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Analytics like revenue attribution and funnel analysis, preset reports, and unified reporting across marketing and sales functions. Also read: Best Sales Engagement Software 2024Choosing between Zoho CRM and HubSpot CRMIt’s clear both Zoho CRM and HubSpot CRM offer powerful and comprehensive solutions for managing customer relationships, but each have their own strengths and weaknesses. Zoho CRM is ideal for small to medium-sized businesses seeking extensive customization and affordability, with powerful features like workflow automation, advanced analytics, and AI insights from Zia. HubSpot CRM, on the other hand, is perfect for businesses that require a highly intuitive user interface and advanced automation, reporting, and analytics capabilities. The seamless integration with HubSpot’s Marketing and Sales Hubs enhances its appeal for companies looking for a unified platform. Each offering unique and powerful reporting tools, your decision will be a winning one no matter which CRM you choose.Still not sure if Zoho or HubSpot are right for you? Check out our CRM Software Guide for a full list of options. Frequently Asked Questions (FAQ) Users, making it the more affordable of the two CRM solutions.However, the tradeoff is that Zoho’s user interface (UI) is not as sophisticated as that of HubSpot, and the navigation layout isn’t as logical and intuitive. Its feature sets also aren’t as advanced as HubSpot’s when compared head-to-head; although, it does include all of the core features such as lead management, sales automation, reporting, and email marketing. For users new to CRM software, HubSpot also offers more training documentation and a more hands-on customer support package. That said, Zoho is an excellent choice for small and growing businesses looking for a well-regarded CRM software that offers a good balance of functionality and price.Zoho disadvantagesZoho’s lower priced plans do come with some drawbacks. For one, Zoho’s UI does not feel as polished compared to HubSpot. Users also say the onboarding and setup process can be complicated. Some have observed that Zoho CRM feels like it’s designed more for project management than a complete sales solution, which is in keeping with its more simple approach. And Zoho’s less advanced feature sets may not be sufficient for users looking for a powerhouse CRM solution.What HubSpot CRM offersHubSpot is most well-known for its forever-free CRM software, but this offers limited functionality. To get the most out of the platform, you will need to upgrade to a paid plan. For the purposes of a fair comparison, we will be considering the paid versions of HubSpot, which is a more comparable platform to Zoho.HubSpot’s CRM is

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In 2005 to make marketing automation easier.Nowadays, HubSpot’s main selling point is offering an all-in-one solution, including marketing, sales, service and operations. If you don’t like using different apps and integrating them (using tools like Zapier and native integrations), then HubSpot might be what you’re looking for.To get CRM functionality that is comparable to what you’re getting with the other CRMs in this ranking, you need to get two HubSpot products: its CRM and its Sales Hub.In terms of its email integration, HubSpot does a fair job, although the pricing to get all this handy functionality (7 features) is quite steep, starting at $90-100/user/month plus an extra required fee of $1470 for onboarding.Testing it outUsing HubSpot CRM alongside the Sales Hub was a robust experience, albeit a bit overwhelming at first due to the platform’s extensive features. The email integration was solid; every email I sent from Gmail or Outlook was automatically tracked, and I could view interactions directly within the CRM. However, I noticed that setting up automated email sequences and personalizing them required more steps than I anticipated. While HubSpot excels in providing a comprehensive view of customer interactions, it requires a bit more effort to unlock its full potential, especially for smaller teams.ScoringFeatures HubSpot CRM + Sales Hub offers: 7/10Update and use your CRM from within your email inboxLive sync your emails & calendar meetings to the CRMAutomatically enrich your contact database by syncing your contacts’ email signaturesSend automated, personalized email sequences from your email inboxUse (shared. Marketing Content Customer Success Service RevOps Operations CRM Sales Hub; CRM; DOWNLOAD HUBSPOT FREE CRM SOFTWARE; CRM. HubSpot is

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Included as part of its Sales Hub package, which has a reasonable starting price of $45 a month for two users and a small selection of features. If you want more functionality, the HubSpot Sales pricing plan then jumps up to a minimum of $450 a month for five users with the Professional Plan and $1,200 a month for 10 users with the Enterprise Plan.HubSpot Sales Hub software has a well-developed user interface that is visually appealing and easy to navigate. Sales Hub offers all of the core features you would look for in a CRM software, including lead management, sales automation, reporting, and email marketing. It also integrates seamlessly with other HubSpot software, which includes HubSpot Marketing Hub, HubSpot Service Hub, HubSpot CMS, and HubSpot Operations; the different plans can be bundled together for various savings.In short, HubSpot is the best choice for medium and large businesses that need a powerhouse CRM tool with lots of features and are willing to invest money in it to get best-in-class software.HubSpot CRM disadvantagesWhile HubSpot has a lot going for it, it has some distinct disadvantages that means it won’t be a great fit for every company. For one, all of the features may be overkill for a small business, especially one looking for its first CRM solution.HubSpot pricing also forces you to upgrade to the more premium plans to get access to the more advanced features, such as sales forecasting and analytics. Since the second tier plan is 10x the cost Contact history to maintenance requests. You’ll always have the relevant information and documents at hand with Aptean’s 360-degree client profiles. Tools for Managers Keep tabs on employees, whether they work in the office or remotely. You can easily translate employee data into performance charts and grade performance against metrics you defined. For instance, track how quickly customer tickets are resolved or how many new leads your reps brought in. KPIs are customizable for every department you manage. You get a window into every department in real-time and visualize your way. Solutions and Partners Most popular CRM vendors HubSpot HubSpot HubSpot CRM includes all the tools you need for marketing, sales, service, and content management. Each ... Creatio CRM Creatio CRM Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and ... monday sales CRM monday sales CRM Let monday sales CRM do the grunt work while your team stays focused on high-level tasks, such as ... Aptean CRM Comparison VS Aptean CRM REsimpli CRM What is Aptean CRM?Aptean was founded in 2012 by CDC Software (CDC) and Consona Corporation (Consona), two enterprise application software (EAS) vendors of on-premise and cloud solutions. Onyx serves over 1,700 midmarket and enterprise customers in more than 50 countries. Onyx is most recognized for its on-premise horizontal customer relationship management software suite, but it also has industry-specific versions for the healthcare, financial services, professional services, contact center, high-tech, and government vertical sectors.What are Aptean CRM's top competitors?Pipedrive, HubSpot CRM, and Salesforce.com are common alternatives for Aptean CRM.What does Aptean do?Aptean sells software that integrates enterprise resource planning (ERP), supply chain management (SCM), and complaint management for the financial, manufacturing, and supply chain industries. Our Latest Articles

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Feature setRobust automation capabilitiesScalable for SMBsConsBasic free versionLess intuitive UI compared to HubSpotGeneral features and interface4.4/5Integration and compatibility4.8/5ProsVisual DashboardFree plan with essential featuresIntegration with Marketing, Service, CMS, and Operations HubsScalable featuresExtensive training via HubSpot AcademyAdvanced analytics with customizable reports and dashboardsConsExpensive upgradesPotential overkill for very small businessesLimited customization options in lower-tier plansFeature/AspectZoho CRMHubSpot CRMFree PlanAvailable, limited featuresAvailable, robust featuresPaid PlansStarts at $20/user/monthStarts at $20/user/monthCustomizationExtensiveLimited in lower tiersIntegrationSeamless with Zoho appsSeamless with HubSpot ecosystemUser InterfaceLess intuitiveHighly intuitiveAI CapabilitiesZia AI for insights and automationPredictive lead scoring, AI toolsZoho vs. HubSpot: Advantages and disadvantages comparisonOn the surface, when comparing Zoho and HubSpot, it may seem as if they offer similar features—and they do. However, once you start digging deeper, you’ll realize these CRM solutions are far from identical. Keep reading to see exactly how Zoho and HubSpot compare.What Zoho OffersZoho also offers a forever-free CRM software, which is one of the reasons it’s considered such a direct competitor to HubSpot. Similar to HubSpot, Zoho’s forever-free CRM offers a limited feature set that isn’t sufficient for all users.For users who need more features, paid plans start at a reasonable $14 per person, per month for the Standard plan. If you need even more functionality, prices jump up to $23 per person per month for the Professional plan, $40 for the Zoho CRM Enterprise plan, and $52 for the Ultimate plan. In other words, even the most expensive Zoho plan costs less than half the cost of HubSpot’s Enterprise Plan for the same number of

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Offers customizable reports and a dashboard where you can manage them. You can share your reports with third parties and receive a revenue forecast generated by the platform. Pricing Essential $9.9/user/mo Save 17% annually Lead Management Deal Management Pipeline Management 300+ Integrations 24/7 Chat Support Advanced $19/user/mo Save 20% annually Custom Email Templates 30 Active Automations/User Email Tracking & Signatures Mass Emailing & Scheduling 10000 Opened Deals Professional $39/user/mo Save 20% annually Unlimited Custom Dashboards 60 Active Automations/User Automated Deal Calculations Contact Timeline 100000 Opened Deals Enterprise $59/user/mo Save 19% annually Unlimited Reports 100 Active Automations/User Unlimited Custom Fields Unlimited Teams Unlimited Opened Deals Pipedrive comes with a free trial, but there is no free plan that you can use. You can start with the Essential plan, which is $9.90 per user per month, and opt for monthly or yearly billing. The annual discount is 17%. -->-->-->-->-->-->-->-->-->-->-->--> 3. HubSpotBest for Integrations Pros Robust set of integrations and features.Fully integrated payment processing features.Generous free CRM version.Use templates or create your reports from scratch.Set up default and customizable permissions. Cons Automation is only available on high-pricing tiers.Some features come with a learning curve. Editor’s Take Although HubSpot is one of the most expensive options on our list, the CRM tool comes with a wide range of advanced features. CRM software offers a wide range of integrations and has a rich set of features. HubSpot is a cloud-based CRM software that companies can use to track and nurture different leads. Price: $50 per month – $5000 per month HubSpot is a highly reliable CRM platform and the best option on our list for integrations. The software is suitable for all types of businesses, including B2B and B2C businesses. It offers a wide range of features regardless of what you want to do, including different kinds of sales and marketing automation, tracking, and customer management.One of the highlights of HubSpot CRM is that it is a part of a large business management platform. This makes it possible to integrate with other HubSpot tools like the Marketing Hub and Sales Hub. Plus, it can be used with third-party applications like Zoho CRM, SugarCRM, and Salesforce. Key Features Seamless Contacts and Communications You can use HubSpot for two main functions: contact and communication. HubSpot will show you all related customer data, like communications, notes, and documents for each content. You can easily modify contacts, move them along the pipeline, attach tasks and deals to them, and more. Fantastic Dashboarding You can take care of reporting and dashboarding using HubSpot. You can select one of their report templates, customize it, and use it yourself. There is a custom report builder for those who don’t want to use the template. Extensive Automation The CRM software offers automation and analytics only if you pay for the higher pricing plans. With the service automation platform, you can create workflows or sequences and use them to save time on repetitive tasks in the sales cycle. Analytics is a helpful feature on. Marketing Content Customer Success Service RevOps Operations CRM Sales Hub; CRM; DOWNLOAD HUBSPOT FREE CRM SOFTWARE; CRM. HubSpot is Insights from HubSpot's 103,000 customers on the value they experience with the HubSpot CRM Platform. 2025 HubSpot CRM Platform ROI Report HubSpot CRM

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Act (HIPAA)…” So, despite their robust platform and security features, you are not permitted to store protected health information within Hubspot’s CRM.Although there isn’t currently a way to make Hubspot truly HIPAA compliant, you may be able to use multiple platforms for the different types of contacts you engage with. While this could be a valid strategy for healthcare practices looking to achieve compliance with their CRM of choice, you’ll likely need to spend more time and money to reach and maintain HIPAA compliance with this approach.Does HubSpot have a firm Business Associate Agreement (BAA)? No, HubSpot does not currently sign BAAs with their customers.Is HubSpot secure enough for your PHI? Technically, yes. HubSpot offers security features to protect PHI but prohibits storing that information on the platform.Does HubSpot’s ToS affirm HIPAA compliance? No, HubSpot’s terms of service prohibit the capture, storage, or transfer of PHI within the Hubspot platform.Is Keap HIPAA Compliant?HIPAA-covered entities and business associates can use Keap’s CRM and Marketing Automation platforms to store, transmit, and otherwise process PHI legally. However, email marketing, SMS, and VoIP features within the Keap platform (as well as the GroSocial and CustomerHub applications) are not included in Keap’s HIPAA-compatible offering.Is Keap PCI and GDPR Compliant? Keap adheres to and is audited annually for Payment Card Industry Data Security Standard. Additionally, Keap complies with GDPR standards. Does Keap have a firm Business Associate Agreement (BAA)? Keap offers a standard BAA that satisfies the applicable subcontracting requirements under HIPAA. However, the Keap BAA does not include coverage for transmitting PHI via the platform or the use of third-party products or integrations.Is Keap secure enough for your PHI? Keap is a HIPAA-compatible application that organizations regulated by HIPAA can store, transmit, and otherwise process PHI. As a safeguard, only in-house Keap Support agents can access and provide support to PHI-containing accounts, and only during regular business hours. Does Keap’s ToS affirm HIPAA compliance? Yes, Keap’s ToS does affirm HIPAA compliance. Healthcare CRMA CRM can enhance and streamline how businesses engage with customers. This powerful tool holds even greater value when it comes to a highly relationship-based, collaborative industry like healthcare. For healthcare providers, it’s less about whether or not you need a CRM and more about which CRM is the right fit.But what makes a good CRM for healthcare? Here’s a brief overview of 11 key factors to consider when evaluating a CRM for your healthcare organization.Patient-centric design: The right healthcare CRM should simplify personalized customer engagement and outreach. Representatives should have easy access to the patient histories, preferences, and treatment plans required to fulfill their duties and administer care.Comprehensive Data Management: Accuracy, security, and compliance with regulatory requirements like HIPAA are of the