| Pipedrive | Salesforce | HubSpot | monday.com | |
|---|---|---|---|---|
| Set-up | ||||
| Free Trial | ||||
| Data Import/Export | ||||
| Native Android/iOS apps | ||||
| 2FA | ||||
| Key Features | ||||
| Lead Management | ||||
| Email Integration | ||||
| Sales Automation | ||||
| Custom Reports | ||||
| Third-Party Integrations | ||||
| Pipeline Management | ||||
| AI-Powered Insights | ||||
| Marketing Automation | ||||
| All-In-One Platform? | ||||
| Starter Pricing | ||||
| Drag & Drop Website Builder | ||||
| Forms | ||||
| Meeting Scheduler | ||||
| Calling | ||||
| Time to Value (TTV) | ||||
| Setup Time | ||||
| User Adoption | ||||
| Time to Results | ||||
| Ideal For | ||||
Which CRM Should I Choose?
Finding the right CRM can be difficult.
Cost, features, connectivity... the list goes on.
Below, we've complied the key features of some common systems to help you decide.
What does this mean?
There is no single "best" CRM for everyone. Like many software solutions, the right choice depends on your unique requirements, including factors like the number of users and the specific features you need.
So what next?
How HubSpot Can Help Your Business
HubSpot offers practical tools that can directly benefit your business and justify its cost by driving growth and efficiency. Here’s how it can help:
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Streamlined Operations
HubSpot brings all your marketing, sales, and customer service tools into one place, saving time and reducing confusion from juggling multiple windows or platforms. -
Better Lead Management
Track and prioritise leads based on their engagement, helping your sales team focus on the most promising opportunities and close deals faster. -
Improved Marketing ROI
Marketing automation simplifies campaigns, ensuring consistent follow-ups and targeted messaging that drives higher conversion rates. -
Actionable Insights
Custom reports and dashboards give you a clear view of what’s working vs not working, so you can make smarter business decisions and maximise your efforts. -
Enhanced Customer Relationships
Centralised contact management means your team can deliver a more personalised and professional experience, increasing customer loyalty. -
Scalable Tools for Growth
Start small with HubSpot’s free tools and scale up as your business grows, ensuring you always have the right level of support without overspending.
Worth the Cost?
HubSpot’s intuitive platform reduces the time your team spends on manual tasks, while its automation and analytics drive measurable business results. The investment pays off in increased efficiency, improved customer retention, and higher revenue over time.
If you’re looking to grow your business fast and effectively, HubSpot can be a game-changer.
Additionally, Cogent Connective offers the only native integration between HubSpot CRM and OrderWise ERP.
You can find out more directly here.
How Salesforce Can Help Your Business
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Scalable for Growth
Salesforce is built to grow with your business, offering solutions for startups to enterprises. As your needs expand, its features can scale seamlessly. -
Customer Insights
Keep track of every customer interaction, enabling your team to offer a personalised and professional service that builds trust and loyalty. -
Advanced Customisation
Salesforce allows you to tailor workflows, reports, and dashboards to your business processes, ensuring it fits how your team works. -
Powerful Automation
Automate repetitive tasks in sales and customer service, freeing up your team to focus on building relationships and closing deals. -
Extensive Integration Options
Connect Salesforce with the tools you already use, streamlining operations and avoiding unnecessary disruptions. -
AI-Powered Sales Assistance
Use AI tools to forecast sales, prioritise leads, and identify opportunities you might otherwise miss, helping you stay ahead of the competition.
Worth the Cost?
Salesforce delivers a robust system that adapts to your business needs. The time saved, combined with its ability to drive smarter sales and improve customer satisfaction, makes the investment worthwhile for businesses aiming to scale effectively.
How Pipedrive Can Help Your Business
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Simplicity and Focus
Pipedrive is designed to be straightforward and easy to use, letting your team focus on selling rather than managing complex software. -
Pipeline Management
Visually track your deals in an intuitive pipeline, helping you stay on top of opportunities and close more sales. -
Sales-Driven Features
Every feature is built with sales in mind, from tracking communications to setting up follow-up reminders, ensuring no lead slips through the cracks. -
Affordable for Small Businesses
With lower starting costs, Pipedrive offers powerful sales tools without breaking the bank, making it ideal for startups and growing teams. -
Integration Friendly
Easily connect with your existing tools to streamline operations and keep all your data in sync. -
Mobile Accessibility
Manage your deals on the go with a mobile app, ensuring you can stay productive wherever you are.
Worth the Cost?
Pipedrive’s simplicity and affordability make it perfect for businesses focused on building their sales pipeline. Its low price point delivers high value by improving deal visibility, saving time, and helping your team focus on closing deals.
How monday.com Can Help Your Business
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Flexibility and Simplicity
Monday.com is designed to be customisable and easy to use, allowing teams to manage workflows, projects, and CRM without a steep learning curve. Whether you're organising tasks or tracking sales, the platform adapts to your needs. -
Visual Workflow Management
Use visual boards to track projects, sales pipelines, and team tasks. These boards give clarity to processes, ensuring everyone is aligned. -
Collaboration-Friendly
Teams can comment on tasks, share files, and track progress in real time, making collaboration easy and reducing the need for endless email chains. -
Affordable for Small to Mid-Sized Businesses
Monday.com offers flexible pricing plans that cater to startups and growing businesses. Its cost-effectiveness means that businesses can scale their use of the platform without overspending. -
Integration with Popular Tools
Easily connect monday.com to your existing tools (like Slack, Gmail, or Shopify), ensuring that your workflows remain uninterrupted and data stays in sync. -
Mobile Accessibility
With native Android and iOS apps, you can manage workflows and projects on the go, ensuring productivity doesn’t stop when you’re away from your desk.
Worth the Cost?
Monday.com is ideal for businesses that need a flexible, user-friendly platform to manage workflows, collaborate effectively, and get results quickly. While it’s not an all-in-one CRM like HubSpot, its versatility and ease of use make it a powerful choice for small to mid-sized businesses.
What about free CRMs?
Free CRMs have their place but often come with certain restrictions, particularly in terms of features and the number of users it can support. As your business grows or your requirements become more complex, these limitations may hinder your ability to manage customer relationships effectively.
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Restricted access: Free CRM options typically restrict the number of users who can access the system, which can be problematic for larger teams.
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Basic functionality: The functionality may be basic, lacking advanced tools that could help streamline processes and improve efficiency.
Ultimately, the suitability of a free CRM depends on the specific needs of your business and its size. Smaller businesses or startups with limited CRM demands may find a free version adequate for their initial stages, but as the business expands, upgrading to a paid CRM plan will become necessary to accommodate scalability.
Our Conclusion.
For mid-market businesses looking for a business platform that is more than just a CRM, provides a balance of scalability, all-in-one features, and ease of use, HubSpot is our recommended choice.
In our teams opinion, HubSpot delivers the best balance of ease, value, and features for businesses that need an all-in-one CRM platform. We think it provides tools for marketing, sales, and customer service all in one place - making it more comprehensive than Monday.com, which focuses more on workflow and project management. HubSpot also comes without some of the complexity of Salesforce or the limitations of Pipedrive. Whether you’re a small business or growing rapidly, HubSpot CRM helps you achieve results quickly and efficiently.
Of course, we are HubSpot partners and therefore we recognise we might be biased. However, it could be true that HubSpot is not a fit for your business - and that's ok!
Want to know more about HubSpot?
Schedule a discovery call and we can discuss your requirements.
