HubSpot Vs. Pipedrive 2023: Best CRM for Small Businesses Declared
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Finding the perfect customer relationship management (CRM) is like finding a diamond in the rough. With so many options available, it’s easy to choose a dud, causing lost revenue, mismanaged leads, and frustrated employees. I’m AJ, here to help narrow it down! I’ve built my business over the last decade , figuring out what works (and what doesn’t). After a successful multiple seven-figure exit, I acquired Small Business Bonfire (SBB) to help fellow entrepreneurs succeed (in half the time it took me). So, let’s talk about two of my all-time favorite CRM platforms to recommend —HubSpot and Pipedrive. Both platforms offer best-in-class features, but only one can come out on top!
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
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Bonfire Rating: 4.7/5 Pipedrive: Best pipeline management in the game.
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We put Pipedrive and HubSpot CRM through their paces in terms of the following:
Pricing & Free Version
Top Features
Customer Service
Integrations
Ease of Use
Best Mobile App
Knowledge and Learning Center
Limitations
Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
HubSpot Vs. Pipedrive Comparison Chart
We put Pipedrive up against HubSpot in a winner-take-all matchup. Here are the results.
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HubSpot CRM Review
PipeDrive Review
HubSpot Vs. Pipedrive: Pricing
Let’s see how HubSpot fares against Pipedrive when it comes to pricing.
Pipedrive Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $14.90/month Advanced: $27.90/month Professional: $49.90/month Power: $64.90/month Enterprise: $99.00/month Check out our complete Pipedrive pricing guide.
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HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $50/month Professional CRM Suite – $1,781/month Enterprise CRM Suite – $5,000/month Take a look at our full HubSpot pricing guide.
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Pipedrive Vs. HubSpot Pricing Winner: Pipedrive
AJ’s Take: While HubSpot may have a free plan, Pipedrive offers more affordable paid plans with a wider range of features to choose from. Pipedrive is the winner in terms of pricing.
Pipedrive Vs. HubSpot: Top Features
Let’s dig into the top features of each platform to see which one offers the most value for small businesses.
HubSpot Top Features
In this section, we explore HubSpot’s top features and what they bring to the table for small businesses.
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Pipeline Management
Pipeline management is a crucial aspect of your sales process, and HubSpot offers a clean, visual sales pipeline to keep track of your deals (courtesy of HubSpot Sales Hub). You can easily create , customize , and manage sales pipelines with HubSpot CRM. Plus, the powerful sales software allows for full customization of your pipeline dashboard (shown below). We tested this feature (over six months) by adding in some of our affiliate marketing contacts. Some things we loved about HubSpot’s pipeline management include the following: Pipeline customizability Ability to segment deals by sales rep, stage, and tags Drag-and-drop functionality for easy deal customization Clear visual representation of pipeline health (e.g., deals won vs. lost) Take a look at our deals pipeline (once we had all of our partnerships added.) As you can see, the layout is clear and easy to read . We liked that each deal card clearly showed the priority level (with color coding). This meant that nothing fell through the cracks as our teams took names and closed deals. So, if you’re serious about scaling your sales efforts, we recommend you check out HubSpot .
Intuitive Meeting Scheduling
Have you ever scheduled a meeting and had only half your team show up on time? Well, if not, lucky you. But for the rest of us, scheduling meetings can be a hassle. That’s why we love HubSpot’s meeting scheduling feature. It allows for automatic syncing with your calendar , making it easy to schedule and keep track of meetings with team members and clients (even while on the go). Here’s an example of a company meeting we were able to schedule in just a couple of minutes. We selected a date and time, set the duration, and invited our team with a link—simple as that. While it’s maybe not the flashiest feature a CRM offers, it’s certainly one of the most useful (and time-saving!).
Support Ticketing
Managing your customer queries can be a challenge without the right tools. Luckily, HubSpot offers a robust support ticketing system (that’s completely free) to help streamline your customer service process . Not only can you create and manage all support tickets within the CRM, but you can also automate responses and track issue resolution . Here’s a screenshot of our support ticket dashboard (after we had a few inquiries from our clients). We appreciated having all of our tickets in one convenient place, making it easy to resolve issues as they arose. We also really liked the ability to customize our ticket boards from top to bottom. We were able to customize the following with HubSpot: Status name Open or closed Status properties Ticket cards Ticket tags Here’s how the customization looked during our six-month testing period. The bottom line: Ticket management can help you stay organized and deliver better customer service, leading to happier, more loyal customers. So, if you want to ramp up your service game, give HubSpot a try (and you can thank us later).
Customer Feedback Surveys
Understanding your clients is crucial for business success, and one great way to do this is through feedback surveys. With HubSpot, you get an amazing feature that lets you quickly create and send robust feedback surveys . It’s super user-friendly and allows you to create detailed surveys that suit your needs perfectly. We absolutely loved this feature’s versatility and depth during our test period. With HubSpot, we were able to create the following types of surveys: Customer support Customer satisfaction Customer loyalty These surveys helped us gather valuable insights directly from our clients, such as the following: How they view our SBB & our services Where we could improve Areas that we excel in Customer feedback is essential to scaling . After all, you can’t learn from your mistakes if you don’t know what they are. HubSpot provides you with a powerful, easy-to-use survey feature to help keep your finger on the pulse of your customers .
Live Chat
In today’s fast-paced business world, live chat is a must. If you’re not connecting with your clients instantaneously, chances are someone else is. You’ll need a robust live chat feature that integrates seamlessly with your CRM (to stay ahead of the curve). Enter HubSpot’s Live Chat. We were able to easily set up a live chat widget on our site using HubSpot (shown below).
