/*! elementor - v3.16.0 - 20-09-2023 */
.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} Are you a small to medium business owner finding it tough to choose the right CRM for your business? Choosing between HubSpot and Zoho CRM can be tricky. With so many features to consider and your precious time and hard-earned resources at stake, the decision-making process can be daunting. I’m AJ, offering my expertise. Over the last decade , I built and scaled my business to a successful multiple seven-figure exit . In the process, I’ve used every tool under the sun. Now, with Small Business Bonfire, I aim to help you take a shortcut to get to where I’m at— living out my dreams financially free . So, let’s see how HubSpot CRM and Zoho (two heavyweights in their own right) stack up against each other.
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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: 4.8/5 Zoho CRM is the secret weapon for SMBs looking to scale with ease!
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The SBB team and I compared HubSpot and Zoho (over six months) in the following categories: 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. Zoho CRM Comparison Chart
Here’s how both platforms did overall.
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HubSpot Review
Zoho CRM Review
HubSpot Vs. Zoho CRM: Pricing
You want to make sure your CRM pricing fits your budget. Let’s compare the pricing for both HubSpot and Zoho CRM.
HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month Take a look at our full HubSpot pricing guide for more information!
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Zoho CRM Pricing
Zoho offers a free plan in addition to four affordable paid plans. They are the following: Free Version – Free for up to three users Zoho Standard – $20/Month Zoho Professional – $35/Month Zoho Enterprise – $50/Month Zoho Ultimate – $65/Month
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Zoho CRM Vs. HubSpot Pricing Winner: Zoho CRM
AJ’s Take: Undoubtedly, Zoho wins this round. They offer more affordable packages that scale your business from the ground up!
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Zoho CRM Vs. HubSpot: Top Features
Let’s look at how both platforms stack up in terms of features.
HubSpot Top Features
HubSpot offers a wide range of features, from everything to service, sales, marketing, and content management. Let’s get into it.
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Pipeline Management
Pipeline management is a crucial aspect of any CRM , and HubSpot’s pipeline management feature (via HubSpot Sales Hub) makes tracking and managing all your leads easy . With HubSpot, you can easily accomplish the following: Add new deals & assign users with just a click Customize your pipelines & dashboard Quickly move deals through stages (with the drag-and-drop interface) Get a visual overview of your sales process We especially liked the customizability that HubSpot offered with their pipeline management. Here’s a quick look at our pipeline dashboard customization (during our six months of testing). Once our pipeline was customized to our liking, we input some affiliate marketing deals at Small Business Bonfire. We loved the pipeline dashboard (shown below), which gave us a bird’s eye view of our sales process and kept our team on the same page. Our takeaway: HubSpot Sales Hub offers powerful , customizable , easy-to-use pipeline management . That’s what I call a triple threat!
Intuitive Meeting Scheduling
If you need help getting your team on the same page regarding meetings, HubSpot’s meeting scheduling feature can help. With this feature, you can easily schedule meetings with team members and clients (without the frustrating back-and-forth email communication). Here are some things we liked about this feature: Team members can set their availability on the calendar Clients can schedule meetings based on team members’ availability (no double booking) You can embed meeting links in emails or include them in your email signature for easy access Setting up meetings takes just a few clicks HubSpot Integrates seamlessly with Google Calendar Check out a company meeting we scheduled (in less than 5 minutes). The best part about this feature is that it’s free to take advantage of ! The bottom line: We loved how easy it is to schedule and manage meetings with this feature. With HubSpot, you can take your meetings to the next level (without spending a dime).
Support Ticketing
Managing your customer tickets (in order of priority) can be challenging, but HubSpot offers a robust solution (that’s completely free) to help out. With this feature, you can easily create and manage tickets from within your CRM. HubSpot offers powerful multichannel support that automatically converts conversations from the following channels into tickets: Live chat Phone Email Chatbots Plus, your ticket dashboard is fully customizable . Don’t take our word for it, though—check out this screenshot of our ticket customization process. Once we had everything tailored to Small Business Bonfire, we could easily manage and prioritize our customer tickets . Here’s a look at our ticket dashboard with a few of our service tickets. If someone were to tell us that we get all this utility with no extra cost, we would think they were crazy. But it’s true, we’ve tested it for ourselves (over six months)! The final verdict: Give your support teams the extra boost they need with HubSpot’s powerful ticket-managing capabilities! You can thank us later.
Customer Feedback Surveys
Understanding your customers is the foundation of any successful business. Connecting with them and keeping communication channels open allows you to gain valuable insights into their experience, satisfaction, and loyalty to your brand . HubSpot CRM has a fantastic tool to help with just that—powerful customer feedback surveys. With HubSpot’s Customer Feedback Surveys, you can directly tap into the voice of your customer base. During our testing experience, we were able to create different types of surveys to gauge various aspects of customer relations: Customer support: These surveys helped us understand how well our support team is doing and identify areas for improvement. Getting immediate feedback after a support interaction gave us real-time insights. Customer satisfaction: HubSpot made it easy to measure overall customer happiness and satisfaction with our products or services. This tool helped us discover what we’re doing right and what needs improvement for a better customer experience. Customer loyalty: With these surveys, we assessed how likely customers are to stick with us and recommend our brand to others. Measuring customer loyalty gave us a clear perspective on our brand’s reputation and customer retention strategies. Custom surveys: We were able to create our own custom surveys tailored to our specific business needs. This allowed us to gather feedback on any aspect of our business that we wanted, giving us valuable insights into areas for improvement. Our overall experience: HubSpot’s customer feedback surveys are a great way to stay connected with your customers. This feature is a must-have if you want to make data-driven decisions and continuously improve your customer experience.
