Tips

The magnitude of losses faced by businesses due to poorly maintained CRM data is huge. These tips will improve data integrity.

CRM database maintenance - representative vector image

  • Talk to your senior management and propose a data consistency model to them. Get someone with CRM data management experience to design this baseline model. Getting commitment from senior management ensures their support when implementing the model as rules/guidelines with your executives. It ultimately ensures greater compliance.
  • Create a data quality policy and train all your teams to follow it within their own teams on all levels of data, and get them to scrub all the existing data to follow this policy.
  • Identify instances where manual data entry occurs and individuals who have a history of these errors. Work with these individuals to help them set a professional data consistency standard.
  • Automate as many sources of data entry as you can. This minimizes data errors due to minimal human interventions.
  • Set up data audits every month or every quarter to further reduce the chances of dirty data.

Read also: The Types of CRM Systems – Operational CRM, Analytical CRM, and Collaborative CRM  

Conclusion

With CRM systems constantly evolving, there is no better time than now to take control of your CRM database.

Whether you are looking for a simple CRM system or some advanced CRM platform, CRM database options are plentiful. CRM systems help you stay organized and up-to-date with your clients, prospects, tasks, and general information about your business.

The CRM industry continues to grow as technology becomes more advanced and user-friendly.

CRM systems can provide a wealth of knowledge about your customers that would be unattainable otherwise.

The CRM strategy of any business, large or small, should always include using CRM database tools to manage the many aspects of meaningful customer relationships, from digital marketing campaigns to post-purchase feedback and service.

As you can see, CRM software is key to the future of customer retention.

EngageBay is a comprehensive Customer Lifecycle Management (CLM) software for small but growing companies. CLM covers all aspects of customer management across sales, marketing, and customer support.

Shawn L uses EngageBay to solve his business problems — have a look:

 

EngageBay is loved by over 46,000 businesses, many of which are small in scale.

If that’s relatable, sign up, or book a 30-minute demo with one of our experts at a time of your convenience.

Frequently Asked Questions About CRM Databases

What’s the difference between a CRM database and CRM software?

A CRM database stores and organizes data; CRM software adds automation, integrations, analytics.

How does a CRM database boost sales?

It tracks interactions, spots top clients/leads, and fuels reminders for upsell or follow-up.

What types of customer data does a CRM database hold?

It holds contact details, purchase histories, support tickets, and custom segmentation fields.

How does a CRM database improve customer service?

It gives support teams instant access to past interactions and preferences for faster personalized help.

How can businesses ensure CRM database data quality?

By enforcing standardized input fields, regular data deduplication, and automated validation rules.

The post What Is a CRM Database? Complete Guide to CRM Database Benefits & Use Cases appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
Real Estate CRM: Top Tools & Strategies for Agents in 2025 https://www.engagebay.com/blog/real-estate-crm/ https://www.engagebay.com/blog/real-estate-crm/#respond Wed, 18 Jun 2025 06:21:13 +0000 https://www.engagebay.com/blog/?p=7482 The Real Estate CRM, it’s real! Small realtors or real estate agencies rarely have the luxury of services of a […]

The post Real Estate CRM: Top Tools & Strategies for Agents in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
The Real Estate CRM, it’s real!

Small realtors or real estate agencies rarely have the luxury of services of a professional secretary. How do they manage multiple affluent clients – all with different requirements and in need of personalized service? The answer lies in real estate CRM.

Let’s face it – working in real estate can be exhausting and can make your life quite hectic and at times, chaotic. That’s where a real estate CRM software (or a realtor CRM) comes in.

What is CRM in Real Estate?

 Introduction to EngageBay | All-in-One CRM

Before understanding a Real Estate CRM, let’s quickly cover the basics of what a CRM actually means. 

CRM stands for Customer Relationship Management. It is both, a type of strategy and a type of software. In simple words, CRM Strategy defines how your business builds and manages relationships with its customers. Consequently, we can say that CRM software helps us implement this CRM strategy.

Agent using Real Estate CRM dashboard to track clients

(ChatGPT Image)

However, opposite to how newbies would theorize, a real estate CRM software does a lot more than just digitize sales for your business.

Some of the most appreciated features of a realtor CRM include:

  • Lead generation campaign tracking
  • Real estate lead and contact management
  • Schedule management
  • Contract sharing
  • Access to real estate trends and industry news

So real estate CRM definition would include helping realtors visualize clients separately and provide personalized service while making their own real estate sale processes more efficient.

In short, a realtor CRM helps real estate agents to efficiently and effectively manage their sale process and provide personalized client service – all the while helping them save time.

Do Real Estate Agents need CRM?

  • Get the real picture of your audience cohorts
  • Be available 24/7 and track all conversations with your leads
  • Get the ability to provide priority service to your high-value clients
  • Benefits of integrations with other marketing technology tools
  • Email and email marketing
  • Calling integration
  • Calendar and Scheduling Integration
  • Integration with Marketing Automation tools
  • Integration with Social Media tools
  • Service Desk Integration

In today’s competitive landscape, CRM software for real estate companies is a necessity. CRM takes away a lot of Sales and Marketing teams’ worries. When companies replace a manual lead and sales management process with a CRM, Their agents experience an immediate lowering of stress levels. Things just get easier. 

Real Estate CRM dashboard

(Source: Lux Templates)

There’s less dependence on papers, as everything is stored on the cloud. Searching is less frustrating as data is also organized efficiently by the CRM. 

But what are the direct benefits of a real estate CRM?

Get the real picture of your audience cohorts

Whether you call them segments, groups, or cohorts, the underlying idea remains the same. A large group of audiences can be grouped on the basis of their common attributes. 

With real estate leads, the most natural cohort is based on annual household income. A CRM will help you with identifying more such attributes. 

You will have access to reports showing what kind of people are most likely to respond to your marketing communication. More importantly, it lets you deduce the highest priority clients who are ready to buy. 

In short, it informs your marketing strategy with collective audience insights. These insights will help you sell more property and extract the maximum revenue from your sales process. 

Read also: How to Become a Top Contractor: 10 Proven Strategies

Be available 24/7 and track all conversations with your leads

If you fail to respond within 24 hours of receiving a message, your competitors may pull your leads into their own marketing funnel. Thus, CRM allows you to give an impression of 24/7 availability to your leads even when your end sales team is not available to answer their queries.

With CRM software, you can set up an email autoresponder. This message will contain an acknowledgment of the message received. It will assure your leads that you will respond to them in a timely manner. Some companies even integrate chatbot queries with their CRM. 

Get the ability to provide priority service to your high-value clients

Your clients know have just begun trusting you after you make your first sale with them. You must take every step you can to improve the relationship with your first-time and long-term customers.

With CRM, you can offer than important information after the sale is committed. This opens up another channel of revenue – affiliate marketing for local services in your emails. 

You can send regular emails with contacts of other businesses in the local area of the most-frequently-used new home services such as plumbing, exterminators, or handyman for minor repairs. Such emails can be periodically sent to a large number of your current and past customers. 

To help you with such tasks, CRM systems provide sequential workflows which are a series of tasks executed automatically once a condition is true.  

Workflows can be created for important dates such as anniversaries, birthdays, or the date of the first home purchase. 

Every time they receive a message from you, it reinforces their trust in you, strengthening the client-agent relationship and increasing the possibility for repeat business. 

👉Discover the power of excellent communication with our 20 ready-to-send real estate email marketing templates. Boost your client engagement today!💪

Get to enjoy the benefits of integrations with other marketing technology tools

Silo software just sucks the energy out of your team’s morale. 

Switch between multiple files and tabs to extract one report? That’s just time-consuming! 

Ensuring all files stay updated? That’s just messy!

Most modern CRM systems don’t work in silos; they’re supported by multiple integrations to eliminate exactly these situations. 

Here are some of the most common CRM integrations:

Email and email marketing

Direct or indirect integration with email systems allows the CRM to pull data to construct a single holistic view of customer interactions. 

Direct (or Zapier-enabled) CRM integrations with the most popular email marketing tools enable you to continue to use your existing email marketing system when installing a new CRM system.

Calling integration

This is enabled via VoIP (calls over the internet) and is usually chargeable. The agents can call directly from the system without switching out of the CRM and the calls stay recorded within the CRM. 

Calendar and Scheduling Integration

Appointment scheduling, task scheduling, and event management are some of the most boring but essential tasks in a realtor’s workday.

CRM systems, therefore, provide direct integration with most commonly used calendar tools such as Google/Apple/Outlook calendar.

Read also: What is a CRM in Real Estate? Cheat Sheet for Realtors

Integration with Marketing Automation tools

Most modern CRM systems provide their own real estate marketing automation (MA) modules that make workflow creation, lead scoring, social media scheduling, advanced website analytics a lot easier. 

These functionalities are typically outside the purview of a typical CRM but they enable marketing and sales teams to work in a collaborative setup. It is what separates average real estate CRM software from the best real estate CRM packages.

Automation workflow: lead capture → nurture → deal close

(ChatGPT Image)

Integration with Social Media tools

Scheduling and detailed tracking of social media posts allow you to get into the heart of your customers in real-time. It paves the way for a more accurate segmentation of your list and rich data collection on the real end-consumer sentiment of a product/service.

Service Desk Integration

Having CRM and service desk functionality in the same app allows for better customer satisfaction as data can be readily exchanged between both teams. This enables the creation of a unified control center where insights from sales and customer service teams can be recorded.

The overall result of this is you can work with your existing tools and your brand new CRM without much trouble as they’re easy to integrate.

Read also: Draft the Perfect Real Estate Drip Campaigns [Templates, Examples]

Technical benefits of a real estate CRM

  • Timeliness
  • Time-saving
  • Broadening the lead sources
  • More qualified leads

See our guide on real estate lead generation for lead generation tactics

Convincing business to actually shell out their money to buy a CRM may be harder than you imagine. Let’s look at a few reasons why CRM is a sound business investment:

Timeliness

‘Strike while the iron is hot’ – can be confidently applied to the Sales process as well. Most modern CRM software includes email marketing and user behavior tracking baked right in. Combine this data with content marketing efforts and it can prove to be a boon for the real estate agents when they talk to buyers or sellers.  

For example, you can check which listings were viewed for the longest times and were ‘shortlisted’ by your prospects and saved in their account on your website. Agents can then provide precisely customized marketing information to genuinely add value to the prospect’s process

The CRM helps you nurture the lead with the appropriate marketing information at the right time.

Time-saving

A CRM system can handle many routine administrative tasks automatically after you set them up once. Tasks like automated lead nurturing via email marketing and managing your schedule via the CRM makes the real estate agent’s life much easier. All the time saved can be put to more direct-impact tasks like property showcase meetings, and attending events to market services. 

Broadening the lead sources

Sales is all about trust between the salesperson and the prospect. Therefore, word-of-mouth referrals and repeat customers have a high probability of buying something from you. 

Once you follow start following up with them via email marketing, you set the foundation for excellent word-of-mouth referrals and even repeat business from the same clients. 

Thus, CRM helps maintain and enhance trust with existing customers so it can lead to more revenue from an old client even after the first sale.

More qualified leads

As the CRM analyzes the patterns of clicks on the newsletters and other online assets, it uncovers lead qualification signals i.e. what the users are actually interested in. Hence, the real estate agents already know what the person would respond more favorably to. 

For example, if a particular group of users has frequently viewed articles and videos about houses with swimming pools, the real estate agents can use this information to produce better content for marketing purposes. 

Read also: 14 Real Estate Lead Generation Tips That Will Have Your Phone Ringing

Best Real Estate CRM Platforms Compared (2025)

Here’s a curated list of top real estate CRM software in 2025:

  • EngageBay – All‑in‑one CRM, marketing, and service hub with robust automation and a 360° contact view – ideal for small-to-mid real estate teams 

  • Wise Agent – Realtor-focused interface with intuitive landing page wizards and 70+ integrations 

  • HubSpot CRM – Free-tier included; top-tier email marketing tools, strong workflows, and deep lead analytics 

  • Zoho CRM – Highly customizable with 500+ third-party integrations and adaptable pipeline tools 

  • Pipedrive – Visual, sales-focused pipeline CRM with strong machine-learning sales assistant and pricing flexibility 

  • Propertybase – Real-estate-specific platform with MLS & IDX integrations, website builder, and e-signature support 

  • REI Blackbook – Designed for investors and REALTORS®, combining CRM + marketing automation in a single system

  • IXACT Contact – Long-trial beginner-friendly CRM with solid marketing and pipeline automation features

  • Agile CRM (free-tier) – Offers up to 1,000 contacts, email tracking, and integrated task/deal management 

  • Bitrix24 – Combines CRM with collaborative tools like Gantt/Kanban and team chat for real estate teams

  • Salesmate – An AI-powered CRM tailored for real estate professionals, offering a robust suite of tools to streamline lead management, automate workflows, and build stronger client relationships

Quick comparison summary of the best real estate CRMs:

CRM Best for Standout Benefit
EngageBay Small-to-mid real estate teams Full automation + 360° view
Wise Agent Realtors needing tight MLS/landing-page fit Realtor-specific tools
HubSpot / Zoho Teams requiring free tiers with depth Free plans + robust integration
Pipedrive Sales-driven, commission-focused teams Visual pipeline + AI assistance
Propertybase Brokerages needing MLS/IDX & transaction mgmt Integrated real estate tools
REI Blackbook Investors & single-agent brokers Investor-centric features
IXACT Contact New agents Beginner-friendly with trial
Agile CRM Budget-conscious teams Generous free plan
Bitrix24 Teams needing CRM + collaboration All-in-one workspace
Salesmate Real estate agents, brokers, & teams Lead automation and personalized follow-ups

How to select Real Estate CRM software

 

 How to Use EngageBay CRM in 2025

We all know what CRM software is. It’s a software that’s hosted in the cloud or can be hosted on a local server. The function of a cloud CRM is to help businesses grow and maintain relationships with their customers. 

Defining a real estate CRM now becomes easier: a software used by realtors and real estate agencies to serve home buyers efficiently and develop a long term relationship with them. 

There are several CRM software available in the market. They come in all different configurations. If you don’t want the high maintenance cost of having a CRM server in-house to store all your company data, you can opt for a CRM for real estate. This is the most suitable for small real estate agencies who want a reliable, secure, and fast CRM without the setup costs and effort of having a CRM server within their office.

If you feel assured about the safety of your data only if you see it right in front of you, you can purchase the necessary server to install a CRM system within your company premises. This is most suitable for large real estate brokerages with presence spread across multiple cities.

To find CRM software for real estate agents, start with goals of what you want to achieve with the CRM. Following questions can be used an assist:

  • What should be the improved turnaround time for each real estate query?
  • What metrics to measure with the CRM?
  • What are the customer insights you seek with the CRM’s analytics function?
  • How much annual budget are you willing to allocate for the CRM?

Once again, these questions must be used o

nly as an example. A detailed set of expectations will help guide your search for a top-quality CRM for your real estate agency.

Here’s what you must look for when buying a CRM for your real estate agency:

(Really) Smart Segmentation of your Buyer’s List

Managing leads is crucial to understanding and prioritizing clients. It helps redirect your efforts based on what your potential customers need. 

Segmentation is essentially about categorization. The best real estate CRM will help you categorize your list according to the different elements of information that you associate with them. 

The easiest way to do so is to create an online lead generation form that resembles your offline lead generation form and let leads categorize themselves.

What are the fields of information crucial to your service that you must collect in an online lead generation form?

      • Type of customer (seller/buyer/both)
      • Areas of interest (for property buyers)
      • Location of the property (for sellers)
      • Year of purchase (for sellers)
      • Budget (for buyers)
      • Asking price (for sellers)
      • Type of property (residential/commercial)
      • The urgency of buying/selling
      • Details of the property
      • Most preferred contact time
      • Reason for buying/selling

You can customize these fields as per your real estate agency’s requirements. The more easily you can filter leads to satisfying conditions on these categories, the more efficient your lead management becomes. 

A CRM for real estate agents may or may not capture all these details. 

Engagebay is a fully flexible smart CRM that allows you to create your fields of different types. Apart from text and number fields, you can also create date, currency, and other non-traditional fields. When you create opt-in forms with Engagebay, you can select appropriate controls to create form fields that are linked to CRM fields. 

Furthermore, Engagebay’s CRM also allows you to use any of your fields to create smart filters. You can make temporary segments to view specific contacts or store permanently segmented lists for use as targets of different marketing campaigns. 

Easy and automated follow-up alternatives

Who says managing relationships with hundreds of clients is time-consuming?

If you answer yes, you have obviously never tried anything besides manual follow-up options. 

If a potential customer has not followed up with you for a few weeks (despite promising), you can call or email them to check up.

What if there are 25 or more such contacts in your list on whom you don’t have any updates?

If you plan to draft individual emails to each and every one of them, you are basically planning to waste your time. 

Why slave over something that CRM can do automatically for you? Why not take advantage of real estate technology to ease your life?

The CRM makes it really easy to compose email templates that it uses to send emails to several members of your list instantly

This is extremely useful to automate repetitive follow-ups. You can delegate such boring tasks to the CRM system. 

Now I know the most common question any realtor will ask at this point –

Isn’t this impersonal? How does CRM ensure these emails don’t sound robotic?

Well, the first element of a natural (non-robotic) sounding email is the words you choose. The tone of the emails you write is obviously your choice; the CRM may not write the full email for you.

In some cases, CRM may also offer built-in templates for multiple email types. You would want to customize it to add a personal touch. 

Some of this text is just the properties of the lead’s contact in the CRM system. For example, first name, budget range, location, etc. These properties will be used in all the outgoing automated emails. 

These are the second set of elements that CRM will automate for you. Just select a field while composing the email template wherever you wish to include it in the email and your job is done.

When the CRM sends out emails using this template, all of the emails will have the same content but the selected property will be replaced by its specific value for the client. 

Minimal manual inputs

A real estate agent uses several ways to stay in touch with their buyers – email, calls, forms, meetings, shared documents, etc. 

A typical complaint with agents is that they have to spend forever entering all the data manually into their system. It’s a mundane and, quite frankly, a boring task. 

With a robust CRM, many of these functions can be automated. 

The CRM automatically processes and records email conversations for each lead. Smart CRM systems also allow a calling facility from within the software so all your agents’ calls can be accounted for. Add a note-taking facility for each call and you have a complete conversation tracker.

Smart CRM systems, like EngageBay, stitch all contact touchpoints with each lead and display it on a single screen so agents can confidently talk to each lead without ever forgetting something or getting confused. 

Read also: 23 Apartment Marketing Ideas For Today’s Real Estate Market

Automated time management

Time management is a crucial soft skill for all realtors. There is only so much one can do in a day. To show up in a sane frame of mind to work (or to not drive yourself crazy), you need to be able to unplug and focus on working in your life for yourself. 

Careful planning of your to-do lists during this off-time can help you ensure your professional calendar stays on track during your workday. There is a whole litany of apps dedicated to helping you manage your to-do list.

A smart real estate CRM will realize the need for time management in their customers’ life (i.e. the life of realtors) and so they pack in task scheduling in their software. 

The biggest advantage to have time management built into the CRM is being able to schedule tasks while managing your buyer profiles from different CRM screens. You obviously save a few seconds of switching to different add tasks to your to-do list. More importantly, you don’t have to try or actively manage time as the CRM can dive into your calendar and recommend your free slots without actually having to go to your calendar screen. 

A CRM that provides access via a mobile app brings all this power right into your fingertips. You can manage your time even on a very busy day when you are constantly on the move, basically, all throughout your day.

The cherry on the cake is an option to notify you via reminders about your meetings so you prepare for meetings/calls ahead of time.

Integration with your existing favorite tools

A CRM may not provide all of your needed functionality by itself and therefore third-party integrations become crucial.

Because a lot of companies use CRM on top of their existing marketing tech systems, it is imperative for CRMs to be backward compatible. This means they should work with your existing favorite tools with minimal effort and not have your team install/learn a whole new system overnight.

Therefore, when surveying the market for a new CRM, gather a list of your existing marketing tech tools and talk to their sales team about how you will integrate each of them with their CRM. Have all the details laid out before you compare them with confidence.

Fortunately, integrations for most popular tools such as WooCommerce for eCommerce or MailChimp for email marketing are already well embedded into the most successful modern CRM systems. If they are not, they can be connected through Zapier which enables third-parties to provide integrations independent of specific platform/tool variations.

Reports to make informed sales decisions

Reports are useful to keep a well-informed, honest, and objective check on the progress of your business. If there is a problem, detailed reports can help you drill down the exact cause.

The difference between using a spreadsheet and a CRM for generating these reports is that with spreadsheets you have to keep your data organized by yourself as no spreadsheet program is built specifically for Sales data, let alone real estate data. 

Most of the CRM tasks are automated.

So you don’t need to memorize any specific formulae or cell numbers. Just select the report type, apply the filters, and let the CRM churn the numbers for you.

The best real estate CRM software not only saves time in fetching these reports, but they also help in creating a wide variety of reports that might be too complicated or not possible at all with spreadsheets.

Understanding customers starts with data and CRM systems can help you answer customer-centric questions with data.

So next time you are in the market for CRM, ask the sales team what reports can you generate natively within their CRM natively and which ones need additional plugins/third-party integrations. See how the candidate CRM fits into your future business vision. 

Apart from these major functionalities, a robust and seamless mobile website or mobile app will make realtor’s life much easier as they will have access to information on the go. 

Similarly, a complicated CRM with its own terminology will have a difficult learning curve. Ideally, modern CRM systems have become so intuitive that the training they provide has more to do with how to implement a marketing strategy than using their tool.

Download this handy checklist to evaluate and compare real estate CRM platforms

How to manage your real estate agent database?

  • Type 1: People who are closest to you
  • Type 2: Close friends
  • Type 3: Professional or personal Acquaintances
  • Type 4: Social media contacts
  • Type 5: Exclusion list

An organized real estate database can definitely be of great advantage but you will need a solid strategy to put an organized database to effective use. They say it’s the small habits that lead to big changes.

In this section, I will share some powerful strategies to categorize your CRM database and one small habit that, if implemented regularly, can make a major difference to your results.

If CRM is the heart of your real estate business, then client relationships are the blood that keeps the business flourishing. This means all clients matter – whether past clients, current active contacts or those in your wider network of influence.

Not all clients are equal though. Some clients come back with referrals and are therefore more valuable because they give back to your business for helping them. Some of them may not give back at all. 

Understanding which client belongs to which of these categories is the key to “relationship marketing”.

Type 1: People who are closest to you

Family members and lifelong friends can help your business by bringing in direct referrals or even provide volunteer support for when you need them. How does this work? You can ask for help or favor and because they have a close relationship, chances of getting a ‘yes’ from them become all the easier.

Who belongs to this category?

Siblings, life partners, your family, your best friends – basically anyone who you can tell your secrets to.

Type 2: Close friends

These are people who are not in your immediate relationships, but they’re your close friends. Typically, they are a part of any clubs or groups you hang out with occasionally or even regularly. You have a good base of trust and that makes it easier to do business with them or ask them for referrals.

Type 3: Professional or personal Acquaintances

These are the people whom you had frequent personal (i.e. face-to-face) contact with in the past but currently, your relationship with them has gone cold because of lack of contact.

These could be your former clients, your lawyer, chartered accountants, dentists, pediatrician, and others.

The trust level with them requires some warming up and therefore a bit more socializing before you can actually pitch your business to them. 

Although past clients may get elevated to types 2 or even type 1 based on the frequency and the quality of follow-ups. That helps strengthen the trust, boost your relationship, and make asking for referrals easier.

Type 4: Social media contacts

You may not have met them personally but you can talk to them via social media. These are contacts whom you have talked to personally about their requirements once or twice. Not all your Facebook friends are candidates for type 4, only those who have expressed an explicit interest in your services via comments or direct messages.

This includes your direct leads, open house hosts, leads from social media, or old leads who are still looking. An additional level of filtering must be done on this list to eliminate “bad” or “inactive leads”.

For example, if they are not looking to buy or sell at the moment or they are not looking to buy/sell in your area of operation, those are the people that you should demote from type 4 list to type 5.

Type 5: Exclusion list

This will include inactive leads, bad leads, or people you generally consider unfit of doing business with. The reason could be a bad personal experience with them or leads who have repeatedly engaged in your consulting services without ever buying a property from you. Having such a list is important so you can focus your best services on the most active leads by prioritizing your relationships with those clients.

A CRM will help you create lists for all these categories so you can target and manage them efficiently.

The one habit that all realtors must follow

This habit is appropriately called the ‘5-a-day contact program’. 

Basically, at the start of your day, you select five people mixed from the lists of types 1 to 4 (as described above). Then you schedule a time in your day to “touch base” on a call with them. 

What you talk with them is up to you, but make sure the conversation means something in the context of your real estate business. Perhaps you could check if they have already made a purchase and if they have, then ask for a reference to those within their network who are looking for real estate services.

The calls can be anywhere from 5 to 15 minutes depending on the topic of the conversation. You should avoid calls that go more than 15 minutes, as such calls could mess up your schedule for the rest of the day.

This habit must be different from all other calls you make based on the status of your current deals. The objective is to contact 5 new people every day. If you do not have a high number of leads to fulfill this target, you would be motivated to increase the strength of your contact list to fulfill this habit.

In the long-term, you would have contacted 25 people each week and an average of 1,300 people over the course of the year. The number would be higher if you work 6 days a week.

How EngageBay CRM helps Realtors

EngageBay is a SaaS-based solution that offers Sales CRM, Marketing Automation, and Service Desk in a single package. 

EngageBay Tutorial for Beginners – How to Use the CRM

Within our marketing suite, realtors can experience powerful marketing automation (MA) features such as captivating and conversion-optimized lead capture forms and landing pages. These elements can be customized without any coding knowledge within minutes. 

You don’t have to create sub-sections using drag-and-drop designers, you already have multiple templated variations of each type of subsection pre-designed for you. So it’s a click-and-insert type designer. 

Funnels and follow-ups can be automated with customized workflows.

Our CRM extension (also called as Sales Bay) seamlessly abstracts deal management and proposal task management from the relationship-building that’s crucial to realtors.

With our holistic buyer view, you will get detailed actionable insights for each contact on a single click.

There is an online appointment scheduling module as well, which your leads can use to schedule meetings and calls with you. Once calls are scheduled, you can call those leads directly from the CRM and have those calls recorded and organized with the chronological events on the 360-degree customer view screen.

Our Service Bay provides a simple yet powerful customer ticketing system that empowers your customer service team to achieve the highest levels of customer satisfaction. 

With our free live chat software, your service agents can respond to customer queries instantly. Since all the data stays in the same software, your service agents have access to all customer data on a single click, providing a rich context for every conversation.

Being able to filter tickets according to simplified categories makes it easy for support agents to prioritize and answer the most critical queries first. Their productivity is also enhanced when every ticket creates an automated task in their schedule. Another automated workflow allows tickets to be escalated with an automated response triggered at just the right time.

The helpdesk section measures its own metrics for your tickets that provide key insights into the strengths and stretches of your support team.

In Final Words

A CRM is beyond doubt one of the most powerful tools that realtor or a real estate agency can use. Add marketing automation and customer ticketing features and its strength increase manifold. In practice, such an all-in-one real estate CRM software will make many real estate agent tools redundant.

At EngageBay, we understand the heart of all problems for small scale realtors and real estate agencies. You can sign up for our powerful yet surprisingly affordable offering on the forever free plan without giving us your credit card details. We will never spam your email. You can also get our training free of cost, without paying thousands of dollars in upfront setup costs.

<<Click here to create a sales proposal for a high conversion rate

Frequently Asked Questions

 

#1. What is the best real estate CRM for small agencies?

For small agencies, EngageBay stands out as a top choice due to its affordable pricing, free plan, and all-in-one CRM features including marketing automation and contact management.

#2. How much does a real estate CRM cost?

Real estate CRM pricing varies from free plans (like those from EngageBay, HubSpot, and Agile CRM) to $30–$300/month depending on the feature set, number of users, and integrations.

#3. Can a real estate CRM improve lead conversion?

Yes, a CRM helps streamline lead capture, automate follow-ups, and provide sales insights—ultimately increasing lead conversion rates significantly through timely, personalized engagement.

#4. What features should a real estate CRM have?

Look for essential features like pipeline management, contact segmentation, automated email campaigns, task tracking, appointment scheduling, and integrations with tools like MLS and IDX.

#5. Is marketing automation included in real estate CRMs?

Many modern CRMs like EngageBay, Zoho CRM, and HubSpot offer built-in marketing automation, enabling agents to run drip campaigns, schedule emails, and trigger actions based on client behavior.

The post Real Estate CRM: Top Tools & Strategies for Agents in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/real-estate-crm/feed/ 0
Travel Agency CRM Software: Top 10 Tools for Booking, Growth & Client Loyalty https://www.engagebay.com/blog/travel-agency-crm-software/ https://www.engagebay.com/blog/travel-agency-crm-software/#respond Mon, 16 Jun 2025 06:19:47 +0000 https://www.engagebay.com/blog/?p=13547 Travel agency CRM software is the new buzzword amongst serious travel agents worldwide. But what do we really know about […]

The post Travel Agency CRM Software: Top 10 Tools for Booking, Growth & Client Loyalty appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
Travel agency CRM software is the new buzzword amongst serious travel agents worldwide.

But what do we really know about this type of CRM software?

Let’s do a deep dive:

The common perception is that small travel agencies can’t thrive in competition with travel giants like Expedia, trip.com, and Airbnb.

That’s not really true. A small business can always grow, as long as work is done efficiently and customers are made to feel valued. 

You might ask, “But how?” 

Travel agency CRM software is how.

This software can be a vital component of any travel agency’s operations. It helps you manage your business and planning, making it easy for you to monitor client bookings and revenues.

Also, CRM systems enable travel agencies to keep track of their employees’ work schedules, important work documents such as travel agency invoice and traveler identification, and Terms & Conditions that travelers must sign.

In this post, we’ll discuss why CRM software is the missing piece of the ‘success’ puzzle, how the largest companies use CRM tools to manage thousands of customers, and also the best travel agency CRM options for your business.

Top Travel Agency CRM Software

  1. EngageBay
  2. Rezdy
  3. WeTravel
  4. HubSpot
  5. Freshworks
  6. Pipedrive
  7. ActiveCampaign
  8. Zoho CRM
  9. Insightly
  10. Agile CRM

What Is a Travel Agency CRM Software?

A travel agency CRM (customer relationship management) software is a specialized tool designed to help travel agencies streamline operations, manage client information, and enhance customer interactions — all from a single platform.

Why is a CRM software important for travel agencies? For them, managing client bookings, payment transactions, and customer preferences can become overwhelming without the right tools. A CRM designed for travel agencies centralizes these tasks, reducing the need for multiple tools and improving operational efficiency.

By offering features like automated follow-ups, real-time itinerary updates, and personalized communication, a travel agency CRM software allows businesses to deliver exceptional customer service.

Infographic showing how CRM software automates travel bookings from lead to itinerary.

Key Features to Look for in a Travel Agency CRM Software

A travel agency CRM software can simplify operations, improve customer satisfaction, and drive business growth.

However, not all CRMs are created equal. Let’s take a look at the essential features to look for in the best travel agent CRM software to ensure that it meets your business needs.

Lead generation

  • Lets you capture leads automatically from websites, social media, forms, and ads.
  • Organizes and prioritizes leads based on actions, engagement, and interest.
  • Tracks source of leads to identify high-performing channels.

Email marketing and email templates

  • Offers pre-designed email templates tailored for travel agencies
  • Lets you send personalized email campaigns to nurture leads and clients.
  • Measures key metrics like open rates, click-throughs, and engagement metrics

Multichannel marketing

  • Lets you engage with customers across multiple channels, including email, SMS, and social media.
  • Centralizes and lets you manage all your campaigns from a single dashboard.
  • Tracks customer interactions across all channels for effective communication.

Appointment booking and calendar management

  • Lets you schedule and manage appointments effortlessly using built-in calendars.
  • Allows clients and customers to book consultations and appointments directly via your website.
  • Lets you automate reminders to minimize no-shows.

Generate Appointment Links – EngageBay

Marketing and sales automation

  • Automated repetitive tasks, including follow-ups and reminders.
  • Offers triggers that execute workflows based on customer actions.

Deal tracking

  • Lets you visualize your sales funnel to monitor deal progress.
  • Tracks the status of client bookings and payments.

Mobile application

  • Has a mobile application to manage customer relationships on the go.
  • Lets you stay connected with your business and your clients even while traveling.

Customization

  • Offers options or services to tailor the CRM to fit your agency’s specific requirements.
  • Lets you create custom workflows, fields, dashboards, and reports.

The 10 Best CRM Software for Travel Agencies

Let’s take a look at the best travel agent CRM software. Here’s a quick comparison table with all the key details. 

Travel agency CRM software Starting price Unique feature G2 rating 
EngageBay

EngageBay

$14.99/month All-in-one affordable CRM software with omnichannel marketing 4.6/5
Rezdy

Rezdy

$49/month + booking fees Dedicated travel agency CRM software 3.9/5
WeTravel

WeTravel

$79/month Dedicated travel agency CRM software 4.8/5
HubSpot

HubSpot

$18/month Best CRM software for larger businesses and enterprises 4.4/5
Freshworks

Freshworks

$9/month ‘Freshsales’ CRM offers good value for mid-sized businesses 4.5/5
Pipedrive

Pipedrive

$12/month Sales-focused CRM with advanced pipelines 4.2/5
ActiveCampaign

ActiveCampaign

$15/month Leader in customer experience automation 4.6/5
Zoho CRM

Zoho CRM

$14/month Good integration with Zoho suite of tools 4/5
Insightly

Insightly

$29/month Offers all-in-one CRM 4.2/5
Agile CRM

Agile CRM

$8.99/month Affordable, good for SMBs 4/5

1. Top Travel Agency CRM Software: EngageBay

EngageBay travel agency CRM

EngageBay’s all-in-one travel agency software, with its highly affordable pricing, is the smartest option for small and medium-sized travel companies, agencies, and startups. 

EngageBay’s All-in-One CRM Solution

Features

  • Omnichannel marketing: EngageBay helps you reach your audience through phone, email, SMS, live chat, and more, helping you stay connected.
  • Email marketing: With EngageBay, you can create and send newsletters, drip campaigns, and welcome emails using a simple drag-and-drop builder.
  • Activity timeline: You can track all your customer interactions with a detailed activity timeline to understand their journey better.
  • Sales automation: EngageBay offers tools to help you manage your deals, funnels, appointments, and more.
  • Helpdesk and live chat: With EngageBay, you can support your customer through live chat, ticket management, and helpdesk, and resolve issues quickly.

According to EngageBay’s 2025 customer analysis, personalized lead nurturing boosted conversion rates by 63% .

Pros

  • Responsive customer support
  • A wide range of pre-designed email templates
  • Enables personalization of emails with ease

Cons

  • No search marketing

Pricing

  • Free: Free for up to 500 contacts
  • Basic: $14.99/month for 1,000 contacts
  • Growth: $64.99/month for 10,000 contacts
  • Pro: $119.99/month for unlimited contacts

This pricing, combined with amazing features, makes EngageBay one of the best travel agency CRM software.

EngageBay travel agency crm banner CTA

2. Top Travel Agency CRM Software: Rezdy

Rezdy travel agency crm software

Rezdy is a dedicated online booking system for tour and activity businesses. It helps operators and resellers worldwide streamline their customer management and operations. 

Rezdy offers inventory management, sales activities, guest information, booking calendars, and more. Rezdy also lets you add booking buttons and CTAs for lead generation. 

Plus, you can automate repetitive, mundane tasks, including guest communications, reporting, and billing. With integrations, you can offer a seamless booking experience for your customers. 

Finally, Rezdy, as a travel management software, has a powerful and safe payment gateway for smoother transactions. 

Features

  • Booking management: Rezdy helps you efficiently manage reservations, availability, and booking statuses in real-time to streamline operations.
  • Inventory management: You can track and manage your inventory seamlessly, ensuring accurate availability for tours and activities.
  • Guest information: Store and organize guest details to personalize experiences and improve customer satisfaction.
  • Booking calendars: Use intuitive booking calendars to visualize and manage schedules for your tours and activities.
  • Automation: Rezdy allows you to automate repetitive tasks like guest communications, reporting, and billing, thus saving time and reducing manual effort.

Pros

  • User-friendly interface
  • Comprehensive feature set
  • Good integration capabilities
  • Reliable performance

Cons

  • Limited reporting features
  • Limited customer support

Pricing

Rezdy offers three paid plans. Unlike traditional CRM systems, Rezdy charges a commission for each booking through their platform. 

  • Foundation: This plan costs $49/month plus 2% fees for each online booking / $1 for each agent or offline booking. The plan offers free onboarding, booking buttons, mobile bookings, TripAdvisor Review Express, sales reporting, and more. 
  • Accelerate: This plan costs $99/month plus 1.9% fees for each online booking / $0.85 per offline or agent booking. You also get automated customer notifications, Xero integration, gift cards, and waitlists. 
  • Expansion: This plan costs $249/month plus 1.75% fees for each online booking / $0.70 per offline or agent booking. With this plan, you get advanced reporting, webhooks, up to 20 assisted products, developer API, and more. 

3. Top Travel Agency CRM Software: WeTravel

WeTravel travel agency crm software

WeTravel is another dedicated travel agency CRM software with many niche-specific features. 

You can have stunning booking pages that convert visitors into paying customers. WeTravel also offers smart payment processing features for smoother transactions and user experience. 

Features

  • Booking management: WeTravel lets you efficiently handle reservations, track availability, and manage booking statuses in real-time, ensuring a seamless experience for clients and staff.
  • Payment processing: With WeTravel, you can collect payments instantly through deposits, installment plans, and more for a low processing fee.
  • Page builder: WeTravel also lets you create visually appealing, bookable trip pages and homepages within minutes, enhancing the booking experience and increasing conversion rates.
  • Automation: You can set up personalized emails, SMS campaigns, and more to keep your clients engaged throughout their journey.
  • Reporting and analytics: The platform lets you gain insights into business performance with detailed reports on bookings, revenue, and customer demographics to inform strategic decisions.

Pros

  • Versatile payment processing
  • Low processing fees
  • Intuitive interface

Cons

  • Limited reporting features

Pricing

WeTravel offers three plans: Free, Pro, and Enterprise. 

  • Free: This plan is completely free and is designed for agencies to get started. You get bank transfers, mobile-optimized checkouts, payment plans, customizable deposits, and more. 
  • Pro: This plan costs $79/month for companies and teams and offers a suite of features, including disputed payment support, seasonal pricing adjustments, branded email communications, abandoned cart, and more. 
  • Enterprise: This plan is custom-priced and offers advanced travel agency CRM features, including customized reporting dashboards, customized public API integrations, SSO, and more. 

4. Top Travel Agency CRM Software: HubSpot

HubSpot, Travel agency CRM software

HubSpot is another one of our favorite travel CRM software. 

It lets you quickly build multichannel marketing campaigns and track them, all from one place. 

Features

  • Landing page builder: You can create unique and responsive landing pages for your travel agency company, complete with CTAs, forms, and more.
  • Content creation: HubSpot lets you develop marketing materials, including blog articles and knowledge bases. HubSpot also offers real-time optimization tips to improve SEO and content quality.
  • Ticketing system: HubSpot lets you manage, assign, and prioritize tickets. Solve customer issues quickly to improve satisfaction and response times.
  • Sales and marketing automation: You can automate repetitive tasks like email follow-ups, lead nurturing, and workflow triggers to save time and focus on growth.

According to HubSpot’s 2025 State of Marketing report, users leveraging integrated CRM—email, landing pages, lead flows, and CRM combined—see up to a 107 percent increase in leads within six months

Pros

  • All-in-one platform
  • Comprehensive set of free tools

Cons

  • Expensive
  • Feature limitations in lower-tier plans

Pricing

These remarkable features come at a hefty price. Let’s check out the prices for HubSpot’s bundled CRM suites: 

  • Starter: This plan starts at $18/month a month and includes 1,000 marketing contacts, ad management, list segmentation, email templates, deal pipeline, and conversations inbox.
  • Professional: This plan starts at $800 a month for 2,000 contacts, ad reporting, URL mappings, canned snippets, dals, custom field mapping, multiple currencies, and more.  
  • Enterprise: Pricing starts at a whopping $3,200 a month for 10,000 marketing contacts and includes advanced features like A/B testing, teams, single sign-on, webhooks, social media, call transcripts, predictive lead scoring, and field-level permissions.

👉Looking for the perfect HubSpot competitors? Our in-depth guide covers the top alternatives.😊

5. Top Travel Agency CRM Software: Freshworks

Freshworks travel agency CRM software

Another great travel CRM system on our list is Freshworks

With this solution, you can connect to other products, too, like FreshCaller and FreshDesk, which enhances its value. Their sales counterpart is called Freshsales CRM. 

For example, FreshCaller lets you contact your customers, other intermediaries, agents, tour guides, transport companies, and suppliers right from the CRM.

Features

  • Lead management: Freshworks lets you capture and organize leads efficiently, ensuring timely follow-ups and increased conversion rates.
  • Deal management: Freshworks also lets you track deals through customizable pipelines, providing clear visibility into sales progress.
  • AI-powered insights: You can utilize Freshwork’s AI to gain actionable insights, prioritize hot leads, and predict sales outcomes.
  • Email campaigns: You can design and execute targeted email campaigns to engage prospects and nurture leads.

According to Freshworks’ internal data (Freshworks.com, 2024), most businesses experience a 21–30 percent increase in sales revenue after implementing Freshworks CRM

Pros

  • Multichannel support
  • Affordable pricing
  • Powerful sales force automation

Cons

  • Limited advanced features in lower-tier plans
  • Steeper learning curve

Pricing

Freshworks’ CRM is marketed as ‘Freshsales Suite.’ Let’s take a look at the pricing plans:

  • Growth plan: This plan costs $9 per month and gives you access to custom reporting, a visual sales pipeline, sales sequences, one custom domain, Freshdesk integration, live chat, 20 workflows, and predictive lead scoring. You also get 1,000 marketing contacts. 
  • Pro plan: This plan costs $39 a month and adds 3,000 marketing contacts, smart matches, offline events, products catalog, sales goals, offline mode for mobile apps, and behavioral segmentation. 
  • Enterprise plan: This plan costs $59 a month for 5,000 marketing contacts, auto-profile enrichment, sales forecasting, deal teams, holiday routing, 100 workflows, audit logs, a dedicated account manager, and advanced metrics. 

Looking for a more flexible solution to Freshworks? Our article on the best Freshworks alternatives will help you find the perfect fit.

6. Top Travel Agency CRM Software: Pipedrive

Pipedrive travel agency crm software

Pipedrive is another helpful travel marketing and sales automation software with cool features like the AI sales assistant.

The sales assistant tool helps you improve automation by offering reports, graphs, performance ideas, and notifications.

Features

  • Sales pipeline management: You can visualize and manage your sales pipelines with customizable stages, allowing for easy tracking of deals and activities.
  • Contact management: Pipedrive offers easy contact management, allowing you to maintain detailed records of your contacts.
  • Automation: Pipedrive lets you automate repetitive tasks such as follow-ups and data entry, allowing your team to focus on high-priority activities.
  • Integrations: Pipedrive offers a plethora of integrations, including Google Workspace, Quickbooks, Asana, Slack, and more.

According to industry-wide CRM benchmarks in 2025, companies using CRM systems like Pipedrive have seen a 17 percent increase in lead conversions 

Pros

  • Customizable pipelines
  • Robust collection of integrations

Cons

  • Steeper learning curve for advanced features
  • Limited advanced features

Pricing

Pipedrive has a myriad of pricing plans, whether you want to spend a little bit per month or a lot.

    • Essential: $12 per user per month
    • Advanced: $24 per user per month
    • Professional: $59 per user per month
    • Enterprise: $79 per user per month

7. Top Travel Agency CRM Software: ActiveCampaign

Activecampaign travel agency crm software

Another great travel agency CRM software on our list is ActiveCampaign.

This travel CRM software offers a plethora of tools, ranging from customer services and sales to marketing and integrations. 

Features

  • Email marketing: ActiveCampaign enables you to design automated and personalized email campaigns using its intuitive drag-and-drop email builder.
  • Sales pipelines: ActiveCampaign provides sales pipelines, automatic deal updates, and tools to help you focus on fostering meaningful customer relationships.
  • Landing pages: Use customizable templates from ActiveCampaign to design high-converting landing pages and capture leads effectively.
  • Customer experience automation: Integrate email, live chat, SMS, and other channels to deliver a seamless and personalized customer experience based on individual interactions.

Pros

  • Powerful automation
  • High deliverability rates
  • Comprehensive set of integrations

Cons

  • Complex pricing structure
  • Steep learning curve

Pricing

  • Lite: Starts at $15/month for 1,000 contacts and marketing automation, site tracking, social media tools, and newsletters.
  • Plus: Starts at $49/month for 1,000 contacts and database syncing custom email designs, conditional content, sales automation, advanced subscription forms, and more.
  • Pro: Starts at $79/month for 1,000 contacts and split automation, predictive sending, customer attribution, and training sessions.
  • Enterprise: Starts at $145/month for 1,000 contacts and uptime SLA, custom CSS and HTML, and premium phone support.

8. Top Travel Agency CRM Software: Zoho CRM

Zoho CRM travel agency crm software

Zoho CRM is an excellent all-in-one software with multiple integrations and dozens of connected Zoho applications, making it great for enterprises. 

According to TechRadar’s 2025 review, Zoho CRM increased lead conversions by 41% 

Features

  • Sales pipelines: Zoho’s pipeline tool provides deal tracking, lead management, accounts, contacts, and an all-in-one dashboard to monitor every aspect of your sales process.
  • Teams: Zoho excels at team collaboration and management, offering features like admin controls, permissions, meeting schedulers, and a document library to streamline teamwork.
  • Sales automation: By leveraging rules, triggers, and workflows, Zoho’s automation tools minimize time spent on repetitive tasks, allowing employees to focus on more strategic work.
  • Field management: Zoho’s mobile CRM empowers field agents and sales reps to nurture customer relationships on the go, provided they have a reliable internet connection.

Pros

  • Cost-effective
  • Customizable
  • User-friendly interface

Cons

  • Complex software with multiple sister applications
  • Performance issues reported for large data sets by many users

Zoho CRM Pricing

Zoho CRM offers four plans: Standard, Professional, Enterprise, and Ultimate. 

  • Standard: The Standard plan costs $14/month and offers basic modules, advanced filters, sales forecasting, scoring rules, email insights, workflow rules, email templates, and more.
  • Professional: The Professional plan costs $23/month and offers macros, webhooks, validation rules, custom reports and dashboards, email relay, and more. 
  • Enterprise: The Enterprise plan costs $40/month and offers email parsers, portals, custom functions, developer sandbox, custom modules, webform analytics, and more. 
  • Ultimate: The Ultimate plan costs $52/month for Zoho Analytics, data encryption, territory management, and other advanced features. 

9. Top Travel Agency CRM Software: Insightly

Insightly, travel agency CRM software

Insightly is a versatile CRM platform designed to help businesses manage customer relationships, track sales, and improve customer loyalty. It’s particularly useful for SMBs looking for an all-in-one solution.

Features

  • Contact management: Insightly helps you organize and manage your contacts, providing a full history of interactions and insights for personalized customer engagement.
  • Project management: The platform offers built-in project management tools, allowing you to track milestones, tasks, and deliverables seamlessly.
  • Email marketing: With Insightly, you can design and execute email campaigns to nurture leads and communicate with your audience.
  • Sales pipelines: You can visualize your sales process with customizable pipelines and automate repetitive tasks like follow-ups and deal updates.

Pros

  • Combines CRM with project management
  • Highly customizable workflows
  • Strong integrations with third-party tools

Cons

  • Limited scalability for large enterprises
  • Steeper learning curve for advanced features

Pricing

  • Plus: $29 per user per month
  • Professional: $49 per user per month
  • Enterprise: $99 per user per month

10. Top Travel Agency CRM Software: Agile CRM

Agile travel agency CRM software

Agile CRM is an affordable, all-in-one travel agency CRM software that integrates sales, marketing, and customer service tools into a single platform. It’s ideal for small businesses looking for a feature-rich yet budget-friendly CRM.

Features

  • Contact management: Agile CRM lets you store and manage customer data, including activity history and social profiles, for more personalized engagement.
  • Marketing automation: You can automate email campaigns, social media posts, and web pop-ups to nurture leads and drive conversions.
  • Sales pipelines: Agile CRM provides visual pipelines to track deals, automate sales workflows, and manage opportunities effectively.
  • Helpdesk and ticketing: The travel agency CRM lets you handle customer queries with ease using ticketing tools that prioritize and track issues to resolution.

Pros

  • Affordable pricing with free plan
  • Comprehensive feature set
  • Easy-to-use

Cons

  • Clunky UI
  • Not suitable for large businesses

Pricing

  • Free: $0 per month for up to 10 users
  • Starter: $8.99 per month
  • Regular: $29.99 per month
  • Enterprise: $47.99 per month

What Does a Travel CRM Software Do? 

A travel agency CRM offers both generic features and travel agency-specific tools. 

For example, your travel company, like any other business, may need lead management, sales reporting, an online reservation system, notifications for updates and reminders, workflow automation, and customer service tools. 

With a travel agency CRM system, you get these in addition to modules like experience management, in-app appointments, discount vouchers, cancellation policies, and more. 

Then there’s the all-in-one CRM travel software, which combines marketing, reservation, sales, expense, hotel bookings, and other business operations into one single platform.

Travel agency CRMs can be in-house or cloud-based. Larger enterprises often go for in-house travel agency CRM with their own infrastructure. On the other hand, a SaaS (Software-as-a-Service) travel agency CRM is hosted on the cloud, and travel agents or companies can purchase its subscription. 

For travel startups, agencies, tour guides, and even hotels, it’s better to choose a SaaS travel CRM for greater flexibility, a wide variety of tools, easy portability, and manageable costs.

EngageBay travel agency crm banner CTA

The Advantages of Using a Travel CRM Software

Now that you know the difference between a generic and travel agency CRM software, let’s dig deeper. 

When it comes to managing customer experiences, one size doesn’t fit all.

This is why CRM for travel agents, tour operators, and the travel industry in general offers features such as segmentation, lead management, omnichannel marketing, feedback systems, and more to fulfill each customer’s complex needs. 

This, in turn, greatly boosts customer retention and, ultimately, revenue.

Advantages of travel agency CRM infographics EngageBay

Time optimization

Task Management – EngageBay

Time flies, and if you can’t manage your tasks efficiently, you’re in trouble. Fortunately, travel CRM software offer great tools to optimize work productivity. 

For example, you don’t have to spend hours preparing reports manually. Instead, the best travel agent CRM systems generate insightful reports on missed bookings, sales performance, customer service tickets solved, and more — without human error and time wastage. 

The great thing about SaaS travel CRM systems: you can take your work anywhere. This means you can manage your business on the go, as long as you have an internet connection

Centralized database

Ever fumbled through disorganized folders, searched multiple spreadsheets, or made dozens of calls to get what you need? 

If so, you need a travel agency CRM. 

CRMs have a centralized database, meaning all your employees can access real-time customer data from a single platform. This greatly improves business processes and helps streamline customer management, thus unifying your entire business under one roof. 

Marketing

Travel agencies such as yours need to market themselves to stay ahead of the competition. 

This is precisely why you need travel CRM software.

The best travel CRM systems offer incredible tools, like multi-channel broadcasts, to let you reach a wider audience or segmentation to group your potential customers based on similarities. 

What’s more, with CRM for travel agents, you can use autoresponders to send automated email messages in response to everyday activities, like welcome emails for new subscriptions, abandoned payments page reminders, greetings for anniversaries & birthdays, and so on. 

Follow-ups

When leads go cold, you don’t just abandon them. Instead, you’ll have to target them with a different strategy. Similarly, you have to pursue hot leads and convert them into sales. 

A travel CRM solution lets you intelligently follow up with your leads based on their activity, priority, and position in the sales funnel. 

Lead management

What do you do if your leads are falling through the cracks? Or if you don’t know which ones to drop and which ones to pursue? 

That’s why travel CRM systems are equipped with tools to capture leads, nurture them, prioritize them with tags and scores, and collect vital information across various touchpoints. 

Customer relationships

Customers should be able to contact you from any channel: phone, SMS, email, webforms, or social media. 

Similarly, ticketing systems, knowledge bases, and other service tools quickly solve any customer queries or complaints.

If you are a travel agent, these CRM features will help you enhance your customer relations substantially

Real‑World Success Stories of Travel Agency CRM

#1. Lomas Travel (Mexico)

Challenge: Before CRM, teams relied on disconnected spreadsheets and custom-built tools—no unified view of customers or performance. 
Solution: Implemented a configurable CRM platform integrated with their ERP, enabling a shared 360° view of agents and travelers.
Results: Over 100 staff across departments now track meetings, leads, and conversions. They generate actionable reports automatically to replicate sales success and avoid missed opportunities. As a result, Lomas Travel improved coordination on high-value group trips and strengthened relationship-building at scale.

(Source)

#2. Travel Leaders Group (USA)

Challenge: Operating 1,250 agencies and 16 brands, the organization suffered fragmented customer data, inconsistent analytics, and low collaboration.
Solution: Rolled out a centralized CRM enabling all partners to share customer profiles, interaction history, and analytics.
Results: Personalized service improved significantly, response times were faster, and internal coordination grew stronger. The system helped the network enhance customer satisfaction, loyalty, and financial results.

(Source)

#3. A‑Club Travel Agency (custom CRM)

Challenge: Needed to scale operations and increase bookings without growing headcount. Cash flow issues and late payments were also limiting revenue.
Solution: Built a custom CRM for travel agents tailored to internal workflows and vendor billing cycles.
Results: The agency processed 30 percent more deals with the same staff, and late payments dropped by 95 percent. The CRM became the core platform for all operations, from client follow-up to financial control.

(Source)

Wrapping Up

If you are a budding travel business, you know you don’t have the resources to buy expensive CRM software. 

Travel agencies don’t need to worry, though; finding a good CRM for travel agents is possible even with a tight budget.

EngageBay can help travel agencies manage customer accounts, preferences, and advanced bookings easily.

It can help you save hours every day.

You also get live chat, SMS marketing, and an in-app calendar for quick and effective engagement with thousands of customers.

With EngageBay’s mobile app, all of this can be done on the move as well.

If you’re not sure yet, check out EngageBay’s free plan for yourself — we promise you won’t be disappointed!

Learn more: how to automate travel agency workflows → EngageBay Workflow Automation Guide

Frequently Asked Questions:

 

#1. How does a CRM help travel agencies improve client relationships?

A CRM stores all client interactions and preferences in one place, allowing travel agents to deliver personalized service, track follow-ups, and build stronger long-term relationships.

#2. Can a CRM automate repetitive tasks in a travel agency?

Yes, modern CRM software can automate tasks like sending booking confirmations, payment reminders, and follow-up emails, saving agents time and reducing human error.

#3. What features should I look for in a CRM tailored to travel agencies?

Look for features like itinerary management, integrated email and SMS communication, lead capture from web forms, customizable pipelines, and reporting dashboards.

#4. Is it possible to integrate a CRM with travel booking engines and email platforms?

Many CRMs support integrations with booking tools, calendar apps, and email providers, allowing seamless coordination across different tools and platforms.

#5. How can a CRM improve team collaboration in a travel agency?

By centralizing contact details, task assignments, and communication logs, a CRM helps multiple agents stay aligned, avoid duplication, and manage leads more effectively as a team.

The post Travel Agency CRM Software: Top 10 Tools for Booking, Growth & Client Loyalty appeared first on EngageBay - All-in-one marketing, sales, and service.

]]>
https://www.engagebay.com/blog/travel-agency-crm-software/feed/ 0